Explore how leading financial institutions are redefining customer experience transformation using AI-driven engagement strategies. Learn about the new rules of engagement and the financial opportunity to getting this right.
Your Vision is our mission
Visionaries
Dmitry Binkevich
Global Head of Industries
Qualtrics
Tej Luthra
Global Head - Data & AI | Specialists Solutions Architecture | AWS Industries
AWS
Ilana Boyum
XM Solutions Strategist
Qualtrics
Max Waldron
Partner
Bain & Company
Nicki Brooks
Director, Global Segment Marketing Lead, Data & Research
S&P Global
Alessandro Petroni
Head of Quality Engineering - Fraud Payment Services
The Clearing House
Your Vision is our mission
Agenda
November 18, 202512:30 PM-1:20 PM
Lunch & Registration
1:20 PM-1:30 PM
Opening Remarks
1:30 PM-2:15 PM
The New Economics of Customer Experience in Financial Services
Panelists
Max Waldron
Partner
Bain & Company
2:15 PM-3:15 PM
Accelerating CX Innovation: AI-Powered Experience Management in Action
Learn how Fiserv leverages AWS's machine learning capabilities and Qualtrics' experience management platform to unlock deeper customer insights and drive personalization at scale.
Panelists
Tej Luthra
Global Head - Data & AI | Specialists Solutions Architecture | AWS Industries
AWS
Ilana Boyum
XM Solutions Strategist
Qualtrics
3:15 PM-3:30 PM
Networking Break
3:30 PM-4:15 PM
Orchestrating Enterprise-Wide CX Transformation
Senior leaders share practical strategies for driving organizational change, breaking down silos, and creating a customer-centric culture. Discussion will focus on overcoming common barriers and measuring transformation success.
Chair
Dmitry Binkevich
Global Head of Industries
Qualtrics
Panelists
Tej Luthra
Global Head - Data & AI | Specialists Solutions Architecture | AWS Industries
AWS
Ilana Boyum
XM Solutions Strategist
Qualtrics
Max Waldron
Partner
Bain & Company
4:15 PM-4:30 PM
Final Thoughts
4:30 PM-5:30 PM
Cocktail Reception
Don't take our word for it
Together With
Don’t take our word for it
Heard In The Room
Partner
The process was very well organized by C-Vision. Perfect organization, honest and authentic speakers of high level.
Visionary
A very warm welcome and interesting speakers. I was very pleased to be among such a dynamic group.
Partner
I love the engaging format of the councils. Very high level discussions and never a sales pitch. The C-Vision staff members are amazing.
Partner
Thoughtful discussion among experienced leaders regarding current challenges and complexities, and valuable exchange of pragmatic approaches and best practices. Well organized and facilitated.
Visionary
C-vision's events combine relevant topics with a suitable audience. I found great value at my last attendance, and would definitely consider upcoming events.
Partner
Intimate, immersive experiences provided by a group of individuals always available to support our needs. Fantastic organization and very high-level executives. The promise was delivered!
Visionary
C-Vision laid out an articulate plan for us to be much more targeted, presented a stronger ROI and on top have come through with the Results they Promised. They really have become an adjunct "team for hire" building trust with us all along the way. There is no second guessing on this relationship and consistently over-deliver. My kind of Partner.
Partner
C-Vision was really professional, responsive, listened and are very thoughtful in their approach. They are very high touch and truly care about the customer and end result. Our speakers were impressed with the format, and who they brought to the table.
