November 12 - 13, 2019 | , ON Past Attendee List

CXFinancialServices.com Interested In Sponsoring? contact: [email protected] • 1-866-298-9343 x 241 Taking place in Toronto on November 12 - 13, 2019 this summit provides Customer Experience executives with innovative approaches to improving their bottom line with an enhanced and cutting-edge customer experience strategy.

Join us at this inaugural event and generate high quality leads that will drive your sales pipeline into 2020. Your attending field sales team will have 1-on-1 interactions with senior buyers, who are expected to spend $50mm+ on customer experience solutions over the next 12 months.

Industry leaders speaking at the event include Ann Ryan, Chief Experience Officer at Old National Bank, Arnaud Jammaers, Vice President, User Experience Digital Solutions at MASTERCARD, David Bradshaw, Vice President, Customer Care At ATB FINANCIAL 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 Attendee from Related Events

A-S Assistant Vice President of Sales & Member Experience, Assistant Vice President, Contact Centre, NT Global Advisors Assistant Vice President of Strategy, Standard Life Associate Vice President of Client Experience, Mackenzie Investments Associate Vice President of Internal Communications & Brand, Manulife Financial Business Relationship Manager, Central 1 Credit Union Claims Manager, LGM Client Solutions Consultant, The Co-operators Creative Designer, User Experience, CIBC CRM Program Supervisor, Bank-Fund Staff Federal Credit Union Customer Experience Manager, Allstate Insurance of Customer Experience Manager, WSIB Director of Brand & Customer Experience, BMO Financial Director of Brand, Strategy & Client Experience, RBC Director of Client Service Application, Pension Board Director of Customer Experience Design, Director of Customer Experience, Moneris Solutions Director of Customer Solutions, Bridgewater Bank Director of Digital & Direct, Director of Life Insurance & Investment, Assumption Life Director of Marketing Strategy & Planning,Allianz Life Director of Member Engagement & Analytics, Director of Member Services, BC Pension Corporation Director of User Experience, Sun Life Financial Manager of Inforce Services, Foresters Financial Manager of Strategic Initiatives,Scotiabank Manager, Advisor Service Centre, Fidelity Investments Manager, Client Relationship Management Department, Desjardins Marketing Manager, Client Segments, Relationship Manager, ATB Financial Senior Associate, Design Strategy, Bridgeable Senior Director of Customer Service, Aon Hewitt Senior Manager of Client Experience, PAYweb.ca Senior Manager of Customer Experience, TD Bank Senior Manager of Talent Development, Sales, Products & Services, National Bank Senior Strategist, Intelligence,

Interested In Sponsoring? contact: [email protected] • 1-866-298-9343 x 241 CXFinancialServices.com 4 T-Z Team Lead for Customer Care, JP Morgan Chase & Co Vice President & Head of Global Customer Experience, Scotiabank Vice President Consumer Experience Lead Global Consumer Credit Product Management, Mastercard Vice President of Client Services, B2B Bank Vice President of Consumer Experience & Management, Amex Vice President of Customer Experience Communications, MBNA Vice President of Customer Innovation, Marketing & Communication, Northbridge Financial Corporation Vice President of Customer Service, Capital One Canada Vice President of Marketing & Communications, Interior Savings Credit Union Vice President of Marketing, Home Trust Canada Vice President of Online & Client Experience, MD Financial Management Vice President of Sales & Member Experience, Vice President of Service Operations, Manitoba Public Insurance Vice President, Marketing, Educators Financial Group

Interested In Sponsoring? contact: [email protected] • 1-866-298-9343 x 241 CXFinancialServices.com 5 Sponsorship Options

Speaking Platform Conference Chair Conference Dedicated 30-minute platform for Undisputedly the position Wifi Sponsor your senior executive to provide with the most visibility and Keep everyone connected! Each an educational presentation and leadership! This position includes of our 250 attendees will receive Q&A. Receive high visibility on a 15-minute opening address to a branded Wi-Fi card featuring the program and showcase your kick off the conference as well as your logo and acknowledging industry leadership to a captive closing remarks. Provide insight, your sponsorship. audience. One extra conference introduce speakers, facilitate pass included. Q&A’s and more. One extra conference pass included. Charging Station Branded charging station will be Exclusive set up at your booth, directing Lead Generation Panel Speaking up to 4 leads at a time to your Luncheon Meeting This is a dynamic platform that booth to charge their phone. Take An intimate, invite-only lunch for showcases your personality advantage of the opportunity to 14 high quality leads. Use this and expertise alongside other have a one-on-one meeting while setting to build your relationships leaders. 1 extra conference pass their phone charges. and drive sales down your included. pipeline. Two extra conference passes included. Conference Tote Cocktail Reception Include your company logo on the Host the exclusive cocktail reusable conference tote given Exclusive reception after Day 1. Engage to all attendees. Conference Lead Generation Dinner with 30 leads on topics covered materials will be placed in the An intimate, invite-only dinner during the day and network in a tote, including one insert from for 14 high quality leads. Use this relaxed environment with hors your firm, ensuring 200 leads setting to build your relationships d’oeuvres and beverages. have memorable information and drive sales down your about your organization. pipeline. Two extra conference passes included. Refreshment Host Exclusive sponsorship of refreshments in the dedicated Exclusive networking space where 60 Lead Generation attendees will congregate. Breakfast Meeting Exclusive sponsorship of breakfast for 20 leads. Gain Hospitality Suite detailed insight on what solutions Own a space where 20 they are looking for to enhance conference speakers your sales prospects. Two extra and attendees can enjoy conference passes included. refreshments, sit down comfortably to work and network.

Interested In Sponsoring? contact: [email protected] • 1-866-298-9343 x 241 CXFinancialServices.com 6 Objective-Driven Packages to Attain your Business Goals

PLATINUM VIP HOST GOLD SILVER BRONZE Plenary Speakers Lunch/Dinner/Breakfast Plenary Speakers Panel/ Stream Speaking Exhibitor

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

Speaking

Lead Generation Meetings

Lead Generation Attendee List

Passes 4 2 3 2 1

Branding & Social Media

VIP Dinner

Table Top/Booth

PR

Opportunities fill up on a first-come, first-served basis

INTERESTED IN SPONSORING? DON’T MISS THIS OPPORTUNITY TO BE AT THE CENTER OF ACTION! To learn more, contact Sreedha Varanasi at 1-866 298-9343 x 241 or email [email protected].

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