NORTH AMERICA'S PREMIER INVITATION-ONLY MEETING FOR CX & CUSTOMER CONTACT LEADERS IN FINANCIAL SERVICES

October 14-15 2025 | Miami Marriott Biscayne Bay, Florida

Jordan Belfort

The Wolf of Wall Street Jordan Belfort

CX Exchange for BFSI Day 1

3:45 PM “RIDDLE ME THIS” COMPETITION

Join fellow attendees where in teams you’ll solve intricate puzzles and riddles designed to stretch your creative thinking. With prizes at stake, flex your problem-solving skills in teams and prove that thinking outside of the box is the best workout for the brain!


Warm up your lateral thinking skills to prime yourself for a productive and collaborative meeting ahead.

4:25 PM Fireside Chat Discussion: Seamless by Design: Crafting a Connected Customer Experience

In financial services, customers interact with multiple departments-from onboarding and transactions to issue resolution and beyond. But how do organisations ensure these interactions feel effortless, rather than fragmented? This panel brings together key stakeholders across CX, customer service, marketing, digital, operations, and transformation to discuss strategies for collaboration, innovation, and customer-centricity.


  • Mapping the key touchpoints where CX & CS have the most influence
  • Strategies to integrate data, technology, and processes across teams
  • Ensuring a frictionless journey that strengthens customer relationships

Check out the incredible speaker line-up to see who will be joining Jordan.

Download The Latest Agenda