Hi Lisa,
Customers who feel underserved don’t complain — they move their money.
The institutions pulling ahead aren’t just investing in tech; they’re reinventing the client journey: building trust in volatility, scaling personalization beyond pilots, moving toward autonomous payments, and turning compliance into a competitive edge.
These are the conversations shaping the future at Customer Experience for Financial Services Summit 2026.
From macro shifts to execution, the agenda is built for what CX leaders need right now:
Vancity on how rising rates and cost-of-living pressures are reshaping client trust — and how to lead with transparency before loyalty erodes.
Citizens on uplift modelling — identifying customers truly influenced by your marketing.
Interac Corp on building digital wallet ecosystems — governance, collaboration, and trust at scale.
IGM Financial & BMO Private Wealth on driving measurable engagement through first-party data and experimentation.
Santander US & Interac Corp on the shift to agentic commerce — from biometric authentication to agent-to-agent transactions.
Wealthsimple on designing human financial journeys from first dollar to full portfolio.
Embark on building AI-driven platforms that protect customers while meeting regulatory demands.
Request the 2026 Agenda at a Glance →
Plus: roundtables on customer emotion, fraud prevention, silent signals, and digital intelligence — alongside a dedicated track for insurance, commercial banking, and wealth CX.
