

Why should you attend?
Join us in November for our first Customer Experience Europe Summit.
Following positive feedback from our inaugural event that took place in NYC in 2022, Customer Experience Europe makes it debut on this side of the Atlantic! Don’t miss this opportunity to come together with likeminded industry professionals looking to learn from industry front-runners how to exceed and create a positive experience for your customers.
The full agenda and speaker line-up for 2023 will be launching soon. Register below for updates and be the first to find out when more information becomes available.

Key highlights
- CUSTOMER EXPERIENCE & BEHAVIOR:
Understanding the evolution of customer expectations and behavior and how to balance convenience with security
- DIGITIZATION & DIGITAL BANKING:
Creating a more holistic end to end journey for customers through digitization transformation
- METAVERSE OPPORTUNITIES:
Addressing the implications and opportunities of the metaverse across financial services.
- AI & MACHINE LEARNING:
Understanding regulatory requirements for AI and machine learning and how it can help enhance customer experience
- OPEN BANKING:
Reviewing the opportunities of open banking and how it can enhance customer experience through APIs
- PAYMENTS:
Assessing digital payment methods and the movement towards to a real time payment environment
- DATA:
Streamlining a digital environment with the use of data insights and analytic capabilities
- FINTECH & MICROSERVICES:
Leveraging the integration of fintech and microservices to provide a seamless consumer experience
Hear from subject matter experts and industry front-runners

An engaging and interactive agenda across 2-days
Participate in a comprehensive exploration of the topics at hand via presentations, panel discussions, and live Q&As to facilitate learning and engagement.

Subject matter experts and highly-regarded practitioner speakers
Our line-up of 30+ knowledgeable and experienced practitioners speakers bring the highest standard within the industry, offering fresh perspectives and insights for you to return to your department with.

7+ hours of available networking opportunities
Continue conversations from inside the auditorium over coffee, lunch, and at our complimentary drinks reception. Make meaningful career-long industry connections to use to your professional advantage.
Key speakers

Tibor Bartels
Head of Transaction Services Americas
ING

Anish Shah
Managing Director, Head of Product and Digital
BNY Mellon

Richard Booth
Senior Director, Blockchain & Digital Asset Banking
Western Alliance Bank

Alex Yang
Director, Connected Banking
Bank of America

Jonas Vernon Ng
COO Laurel Road, a division of KeyBank
KeyBank

Matthaeus Sielecki (PhD)
Cash Management Solutions Director
Deutsche Bank

Allan Rayson
EVP, CTO, Chief Innovation Officer
Encore Bank

John Stewart
Global Head of Commercialization
Bank of America
Session previews and related insights
Get an insight of what to expect from the Summit with our past and present speaker session previews.
Effectively managing expanded model inventories
Effectively managing expanded model inventories Konstantina Armata, Senior Modelling expert, former Group Head of Model Risk Management, Barclays Below is an insight into what can be expected from Konstantina's session at Risk EMEA 2023 {{ vc_btn: title=Find+out+more+about+Risk+EMEA+2023&style=outline-custom&outline_custom_color=%23001c64&outline_custom_hover_background=%23001c64&outline_custom_hover_text=%23ffffff&link=url%3Ahttps%253A%252F%252Fwww.cefpro.com%252Fforthcoming-events%252Frisk-emea%252F%7Ctarget%3A_blank }} The views and opinions expressed in this article are those of the thought leader as an individual, and are
Top of mind for a CRO: A holistic view of risk
Top of mind for a CRO: A holistic view of risk Melissa Sexton, Chief Risk Officer, BNY Mellon Wealth Management Below is an insight into what can be expected from Melissa's keynote session at Risk Americas 2023. {{ vc_btn: title=Find+out+more+about+Risk+Americas&style=outline-custom&outline_custom_color=%23d51224&outline_custom_hover_background=%23d51224&outline_custom_hover_text=%23ffffff&link=url%3Ahttps%253A%252F%252Fwww.cefpro.com%252Fforthcoming-events%252Frisk-americas%252F }} The views and opinions expressed in this article are those of he thought leader
Collaboration of three lines of defense for effective oversight and validation of model risk
Collaboration of three lines of defense for effective oversight and validation of model risk Kerri Anderson, Assistant Director of Model Risk Management, Northwestern Mutual Below is an insight into what can be expected from Kerri's session at Advanced Model Risk USA 2023. {{ vc_btn: title=Find+out+more+about+Advanced+Model+Risk+USA&style=outline-custom&outline_custom_color=%23d51224&outline_custom_hover_background=%23d51224&outline_custom_hover_text=%23ffffff&link=url%3Ahttps%253A%252F%252Fwww.cefpro.com%252Fforthcoming-events%252Fadvanced-model-risk%252F }} The views and opinions expressed in this article are
Collaboration of three lines of defense for effective oversight and validation of model risk
Collaboration of three lines of defense for effective oversight and validation of model risk Shawn Tumanov, Director, Data and Analytics (AI/ML/RPA) Governance, BMO Financial Below is an insight into what can be expected from Shaun's session at Advanced Model Risk USA 2023. {{ vc_btn: title=Find+out+more+about+Advanced+Model+Risk+USA&style=outline-custom&outline_custom_color=%23d51224&outline_custom_hover_background=%23d51224&outline_custom_hover_text=%23ffffff&link=url%3Ahttps%253A%252F%252Fwww.cefpro.com%252Fforthcoming-events%252Fadvanced-model-risk%252F }} The views and opinions expressed in this article are
Sponsors
Co-sponsor
Content and media partners
Speakers from our 2022 USA Congress

