Fintech
Customer Experience for Financial Services Summit 2026
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
Agenda themes
Topics covered
- AI
- Customer Experience
- Fintech
- Privacy
- Risk
- Fraud
- Automation
- Design
- Cloud
- Insurance
- Retail
- Technology
On stage
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
On the floor
Sponsors and partners
- HCL Software
- Foundever
- FACEPHI
- LivePro
- Riva
Keep planning
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