Customer Experience Exchange for Banking, Financial Services & Insurance Assembly

Designed to maximize the return of the time invested with 1-2-1 meetings, private boardrooms, presentations, roundtables & networking events

Why Attend

  • A strictly invitation only event 

  • All attendees are fully qualified on job function, company & strategic responsibility.

  • Network with industry peers. Meet fellow senior transformation, process and technology executives from $1BN+ organizations to exchange ideas, share challenges and seek solutions

  • Evaluate and find the right solutions for you. Engage in 1-2-1 meetings with credible solutions providers to help accelerate your current process automation transformation projects

  • Customize your own agenda for a truly bespoke experience

  • Learn from industry leaders sharing their insights with you on the main stage 

  • The event is designed to maximize the return of the time invested with 1-2-1 meetings, boardroom discussions, roundtables, networking events, and engaging presentations.

Who can attend?

We are highly selective on our delegate audience, who must meet our qualifying criteria detailed below. 

  • Senior Customer Experience Exchange for Banking, Financial Services & Insurance Officer decision maker in a $1BN+ organizations

  • Control / influence budgets of $500,000 and above, for where new solutions are spent

  • Active requirement for these solutions within the next 6-12 months

What am I committing to if I come as a hosted buyer?

As our VIP guest, you’re in charge of your schedule at the Customer Experience Exchange for Banking, Financial Services & Insurance Assembly in terms of who you meet and the sessions you attend, subject to the following commitments

  1. You will attend the entire 2 day event. 

  2. You come to the show with business in hand

  3. You accept / make between four and six meetings a day.

What's the cost?

As an approved delegate you’ll enjoy free domestic flights in the USA, and free accommodation. Attendance is free too of course, and there are no cancellation fees or fines.

What’s the application process?

In the first instance, please complete the online application form below, and we will then be in touch. 

Do I have to be invited by a sponsor?

No, you’re welcome to apply to us directly by completing the online application form below.

You have received an invitation from one of our sponsors

Our sponsors will also invite their key clients to come to Customer Experience Exchange for Banking, Financial Services & Insurance Assembly, so if you receive an invitation from one of them, and you’d like to be a delegate, complete the online application form below.

Once the sponsor that invited you has checked the form, we’ll check the information you provided, incorrect information may delay or invalidate your application, after verification and if it meets our criteria, we will approve it, and send you a welcome email with our website login. Applications usually take around 10 days to process and we may also contact you to check some of the details. We make the final decision on your application.

As an approved delegate you’ll enjoy free attendance, including all food & beverage functions, including breakfasts, breaks, lunches and evening cocktail receptions, and there are no cancellation fees or fines.

Learn More

Prior to the Assembly, delegates and sponsors make selections on whom they want to meet based on current business needs. Every attendee receives a custom agenda and these private thirty-minute one-on-one meetings give you the opportunity to offer objective, flexible, and relevant strategies for continued success. 

This is an exclusive by invitation only event.

We are highly selective on our delegate audience, who must meet our qualifying criteria detailed below. 

  • Senior Customer Experience Exchange for Banking, Financial Services & Insurance decision maker in a $1BN+ organizations

  • Control / influence budgets of $500,000 and above, for where new solutions are spent

  • Active requirement for these solutions within the next 6-12 months

  • 85+ Invited & Qualified Digital Transformation Leaders
  • 20+ Hours of Networking Time
  • 22+ Inspirational Expert Speakers
  • 15+ Innovative Handpicked Solution Partners
  • 5+ months of in-depth research to deliver a need-to-know agenda and identify the invited attendees

Speakers Include

Just Some of Our Outstanding Speakers 

José Pires

José Pires

CEO, Global Excellence & Innovation, Innovation & Excellence

Business Transformation & Operational Excellence World Summit & Industry Awards (BTOES18)

Wednesday 14th March 2018 | 20:30 - 21:15 pm

Biography

José Pires serves as the Global Excellence & Innovation (E&I) Leader for Andeavor Corporation, where he oversees the global identification, prioritization and execution of mission critical business improvements and innovations that add value to the company, business partners and external clients in multiple markets.

Prior to his current role, Pires held Excellence and Innovation leadership positions in large, global companies in the electronics (Sony), semiconductor (Cymer-ASML), food (Nestlé) and infrastructure (Black & Veatch) industries. Throughout his career, Pires developed and refined E&I as an award winning program for innovation, leadership development, strategy execution and value creation globally.

Pires is an advisory board leader and keynote speaker for several global conferences on innovation, operational excellence, leadership development, strategy execution, business transformation, customer engagement and growth acceleration.

He holds a Bachelor in Engineering Physics from the University of Kansas and a Master in Business Administration focused in Investment Banking and Entrepreneurship from the University of San Diego.

