Past Attendee List

April 20 - April 21, 2021

Past Attendee List

CXFinancialServices.com Interested In Sponsoring? contact: [email protected] • 1-866-298-9343 x 241 The Customer Experience for Financial Services Summit is North America’s only Financial Services event exclusively dedicated to Customer Experience. This specialized summit will take place virtually on April 20th - 21st, 2021.

Generate exclusive high-quality leads and build lasting relationships that will drive your 2021 sales pipeline. Our community of Customer Experience professionals represent an untapped market that is actively looking to invest in innovative solutions now.

Our carefully curated roster of industry-leading speakers includes; Cindy Jeffrey, Vice President of Customer Experience Canada at Manulife, Katherine Lucas, Global Head of Client Experience at State Street, Arnaud Jammaers, Vice President, User Experience Digital Solutions at MASTERCARD and many more.

Agenda themes:

• CX- From Average to Exceptional • Measuring CX Effectiveness

• Big Data and CX • Voice of the Customer

• Voice of the Employee • Customer Emotions

• CX Improvement & Innovation

Interested In Sponsoring? contact: [email protected] • 1-866-298-9343 x 241 CXFinancialServices.com 2 Who You Can Meet...

Audience Breakdown

Invesment/Wealth Chief/VP/Director of Management Chief / VP / Director Marketing Customer Experience

21% 28% Banks, Insurance Credit Unions 33% & Credit Cards Titles Audience 32% 5% 16% VP/Director/ Other Industry Head Customer Stakeholders 8% Service, 19% Other 13% Customer Care 16% 9% Digital Marketing President, CEO, VP VP/Director/Head Technology & Operation Software Marketing Agencies

Companies

Here’s what your peers had to say about our events:

Common theme, new ideas Bringing together the human element and the technology leadership was excellent and “well integrated.” - Chief Development Officer,Subway

Interested In Sponsoring? contact: [email protected] • 1-866-298-9343 x 241 CXFinancialServices.com 3 Past Attendees Include: A Z

Job Title Company Acquisition, Retention & Customer Experience Head (Personal Banking) BMO Financial Assistant VP, Customer Experience & Interaction Management TD Bank Assistant VP, Digital Customer Experience Canada Life Associate Manager, Targeted Marketing TD Bank Associate Manager, Targeted Marketing TD Bank Associate Vice President - Digital Experience Design (DXD) - WF Virtual Channels Wells Fargo Associate Vice President - Member Experience Meridian Credit Union Associate Vice President, Marketing and Business Development Tandia AVP CX Reporting & Data Manulife Banking Customer Experience & Omni Channel Development Director, Retail Scotiabank Chief Product Officer STACK Client Business Partner Nielsen Client Experience Lead MD Financial Management Client Experience Leader Desjardins Client Insights Business Partner MD Financial Management Client Service Lead Slalom Consulting Client Solutions Consultant Co-operators Life Insurance - Cumis Group Client Solutions Consultant Co-operators Life Insurance - Cumis Group Commercial Enterprise Vice President, Client Experience PROLINK Insurance Community Director OMERS Ventures Data Analyst Manager TD Wealth Management Data Science Manager TD Wealth Management Developer ATB Financial Digital Banking Senior Director, Customer Experience Equitable Bank Digital Product Management Specialist Great West Lifeco Digital Product Manager BMO Financial Digital Product Owner, Mobile Banking President’s Choice Bank Digital Strategist PenFinancial Credit Union Director BIO Director MD Banking Solutions Scotiabank Director of TNR System and Marketing Research Desjardins Director of Business Development Economical Insurance Director of Business Transformation Office Moneris Solutions Director of CX Strategy & Design Sun Life Financial Director of Digital Experience Economical Insurance Director of Digital Strategy and Execution ATB Financial Director of Experience Design BMO Financial Director of Marketing Ukrainian Credit Union Limited Director of Member Experience Meridian Credit Union Director of MemberEngagement & Analytics Meridian Credit Union Director of Retail Tandia Director of Service Design Canadian Imperial Bank of Commerce Director of UX, Strategy & Design IGM Financial Inc. Director Strategic Initiatives Meridian Credit Union Director, Strategy & Corporate Development Canadian Imperial Bank of Commerce Director, Branch & Self Service Banking Scotiabank Director, Can Digital Marketing BMO Financial Director, Channel Management Canadian Imperial Bank of Commerce Director, Client Analytics and Reporting Alberta Investment Management Corporation Director, Client Engagement RPIA

