Join Valtech at DMFS Canada 2026

Orchestrating financial services through intelligent, connected experiences.

Financial services leaders are under pressure to drive growth while balancing trust, compliance and rising customer expectations. Many are still working through fragmented data and disconnected customer journeys.

Connect with Valtech at DMFS to explore how organizations can create more intelligent, connected experiences by aligning data, content and technology across the enterprise.

Valtech on stage

Thursday June 11th

Financial marketing teams are being asked to move faster, personalize better, prove ROI, and scale AI—while operating inside systems built for compliance, approvals, and risk reduction.

Join us and explore:

  • How fragmented customer journeys are limiting marketing performance

  • Why AI and personalization initiatives struggle to scale across channels

  • What leading financial institutions are doing to reduce friction and create more intelligent customer experiences

Build the journey: You’re the CMO Now

Speakers:

  • Mona Champaneri – SVP, Head of FSI, Valtech
  • Richard Harris - VP, Data & AI, Valtech

How we help financial services organizations

Financial institutions are investing in AI and data, but many still struggle to translate that into consistent, connected customer experiences. Fragmented systems, siloed teams and disconnected journeys continue to limit the impact of marketing and personalization efforts.

We help organizations turn these challenges into measurable growth by aligning AI, data and experience across the customer lifecycle.

  • Turn fragmented data into actionable customer insight

Connect data across channels to enable more relevant, timely and personalized marketing experiences

  • Scale AI beyond pilots into real marketing impact

Move from isolated use cases to coordinated AI-driven journeys that improve acquisition, engagement and conversion

  • Create connected, intelligent customer experiences

Replace disjointed touchpoints with seamless journeys that adapt to customer behavior while maintaining trust and compliance

Connect with us at DMFS

Connect with our team in Toronto to discuss how your organization can advance its approach to AI, content and intelligent customer experiences.

 

Book a meeting

Rencontrez nos experts sur place

Mona Champaneri
SVP, Financial Services Client Partner, Valtech
Richard Harris
VP and Head of Data & AI at Valtech
Shannon Ryan
Chief Growth Officer
Lee Hogan
Senior Manager, Partner Development