The Invitation-Only Forum For CX Leaders In Banking, Financial Services & Insurance

May 31 - June 1, 2027 | Phoenix, USA

2026 Post Event Report

[event:eventdate | Phoenix, USA

Empower People. Enhance Experience

The CX BFSI Exchange USA brings together 80 senior 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. Join leaders committed to turning complexity into seamless, trusted journeys that unite operational efficiency with regulatory integrity.

Download the 2026 POST Event REPORT

Wondering what's in store?

While we work behind the scenes to host our 5th edition, check out our 2026 Post Event Report, for an in-depth look at what was discussed last June.

Featuring all the information on speakers, sessions, and case studies, its your best place to learn what makes the CX BFSI Exchange West unique.

And, it's all in one handy document!

Download 2026 Post Event Report

Our Past Expert Speakers

Sami Huovilainen

Managing Director, Head of Next Generation Analytics, US Personal Banking

Citi

Bernardo Meza

Chief Marketing Officer

UFCU

Denise Schuster

Vice President of Bank Operations

Stash

Chance Whittley

Principal AI Consultant

PTP

Crystal Collier

Executive Consultant

PTP

George Downey

Senior AI Consultant

NiCE

Juli Hendricks

Director of CX

CSG

David Pratt

Director of CX

CSG

Dimitri Masin

CEO & Co-Founder

Gradient Labs

Bill Gray

Senior Director, Operations

Self Financial

Elizabeth O'Connor

Senior Vice President of Operations

Self Financial

Mark Krebs

Vice President of Global Sales

Celebrus

Angie Campos

Head of Financial Services, GTM US

ServiceNow

David Breakstone

Global Head of Wealth & Asset Management (GTM)

ServiceNow

Bryant Richardson

Founder & President

Real Blue Sky, LLC

Amy Stevens

Senior Vice President, Member Experience

GreenState Credit Union

Sanjoy Sarkar

Senior Vice President, Senior Director, Workflow Automation & Robotics

First Citizens Bank

Sahil Sabharwal

Vice President, Enterprise Data Platforms

American Express

Nate Houghton

Head of Sales, America

Lorikeet

Rasheeda James

Vice President of Client Services

Americor

Anna Greenwald

Chief Operating Officer

LendingClub

Irina Long

Senior Vice President, Customer Experience Research & Analytics

Citizens

Gina Genovesi

Senior Vice President, Product Manager, Commercial Electronic Payments

Zions Bancorporation

Shelly Chandler, CCXP

Executive Director, Customer Experience

Wells Fargo

Fara Remtulla

Chief Operating Officer

Brigit

Matt Mayo

Chief Banking Officer

Community Bank

Jonas Ng

Head of Small Business Banking

Valley Bank

Zack Hamilton

CX Thought Leader & Author

Author of the Experience Performance System™

Sumeet Grover

Chief Strategic Growth & Digital Officer

University Federal Credit Union

Nathan Quezda

Senior Vice President, Consumer AI Product Management

Bank of America

Yesha Yadav

Milton R. Underwood Chair & Professor of Law, Associate Dean and Robert Belton D

Vanderbilt University Law School

John Kariotis

AVP US Go To Market

Parloa

View All Speakers

WHAT TO EXPECT

CX BFSI Exchange West USA Exchange Features

70+

Attendees

20+

Speakers

15+

How did Cetera Financial Group implement their holisitic CX Strategy?

Exclusive interview with Benjamin Easaw, Managing Director, Digital Experience Design at Cetera Financial Group

Access the Case Study

Jurrasic Park the answer to hyper-personalization?

Exclusive interview with Ken Hubbell, SVP Instructional Design Strategy & Innovation for Wells Fargo, on how to adapt customer experience strategies to suit the Millennial generation

Access the Case Study

Mobile games for financial wellness?

Zogo Finance seek to bridge the gap between financial wellness and the younger generation with their educational mobile game and app

Find Out How They Did It

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.

Find Out More