Interested In Sponsoring? contact: [email protected] • 1-866-298-9343 x 241 CXFinancialServices.com 4 Customer Experience for Financial Services Summit Past Attendees Presented by Strategy Institute

Director, Client Engagement Simplii Financial Director, Client Experience CI Financial Director, Client Services OPTrust Director, Communication RBC Director, Community Impact & Member Experience Alterna Savings Director, CRM Strategy & Marketing Stages RBC Director, Customer Experience Farm Credit Canada Director, Customer Experience Economical Insurance Director, Customer Experience & Communications Questrade Director, Customer Experience, Brand Management and Digital Strategy iA Financial Group Director, Customer Segments and Journeys Scotiabank Director, Digital Experience, Digital Commercial Banking Canadian Imperial Bank of Commerce Director, Digital Marketing & Communications Sun Life Financial Director, Digital Product Management Canadian Imperial Bank of Commerce Director, Digital Strategy & Analytics Canadian Imperial Bank of Commerce Director, Digital Strategy & Marketing Morison Insurance Brokers Inc Director, Financial Literacy and Customer Insights Scotiabank Director, Financial Services Intelledox Director, Global Brand Strategy Scotiabank Director, Marketing Engagement Principal Financial Group Director, Member Relations Meridian Credit Union Director, Mutual Fund Distribution Royal Bank of Canada Director, Omni Channel & Customer Experience Strategy Scotiabank Director, Omni Innovation Scotiabank Director, Product Development and Management CI Financial Director, Referred & Product Marketing HomeEquity Bank Director, Retail Customer Solutions Scotiabank Director, Retail Customer Value Scotiabank Director, Retail Sales Tandia Director, Service Design Canadian Imperial Bank of Commerce Director, Service Enablement CI Financial Director, Solutions & Operations Stingray Director, Strategic Partnerships Canadian Imperial Bank of Commerce Director, Strategy & Execution Great West Lifeco Director, T&O Strategic Support Canadian Imperial Bank of Commerce Director, UX Manage Money and Investing BMO Financial District Vice President Meridian Credit Union Enterprise Account Executive Stingray Enterprise Named Accounts, Canada Kofax General Manager Stingray Global BDM, Analytics, AWS Slalom Consulting Global Head Of Customer Experience Buckzy Payments Inc Head of Business Development Alterna Savings Head of Client Engagement RPIA Head of Marketing, Canada Slalom Consulting Head of US Marketing eToro Manager - Wealth Management Strategic Analysis TD Wealth Management Manager – Voice of the Customer – LEI TD Wealth Management Manager Customer Experience, Marketing TD Manager Customer Experience, Marketing TD Manager Customer Experience, Marketing TD Manager of Agile Delivery Economical Insurance

Interested In Sponsoring? contact: [email protected] • 1-866-298-9343 x 241 CXFinancialServices.com 5 Customer Experience for Financial Services Summit Past Attendees Presented by Strategy Institute

Manager of Customer Experience Great West Lifeco Manager of Customer Experience and Analytics CDSPI Manager of Digital Experience Economical Insurance Group Manager of Digital Marketing Sun Life Financial Manager of Group Customer Experience Great West Lifeco Manager of Non-personal Operations Alterna Savings Manager of Product Strategy & Innovation Alterna Savings Manager, Customer Experience Home Credit Manager, Customer Experience & Training Lendio Manager, Cx Measurement Strategy TD Wealth Management Manager, Digital Properties Co-operators Life Insurance - Cumis Group Manager, Market Research TD Manager, Marketing & Communications PROLINK Insurance Manager, Member Experience Alterna Savings Manager, Owner Channels Strategy TD Bank Manager, WFM CI Financial Managing Director and Head of Banking Solutions Bancorp Marketing and Communications Specialist PenFinancial Credit Union Marketing Specialist Liferay Member Service Specialist PenFinancial Credit Union Owner & Head of Customer Experience Morison Insurance Brokers Inc Performance Integrity & Analytics, Wealth Governance & Control Senior Business Analyst TD Wealth Management Practice Area Lead, Customer Engagement Slalom Consulting Practice Area Lead, Customer Engagement/Experience Design Slalom Consulting Principal Structured Empathy Program and Relationship Director Co-operators Life Insurance - Cumis Group Program and Relationship Manager Co-operators Life Insurance - Cumis Group Quality & Development Manager CI Financial Senior Analyst - User Centred Design Farm Credit Canada Senior Analyst, People Analytics & Workforce Planning Canada Mortgage and Housing Senior Business Consultant, Client Experience Design Canadian Imperial Bank of Commerce Senior Business Insights Analyst TD Wealth Management Senior Client Insights Specialist CDSPI Senior Customer Experience Analyst Questrade Senior Customer Research Analyst Questrade Senior Director Visa Senior Director Mortgage Operations HomeEquity Bank Senior Director, Customer Operations Rogers Bank Senior Director, Enterprise Programs Canadian Imperial Bank of Commerce Senior Director, Marketing Loyalty & Strategic Partnerships RBC Senior Innovation Strategist Great West Lifeco Senior Manager of Member Experience OPTrust Senior Manager of Service Delivery Rogers Bank Senior Manager, Branch Channel Strategy TD Bank Senior Manager, Customer Experience Aviva Canada Senior Manager, Customer Experience Measurement Export Development Canada Senior Manager, Digital Marketing Co-operators Life Insurance - Cumis Group Senior Manager, Digital Strategy President’s Choice Bank Senior Manager, Marketing RBC Senior Manager, Product Development & Management CI Financial Senior Manager, Referred Marketing & Product Development HomeEquity Bank Senior Manager, Sector Operations, Client Solutions Canada Mortgage and Housing

