CX BFSI USA Exchange (West)

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

June 1-2, 2026 | Phoenix, USA

2025 Agenda

2025 Sponsorship

Request An Invite

1-2 June 2026

Empower People. Enhance Experience

The CX BFSI Exchange USA returns to bring 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. This June, join leaders committed to turning complexity into seamless, trusted journeys that unite operational efficiency with regulatory integrity.

CX BFSI USA EXCHANGE

Interested in becoming an Event Sponsor?

Find Out More

Our 2025 Speaker Lineup Featured...

Michelle Levister Bozeman

Executive Advisor, Consultant & Coach

TBW Enterprises

David Benavides III

Head of Digital, Design & Member Experience

Alliant Credit Union

Jonas Ng

Chief Operating Officer

KeyBank

Mark Krebs

Vice President, Global Sales

Celebrus

Michaud Ray

Senior Vice President, CX Strategy & Solutions

Foundever

Keshav Jaiswal

Vice President, Global Client Experience

J.P. Morgan Commercial Banking

Philip Paul

Chief Executive Officer

Cotribute

John Symcox

Chief Innovation Officer

First Fidelity Bank

Ryan Clare

Global Director of Capital Markets

ServiceNow

Adam Janes

Senior Director Financial Services Solutions

Forsta

Kishore Korimilli

Senior WW Specialist

Amazon Connect

Ralph Flamini

Senior Manager WW Specialist

Amazon Connect

Matthew Lehman

Head of Industry Strategy, Financial Services

RingCentral

Marc Butterfield

Head of New Product Development & Market Expansion

First National Bank of Omaha

Lindsey Ogan

Chief Marketing Officer

Stride Bank

Chelsea Lawley

Managing Director, Digital Analytics

Charles Schwab

David Eldred

Chief Experience Officer

Solarity Credit Union

John Rares Almasan

Senior MD Head of AI & Emerging Technology

TIAA

Amit Mondal

VP & Head of Digital Analytics & Experimentation

American Express

Mark Krebs

VP Global Sales

Celebrus

Jeffery Carson

Vice President, Journey Analytics & Operations

Synchrony

Chris Brahney

SVP Sales & Member Experience

Nuvision Credit Union

Jason Lazzerini

EVP Chief Digital Officer

Central Pacific Bank

Sharby Kennard

Director EB Customer Experience

Voya Financial

Smita Bhatnagar

Director Strategy & PMO

Affirm

Abhimanyu Singh

SVP Digital Commerce

Truist

James Legeman

Head of Customer Experience

Pacific Life

Kristin Bundy

Director Client Service & Support

Charles Schwab

Chase Tarkenton

Senior Vice President & GM - North America

boost.ai

View All Past Speakers

Clarity that Transforms AI into Productivity & Humanized CX

Balancing Cost Pressures With Customer Obsession

Balance cost pressures with customer obsession, through learning where CX drives margin, loyalty and growth even as competition intensifies.

Customer Journey Optimization

Design self-service and digital experiences that truly delight - ensuring journeys are intuitive, compliant, and free from the operational shortcuts that create friction.

AI-Driven Personalization

Benchmark hyper-personalization, uncovering with practical examples of the convergence of data, segmentation and AI to create relationship-driven interactions at scale.

Resisting Fraud and Security Threats

Stay ahead of rising fraud and security threats amid a drive for digitalization to protect both business and customer while maintaining a seamless omnichannel experience.

WHAT TO EXPECT

CX BFSI Exchange West USA Exchange Will Feature

70+

Attendees

20+

Speakers

15+

Event Highlights

Hear Directly From Our Attendees

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