Premier Invite-Only Event for Senior-Level Banking, Financial Services, & Insurance Executives
The CCW BFSI Executive Exchange is an exclusive, invitation-only event designed for senior customer contact and CX leaders to benchmark and discover solutions to their biggest business challenges.
From balancing automation with the human touch to navigating AI, compliance, and customer trust, the Exchange offers expert insights, peer-driven discussions, and tailored networking to help you stay ahead of industry shifts.
Spotlight Speakers
GEOFF BURBRIDGE
Principal & Founder | Human Edge Advisory
EXPERT PANEL: Connected by Design: Aligning Teams, Tech, and Culture Around the Customer
April 8, 2026 | 11:30 AM
In today’s fragmented financial landscape, creating a truly customer-centric organization requires more than new tools — it demands alignment across people, process, and technology. This discussion explores how leaders are uniting teams and systems to deliver a seamless experience across every touchpoint, from call centers to digital platforms.
LANCE GRUNER
CCW Advisory Board Member | LWG
MAIN STAGE: CX Under Pressure: A Town Hall With Lance Gruner
April 9, 2026 | 9:30 AM
This isn’t your standard mainstage. In this town hall, the agenda is driven entirely by the room. Bring the questions senior leaders rarely get asked publicly — the ones that live in the grey space between innovation, governance, customer trust, and operational reality.
KEY Program THEMES
At the CCW BFSI Executive Exchange, you’ll explore how leaders are empowering people, operationalizing ethical AI, and unifying customer and employee experiences to drive meaningful transformation. Join peers who are redefining what smart, human-centered growth looks like across the industry.
BUILDING TRUST THROUGH TRANSPARENCY
Trust is the new competitive edge. Financial leaders are redefining transparency — balancing AI-driven personalization with empathy, ethics, and responsible data use to earn and sustain customer confidence.
EMPOWERING PEOPLE TO DRIVE TRANSFORMATION
Technology may enable change, but people power it. From reskilling workforces to redefining hybrid service models, we’ll explore how the industry is cultivating cultures that embrace innovation without losing the human touch.
DRIVING RESPONSIBLE INNOVATION AT SCALE
Innovation in BFSI must deliver value — not just velocity. Sessions spotlight how firms are embedding accountability, governance, and ethical AI practices to unlock smarter, safer growth across every line of business.
DELIVERING A UNIFIED TOTAL EXPERIENCE
Experience is the new frontier of loyalty. Banks and insurers are connecting customer and employee journeys — across digital, branch, and contact center — to deliver seamless, personalized interactions that build trust and long-term value.
GET THE BROCHURE
Learn more about the program, speakers, attendee insights, and more in the full brochure. Fill out the form below to view the program.
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THE VENUE
Welcome to the OMNI Fort Lauderdale
Perfectly positioned along the Intracoastal Waterway, Omni Fort Lauderdale Hotel offers a rare blend of waterfront serenity and urban accessibility. Guests will enjoy sweeping views of passing yachts, glimmering canals, and the Atlantic Ocean beyond. Just moments from Port Everglades, Fort Lauderdale Beach, and two major airports, the hotel places travelers at the heart of South Florida’s most dynamic coastal corridor—where the city skyline meets the sea.
Exclusive Networking Experiences
Explore the one-of-a-kind experiences we have planned—one of the reasons senior leaders prioritize the Exchange as a high-value peer forum.
¡Bienvenidos a La Noche Cubana!
Kick off the Exchange with an evening inspired by Havana’s golden nights. Featuring a four-piece live salsa band and professional dancers, enjoy authentic Cuban cuisine, classic cocktails, a cigar-rolling station with Cuban-style cigars, and domino tables for a night of easy conversation and genuine connections.
Dockside Sunset Reception
Close out the day two on the water at our dockside reception along the Fort Lauderdale marina. As the sun sets, connect with fellow BFSI leaders over fresh seafood from the raw bar, handcrafted cocktails, and live steel drum music in an open-air, coastal setting.
SEE YOU IN
PART OF THE CMP FAMILY
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