Interested In Sponsoring? contact: [email protected] • 1-866-298-9343 x 241 CXFinancialServices.com 6 Customer Experience for Financial Services Summit Past Attendees Presented by Strategy Institute

Senior Product Marketer Kofax Senior Sales Engineer Kofax Senior Specialist, Process Excellence and Customer Experience HomeEquity Bank Senior Vice President, CX Management Director Comerica Bank Senior Vice President, Marketing, Corporate Development/Strategy and Digital Banking Equitable Bank Solutions Architect ATB Financial Sr Consultant, Social Media and Content Marketing Simplii Financial Sr Manager Customer Experience, Marketing TD Sr. AVP Regional Sales Manager Safe Credit Union Sr. Director, User Experience (UX) and Digital Technology AXA Investment Managers Sr. Field Marketing Manager Kofax Sr. Manager, Direct Marketing Canadian Imperial Bank of Commerce Strategic Delivery Manager ATB Financial SVP, Client Experience CI Financial SVP, Client Services Fidelity Investments Canada Technical Lead ATB Financial Vice President Brand, Innovation, Marketing & Measurement Great West Lifeco Vice President of Client and Partner Experience, APEXA APEXA Corp Vice President of Client Service CI Investment Vice President, Client Experience & Enterprise Growth GreenShield Canada Vice President, Customer Care ATB Financial Vice President, Customer Experience (Canada) ManuLife Financial Vice President, Database Marketing & Insights Deloitte LLP Vice President, Digital Marketing Aha Insurance Vice President, Digital Strategy & Customer Experience Canada Brokerlink Financial Vice President, Experience Design MasterCard Vice President, Global Head of VoC BNY Mellon | Pershing Vice President, Product Strategy & Customer Experience (North America) Element Fleet Management Vice-President, Retail Member Experience Meridian Credit Union VP Account Manager Intelledox VP Consumer Banking Safe Credit Union VP Customer Experience & Operations American Express Middle East VP of Client Expereince TD Wealth Management VP of Partnerships OnDeck Canada VP of Underwriting Aviva Canada VP Strategy and Research Stingray VP- Quality Relationship Manager BNY Mellon | Pershing VP, Client Engagement RPIA VP, Marketing & Communications OnDeck Canada VP, Products and Customer Experience Aviva Canada

Interested In Sponsoring? contact: [email protected] • 1-866-298-9343 x 241 CXFinancialServices.com 7 Objective-Driven Packages to Attain your Business Goals

PLATINUM GOLD SILVER BRONZE Plenary Speakers Plenary Speakers Panel/ Stream Exhibitor Speaking

YOUR Maximum Thought Thought Branding BUSINESS Outcome Leadership Leadership OBJECTIVES (Title Sponsor)

Speaking

Lead Generation

Virtual Roundtable

Branding & Social Media

Analytics & Audience Insights

Virtual Booth

Passes 4 3 2 1

Interested In Sponsoring? contact: [email protected] • 1-866-298-9343 x 241 CXFinancialServices.com 8 More Interactive Sponsorship Opportunities Customize your approach and objectives. Share insights, generate leads and engage with prospects in a variety of different ways.

Birds of a Feather Interactive Session

Roundtables Discussions

Virtual Lunch and Learn

Workshops and Product Demo’s