6th Annual Customer Experience in Financial Services 2026

Harnessing the Human Throughout the Customer Journey

17 - 18

June

2026
  • etc. Venue 155 Bishopsgate, London
  • Free

Why attend?

WHAT TO EXPECT FOR 2026?

200+

Attendees

15+

Exhibitors

20+

Speakers

70%

Attendees at Director+ level

200+

Attendees

15+

Exhibitors

20+

Speakers

70%

Attendees at Director+ level

Agenda

  • 17 Jun 2026
  • 18 Jun 2026
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Streams

Stream one

Attract Stage

Stream two

Engage Stage

Engage Stage

11 AM

Understanding customer needs in data – Keynote

How can we harness our rich data holdings to measure and understand evolving customer needs in data as they arise?

Speakers

John Gathergood
Professor of Economics, University of Nottingham

11:30 AM

Being seen and heard

Core to retaining customer trust is ensuring that all that are feel seen, heard and understood. Clear concise communication is key. Signal, a Broadridge Company, talks through communication strategies that work

11:50 AM

Who is always right? – Keynote

Dealing with complaints and disgruntled customers in a way that encourages trust, loyalty and beneficial outcomes.

Speakers

Ronelle Arbib
Chief Operating Officer, Recognise Bank

12:10 PM

IT risk and making it work

How can firms reduce customer outages, maintain resilient infrastructure and avoid ending up on the evening news.

12:30 PM

Networking Lunch Break

1:30 PM

Call Centre Utopia – Keynote

Asking to speak to a human is a common request when contacting a call centre. How do you ensure complex, or emotional customer issues always defer to human interaction, while delegating lower level inquires to chatbots or self-service?

How can firms achieve this without making the customer abandoned in times of need?

How can contact centre employees feel confident that they have the right tools and resources to do their jobs.

Speakers

Bogdan Grigorescu
Senior Tech Lead, Direct Line

1:50 PM

Talking about a new generation

Are the next generation of financial services customers – the Gen Z and Gen Alphas really that different from their parents?

What will they be looking for to support their financial lives? And how will they want it delivered?

2:10 PM

Customer experience is everyone’s priority – Keynote

CX is a discipline within most organisations, sitting on the edge of marketing, relationship management and product design. Rather than just a job spec, shouldn’t CX be embedded in every job description?

  • How can senior leaders move CX to the top of the pile?
  • How can CX thinking impact internal culture?

2:30 PM

Ensuring compliance with Consumer Duty

Automating, reporting and interpreting the FCA directive. Avarto Connect explains.

2:45 PM

The ethical customer

How can financial firms offer greener and social supportive services? What are these customers demanding?

3 PM

Omnichannel or Omnishambles? – Workshop

The 24/7 always on digital experience required by customers means they will access services via multiple channels. Mapping that customer journey reveals multiple friction points and siloed data points.

How can firms offer a seamless customer experience and avoid the shambles?

8 AM

Breakfast Briefing

8 AM

Registration and refreshments

Customer-First Plenary

8:45 AM

Chairs opening remarks

9 AM

The customer of today – Keynote

Scaling the human experience within a digital journey. In the age of 24/7, always on digital offerings - how do firms maintain personalisation, contact and trust? How can organisations optimise the vast amounts of customer data and experiences to create a profitable and modern financial services provider?

9:30 AM

The customer support co-worker

How should customer support workers welcome their new staff members? What type of adjustments are to be expected? AnywhereNow presents a case study of how one firms doubled their workforce without doubling the payroll.

10 AM

The high bar for Consumer Duty – Fireside Chat

Is the UK creating a global benchmark for regulatory standards in financial services?

Speakers

Keith Richards
CEO, Consumer Duty Alliance
Lindsey Rogerson
Founding Editor, Compliance Corylated (moderator)
Jonathan Pearson
Head of Department, Consumer Policy & Outcomes Cross-Cutting Policy, FCA

10:20 AM

Dragon’s Den

Startup demos

10:30 AM

Networking break

Attract Stage

11 AM

Getting inside the mind of the customer – Keynote

What really drives customer behaviour today? Is the next generation following the same playbook? What can financial services firms expect next?

11:30 AM

Commoditised services, personalised service

From current accounts to mortgages to pension plans, there are not many differences between competitors’ financial products.

  • What sets different brands apart?
  • How are tailored experiences developed in a way that increases the speed to ROI and deepens loyalty?

11:50 AM

We don’t pay for marketing, really? – Fireside Chat

How digital first financial firms attract and scale their customer base.

12:10 PM

The speedy onboarding

Customer onboarding should be seamless, without stress and only happen once. How can firms make sure this happens?

