CX Insurance usa exchange

The Must-Attend Gathering For CX Leaders in Insurance is Here

October 15-16 | Miami, Florida

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OCTOBER 15-16 2026

A Forum for Customer-Driven Insurance Leaders

The team behind the hugely successful CX BFSI Exchange series are delighted to introduce CX Insurance Exchange, an invite-only forum designed specifically for leading Insurance providers across the US.

Top CX, Digital, Operations, Customer Contact, Data and Transformation leaders for two days of invitation-only, closed-door collaboration focused exclusively on leadership-level CX roadmap definition. Through peer case studies, rare opportunities to benchmark and personalized 1-to-1 meetings with solution innovators, leadership leave with the insight and conviction needed to turn CX into a decisive competitive advantage.

Because at a time where every institution is racing to harness AI, exceptional CX won’t be delivered by technology alone - it will be powered by people. This October, join leaders committed to turning complexity into seamless, trusted journeys that unite operational efficiency with regulatory integrity.

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15 Years of Industry-Leading Exchanges

What to Expect From A CX BFSI Exchange

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Testimonials

A Word From our Previous Attendees

Thoughtful and Informative

Always a great opportunity to connect with other CX leaders across the industry and learn about new solutions that can help us meet the needs of our business and our Customers. This year's exchange was thoughtful, informative, and well-balanced - exactly the kind of experience to spark new ideas and make new connections.

The Hartford

Fresh Insights, Candid Discussions

The CX BFSI Exchange delivered a wealth of fresh insights that I'm excited to bring back to my team. Each session offered something new and thought-provoking, I especially appreciated the candid discussions around evolving expectations and deep dives into real world case studies.

AllianceBernstein

Clear Future Vision

CX BFSI Exchange provided agenda and content relevant to CX Leaders especially in the Financial Services space, not only on current challenges but also helped provide a clearer vision for direction the industry is moving towards and partners/network that can provide support and solutions to meet my organizations goals and objectives.

US Bank

Excellent Meeting Opportunities

This is a great opportunity to get to know different technology vendors and leaders in my industry. The leaders and tech partners provide their insights and knowledge that help me in making long term decisions on the possibility of advancing our customer journey.

Valley Insurance Services

cx insurance exchange usa

Interested in Joining our Community?

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Become A Sponsor

Sponsorship and Exhibition Opportunities

Sponsorship is the most effective solution to share your company’s idea to senior professionals from across the BFSI space, who are searching for actionable CX solutions.

CX BFSI Exchange brings together senior decision-makers all looking to spend within the short-medium term and ready to take prequalified, prescheduled. 1:1 meetings. With a bespoke partnership package, propel your brand to new heights in front of our senior-level, expert attendees.

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FORMAT HIGHLIGHTS

Interactive Lightning

Debates

The debates encourage quick thinking, concise expression, and active engagement. They are intellectual sprints, challenging you to articulate viewpoints on controversial issues effectively within tight time constraints. Vote with your feet, choose a side and defend your

point of view.

One-To-One Business Meetings

Our trademark, consultative business meetings offer you the chance to connect with a selection of tried & tested, best-in-breed providers, who have come recommended to us by our audience. Select who you want to meet before you join on-site, and upon arrival you will receive a personalised itinerary detailing who you’re due to meet with, and when.

Roundtable Discussions

These collaborative group discussions connect you with peers facing similar challenges to you through in-depth conversations. Select which session you’d like to join and get involved in the conversation as you share your own perspective on today’s big data questions.

Presentations & Case Studies

Hear from subject matter experts as they share insights into legislative updates, transformational in-house projects, and industry best practices.

Think Tanks

These closed-door sessions are first-come, first-serve, by advance selection only. Attendees will have an opportunity to select which Think Tanks they’d like to attend before joining on-site. No large groups, no stages – Just an in-depth, group conversation with an intimate selection of your peers.

Panel Discussions

With questions based on your challenges used to direct the discussion, these sessions are a great chance to hear a variety of perspectives and ensure you’re on the right path.

Glassbox

Previous Event Partner

Hear from Glassbox

Lorikeet

Previous Event Partner

Hear from Lorikeet

ServiceNow

Previous Event Partner

Hear from ServiceNow

Sponsorship Opportunities

"The difference is that you have pre-arranged 1-2-1's with enough time for a proper conversation"

Hear why Lorikeet sponsors CX BFSI Exchange. Enquire today to discover how you can connect with data leaders from top banking, financial serivces and insurance organisations.