Marco Chmura

Marco Chmura

Director of Quality & Transformation, Morningstar

Digital Transformation Excellence World Summit (BTOES DIGITAL)

Wednesday 15th December 2021 | 10:00 - 10:30 am

Biography

Marco Chmura is Director of Quality & Transformation at Morningstar, whose mission is to create great products that help investors reach their financial goals. Marco’s spent the past 5+ years helping Morningstar achieve that mission by developing a process mindset and client-centric culture by championing the voice of the customer and mentoring/guiding leaders as they manage LEAN Six Sigma and Agile development projects. For the past year and a half, he’s also been responsible for helping Morningstar enhance the customer experience through the adoption of emerging technologies such as Robotic Process Automation, AI, ML, Chat, etc.

Tony Higgins

Tony Higgins

Chief Technology Officer , Blueprint Software Systems

Digital Transformation Excellence World Summit (BTOES DIGITAL)

Wednesday 15th December 2021 | 16:00 - 16:30 pm

Biography

Tony Higgins is the Chief Technology Officer at Blueprint Software Systems and is responsible for the vision and evolution of Blueprint’s Enterprise Automation Suite, a modern and intuitive tool for scaling process automation initiatives to enterprise scale, allowing organizations to automate complex, end-to-end business processes, reduce manual work and errors, minimize cost, and ensure regulatory compliance across their digital workforce. 

Tony has a broad base of software delivery skills and experience ranging from start-ups to global enterprises, and is passionate about building technology that helps teams to rapidly optimize, automate and digitally transform their organizations.

 

Christopher Hodges

Christopher Hodges

Intelligent Automation Leader, Speaker, Consultant, Author

RPA & Intelligent Automation Live - A Virtual Conference

Thursday 16th March 2023 | 10:00 - 10:45 am

Biography

My name is Christopher, most call me Chris. I am the author of the upcoming "Noble Automation Now".

I am a former Intelligent Automation Leader for Accenture and Deloite and now an independent consultant and speaker. I work with business leaders who want to increase their profits while calming and motivating their people.

As a professional speaker and consultant, I train leaders how to profitably embrace Intelligent Automation and inspire their teams. In fact, For 25 years I have helped Global Fortune 500 companies to understand, apply and succeed with technology. I now speak and consult globally on successfully leading with automation.

As a result of my work, leaders achieve more innovation and motivate their teams all while profiting from intelligent automation.On a personal note, my Japanese wife has had me traipsing around the world looking for the next great soak for 30 years.

If your business needs automation and artificial intelligence and you are not sure how to implement without damaging your team, maybe we should work together - Now.

Rias Attar

Rias Attar

Vice President – VP, Transformation, Integration, Project Management, Continuous Improvement, Caesars Entertainment

Business Transformation & Operational Excellence Summit & Industry Awards (BTOES 2020)

Wednesday 18th November 2020 | 10:30 - 11:00 am

Biography

Rias Attar is an accomplished operational excellence and project management professional. He is recognized for his ability to help strategize business architecture, identify areas to improve processes and outcomes, turn around businesses from deficient to profitability, champion continuous improvement efforts, deliver challenging cross-functional programs while working collaboratively with diverse types of stakeholders, lead and coach winning teams, and inspire staff to deliver ambitious results.

Mr. Attar has planned and executed transformational projects (Business and Technology) that contributed over $500M of combined EBITDA impact and is managing a portfolio of initiatives that adds between $200 and $300M of EBITDA annually. He established PMOs, led Lean and Six Sigma efforts, championed Change Management, ensured proper Governance while reducing Bureaucracy, and has set proper business directions while staying focused on motivating staff, inspiring trust and confidence, developing people’s skills, and generating enthusiasm.

Mr. Attar worked for different companies at a variety of industries such as: Michelin (Tires), Friede Goldman Halter (Oil & Gas) , DHL Express (Courier), and General Electric/Genworth (Mortgage Insurance), and Maple Leaf Foods (Food Processing and Supply Chain). Prior to working at Caesars (Entertainment/Hospitality), he spent a few years in the consulting business working with companies such as Danone Dairy (Food Processing), Steel Tech (Steel Manufacturing/Rolling Mill), Sport Master (Clothing/Retail), and dipndip (Chocolate F&B). 

Mr. Attar started his professional career in Finance as an FP&A analyst then moved to project management and operational excellence about 18 years ago. During that time, he worked/lived in Texas, Louisiana, Mississippi, New Jersey, Connecticut, New York, The Middle East, Toronto-Canada, and now in Las Vegas. 