12:30 PM

Networking Lunch Break

1:30 PM

Every business is an individual – Fireside chat

Creating great CX and offering personalisation, real time services and seamless digital experiences for SMEs and business banking.

Speakers

Ivan Maryasin
Co-Founder & CEO, Monite and General Manager of Growth for Business Banking, OakNorth

1:50 PM

New customers only

How can firms attract new clients, encourage switching services, without alienating their loyal customer base?

2:10 PM

Plain language as a strategy – Fireside Chat

  • Plain language is designed to make banking transparent, accessible, and less stressful. Stripping away jargon and legalese in communications, benefits all financial services customers.
  • How do you establish clear writing principles, to ensure their language is understandable, inclusive, and avoids complex, traditional banking terminology?

2:30 PM

The hub of the customer universe

The modern contact centre is a hub of customer intelligence that not only supports multiple levels of experiences but can drive revenue growing insights and personalisation offerings.

How has the contact centre moved from an offsite cost centre to the centre of business for financial services firms?

Verint, explains.

2:45 PM

The time to train

How AI can be used to reduce employee training and bring faster support for client relationships.

3 PM

Aiming for equity for all – Panel Discussion

Many are excluded from traditional financial services for a variety of reasons. Efforts to expand access and create more democratic and accessible offerings have seen a range of new business models and fintech offerings enter the market. Are all these initiatives generally benefiting the public.

  • Who are the unbanked and underbanked and what are their needs?
  • Who does expanding services really benefit?
  • How do banks design for expanded access?

Speakers

Samantha Emery
Banking and Payments Executive, NED and Adviser
Rosie Franca
Head of Customer Experience, Midlands & East of England, NatWest

3:30 PM

Networking Coffee Break

Customer-First Plenary

Customer – First Plenary

4 PM

Can superheroes be sustainable? – Keynote

With an array of AI tools aiming to remove the mundane, and simple tasks from customer facing roles, humans are left with only the most complex, and emotional activities. These can often require superhuman levels of empathy, understanding and problem solving with no let up.

Is AI supporting customer support staff or introducing a new anxiety?

Speakers

Jonathan Roomer
Co-Founder and Chief Customer Success Officer, YuLife

4:20 PM

Auto enrolment and auto relationships

Is auto enrolment in services such as savings, pensions and investments the key to promoting financial wellness and customer loyalty?

4:40 PM

The last frontier for digital – wealth – Panel Discussion

High net and ultra-high net worth wealth management is a highly analogue and human relationship-based business.

  • What role do digital offerings play?
  • Will the next generation of wealth management and private banking customers demand more “consumer-style” services?
  • How is the industry planning for these changes?

Speakers

John Porteous
CFP Chartered FCSI FPFS, Managing Director, Central Financial Services & Chief Client Officer, Charles Stanley
Sonia Bainbridge
Head of Digital Distribution EMEA, Invesco

5:15 PM

Chairs closing remarks

5:30 PM

Drinks Reception

Transform Stage

8:15 AM

Registration and Refreshments

Customer-First Plenary

8:55 AM

Chair’s opening remarks

9 AM

Top of the pops – Keynote

What it takes to top Which? Year after year. A handful of banks constantly top the Which? List of offering the best in customer service.

  • Why?
  • What strategies are employed to maintain this position.

9:30 AM

Data enters the boardroom

As AI agents take on more decisions and actions, The scourge of fragmented and unreliable data will emerge as the number one reason why agentic AI projects fail in the coming years. When data isn’t trusted or is silo’ed, the very efficiencies promised by AI slow down, customer journeys fragment, and ROI suffers. Data is now a senior leadership priority.

10 AM

Reclaiming the physical space – Fireside Chat

As many banks seek to close physical branches, many still need access to a location that exists in real life. Older people, the underbanked, and small businesses all rely on cash-based services that require some high street presence.

  • What is replacing the branch?
  • Are community hubs the answer?

Speakers

Sally Gaudion
Chief Customer Officer, Nottingham Building Society

10:30 AM

Networking Break

11 AM

When the AI agents take over – Panel Discussion

AI is already influencing decisions at scale. What happens when banks and financial firms start relying on agentic AI that can make autonomous decisions? Where do humans work within this environment with these new AI coworkers?

  • Will the emergence of agentic AI create a more collaborative or combative experience?
  • Which decisions can be automated, and which should be ring fenced?
  • Who is ultimately accountable?
  • Whose side is agentic AI on – the bank or the customer?