Jonathan Alloy
Vice President, Design Thinking
Credit Suisse

Jonathan Alloy
Jonathan Alloy is a transformative, innovative, and inclusive business and technology leader in New York, with a record of delivering compelling digital products for Credit Suisse as VP Design Thinking, Wells Fargo as VP Technology and Innovation, and DuPont as Marketing and Strategy Manager. He serves as Justice of the Peace in Connecticut, holds an MBA from the University of Michigan, and is completing a Master’s in International Relations at Harvard University.

Tibor Bartels
Head of Transaction Services Americas
ING

Tibor Bartels
Tibor Bartels heads-up the ING Transaction Services department for the Americas region. He is responsible for Payments and Cash Management solutions, Liquidity Management, Working Capital optimization and Traditional Trade solutions.
Starting 2016, Tibor moved to NY to build an on-the-ground presence for Transaction Services in the region. Currently he leads a team of product specialists that have in-depth discussions with America’s based multinationals on how to improve their daily banking set-up.

Richard Booth
Senior Director, Blockchain & Digital Asset Banking
Western Alliance Bank

Richard Booth
Richard Booth is senior director for Western Alliance Bank’s Blockchain & Digital Assets group, where he serves clients and provides compliance expertise in this emerging area.
Mr. Booth joined Western Alliance as an accomplished financial professional specializing in adapting risk and compliance for innovative banking programs. Before joining Western Alliance, he held senior-level compliance officer positions with UBS, and Signature Bank.
He holds a BA degree from Seton Hall University and completed the Stonier Graduate School of Banking and Leadership Certificate program at the University of Pennsylvania-Wharton. In addition, he has earned Certified Regulatory Compliance Manager (CRCM) and Certified Anti- Money Laundering Specialist (CAMS) designations.

Stephen Gannon
Partner
Davis Wright Tremaine LLP

Stephen Gannon
Steve is a financial services industry leader who has previously served as a senior legal executive at Citizens Financial Group, Capital One Financial Corporation, and Wachovia Securities. He has spent the last two decades as an advisor on the highest levels of strategic decision-making for several of the country’s largest financial institutions.
Steve previously served as the general counsel of Citizens Financial Group, the nation’s 12th largest retail and commercial bank, where he served on the executive committee and directed all legal, corporate governance, corporate transactions, government relations, regulatory relations, and litigation functions for the company.
He advises the banking industry on regulatory and strategic matters ranging from public policy and corporate governance to litigation, compliance, and administrative actions. He also focuses on helping the industry adapt to and stay on top of the burgeoning FinTech and digital asset spaces, about which he speaks and writes frequently.

