Jul 19 - 20, 2022


As a Customer Experience professional in the financial services industry, you are fighting the uphill battle of keeping clients satisfied, winning new business amidst up-and-coming competition, and promoting the importance of a strong CX strategy in your organization. All while facing strict budgetary, compliance and legacy system issues. At Customer Experience in Financial Services we face that battle head on, together...

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Speakers (19)

Name Title Company

Rich Dorfman

VP, Customer Experience

Eastern Bank

Mitch Rose

VP, Digital Strategy

J.P. Morgan

Pam G. Piligian

SVP, Marketing and Communications

Navy Federal Credit Union

Chuck Rohrig

Executive Director, Customer Advocacy


Todd Keith

SVP, Digital User Experience and Design

Regions Bank

Rick DeLisi

Lead Research Analyst


Jennifer Mathissen

Chief Marketing Officer

Santander US

Tim Welsh

Vice Chair, Consumer and Business Bnking

US Bank

Rich Dorfman

VP, Customer Experience

Eastern Bank

Natalie Higgins

SVP, Director of Customer Experience