Why Attend


We invite you to join our industry's most innovative leaders to explore how technology is enabling financial institutions to execute transformational strategies. This annual event brings together financial services line-of-business-heads, marketing executives, senior technologists, CIOs, and the providers that support them.  By attending our summit, you will:

  • Learn from best-in-class case studies about financial institutions and technology providers.
  • Discover practical frameworks for evaluating decisions.
  • Explore objective research on industry trends, spending, and solutions.
  • Connect with peers and potential partners in interactive forums and networking events.

This year’s event focuses on what “loyalty” means in the digital era and examines how technology is helping financial firms earn deep customer relationships.  Across 40+ content sessions, we will examine pivotal questions providers are asking across three dimensions:

Customer Engagement

  • How can financial institutions engage the digitally distracted customer?
  • How do firms reduce financial complexity for customers?
  • Which technology capabilities matter most for customer experience?

Product Design

  • How are firms using data to enhance offers?
  • Will competition between incumbents and fintech disruptors transform products?
  • What role does advice and technology play in attracting and retaining customers?

Delivery Operations

  • In what ways are firms aligning their business and IT strategies?
  • Which technology investments matter most in executing digital strategy?
  • How do firms break the trade-off between running the business and funding innovation?

Who Attends?

Financial services executives and their key direct reports in the following areas:

  • Information Technology
  • Line of Business (Commercial Banking, Retail Banking, Wealth Management, Insurance, Capital Markets)
  • Marketing & Strategy
  • Operations

Technology and service provider executives in the following areas:

  • Design & Strategy
  • Product Development
  • Product Marketing
  • Sales & Business Development


Connect with Peers

We understand that developing your professional networks is important. The Summit provides you with a variety of structured and informal opportunities to meet new people and build your network.

  • Mobile App: See who’s coming and invite them to connect
  • Topic Tables: Meet attendees and experts with similar interests
  • Networking Lunches & Dinners: Connect with an exclusive group of peers

Connect with CEB

We invite you to request a meeting with CEB while at the Summit. We’d like to learn about the challenges your business is facing so we can better serve you through your membership.

Connect with Solutions Providers

Learn about today’s most cutting-edge tools and resources to help solve some of your toughest business challenges.

  • Executive Roundtables: Discuss a current industry challenge with peers and a leading solutions provider
  • Exhibit Hall: Learn what’s next as you explore sponsor kiosks
  • Technology Provider Directory: Discover who’s attending from solutions providers that match your challenges

Past Attendee Feedback