The New Economics of Financial Services CX: From Insights to Impact: An Executive Leadership Forum

Executive Event

November 18, 2025 - New York City, NY

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Visionaries

Dmitry Binkevich

Global Head of Industries

Qualtrics

Tej Luthra

Global Head - Data & AI | Specialists Solutions Architecture | AWS Industries

AWS

Ilana Boyum

XM Solutions Strategist

Qualtrics

Max Waldron

Partner

Bain & Company

Nicki Brooks

Director, Global Segment Marketing Lead, Data & Research

S&P Global

Alessandro Petroni

Head of data engineeing

The clearinghouse

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Agenda

November 18, 2025

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All times Eastern Time

12:30 PM - 1:20 PM

Lunch & Registration

1:20 PM - 1:30 PM

Opening Remarks

1:30 PM - 2:15 PM

The New Economics of Customer Experience in Financial Services

Explore how leading financial institutions are redefining customer experience transformation using AI-driven engagement strategies. Learn about the new rules of engagement and the financial opportunity to getting this right.

Max Waldron

Partner

Bain & Company

2:15 PM - 3:15 PM

Accelerating CX Innovation: AI-Powered Experience Management in Action

Learn how Fiserv leverages AWS's machine learning capabilities and Qualtrics' experience management platform to unlock deeper customer insights and drive personalization at scale.

Tej Luthra

Global Head - Data & AI | Specialists Solutions Architecture | AWS Industries

AWS

Ilana Boyum

XM Solutions Strategist

Qualtrics

3:15 PM - 3:30 PM

Networking Break

3:30 PM - 4:15 PM

Orchestrating Enterprise-Wide CX Transformation

Senior leaders share practical strategies for driving organizational change, breaking down silos, and creating a customer-centric culture. Discussion will focus on overcoming common barriers and measuring transformation success.

Chair

Dmitry Binkevich

Global Head of Industries

Qualtrics

Panelists

Tej Luthra

Global Head - Data & AI | Specialists Solutions Architecture | AWS Industries

AWS

Ilana Boyum

XM Solutions Strategist

Qualtrics

Max Waldron

Partner

Bain & Company

4:15 PM - 4:30 PM

Final Thoughts

4:30 PM - 5:30 PM

Cocktail Reception

Together With

Become a Sponsor

Attended the C-Vision International CISO Dinner last night and to sum it up in one word, "Wow!" Incredibly well moderated discussion and investigation into different viewpoints. I appreciate the openness of all the attendees to share their unique experiences and perspectives. I learned a lot, had a ton of fun, and look forward to further events like this!

Tory Knapp

Director of Strategic Accounts, IL Enterprise

Recently updated my "event vendors I will NEVER work with again" list, DM me if you're interested in the names and stories. On the other hand, I want to recommend Nelson Soares and C-Vision International who are true partners to our success, and I really enjoy working with. Happy to also share the great list of vendors we liked, as there are many of them, and we've recently had the pleasure of joining wonderful events, which we immediately renewed.

Lior Yaari

CEO and Co-founder

The day was awesome and the evening exceeded my wildest expectations. I've never been to a dinner like that where a table with 12 CIOs/CISOs was focused exclusively on Netskope. Just fantastic.
Thank you for including me!
I look forward to the next time we have the opportunity to meet

Martin tePoele

Regional Sales Manager

I had the pleasure of joining the C-Vision International, Nordics CISO Council Roundtable with a wonderful group of cyber executives. We had a wonderful, insightful conversation and the whole experience was enjoyable. I made great new contacts and reconnected with existing contacts on really important topics that matter to CISO’s and all in cybersecurity. I’d highly recommend joining in any C-Vision event.

Connie McIntosh

Head of Security Assurance & Head of Solution Security

Intimate, immersive experiences provided by a group of individuals always available to support our needs. Fantastic organization and very high-level executives. The promise was delivered!

Maarten Ectors

Chief Innovation Officer

C-vision's events combine relevant topics with a suitable audience. I found great value at my last attendance, and would definitely consider upcoming events.

Bjørn R. Watne

SVP & CISO

A group very focused in bringing diversity to the discussion table

Larry Whiteside Jr.

CISO

I love the engaging format of the councils. Very high level discussions and never a sales pitch. The C-Vision staff members are amazing.

Jeffrey Vinson

SVP CISO

A very warm welcome and interesting speakers. I was very pleased to be among such a dynamic group.

Allison Miller

CISO

The process was very well organized by C-Vision. Perfect organization, honest and authentic speakers of high level.

Paige Adams

Group CISO