Avi Greenfield
VP of Product Management, CXM
Quadient

Avi Greenfield
Avi Greenfield has over 20 years of experience in using technology solutions to build business value, with a focus on customer communications and content strategy and delivery. He joined Quadient in 2019 and leads the portfolio vision and roadmap for Quadient CXM. He and his team are responsible for making sure Inspire software and SaaS solutions meet the needs of businesses for managing omnichannel communications to improve customer experiences and engagement across key journeys in financial services and other markets. He has worked in product management, business development, and analyst roles with companies including OpenText, SundaySky, HP, and Doculabs.
Ruchi is also a featured speaker on American Banker Thought Leadership Series as well as other recognized industry Panels. She is also part of “Women in Product” at Facebook as well “Women in ID” and “Women in Fintech”. She believes in giving back to the community, supporting diversity, and advancing women’s careers.

Abhishek Kodi
VP, Principal Business Architect (AI/ML)
BNY Mellon

Abhishek Kodi
Abhishek Kodi is a Principal, Business Architect who specialises in Artificial intelligence and Machine Learning. At BNY his systemic goals are to drive digital & AI first culture across multiple business functions, dominancantly in Clearance & Collateral Technology, Credit Services, etc. He and his team closely collaborates with business and technology teams to create novel solutions for deterministic and nondeterministic problems that balance business strategy against state of the art AI technology. His pursuit of democratised AI-ML capabilities and risk averse system design aims to build data driven culture through citizen data scientists and aligning with business outcomes with utmost focus on trust and adoption

Konstantin Konstantinovsky
Senior Vice President
IDB Bank

Konstantin Konstantinovsky
Konstantin is a Senior Vice President at Israel Discount Bank of New York, where he is the Head of Strategic Projects. Konstantin has over two decades of experience in Change Management and Program Management. An accomplished Change Management Professional with experience in leading large scale transformational programs for Audit, Regulatory, Operations, Front Office and Finance areas of various Investment Banks and Financial Services firms. Held a number of executive leadership roles, focusing on Core Banking Platform migrations, Customer Experience, Strategy, Process Improvement and Operational Excellence, Cognitive Technologies Implementation, Data Management and Quality, Regulatory Initiatives and Wealth Management Operations.
Konstantin received an MS in Accounting, from NYU Stern School of Business, and MBA in Finance, from Fordham University. He has also published articles on Artificial Intelligence and has been an invited speaker at several Financial Industry events.

Michael Ivie
Managing Partner, Head of Financial Services Consulting
Phyton Consulting

Michael Ivie
Michael is a Managing Partner at Phyton Consulting, a specialized professional services firm that empowers data intensive businesses with subject-matter leadership and execution-focused delivery capabilities. Michael has over a decade of experience in Finance, Risk, Data Management, and Technology in both public and private sectors. His diverse background working across the enterprise and in numerous change management roles for many of the world’s leading financial institutions has helped him develop a unique perspective on how these organizations function and how to navigate a changing business, technical, and regulatory landscape.
Michael received an MS in Finance and an MBA in Risk Management & Insurance from Georgia State University’s J. Mack Robinson College of Business. He earned a Professional Risk Manager (PRM) certification from PRMIA, Basel Compliance Professional designation from BCPA, Project Management Professional (PMP) credential from PMI, and numerous professional industry licenses and data/IT certifications

Jim Maimone
SVP, Payments Solutions Consultant
Citizens Bank

Jim Maimone
Jim Maimone, CTP, SVP, Senior Payment Hub Product Manager, has over 25 years of commercial payments experience in a variety of roles from ACH to Integrated Payables to Commercial Cards, and now Real Time Payments. Jim is currently responsible for developing and implementing payments strategies to help clients achieve the benefits of Invoice-to-Pay solutions. A graduate of UMass Boston, Jim holds a BA in Economics and a MS in Finance from Boston College. Jim resides in Stoneham, MA and enjoys coaching and playing ice hockey.

Mayank Mishra
former Managing Director, Global Head Digital Channels
Citi

Mayank Mishra
Mayank Mishra is a highly respected Payments and Digital Leader with extensive knowledge of Institutional Banking and experience in building products at scale. He has held global leadership positions with large financial institutions; directed Bank’s strategy and has a proven track record of monetizing the investments with impact.
Mayank Mishra is fintech friendly; successfully collaborating and curating them and serves on some of the fintech advisory boards.

