FinTech Global, a specialist research firm, will be hosting its first-ever CX in Financial Services Forum on March 25, 2026, bringing together professionals from across the financial services sector to discuss the latest trends and innovations shaping customer experience.   

The event, which will be held at One America Square, London, builds on the success of FinTech Global’s renowned global FinTech events and arrives at a pivotal moment for the industry. 

As customer expectations continue to rise and digital-first interactions become the norm, financial institutions are under increasing pressure to deliver seamless, personalised, and trusted experiences across every touchpoint. High-quality customer experiences are becoming a competitive advantage. 

This trend is encouraging greater spend in bolstering customer experiences. In Forrester’s recent ‘Budget Planning Guide 2026: Customer Experience’ report, it claimed 39% of firms are planning to increase their CX budgets in the next year. 

Advances in AI, data analytics, and automation are rapidly transforming how financial services organisations engage with their customers. From hyper-personalised journeys to streamlined onboarding, firms must rethink their CX strategies to strengthen loyalty, drive long-term value, and remain competitive in an increasingly crowded market.

The CX in Financial Services Forum is an exclusive gathering for senior financial services professionals, CX leaders, strategists, and technology innovators who are redefining how organisations connect with their customers. The event is expected to welcome hundreds of attendees, with a strong senior audience including executives, decision-makers, and transformation leaders.

Across the day, attendees will take part in a dynamic programme featuring panel discussions, presentations, live product demonstrations, and networking opportunities. 

Agenda highlights include sessions on the future of CX in financial services, customer-centric strategies in a digital-first world, balancing personalisation with privacy and compliance, and the role of AI and automation in enhancing service without losing the human touch.

To maximise the value of connections made on the day, the Forum will leverage AI-powered matchmaking tools, enabling attendees to arrange meaningful, high-impact meetings with relevant peers and solution providers. Participants typically secure over twice as many meetings at FinTech Global events compared to other industry conferences.

FinTech Global director Richard Sachar commented, “Customer experience has become one of the most important differentiators in financial services. This Forum creates a dedicated space for senior leaders and innovators to come together, share real-world insights, and explore practical strategies for delivering exceptional CX at scale. We’re excited to bring this new event to London in 2026.”

FinTech Global director Richard Sachar explained, “The Forum serves as an important hub for innovators and senior leaders to come together, and is a unique chance for people to connect, share insights, and drive the future.”  

Find out more information regarding the CX in Financial Services Forum 2026 here.