The Customer Experience in Financial Services Conference 2026 brings together senior customer experience, journey, engagement and UX leaders from across banking, insurance and financial services for one focused, insight-driven day. Designed for organisations navigating rapid digital change, evolving regulation and rising customer expectations, the programme explores how to balance AI innovation with the essential human touch to deliver meaningful, compliant and value-driven customer experiences.

Now in its 13th year, the conference features senior perspectives from Lloyds Banking Group, NatWest, HSBC, Aviva, Santander, Bank of Ireland, Nationwide, Direct Line Group, Wise, LSEG, JPMorgan and more.

With 26 finance brand speakers, four interactive panel discussions, informal breakout sessions and over two hours of structured networking, delegates leave with practical CX frameworks, peer benchmarks and actionable strategies to optimise journeys, support vulnerable customers and future-proof customer experience delivery.


Key Areas Covered

  • AI & automation in customer experience
  • Maintaining the essential human touch
  • Streamlined, multichannel customer journeys
  • Supporting vulnerable customers
  • Hyper-personalisation & tailored engagement
  • Customer-centric company cultures
  • ROI measurement & CX metrics
  • Data-driven CX strategies
  • Regulations, compliance & Consumer Duty
  • Evolving customer behaviours & expectations
  • Future CX strategies for 2027 and beyond

Why Attend

This conference is built for financial services professionals responsible for delivering customer experience outcomes at scale. The agenda focuses on how leading organisations are combining AI, data and automation with empathy, accessibility and human oversight to improve journeys, meet regulatory expectations and demonstrate ROI. Expect informed perspectives from senior practitioners, practical lessons from across the sector and strategies you can adapt to strengthen trust, performance and long-term customer value.

Contact

Phone: +44 (0)20 3479 2299
Email: info@financialservicesconference.com
Website: financialservicesconference.com
Press & media: Callin Klopper – callin@gicconferences.com

👥 Bring Your Team – Group discounts available
Send 4 delegates for the price of 3 — or send 3 and get the third place half-price.