# Customer Experience for Financial Services Summit 2026

- Dates: 23 September 2026 to 24 September 2026
- Location: Toronto, Canada
- Organiser: Strategy Institute
- Industry: Fintech

## Who attends

See the companies and senior leaders driving customer experience innovation across financial services.

_As described by the organiser._

## Official links

- [Official website](https://www.cxfinancialservices.com/)
- [Registration](https://www.cxfinancialservices.com/prices)
- [Agenda](https://www.cxfinancialservices.com/agenda/day-1/)

## Topics

- AI
- Customer Experience
- Fintech
- Privacy
- Risk
- Fraud
- Automation
- Design
- Cloud
- Insurance
- Retail
- Technology

## Speakers

- Judith Bosire, Chief Economist, Vancity
- Selina Wang, VP, Customer Marketing, Payments, JPMorganChase
- Dario Fuentes Alvarez, EVP, Head of Partnerships & Payments, Santander US
- Jason Parker, Vice President & Portfolio Manager, Fixed Income, iA Global Asset Management
- Harsh Dobey, VP, Retail & Digital Sales Services, Cambrian Credit Union
- Pankaj Arora, Head Global Business Cloud Adoption Leader, Sun Life
- Marcella De Lucia, Senior Director, Business Effectiveness, Financial Planning & Advice, CIBC
- Jorge Silva Tapia, VP, BlackRock
- Opher Brayer, Founder, Chief Scientist, Impro.AI
- Renae Quinton, VP, Brand & Strategy, Global X
- Carrie Morrison, TD
- Pascal Belaud, EVP / Chief AI & Data Officer, Truist
- Derek Caramella, VP, Marketing, Data Analysis Manager, Citizens
- Paul Teshima, CMO, Wealthsimple
- David Stewart, SVP, Independent Distribution, Canada Life
- Matt Karas, AVP, Digital Delivery & Account Management, IGM Financial
- Becca Mintz, Managing Vice President, Credit & Data, Capital One Canada
- Abdul Rashid Abubakari, Wells Fargo
- Corina T, AVP, Digital Performance, Customer Experience & Payments, Manulife Bank of Canada
- Tom Pawelkiewicz, VP, Digital Payments, Mastercard

## Sponsors and partners

- HCL Software
- Foundever
- FACEPHI
- LivePro
- Riva

## Related events

- [Global Conference on Accounting and Financial Management (GCAFM)](https://www.luminik.io/events/global-conference-on-accounting-and-financial-management-toronto-c113d0ea6c2b/)
- [Global Conference on Business Management and Economics (GCBME)](https://www.luminik.io/events/global-conference-on-business-management-and-economics-13b4dc0cda5a/)
- [Global Conference on Cyber Security and Cloud Engineering (GCCSCE)](https://www.luminik.io/events/global-conference-on-cyber-security-and-cloud-engineering-toronto/)
- [Global Conference on Hospitality and Tourism Management (GCHTM)](https://www.luminik.io/events/global-conference-on-hospitality-and-tourism-management-5799a334b13b/)
- [Global Conference on Leadership and Change Management (GCLCM)](https://www.luminik.io/events/global-conference-on-leadership-and-change-management-toronto/)
- [Global Conference on Machine Learning and Artificial Intelligence (GCMLAI)](https://www.luminik.io/events/global-conference-on-machine-learning-and-artificial-intelligence-toronto/)

Source: https://www.luminik.io/events/customer-experience-for-financial-services-summit-toronto-9dbc508688b6/