Name: CCW BFSI Exchange April 2025
Start: 2025-04-23
End: 2025-04-25

WELCOME TO THE CCW BFSI EXCHANGE

The CCW for BFSI Exchange is an exclusive, invitation-only event designed for senior customer contact and CX leaders in the banking, financial services, and insurance (BFSI) sectors. It offers a unique platform to exchange insights, benchmark strategies, and tackle key industry challenges.

BFSI organizations are navigating a rapidly evolving landscape, marked by accelerated digitalization, increased customer mobility, and fierce competition from tech-driven disruptors. This forum equips leaders with the tools and connections needed to address these critical shifts and stay ahead in an ever-changing market.

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BENCHMARKING

With over 25 highly crafted sessions reflecting strategic issues senior executives have identified as priorities, take a two-fold approach to address both customer experience & employee experience.

NETWORKING

You'll connect with high-profile senior-level industry executives, ensuring high-value networking. Interactions are more meaningful and productive, supported by curated activities that maximize collaboration and actionable takeaways.

PROJECT ANALYSIS

Your particular issues are put under the spotlight and with an open mind you can embrace the potential solutions that will emerge through group discussions.

1:1 BUSINESS MEETINGS

Shorten your RFP Cycle! Take part in one-to-one business private business meetings with solution providers that can help you navigate your biggest challenges.

2024 SPEAKERS

Jonas Ng

Chief Operating Officer of Laurel Road

KeyBank

Pam Haller

Chief Experience & Marketing Officer

Royal Credit Union

Gaurav Passi

Founder & CEO

Zingly.ai

Tanika Scott

Vice President, Lead DEI Business Execution

Wells Fargo

Audrey Stone

Vice President, Employee Experience Transformation & Enablement

JPMorgan Chase & Co.

Ann Binder Schaefer

Vice President of Customer Support & Service

Northwestern Mutual

Tanika Scott

Vice President, Lead DEI Business Execution

Wells Fargo

Kelly Marlow

Associate Vice President, Digital Workplace Experience

Nationwide

Jason Mariasis

Vice President, Digital Product Management & Customer Experience

Credit One Bank

Harsh Singh

AVP User Experience Design

Assurant

Jasmine Reno

Vice President, Call Center Operations

Flagstar Bank

Chuck Kriss

Director of Customer Experience

American Integrity Insurance Company

Tara Brady

Senior Vice President, Director of Customer Experience

Provident Bank

Heiwote Tadesse

Executive Vice President - Member Relations

Associated Credit Union

Robert Sims

Senior Vice President of Retail Services

Greylock Federal Credit Union

Catrina Tate

Vice President of Retail

Everwise Credit Union

Brent Nelson

Vice President of the Virtual Communication Center

Wellby Financial

Michelle Kile

Vice President, Branch Services

Digital Credit Union

Heather Wood

Assistant Vice President of Strategic Partnerships

AmeriCU Credit Union

Anna Obikane

Executive Director of User Experience Research

J.P. Morgan Chase

Sai Seethala

Director of Data, Reporting & Data Science

Sun Life

Chuck Kriss

Director of Customer Experience

American Integrity Insurance Company

Joe Charnitski

Director, Field Communications

Sprinklr

Brian Cantor

Managing Director, Digital

Customer Management Practice

Michaud Ray

Senior Vice President, Account Management

Foundever

Nick Schoeneberger

Senior Customer Engagement Executive

Precisely

Adena Kirkbride

Account Executive

LinkLive

Sam Gage

Account Executive

LinkLive

Michael Lewandowski

Financial Services Lead

Method

Eleanor Cooper

CEO, Co-Founder

Pathstream

Brad Schieber

Vice President Sales & Alliances

Zingtree

VIEW ALL SPEAKERS

WHAT EXECUTIVES SAY

“There’s two reasons the Exchange is important; first and foremost, it’s an ability to understand in practical terms how these very real changes in technology are going to be applied. You can hear it hypothetically and theoretically, but until you see practical application in an intimate setting like the Executive Exchange, you don’t understand what’s going on. The second thing is the network expansion, it’s who are you going to stay in touch with over the course of the next year to stay abreast of things. There are people I’m in touch with every week from CCW and they’re not necessarily people I directly work with every day, so it’s fantastic."

“I absolutely would recommend the exchange to a colleague; it’s been a great format. I’ve enjoyed how the structure is somewhat broken up so you can move from a coffee chat to business meetings and then maybe a roundtable, so there’s a lot of variety and the folks here are very nice. It’s been fun to meet colleagues who are also in this space. I love learning about new tools and technologies, and the one-on-one business meetings have allowed me to meet new vendors that are offering innovation in the CX space.”

“My goodness, there’s so much value in attending. The number of people that I’ve met, and the exchange of information and collaboration. I think some of it is the fact that the technology I’m looking into they have already had it employed, so they’ve been able to share some of the best practices.”