Speakers

Conrad Ford
Chief Product & Strategy Officer, Allica Bank

11:30 AM

Digital identity and trust

Authentication, identity, and trust services are primed to be delivered by financial services.

  • Where are the solutions coming from?
  • Who is doing it best?

11:50 AM

Embedding finance, while maintaining customer trust – Fireside chat

Banking and financial services is increasing access not via traditional channels but embedded within various customer offerings. Ultimately, embedded finance and open banking is changing how customers access services and understand trust.

  • How can banks maintain visibility in customer journeys they do not own?
  • How can the customer experience be enhanced by non-financial players?

12:10 PM

Will Open Banking ever deliver?

Open banking and open finance promised much. Has anyone really delivered. Are there any customers who have achieved the holy grail of a truly central view of their financial lives?

12:30 PM

Lunch break

Trust Stage

1:30 PM

Accessible financial services for all – Case Study

How can banks offer critical support to vulnerable customers without being condescending? How can empathy and understanding be embedded into product design?

This case study will examine how Project Nemo co-created a payments application for people with learning disabilities.

Speakers

Kris Foster
Co-founder, Project Nemo
Matt Robinson
Consultant, Project Nemo

1:50 PM

Brand partnerships, loyalty schemes and holistic customer experiences

From airline points, to travel vouchers, cashbacks and cinema tickets. What value do brand partnerships have with customer trust and retention?

2:10 PM

Early warning, real time risk – Case Study

Firms are now using advanced AI systems to monitor transactions 24/7 to detect unusual behaviours instantly, detect fraud, and subsequently mitigate any risk. With many firms monitoring trillions of transactions, how are these systems getting smarter and more effective?

2:30 PM

Managing complaints, automating compliance

Regulatory reporting and compliance should be automated and optimised allowing human relationship managers to support customers through the complaints process. Aptean explains.

2:45 PM

Reimaging credit worthiness

Expanding financial inclusion and addressing the issue of those who may have been outside of traditional credit parameters is key path towards sustainable growth and better outcomes.

3 PM

Fraud, payments and reimbursements – Panel Discussion

UK rules mandate that banks reimburse victims of Authorized Push Payment (APP) fraud within five business days, up to a maximum of £85,000. Most of these scams are initiated on social networks, what responsibility do they have? How do you determine if customer was "grossly negligent" or ignored bank warnings and could be denied reimbursement?

3:30 PM

Networking break

Customer-First Plenary

4 PM

The customer of tomorrow – Closing Keynote

How do we predict the customer of the future? Will they be terminally online? Will they embrace the great wealth transfer? Or will there be a return to humanity and an embrace of the analogue? What can this industry expect, and how can it prepare?

4:20 PM

Promoting Financial Health

Education, credit and rewards are all used to support financial wellbeing. A customer that is managing their debt, cash flows and increasing disposable income is a more profitable customer for all.

What strategies have been successful?

4:40 PM

Out with the old – Interactive Workshop

Customer experience strategies, products and design that has been around for decades is no longer fit for purpose. The customer of today and into the future is at home in an always on, digital first world. But no one wishes to eliminate the human relationships and understanding that have built this industry over centuries.

  • Which elements of customer design would you like to see sent to a charity shop?
  • What limiting beliefs should be consigned to the bin?
  • Which strategies and experiences should never reemerge as a retro trend?

Audience engagement exercise with senior speakers from the day on stage

5 PM

Chairs closing remarks

5:15 PM

Close of Conference

Speakers

Select a speaker to learn more

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Bogdan Grigorescu
Senior Tech Lead, Direct Line

Technologist with extensive experience across industries.

Bogdan has a track record for achieving superior customer experiences and delivering significant cost efficiencies by leveraging AI technologies worldwide.

Bogdan is also a speaker at global conferences on AI, data privacy, counter-intelligence and security.

Background in electronics and telecommunication engineering.

Session Details:

Call Centre Utopia – Keynote

2026-06-17, 1:30 PM

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Sally Gaudion
Chief Customer Officer, Nottingham Building Society

Sally Gaudion is Chief Customer Officer with accountability for customer experience and outcomes, savings operations, branch network, estates and facilities, and operational resilience, including first line risk and compliance (SMF24). An enterprise executive in regulated retail financial services, she has a proven track record of delivering strong customer outcomes alongside resilient, high performing operations.

Sally brings together deep customer insight with extensive operational, risk and regulatory expertise, built through senior leadership roles spanning audit, compliance, investigations and enterprise risk. This breadth enables her to translate regulatory and resilience requirements into practical, customer centred operating models that strengthen service delivery, improve efficiency and build long term trust.

