Meet Our Team at CXFS
Our team will be onsite discussing how financial marketers can improve email engagement, accelerate lead generation, and create customer experiences that drive measurable business outcomes.
Meet Our Team at CXFS
Our team will be onsite discussing how financial marketers can improve email engagement, accelerate lead generation, and create customer experiences that drive measurable business outcomes.
Nick Certa
Nick Certa
VP Marketing & Sales,
Upland Software
VP Marketing & Sales,
Upland Software
John Kavaney
John Kavaney
Account Executive,
Upland Adestra
Account Executive,
Upland Adestra
What We'll Be Discussing
Improve Engagement Across the Customer Lifecycle
Deliver more relevant communications that increase opens, clicks, and conversions throughout the customer journey.
Turn Customer Data into Actionable Insights
Leverage customer preferences, behaviors, and engagement data to create more personalized email experiences.
Balance Personalization and Compliance
Maintain trust and regulatory requirements while delivering the tailored communications customers expect.
Generate More Qualified Leads
Use interactive email experiences, automated journeys, and targeted campaigns to increase acquisition and nurture opportunities.
Measure Marketing Impact
Connect email performance to customer engagement, lead generation, and revenue-focused business goals.
About CXFS
About CXFS
The Customer Experience for Financial Services Summit brings together leaders across banking, insurance, wealth management, and fintech to explore the future of customer engagement, personalization, AI, and digital experience. Attendees gain practical strategies for improving customer journeys, strengthening loyalty, and delivering more meaningful customer interactions at scale.
Meet with our team at CXFS to learn how financial services marketers are using email communications and customer engagement strategies to create stronger relationships, generate more leads, and deliver measurable results.