Fintech
Customer Experience for Financial Services Summit 2026
This event focuses on customer experience strategies for financial services. It is for CX decision-makers in financial services looking to invest in impactful solutions. The event includes keynotes, panels, and Q&A sessions.
The essentials
Event details
- Dates
- 23 September 2026 to 24 September 2026
- Location
- Toronto, Canada
- Organiser
- Strategy Institute
- Industry
- Fintech
Who attends
The audience
See the companies and senior leaders driving customer experience innovation across financial services.
As described by the organiser
Speaking
Call for speakers
This event publishes a call for speakers. The deadline is unverified, so check the call before preparing a submission.
Agenda themes
Topics covered
- AI
- Customer Experience
- Fintech
- Privacy
- Risk
- Fraud
- Automation
- Design
- Cloud
- Insurance
- Retail
- Technology
On stage
Speakers
- Judith BosireChief Economist, Vancity
- Selina WangVP, Customer Marketing, Payments, JPMorganChase
- Dario Fuentes AlvarezEVP, Head of Partnerships & Payments, Santander US
- Jason ParkerVice President & Portfolio Manager, Fixed Income, iA Global Asset Management
- Harsh DobeyVP, Retail & Digital Sales Services, Cambrian Credit Union
- Pankaj AroraHead Global Business Cloud Adoption Leader, Sun Life
- Marcella De LuciaSenior Director, Business Effectiveness, Financial Planning & Advice, CIBC
- Jorge Silva TapiaVP, BlackRock
- Opher BrayerFounder, Chief Scientist, Impro.AI
- Renae QuintonVP, Brand & Strategy, Global X
- Carrie MorrisonTD
- Pascal BelaudEVP / Chief AI & Data Officer, Truist
- Derek CaramellaVP, Marketing, Data Analysis Manager, Citizens
- Paul TeshimaCMO, Wealthsimple
- David StewartSVP, Independent Distribution, Canada Life
- Matt KarasAVP, Digital Delivery & Account Management, IGM Financial
- Becca MintzManaging Vice President, Credit & Data, Capital One Canada
- Abdul Rashid AbubakariWells Fargo
- Corina TAVP, Digital Performance, Customer Experience & Payments, Manulife Bank of Canada
- Tom PawelkiewiczVP, Digital Payments, Mastercard
On the floor
Sponsors and partners
- HCL Software
- Foundever
- FACEPHI
- LivePro
- Riva
Stay on it
Get the next edition
When Customer Experience for Financial Services Summit 2026 announces its next edition, or these dates change, we read it from the organiser's own site. One email when that happens, nothing else.
Plan this event
Work out who to meet here
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