NORTH AMERICA'S PREMIER INVITATION-ONLY MEETING FOR CX & CUSTOMER CONTACT LEADERS IN FINANCIAL SERVICES
October 14-15 2025
| Miami Marriott Biscayne Bay, Florida
SMARTER CX. STRONGER RELATIONSHIPS.
BFSI organizations are at a pivotal point in CX, faced with growing pressure from digital-first disruptors, rising customer expectations and ongoing market volatility. While AI holds clear promise for enabling personalized, predictive, and efficient service, the path to adoption is far from simple. From designing seamless journeys to navigating ethical and security concerns, CX leaders are up against mounting challenges to deliver transformation at speed and scale.
Returning to Miami this October, the 12th CX BFSI Exchange is North America’s leading invitation-only forum for senior CX and customer contact executives. Set against a fast-changing financial landscape, the event delivers exclusive case studies and closed-door benchmarking to help leaders design agile, end-to-end customer journeys that drive retention and competitive edge.
Unite with an intimate group of 100 senior leaders from across CX, Customer Contact, UX, Digital, Marketing, andOperations for an immersive two-day exchange. With specialisms spanning the full customer lifecycle, this Exchange fosters an environment for high-impact peer learning so you leave equipped to deconstruct silos, elevate decision-making, and co-create strategies that architect differentiated, cohesive, and customer-first experiences.
Why CX BFSI USA?
Whether you're a solution provider, esteemed speaker, or enthusiastic delegate everyone in the CX BFSI USA community is a valued network of senior level executives trying to push the boundaries of Customer Experience in BFSI. See the video here as to what you'll get out of attending an Exchange.
CX BFSI Exchange USA Community Statistics
11
YEARS OF EXCHANGES
150+
SPEAKERS
500+
ONE-TO-ONE MEETINGS
100+
SESSIONS
Don't just take it from us
Who attends?
With some of the biggest Banks, Financial Service and Insurance firms in the game attending no one will top the attendance of The Wolf of Wall Street himself making an appearance at our Exchange in 2024. As leader of the most dynamic and successful sales-organizations in Wall Street History, there was no one better to learn from. Who doesn't want to be part of Jordan Belfort's network?
Two Sides of the Same Coin: Aligning EX and CX for Success in BFSI
Ray Harris, Senior Vice President and Senior Director of Client Success at First Citizens Bank, shares how enhancing employee experience within BFSI organizations is critical for improving the customer experience.
2024 Post Event Report
See exclusive insights on industry investment priorities, audience breakdown, key themes discussed at last year's event in Miami, and much more!
Transforming Customer Experiences in BFSI: Q&A with Trish Wethman
The CX BFSI USA Exchange sat down with Trish Wethman, Chief Customer Officer at Best Egg.
EXPERT SPEAKERS
Nidhi Daga
Senior Vice President, Marketing
JPMorganChase
Jeff Lojko
Senior Vice President, Client Experience Transformation
Bank Of America
Vinay Jha
Chief Operating Officer- Finance & Head, Finance Transformation
BMO Group
Michael Nevski
Director of Global Insights
VISA
Brian Nourie
Executive Vice President, Chief Growth Officer
M&T Bank
Doug Bartels
Chief Operating Officer, Investments Practice
Northern Trust
Isabel Garcia
Chief Marketing Officer
Bradesco Bank
Josh Eaker
Head of Digital & UX
Mass Mutual
Andy Netzel
Senior Vice President, CX Strategy Director
Keybank
Davide Venturelli, Ph.D
Associate Director, Quantum Technologies
USRA Research Institute for Advanced Co
Mary Hardy
Senior Vice President, Customer Lifecycle Marketing
Huntington Bank
Kamesh Moola
Senior Director of Strategy & Transformation
Citibank
Douglas Figueredo
Senior Managing Director, Head of Corporate Marketing & Digital Experience
Webster Bank
Alex Misiaszek
Senior Vice President, Experience Design Director, Emerging Experiences
Truist
Ashwin Rajendra
Head of Digital Experience
CHIME
Contact Us
If you are interested in attending the Customer Experience Exchange for Banking, Financial Services and Insurance, please contact enquire@iqpc.co.uk or call +44 (0) 207 368 9484 for further information.
In Partnership With:
QUESTIONS?
Address: IQPC Ltd, 129 Wilton Road,
London SW1V 1JZ
Telephone: +44 (0) 207 368 9484
Fax: 44 (0) 207 368 9301
Email: exchangeinfo@iqpc.com
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