Finance & Banking

7th Annual Customer Experience for Financial Services Summit (CXFS) 2026

The 2026 Customer Experience for Financial Services Summit (CXFS) brings together senior CX, digital, data, marketing, payments, wealth, insurance, and innovation leaders from North American financial institutions. Across two days in Toronto, attendees explore AI, automation, agentic technologies, customer intelligence, personalization, digital banking, paym…

Visit the official siteSponsorship open
25Speakers
23Sponsors
0On the bill · sessions
47Companies · in total
§I

Speakers

Programmed at 7th, in alphabetical order.
Abdul Rashid Abubakari
Executive Director, Senior Lead Commercial Banking Relationship Manager · Wells Fargo
Alana Relay
Head of Mortgage, Insurance & Banking · IG Wealth Management
Andrew Gowen
Regional VP, Head of Commercial Banking · National Bank of Canada
Becca Mintz
Managing Vice President, Credit & Data · Capital One Canada
Ben Kim
Head of Portfolio Management · Questrade Financial Group
Caley Adair
CMO, Digital RESP Provider · Embark
Carrie Morrison
AVP, Product Group Owner, Acquisition & Engagement, Canadian Credit Cards · TD
Corina T
AVP, Digital Performance, Customer Experience & Payments · Manulife Bank of Canada
Dane Hambrook
EVP, Commercial Insurance · Zurich Insurance
Dario Fuentes Alvarez
EVP, Head of Partnerships & Payments · Santander US
David Stewart
SVP, Independent Distribution · Canada Life
Derek Caramella
VP, Marketing, Data Analysis Manager · Citizens
Jason Parker
Vice President & Portfolio Manager, Fixed Income · iA Global Asset Management
Jorge Silva Tapia
VP · BlackRock
Judith Bosire
Chief Economist · Vancity
Matt Karas
AVP, Digital Delivery & Account Management · IGM Financial
Michelle Mak
Director, Western Community Foundation · Western Financial Group
Pascal Belaud
EVP / Chief AI & Data Officer · Truist
Paul Teshima
CMO · Wealthsimple
Renae Quinton
VP, Brand & Strategy · Global X
Robin Shufelt
CEO · First Acre Insurance
Santosh Shetty
Director, Technology Platforms · Manulife
§II

Sponsors

The houses behind the program. Tiers as disclosed.
ASAPPGold
BellGold
CiscoGold
Environics AnalyticsGold
IMPROGold
NiceGold
OmiliaGold
Webex by CiscoGold
AmplifAISilver
BoostCXSilver
GenesysSilver
SymcorSilver
CanadaDirectBronze
ChatbaseBronze
ESCDABronze
Paxyl SolutionsBronze
SnooozBronze
Upland AdestraBronze
Facephi
Foundever
HCL Software
LivePro
Riva
Intermission
Part the Second · For the Buyer

An audience of 47 companies, parsed from the program.

47 companies in attendance.

The numbers below are derived from the speakers, sponsors, and exhibitors on this page, cross-referenced into one ledger. They are the only thing here that 10times.com cannot tell you.

Who's in the room
0All threespeak · spons · exh
23Sponsoringsponsor only
24Companies Speakingspeaker only
Speakers by seniority

92% of the speakers carry senior titles: C-suite, Founder, VP, or Director-level.

  • C-suite520%
  • Founder / Owner14%
  • VP-level1040%
  • Director / Head of728%
  • Other roles28%

Of 25 on the bill · classified by free-text title

Most-represented companies
  1. 01AmplifaiSp·S
  2. 02ASAPPSp·G
  3. 03BellSp·G
  4. 04BoostCXSp·S
  5. 05CanadaDirectSp·B
  6. 06ChatbaseSp·B
  7. 07CiscoSp·G
  8. 08Environics AnalyticsSp·G
  9. 09ESCDASp·B
  10. 10FacephiSp
  11. 11FoundeverSp
  12. 12GenesysSp·S
  13. 13HCL SoftwareSp
  14. 14IMPROSp·G
Sponsors by tier
gold8
35% of 23
silver4
17% of 23
bronze6
26% of 23
unspecified5
22% of 23
At peer events but not here

These companies sponsored two or more peer events recently, but aren't on this program. For an organizer, that's a list of warm prospects.

Related events · by shared sponsors

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