Skip to main content
Qualtrics Home page


Dallas CX Summit for Financial Services
& Insurance


Network with and learn from XM leaders in financial services and insurance and hear how you can go beyond surveys to get richer, deeper insights into your customers.

You’re invited

Join us and a community of financial service CX leaders in the Dallas-Fort Worth area to hear first hand from our industry experts and customers on how you can evolve your CX program. Following the session, we will host a complimentary networking reception to continue the conversation with your fellow peers and thought leaders.

Why Attend?

+ Discover how to move beyond surveys to harness richer data sources
+ Learn how to measure the impact of your CX programs 
+ Hear from your fellow CX practitioners who are pushing boundaries in their CX programs  
+ Network with your fellow customer experience leaders in the Dallas-Fort Worth area


2:30 – 3:00 PM CT
Arrival & check-in

3:00 – 3:15 PM CT

3:15 – 4:00 PM CT
Insights from the Qualtrics Financial Services Industry Advisory team – Nizar Mohamed, Financial Services Principal Industry Advisor

4:00 – 5:00 PM CT
Customer stories with Texas Capital Bank and Texans Credit Union

5:00 – 6:00 PM CT
Networking reception


Thursday, October 19

Add to Calendar >


3:00 – 6:00 PM CT


6105 Tennyson Pkwy
Suite 200
Plano, TX 75024


Nizar Mohamed
Nizar Mohamed
Financial Services Principal Industry Advisor

Nizar is a principal industry advisor in the financial services practice at Qualtrics. His responsibilities include helping customers understand the strategic value of experience management across their businesses. Prior to joining Qualtrics, Nizar was at TIAA where he led customer experience for wealth management in a business operations role. Prior experiences to TIAA included consulting at McKinsey&Co serving clients in financial services and supporting capital markets operations at Morgan Stanley. Nizar holds an MBA in finance from the Wharton School at the University of Pennsylvania.

By registering for this event you agree to allow Qualtrics to share and process your personal data for purposes of follow-up with regard to the content of this event in accordance with our Privacy Statement.

This offer is extended to you under the condition that your acceptance does not violate any applicable laws or policies within your organization. If you are unsure whether your acceptance may violate any such laws or policies, we strongly encourage you to seek advice from your ethics or compliance official. For organizations that are unable to accept all or a portion of this complimentary offer, and would like to pay for their own expenses, Qualtrics will provide, upon request, a reasonable market value and an invoice or other suitable payment process.

This invitation is non-transferrable. Please email us with any questions –

Sign up today

Reserve my spot