Home - CX in Financial Services Forum 2026

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Welcome to our 2026 CX in Financial Services Forum – the most exclusive gathering of financial services professionals dedicated to transforming customer experience.

Building on to the success of our global FinTech events, we are excited to bring this brand-new Forum to London on 25th March 2026!

Across the day, we’ll be welcoming hundreds of CX leaders, innovators and industry experts for a dynamic programme filled with thought-provoking panel discussions, presentations, product demos, and networking opportunities.

Explore the latest breakthroughs shaping customer experience, digital engagement, and AI-powered personalisation. Meet with those leading the way in redefining how financial services connect with their customers.

As a gathering of the top financial professionals from senior executives and strategists to technology pioneers shaping the way financial institutions engage with their customers.

Discover fresh insights into the trends and innovations transforming CX. Hear how industry leaders are using AI, data, and human-centred innovation to deliver seamless, personalised, and trusted experiences across every channel.

Engage in a high-level exchange of ideas where real-world challenges are met with practical strategies, inspiring new ways to strengthen loyalty and deliver long-term value for customers.

Leverage our AI-powered matchmaking tools to arrange meaningful, high-value conversations with the people who can make a difference to your business. Attendees typically secure 2.3x more meetings here than at other industry events.

Ross ListonChief Executive Officer at M&G Wealth

Rich WagnerChief Executive Officer at Zempler Bank

John PorteousManaging Director & Chief Client Officer at Raymond James

Libby DenchfieldChief Platform & Function Officer at Standard Chartered

Lindsay ThompsonHead of EMEA & APAC Client Success at BNY

Rosie FrancaHead of Customer Experience & Regional Board Member at NatWest Commercial and Institutional

Mary BurnettHead of Customer and Analytics at Bank of Ireland

Ann-Marie McElhinneyHead of Customer Propositions Digital Wealth & Platforms at HSBC

Guy ProchiloSenior Managing Director, Head of Global Client Services at Nuveen

The Future of CX: How shifting customer behaviours and leadership strategies are redefining loyalty in financial services.

Customer-Centric Strategies in a Digital-First World: Delivering seamless, personalised experiences across every channel.

Personalisation vs Privacy: Balancing tailored engagement with data ethics, security, and compliance.

AI and Automation in Action: Transforming service, streamlining processes, and enhancing satisfaction without losing the human touch.

From Data to Intelligence: Building a unified, real-time view of the customer to power smarter, faster decision-making.

VIEW AGENDA

Book today and save with our Super Earlybird rate!

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Kavan PolsonManaging Director at Scholar and Partners

“The sessions I had attended were all fantastic. I just wished there were two of me, so that I could be everywhere at once.”

Esther PapismedovExecutive Director at Morgan Stanley

“I was impressed with the quality of the presentations and panelists and overall am very happy to have attended.”

Colin NganChief Compliance Officer at Klarna

“It’s a great opportunity to share experiences and insights, and to look at demonstrations of what could be the solution to a problem.”

Tina ReuterskioldHead of Marketing, Europe, Middle East & Africa at Archer Integrated Risk Management

"There were so many people at our booth I didn’t even have time for coffee! The delegates were very engaged compared to other events we've attended"

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Where is the event held?

1 America Square, 17 Crosswall, London EC3N 2LB
What happens if the event is rescheduled or cancelled?

If the event is rescheduled, we will directly transfer your ticket to the new dates. This is also stated in our terms & conditions.
In case the event is cancelled, you will get a full refund for your purchases.
How do I register for the free demo competition?

To be eligible to enter the demo vote, you need to purchase a ticket and register for the Forum. We will then get in touch in February to collect your company information to be provided to delegates to choose which companies they want to see on stage.
How can I connect with other delegates attending the event?

We are using Brella, which is a free networking app that connects you with other attendees joining the event. You can use the mobile and/or desktop versions of the platform to arrange 10-minute meetings based on your common interests. We will be sending joining instructions two weeks before the event. If you have not received yours and you are registered for the Forum please get in touch with a member of the team at info@fintech.global
Press and media opportunities

If you are interested in press, media or community partner opportunities, please get in touch via aphillips@fintech.global
I have another question where can I get help?

Email us at info@fintech.global and a member of the team will be happy to help.