Kristen Mountford
Executive Director, Private Bank Digital
JP Morgan Chase

Kristen Mountford
Kristen Mountford is an Executive Director with J.P. Morgan’s Private Bank Digital team. She leads a group of innovative product managers responsible for the vision, strategy, and execution of the the Investments and Solutions digital capabilities for advisors and clients.
Kristen’s career spans more than 25 years in Banking and Financial Services, where she has been focused on the digitalization of experience for both institutional and wealth management channels. Her expertise lies in building technology to empower engagement between internal employees and external clients.
Kristen resides at the Jersey Shore with her husband and two daughters and has a passion for college football, especially the Fightin’ Irish of Notre Dame.

Saurav Mukherjee
Vice President, Corporate Treasury
Goldman Sachs

Saurav Mukherjee
Saurav has 17 years of experience in digitally transforming Financial Institutions. He is currently Vice President, Corporate Treasury at Goldman Sachs. Previously he led business transformation initiatives in Citibank and BNY Mellon. Saurav is a certified Project Management Professional and Financial Risk Manager. He holds an MS in Business Analytics from NYU Stern School of Business, an MBA in Marketing from Asian Institute of Management, Manila, and an Engineering degree in Computer Science from India. Saurav is a Board member at the International Institute of Business Analysis and a review member at Harvard Business Review. He has been invited as a panel speaker/reviewer at NYU, UPenn, etc. Currently, he resides in New Jersey with his wife.

Miguel Navarro
Executive Technology Leader and Patented Inventor

Miguel Navarro
Born and raised in Philippines, I first started developing in the 5th Grade, thanks to Ramon (my brother) for teaching me Turbo Pascal to create our first game together. From there, he started teaching me Visual Basic and PowerBuilder. Moved to the US in 2001 and from there, I started learning C++, Java, JavaScript, HTML, CSS, etc. When Apple announced that people will be able to develop and publish their own Mobile Apps, I downloaded XCode and got my hands dirty with Objective-C and then Swift. I started NMigMa Entertainment and created a few apps for both iOS and Android because it was fun and started monetizing my love for End to End Mobile app Development and Product Management. My past role in TD Bank was the Head of Voice and Emerging Platforms and currently a Business Technology Executive, Conversational AI External Delivery in KeyBank. Outside of work, I am swimming in everything Conversational AI and Web3 (more NFTs and metaverse) while I experience as much awesome times with my family.

Curt Queyrouze
President
Coastal Bank, Coastal Financial Corporation

Curt Queyrouze
Curt Queyrouze joined Coastal Community Bank in 2022 and currently serves as the President. Mr. Queyrouze has a background with expertise in credit, risk management, and financial technology.
Prior to joining Coastal Community Bank, he was most recently President and CEO of TAB Bank, UT, and brings an extensive background in managing a community bank and fintech partnerships through BaaS. During his tenure at TAB Bank, the $1.2 billion bank leveraged investments in a data platform, API stack, and agile development to transform the wholly digital Bank into a market leader.
In addition to TAB Bank, his career includes a variety of leadership roles at banks ranging from top-ten and regionals to community institutions, and as Chief Operating Officer of a fintech company.
Mr. Queyrouze holds a degree in Accounting from Louisiana State University and is active in his community and banking industry organizations.

Allan Rayson
EVP, CTO, Chief Innovation Officer
Encore Bank

Allan Rayson
Allan is an accomplished banker and leader with a twenty year track record as a commercial banker and market executive in the commercial banking and specialty finance space. Allan is also former CEO and Co- Founder of PaidUp, a financial technology company designed to support youth sports clubs. Allan and his co-founders launched the startup in Austin, TX where they supported youth sports clubs across the domestic U.S. Applying what he has learned in FinTech and banking, Allan is now Chief Innovation Officer and Chief Technology Officer at an entrepreneurial bank called @encorebank.
After earning his undergraduate marketing degree, Allan earned his MBA from Texas Tech University in 2000. In 2014, Allan also earned his Certified Private Wealth Advisor designation through the Investment Management Consultants Association (“IMCA”) and the University of Chicago’s Booth School of Business.
Austin, TX is home to Allan along with his three active boys, Will, Alex and Sam who enjoy spending time together outdoors; wake surfing, boating, cycling, and enjoying live music.

