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.

Featured Speakers

Tanika Scott

Vice President, Lead DEI Business Execution

Wells Fargo

Anthony Pili

Chief Innovation Officer

Orange Bank and Trust

Audrey Stone

Vice President, Employee Experience Transformation & Enablement

JPMorgan Chase & Co.

Sasha Fard

Country Lead, Customer Experience Management

Capital One

Pablo Cerullo

Global Head of AI & Innovation Solution Design and Delivery

BNY Melon

Pierce Zanders, MBA

Executive Director, Customer Service Support, DEI Advocate

Sammons Financial Group

Amy Welsh

Senior Director of Consumer Banking

Discover Financial

Cory Bennet

Senior Director, Digital Product Development

Sallie Mae

Matt Goldsmith

SVP Member Services

Digital Federal Credit Union

Anthony Pili

Chief Innovation Officer

Orange Bank and Trust

Heather Wood

Assistant Vice President of Strategic Partnerships

Americu Credit Union

Corby Fine

Vice President of Digital Marketing

IMG Financial

John Salagaj

Head of Client Experience (U.S, Canada, and Latin America)

JPMorgan Chase

Marc Butterfield

Sr. Vice President, Digital & Payment Solutions

First National Bank of Omaha

Edwin Jones

AVP, Director of Customer Experience & Strategy

Federal Home Loan Bank of Chicago

Amy Stevens

SVP/Member Assistance Center

GreenState Credit Union

Brian Cantor

Principal Analyst & CCW Digital Director

Customer Management Practice

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.”