Mr. Attar has a bachelor degree in Finance, got his MBA from University of Texas, and have a few certifications in project management such as (PMP) Project Management Professional, (ACP) Agile Certified Practitioner, and (CSM) Certified Scrum Master. He is also a Lean Six Sigma Black Belt (LSSBB).

Outside of work, Rias is a devoted family man with a wife and 3 kids. His best time is when he spends it with his kids playing board games, riding bikes, swimming, or just watching movies. Rias loves sport, tries to work out often, practiced Jiu Jitsu and Kick Boxing for years, and enjoys lap swimming every once and a while. He also loves music and plays the classical guitar.

Brandon Nott

Brandon Nott

Senior Vice President Product, UiPath

Digital Transformation Excellence World Summit (BTOES DIGITAL)

Wednesday 15th December 2021 | 14:00 - 14:30 pm

Biography

Brandon Nott leads Attended Automation at UiPath.  As a former customer, he has built a successful RPA practice and brings firsthand knowledge of all aspects of the RPA life cycle to the product team. An award-winning technologist with a deep focus on sustainable, robust systems design. 

From automating mortgage operations to testing wireless technologies, Brandon takes a holistic approach to digital transformation that brings humans and technology together, seamlessly.  Not only does he create attending automations/robots at night, he is also avid race car driver, proud father of 3 and recently relocated to the NW area!

Martin Lampman

Martin Lampman

Director, Customer Support Operations, BCLC

Cultural Transformation Live - A Virtual Conference

Tuesday 28th February 2023 | 10:00 - 10:45 am

Biography

Martin Lampman has over 30 years in leadership management with 20+ years in Contact Center Management within the financial, technology and communications industry. Working in the public and private sector to drive top tier performance in SLA and KPI performance while building highly engaged cultures and communities.

Patrik Spreitzer

Patrik Spreitzer

Global Operations Coordinator Quality and Business Solutions, Bosch Service Solutions GmbH

Digital Transformation Excellence World Summit (BTOES DIGITAL)

Wednesday 15th December 2021 | 10:00 - 10:30 am

Biography

Eric Fisher

Eric Fisher

Senior Solutions Architect, Micro Focus

Digital Transformation Excellence World Summit (BTOES DIGITAL)

Thursday 16th December 2021 | 14:00 - 14:30 pm

Biography

Eric Fisher is a Senior Solutions Architect at Micro Focus. With over 10 years of industry experience at Micro Focus, (and HPE, HP, and Opsware by heritage), he works with some of the largest Fortune 500 companies in the US to evangelize automation, promote Micro Focus' cloud and automation solutions, and help to translate technology into business value.

Based in Phoenix, AZ, he has a passion for technology and over 20 years’ experience working with data center engineers and IT experts, both as a consultant and a customer. 

Matthew Dodgson

Matthew Dodgson

Head of Global Solution Engineering , Blueprint Software Systems

RPA & Intelligent Automation Live - A Virtual Conference

Wednesday 15th March 2023 | 09:00 - 09:45 am

Biography

I believe in delivering quality solutions to customers that drive change and value for their organization. Cultivated through a background in customer service, quality assurance and software engineering I have seen first hand that the best solutions require dedication, passion and support from the whole team. 

Hao Dinh

Hao Dinh

Director Global Digital Industrial Operations, Electrolux

Digital Transformation Excellence World Summit (BTOES DIGITAL)

Thursday 16th December 2021 | 11:30 - 12:00 pm

Biography

For two decades, Hao has led digital transformation initiatives for IBM, Unilever, GE, Ford, GM & collaborated with IDEO & the Aspen Institute to drive social innovations.

Also, he’s successfully started two non-profits that partner with the education systems in the United States and China to nurture the next generation of innovators. Lastly, to strengthen his physical, mental & spiritual self, Hao recently completed a US Navy Seals training program.

Eric Smith

Eric Smith

Senior Product Marketing Manager, NINTEX

RPA & Intelligent Automation Live - A Virtual Conference

Tuesday 14th March 2023 | 09:00 - 09:45 am

Biography

Data-driven and customer-focused marketing professional with 15 years of experience implementing highly effective growth marketing campaigns. Proven ability to deliver multi-faceted programs that improve conversion rates and exceed revenue goals at every position held. An accomplished leader with consistent track record of building, training, and leading high-performing teams that execute revenue-driving campaigns.

Who You Will Meet?

Get The Latest Info

Get the the latest agenda as soon as it's released. Plus, announcements on the forward-thinking speakers and visionaries. 

Sheer Scale

Customer Experience Exchange for Banking, Financial Services & Insurance Assembly

- December 2023
, Orlando

Designed to maximize the return of the time invested with 1-2-1 meetings, private boardrooms, presentations, roundtables & networking events