Joe Rodriguez
Managing Director, Financial Services
Cloudera

Joe Rodriguez
Joe Rodriguez leads Cloudera’s Financial Services industry vertical and is responsible for helping to drive the growth of Cloudera’s Financial Services business globally. Before joining Cloudera, he advised the private equity community on fintech investments. Prior to that, he was with Morgan Stanley where he was the COO of Operations IT and Head of Transformation.
Joe has led organizational successes repeatedly, guiding global business strategy with established and emerging technologies to achieve maximum operational impacts with minimum resource expenditures. He has held senior executive roles within IT at the Federal Reserve, Bank of America, Merrill Lynch, HSBC, Credit Suisse, JP Morgan as well as management consulting with Cap Gemini. Additionally, he has also worked as the CTO and COO in a start-up incubator.

Anish Shah
Managing Director, Head of Product and Digital
BNY Mellon

Anish Shah
Anish leads product and digital for BNYMellon’s Wealth Management and Asset Management businesses. He is responsible for enhancing the client, advisor and internal stakeholder experiences to drive deeper relationships, increased efficiencies and reduced risk
Previously, Anish was Partner and co-head of the wealth, asset management and insurance practice at Marakon. Prior to Marakon, he held multiple leadership roles at E*TRADE Financial. As Head of Customer Engagement at E*TRADE, Anish led acquisition, cross-sell and retention efforts for E*TRADE’s 4 million customers. Further, he led the customer experience function for the firm, focused on improving digital and live customer experience across critical touchpoints. Before joining E*TRADE, Anish was a Principal in the Financial Services practice at Booz & Company (now Strategy& PwC), with a focus on Wealth Management and Capital Markets
Anish holds an MBA in Strategy and Finance from NYU’s Stern School of Business; an MS in Mechanical Engineering from UCLA; and a BS in Engineering from Delhi University

Matthaeus Sielecki (PhD),
Cash Management Solutions Director
Deutsche Bank

Matthaeus Sielecki (PhD)
Matt is a Director in the Cash Management Business of Deutsche Bank in New York, where he heads the Structuring function. In his role, he is responsible for advising corporate clients on treasury transformation, solutioning and incubating new growth opportunities from digital transformation. In his functions, Matt is leads the business development of DB’s new platform business and marketplace payment solution globally,
Matt is an experienced industry expert in the international payments and FinTech space and has worked for Deutsche Bank since 2003, where he has carried out a number of leadership roles in various departments across technology, business development, sales, working capital advisory and product development internationally.
Matt holds an MA in Business Administration and Technology and a PhD in economics.

John Stewart
Global Head of Commercialization
Bank of America

John Stewart
John Stewart is the Global Head of Product & Client Commercialization for Bank of America Global. John is responsible for developing and leading commercialization programs that increase client engagement, product adoption and revenue for Global Transaction Services across payments, FX, receipts, corporate cards, liquidity management, trade and supply chain finance. In this role John leads digital content and experience management programs that transform client engagement and drive sales efficiency and effectiveness by delivering personalized content to prospects and clients.
Prior to this role, John held leadership roles in marketing, corporate strategy and operations for BNY Mellon, Thomson Reuters, Citigroup and State Street.

Jonas Vernon Ng
COO Laurel Road, a division of KeyBank
KeyBank

Jonas Vernon Ng
Jonas Ng currently serves as COO for Laurel Road, KeyBank’s fast-growing Fintech subsidiary. In this role, he leads acquisition, onboarding, credit/underwriting, risk management, quality control, and sales/servicing.
Previously, Jonas served as Head of Commercial Digital for KeyBank, driving strategic direction of digital properties/capabilities for KeyBank’s Commercial and Payments businesses. He also ran the Financial Wellness Product and Strategy Teams, bringing Financial Wellness to market for KeyBank’s Consumer Bank.
Prior to KeyBank, Jonas worked at Nationwide, Discover, Enova Financial, MBNA, and seven start-ups and consulting boutiques. He has had leadership roles in Marketing, Product, Finance, Operations, Strategy, Business Development, Mergers & Acquisitions, Application Development, and Innovation.

