Fintech
Customer Experience for Financial Services Summit 2026
The essentials
Event details
- Dates
- 23 September 2026 to 24 September 2026
- Location
- Toronto, Canada
- Organiser
- Strategy Institute
- Industry
- Fintech
Who attends
The audience
See the companies and senior leaders driving customer experience innovation across financial services.
As described by the organiser
Agenda themes
Topics covered
- AI
- Customer Experience
- Fintech
- Privacy
- Risk
- Fraud
- Automation
- Design
- Cloud
- Insurance
- Retail
- Technology
On stage
Speakers
- Judith BosireChief Economist, Vancity
- Selina WangVP, Customer Marketing, Payments, JPMorganChase
- Dario Fuentes AlvarezEVP, Head of Partnerships & Payments, Santander US
- Jason ParkerVice President & Portfolio Manager, Fixed Income, iA Global Asset Management
- Harsh DobeyVP, Retail & Digital Sales Services, Cambrian Credit Union
- Pankaj AroraHead Global Business Cloud Adoption Leader, Sun Life
- Marcella De LuciaSenior Director, Business Effectiveness, Financial Planning & Advice, CIBC
- Jorge Silva TapiaVP, BlackRock
- Opher BrayerFounder, Chief Scientist, Impro.AI
- Renae QuintonVP, Brand & Strategy, Global X
- Carrie MorrisonTD
- Pascal BelaudEVP / Chief AI & Data Officer, Truist
- Derek CaramellaVP, Marketing, Data Analysis Manager, Citizens
- Paul TeshimaCMO, Wealthsimple
- David StewartSVP, Independent Distribution, Canada Life
- Matt KarasAVP, Digital Delivery & Account Management, IGM Financial
- Becca MintzManaging Vice President, Credit & Data, Capital One Canada
- Abdul Rashid AbubakariWells Fargo
- Corina TAVP, Digital Performance, Customer Experience & Payments, Manulife Bank of Canada
- Tom PawelkiewiczVP, Digital Payments, Mastercard
On the floor
Sponsors and partners
- HCL Software
- Foundever
- FACEPHI
- LivePro
- Riva
Plan this event
Work out who to meet here
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