Mary Rose Bufalino

Head, Customer Loyalty, Canadian Personal & Business Banking BMO Financial Group

Day 2 | April 24

9:00 AM INTERACTIVE PANEL | The Business Case for Financial Inclusion & Community-Driven CX

Financial inclusion isn’t just a social responsibility—it’s a business imperative. As financial institutions expand their digital transformation efforts, ensuring equitable access to banking services and personalized customer support has never been more critical.


In this dynamic panel discussion, industry leaders will explore:

  • The Role of Financial Institutions in Closing the Inclusion Gap – How banks and financial service providers can better serve unbanked and underbanked populations.
  • Leveraging the "Voice of the Employee" for Inclusive CX – Tapping into frontline insights to create more personalized, community-driven experiences.
  • Building Trust in Underserved Communities – Overcoming historical barriers through education, representation, and tailored financial products.
  • The Business Impact of Inclusive Banking – How prioritizing financial inclusion can drive customer loyalty, retention, and long-term growth.

Check out the incredible speaker line-up to see who will be joining Mary Rose.

Download The Latest Agenda