She has led complex, multiyear transformation programmes delivering measurable results, including a 4.8 Trustpilot rating, top tier NPS, improved operational performance, strengthened controls and highly engaged teams. Sally is known for balancing customer obsession with disciplined execution to build resilient, purpose led organisations.

Session Details:

Reclaiming the physical space – Fireside Chat

2026-06-18, 10:00 AM

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Keith Richards
CEO, Consumer Duty Alliance

Keith Richards is the founding director and CEO of the Consumer Duty Alliance (CDA), an independent, not-for-profit professional body created by and for the sector. The CDA promotes consumer-focused good practice, engages policymakers on consumer duty, and champions the value of professional advice.

A recognised leader in financial services, Keith has over 40 years’ executive experience and a strong media profile, regularly contributing to national and trade press. He previously served as CEO of the Personal Finance Society for eight years, Chief Membership Officer at the Chartered Insurance Institute, and held senior roles at Tenet Group and Royal London Group.

Keith has actively shaped the profession through board positions with PFS, Tenet, RL Retail, AIFA, AMI, EFPA, and government/regulatory working groups. He is also founding Chair of the Financial Vulnerability Taskforce, promoting understanding and good practice around consumer vulnerability.

Keith was recently recognised for his ‘Outstanding Contribution to the Advice Industry’ at the Professional Adviser Awards 2026.

Session Details:

The high bar for Consumer Duty – Fireside Chat

2026-06-17, 10:00 AM

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Lindsey Rogerson
Founding Editor, Compliance Corylated (moderator)

Session Details:

The high bar for Consumer Duty – Fireside Chat

2026-06-17, 10:00 AM

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Ivan Maryasin
Co-Founder & CEO, Monite and General Manager of Growth for Business Banking, OakNorth

Ivan Maryasin is General Manager of Growth for Business Banking at OakNorth, the digital bank for entrepreneurs, by entrepreneurs, where he leads initiatives to scale the bank’s offering for lower mid-market businesses, driving customer acquisition, product innovation, and revenue growth. He joined OakNorth following its strategic transaction with Monite in March 2026, which brought Monite’s financial automation technology and team into the bank to enhance its business banking capabilities. Ivan founded Monite in 2020, building a fintech platform focused on embedding financial operations tools into digital products. With deep experience across fintech and banking, he has a strong track record of building and scaling technology-driven financial solutions, and now plays a key role in integrating Monite’s capabilities into OakNorth’s broader finance automation strategy.

Session Details:

Every business is an individual – Fireside chat

2026-06-17, 1:30 PM

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Jonathan Roomer
Co-Founder and Chief Customer Success Officer, YuLife

Jonathan Roomer is a Chartered Fellow of the Institute and Faculty of Actuaries and co-founder of YuLife, where he built and scaled the customer organisation across three continents and now focuses on applying AI to real-world business problems. Before YuLife, he earned an MBA at Imperial College and led KPMG’s Tech Growth team, advising hundreds of startups on how to grow. He speaks on AI, insurance, and the shifts that matter before they become obvious.

Session Details:

Can superheroes be sustainable? – Keynote

2026-06-17, 4:00 PM

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Matt Robinson
Consultant, Project Nemo

Session Details:

Accessible financial services for all – Case Study

2026-06-18, 1:30 PM

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Kris Foster
Co-founder, Project Nemo

Kris Foster is the cofounder of Project Nemo, a movement dedicated to representation, accessibility, and making sure overlooked voices are no longer ignored.

Project Nemo started as a simple idea - a conversation on a plane - turning into a powerful platform focused on amplifying unheard voices and creating opportunities for those overlooked. For Kris, Project Nemo is more than just work - it's personal. It exists to challenge systems that weren’t built for everyone and to prove that inclusion is not a nice to have, it’s essential.

Alongside this, Kris created Open Book, a storytelling platform that celebrates resilience, sparks honest conversations, and gives people the space to be seen, heard, and valued on their own terms. He believes stories have the power to shift culture, not just inspire it. Every project he touches is rooted in the same conviction: our differences are strengths, accessibility should be baked in from the start, and real change only happens when people are brave enough to build it together.

Session Details:

Accessible financial services for all – Case Study

2026-06-18, 1:30 PM

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Jonathan Pearson
Head of Department, Consumer Policy & Outcomes Cross-Cutting Policy, FCA

Jonathan Pearson is an experienced regulator at the Financial Conduct Authority. He has spent over 25 years in financial services regulation working in a variety of functions including Strategy, Supervision, Competition and most recently Policy. Currently, he holds the position of Head of Department for Consumer Policy and Outcomes, with his remit including the Consumer Duty – and particularly supporting firms and consumers in realising the benefits of the Duty, as well as co-ordinating the FCA’s work on vulnerability and financial inclusion.

