Consistently Deliver Remarkable Experiences at Scale

In financial services, rates can be matched and products can be copied. Trust and experience can’t. Dan shows your teams how to win and keep clients by delivering experiences worth talking about.

FINANCIAL INstitutions Love Dan Gingiss

Finding The Best Financial Services Keynote SpeakerJust Got Easier

If you’re like other meeting professionals, you’re likely looking for:

Someone with the credibility of real-world experience inside the financial services industry
A unique storyteller who truly engages an audience
Someone who can entertain an audience while educating them
A visionary thought leader with something new to say
Actionable takeaways that audience members can begin implementing immediately, even in a regulated environment

Not all financial services keynote speakers check all of those boxes…

But, Dan Gingiss Does!

“Dan Gingiss’ compelling session on creating memorable client experiences was truly transformative”

“Dan Gingiss’ compelling session on creating memorable client experiences was truly transformative. His unique approach to making a WISE impression – being Witty, Immersive, Sharable, and Extraordinary – left a lasting impact on our financial advisor clients. Dan’s insights not only sparked creativity in our audience, but also provided actionable strategies to enhance customer interactions and make every touchpoint memorable. Dan was collaborative, approachable and engaging, and we were thrilled to work with him.”

Carrie Hansen

EVP, COO, President – Mutual Funds at AssetMark, Inc.

“Dan contributed significantly to Discover winning its first J.D. Power Award.”

“His relentless focus on digital experience, contagious belief, leadership and grit were key elements of our success.”

Harit Talwar

Former Chief Marketing Officer | Discover Card

Your institution’s Success Depends on Both

Customer AND Employee Experience

Marketing and competitive rates can attract account holders, but inconsistent service drives them away, and in financial services, switching has never been easier. Training can energize teams, yet the momentum often fades. The real key to lasting growth lies in the connection between employee experience and customer or client experience.

When employees feel engaged and empowered, they create experiences that earn trust and keep clients loyal. And when clients feel confident and cared for, employees stay motivated and proud to represent your institution. It’s a continuous cycle of trust, retention, and growth.

Dan helps Financial Institutions turn this cycle into a competitive advantage by teaching leaders and teams how to:

Deliver consistent, trustworthy experiences across every branch, call center, and digital channel
Empower employees to act quickly and confidently for clients, even within compliance guardrails
Convert first-time account holders into loyal advocates who refer others
Drive measurable results: deeper relationships, higher retention, more referrals, and growth in share of wallet

Win in Financial Services: Turn Everyday Interactions Into Talk-Worthy Experiences.

Competition is tougher than ever. Competing on rate is a losing game. There is always another institution willing to pay a few more basis points. And competing on product is getting harder and harder as accounts, cards, loans, and apps all start to look the same.

So what’s left? How do you stand out in a crowded, commoditized, heavily regulated market where switching is one tap away?

In this fun and engaging keynote, customer experience expert and former financial services executive Dan Gingiss will teach the audience how customer experience can be your institution’s ultimate differentiator, creating a competitive advantage that cannot be copied or undercut.

Your institution CAN compete on customer experience. When you create a remarkable experience for your clients, they become your best marketers and your most credible salespeople. The result is more clients, who stay longer, hold more products, and recommend you to others, exactly the loyalty that rate-chasing can never buy.

You’ll walk away from this keynote with the inspiration and the tools to go back to work and build deeper, more trusted relationships with your clients. And Dan doesn’t just talk about experience, he creates one for the audience, too!

Dan's Audiences Will...

Unlock the Dual Power of Customer Experience: Explore how prioritizing customer experience builds trust, strengthens your brand, and grows your clients' loyalty in a commoditized market.
Implement a Proven 5-Step Framework (WISER™): Learn a straightforward approach to creating remarkable, shareable experiences that resonate with clients and members, even inside a regulated environment.
Draw Inspiration from Real Success Stories: Gain actionable insights from organizations across financial services and beyond that have turned these cost-effective, practical strategies into measurable results.

Dan’s speaking calendar fills quickly! Secure your event date now to ensure your audience experiences his transformative insights.

Before Dan became a Financial Services Keynote Speaker

He spent two decades inside the financial services industry getting things done.

Head of Global Consumer Card Product at Diners Club International (franchise)
Head of Digital Customer Experience at Discover
Head of Digital Marketing at Humana
Head of Digital Customer Experience at Discover, where he led the team that won the company's first-ever J.D. Power Award for Customer Satisfaction

Dan didn’t just study customer experience in financial services, he built it from the inside. At Diners Club he ran a global consumer card product. At Discover he led digital customer experience for one of the most trusted brands in the category. At Humana he drove digital marketing in the insurance space. He has lived the exact pressures your teams face: regulation, trust, security, and clients who can leave with a single tap.

Today Dan brings that wealth of financial-industry experience to your teams as one of the leading customer experience keynote speakers.

BringThe Experience Maker™

To Your Next Event

Event planners love working with Dan because he’s easy to partner with and guaranteed to wow your audience. Audiences love him because his strategies are simple, actionable, and fun. Book Dan and give your attendees a keynote they’ll talk about long after the event.

52-Week CX Challenge™ Masterclass

52 Weeks. 52 Challenges. Endless Results.

Don’t let the energy from your event fade. Keep the momentum going with the 52-Week CX Challenge™ Masterclass — a year-long program that turns inspiration into weekly action. Each week, your team receives a short, engaging video presenting a new CX Challenge. These aren’t just ideas — they’re practical, low-cost initiatives that drive immediate impact.

From rethinking customer touchpoints to building a culture of empathy, every challenge helps break down silos, spark collaboration, and keep customer experience front and center. In just a few minutes each week, your employees gain confidence, skills, and a CX mindset that drives measurable results.

This isn’t training. It’s transformation. Ready to take the challenge?

* Contact Dan to purchase the full 52-week CX Challenge Masterclass! Also available as part of a package including keynote speaking and CX workshops.

Consistently Deliver Remarkable Experiences at Scale

FINANCIAL INstitutions Love Dan Gingiss

Finding The Best Financial Services Keynote SpeakerJust Got Easier