Marika Vilen
Senior Vice President, Platform Commercialization, Global Identity and Fraud
Experian

Marika Vilen
Marika has been at Experian since April 2019 as Senior Vice President, Platform Commercialization, Global Identity and Fraud. She leads a team who is responsible for partnerships for the Identity and Fraud business globally and additionally her team looks after commercial strategy for Identity & Fraud product portfolio.
During Marika’s extensive experience in Financial Services, she has created numerous high-profile partnerships and multi-million dollar content and software licensing partnerships.
Marika holds a master’s degree in marketing from Nottingham Business School and also a bachelor’s degree with Honours from Stirling University.

Fulco Werner
Director Transaction Services
ING

Fulco Werner
Fulco Werner works as a Director in ING’s Transaction Services team for the Americas region, based in New York. He manages a large corporate client portfolio of Industrial, Services and Technology, Media and Telecom names.
Fulco started his career in 2002 at ABN AMRO Bank’s Global Transaction Services business. He joined ING in 2015 after having spent time with ABN AMRO, RBS and Rabobank in various cash management and relationship management roles. Early 2019, Fulco moved to ING’s New York office.
In his role, Fulco advises corporate treasuries on cash and liquidity management, working capital optimization and traditional trade solutions. He addresses key treasury themes and market trends such as the impact of changing regulation, fraud, technology and innovation, thereby helping his clients to pursue a digital treasury agenda.

Alex Yang
Director, Connected Banking
Bank of America

Alex Yang
Alex Yang is responsible for the CashPro API client community, GTS’ open banking strategy, and CashPro Connectivity and data transmission security. He and others focus on how they can best deliver commercial banking data and services to clients and their technical service providers in real time. He serves on the board of the Afinis organization, and enjoys collaborating on the topic of API standardisation.
Alex has spent his entire career in GTS product management. He has been responsible for global payments and foreign exchange, EDI and ISO XML services, invoice presentment and biller gateways, and ERP and Treasury Management System integration.
Sponsors
Co-sponsor
Content and media partners

CeFPro Connect
CeFPro Connect aims to connect industry experts through thought leadership content and timely news, written for the industry, by the industry. Gain unlimited access to CeFPro’s unparalleled library of resources including iNFRont Magazine, market intelligence reports, filmed presentations, insights Q&A’s, and much more.
Sign up for free.

iNFRont Magazine
iNFRont Magazine is a unique publication providing regular insight on the operational and non-financial risk (NFR) sector. Featuring contributions provided by leading industry figures and experts from around the world, iNFRont Magazine touches on the most critical themes and challenges currently affecting financial professionals.
Available to download for free.
Venue & FAQs
Venue information currently unavailable. Register for updates and be the first to be notified when more information becomes available.
Frequently Asked Questions
Can I share my thought leadership at Customer Experience Europe?
Will there be opportunities to network with other attendees?
- Breakfast, lunch and refreshment breaks
- Drinks reception at the end of day-1
- Q&As, panel discussions, and audience participation technology
What is included within the registration fee?
Where can I find the Summit documentation and speaker presentations?
* Please note that our speakers often have to gain permission from their relevant compliance departments to release their presentations. On rare occasions compliance may not allow presentations to be distributed.
Will breakfast, lunch and refreshment be provided?
Are there any rules on dress code?
Register
Register for Customer Experience Europe today and join the likes of 150+ industry professionals and subject matter experts looking to engage in meaningful conversation and discuss the latest industry developments, challenges, and trends.
Register before the agenda goes live to take advantage of our lowest price pre-agenda rate.
Don’t miss out, we only have a limited number of tickets available before prices will increase.
Need assistance with your registration? Get in touch with us via email below, or call us on +44 (0)207 164 6582.
Pre-agenda rate
E.g. Bank, Insurance company, Asset manager, Regulator
E.g. Consultant, Vendor, Executive search firm, Law firm
*VAT not included.
To qualify for the preferential rates above, registration must be received by the close of business of the specific end date for each rate. Payment can be made at the time of registering, or up to a week after an invoice has been sent. CeFPro reserves the right to increase rates should payment be delayed significantly. Should a delegate register at a rate that is inaccurate, CeFPro reserves the right to issue an additional invoice for the outstanding amount.