Session Details:

The high bar for Consumer Duty – Fireside Chat

2026-06-17, 10:00 AM

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Samantha Emery
Banking and Payments Executive, NED and Adviser

Samantha is a financial services executive and NED with 360-degree experience spanning tier-one banks, prominent fintechs and major regulators.

Her most recent role at Lloyds Banking Group saw her leading the strategic direction on payments and delivering critical enterprise services including payment schemes, liquidity, settlement and policy compliance.

At the Financial Conduct Authority, Samantha oversaw payments supervision and the regulator’s Innovate agenda. Prior to this, she held several senior positions in NatWest driving digital innovation, strategy and change in transaction services.

Samantha served on the Board of Swift SC, becoming its Deputy Chair, and has also worked with newer fintechs including Form3 and Fnality.

A constructive and impactful voice for industry evolution, Samantha is the WIBF UK Leadership Council member for AI, Tech, Digital and previously chaired the UK Finance National Payments Vision work. Samantha champions action to unlock the economic opportunity of DEI, ensuring sustainable, risk-managed growth for firms and economies alike.

Session Details:

Aiming for equity for all – Panel Discussion

2026-06-17, 3:00 PM

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Rosie Franca
Head of Customer Experience, Midlands & East of England, NatWest

Session Details:

Aiming for equity for all – Panel Discussion

2026-06-17, 3:00 PM

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Conrad Ford
Chief Product & Strategy Officer, Allica Bank

Conrad Ford is Chief Product & Strategy Officer at Allica Bank (www.allica.bank), named by The Sunday Times as the UK’s fastest-growing company, and by Deloitte as the UK’s fastest-growing fintech firm ever. Backed by TCV - investors in the likes of Netflix, Revolut and Spotify - Allica is reimagining banking for established SMEs with the latest technology. Previously Conrad was sole founder of Funding Options - a fintech listed in the 2022 FT1000 ranking of Europe’s fastest-growing firms - that latterly sold to leading neobank Tide.

Session Details:

When the AI agents take over – Panel Discussion

2026-06-18, 11:00 AM

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Martin Canwell
Senior Account Manager for Aptean Respond
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John Gathergood
Professor of Economics, University of Nottingham

Session Details:

Understanding customer needs in data – Keynote

2026-06-17, 11:00 AM

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John Porteous
CFP Chartered FCSI FPFS, Managing Director, Central Financial Services & Chief Client Officer, Charles Stanley

John Porteous has over 30 years’ experience in Wealth Management, having held senior executive roles across Financial Planning, Investment Management, Proposition and Digital. He joined Charles Stanley in 2019 as Head of Distribution and now serves as Managing Director of Central Financial Services and Chief Client Officer at Raymond James Wealth Management.

A regular speaker at key industry events, John has also held several influential positions within professional bodies, including Chairman of the Society of Financial Advisers, Director of the Institute of Financial Planning, and Council Member/Director of APFA.

In his current role, John has executive responsibility for oversight of Consumer Duty strategy across Raymond James Wealth Management.

Session Details:

The last frontier for digital – wealth – Panel Discussion

2026-06-17, 4:40 PM

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Ronelle Arbib
Chief Operating Officer, Recognise Bank

Ronelle Arbib is Chief Operating Officer at Recognise Bank, with senior leadership experience across financial services, investments, and real estate in the UK and internationally. She leads the Bank’s operations, digital innovation and technology and customer experience strategy, with a strong focus on delivering good outcomes at scale. Ronelle also leads Recognise Bank’s partnership with Women in Banking and Finance (WIBF). Earlier in her career, she spent five years in operational roles in the Air Force, managing large teams, complex projects and mission critical operations.

Session Details:

Who is always right? – Keynote

2026-06-17, 11:50 AM

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Sonia Bainbridge
Head of Digital Distribution EMEA, Invesco

Session Details:

The last frontier for digital – wealth – Panel Discussion

2026-06-17, 4:40 PM

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etc. Venue 155 Bishopsgate, London

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Guy Worth

Commercial Director

SPEAKING ENQUIRIES

Emily Martyr

Head of Event Content

MARKETING ENQUIRIES

Kellee Halliburton

Marketing Manager

Sponsorship Enquiries

To enquire about sponsorship opportunities for the conference, please contact:

Guy Worth

Commercial Director


 

Speaker Enquiries

To enquire about speaking opportunities for the conference, please contact:

Emily Martyr

Head of Event Content