Watch Brittany Speak
Create Experiences That Keep Customers Invested
Top Financial Services Keynote Speaker
Brittany Hodak equips financial professionals with the tools to deepen trust, strengthen loyalty, and turn everyday customers into superfans.
trusted by:
- Justin Stutz,
Williston Financial Group
"The thing that impressed me most about Brittany as a speaker is that she went out of her way to interact with our audience before and after the event. Brittany was energetic, engaged, and took the time to talk with people, which was certainly not expected."
70%
57%
72%
Customer Experience Is the Most Valuable Currency in Financial Services
of banking customers say that a consistent experience across all channels is very important.
of customers are unlikely to have an account with a financial provider that has a bad mobile experience.
of customers say
personalization
influences their choice
of bank.
sources: MX Technologies, Deloitte, and Accenture Banking Consumer Study 2025
Source: Accenture Banking Consumer Study 2025
The strongest portfolios start with the strongest relationships.
In financial services, the real growth engine isn’t products or pricing—it’s advocacy. According to Accenture, North American financial organizations in the top 20% of advocacy scores grow revenues 2.6x faster than their peers.
Whether you’re a financial advisor, a credit union, a wealth manager, a fintech firm, or a banking leader, the opportunity is the same: advocacy multiplies value.
Brittany’s SUPER Model™ empowers organizations to shift from transactions to relationships by uncovering client needs, creating personalized experiences, and reinforcing trust through consistency—fueling loyalty that drives measurable results.
Turn Advocacy Into Your Growth Strategy
and
trust them with
5 to 30% more of their financial portfolio.
with their primary bank
17% more products
On average, advocates hold
Speaking Topics
topic #2
How to Boost Your Reputation, Referrals, and Revenue
How AI Is (And Isn’t) Transforming CX
The Future of Customer Experience
From Commodity to Category of One
Explore Topic
Brittany teaches people to turn customers into superfans. Below are her most-requested keynotes, each optimized with carefully-curated examples and takeaways designed to best resonate with finance professionals, including banks, credit unions, fintechs, and advisors.
Explore Topic
How to turn Customers into lifelong advocates
Creating Superfans
Explore Topic
Topic #1
Topic #3
Topic #1
Creating Superfans
How to Turn Customers Into Lifelong Advocates
FOR GENERAL SESSIONS
Keynote Overview
Today’s customers have more options—and higher expectations—than ever before. In an industry built on trust, the real differentiator isn’t your products or rates; it’s the experiences you create. Whether you serve individuals, businesses, or both, your ability to connect on a human level determines how loyal—and how vocal—your customers will be.
In this keynote, Brittany Hodak shares her five-part SUPER Model for turning customer experience into your greatest competitive advantage. Attendees will learn how to unite every department around one mission: creating superfans who stay, spend, and refer.
Audience Takeaways:
How to strengthen customer trust across digital and in-person touchpoints
How to transform everyday interactions into opportunities for advocacy
Why creating superfans is the most effective long-term growth strategy
“Top customer experience speaker for 2024”
“Game-changing customer experience speaker”
“A powerhouse customer experience speaker.”
Topic #2
The Future of Customer Experience
How AI Is (And Isn't) Transforming CX
FOR FUTURE-FOCUSED LEADERS
Keynote Overview
In this interactive and eye-opening keynote, Brittany Hodak explores how AI is transforming the financial services landscape—streamlining operations, enhancing personalization, and freeing up teams to focus on what matters most: human connection.
Through examples from across financial services, Brittany illustrates how AI can enhance both customer and employee experiences. She also emphasizes the importance of balancing innovation with empathy to maintain a human-first approach.
Audience Takeaways:
How to leverage AI to streamline repetitive tasks and free teams to focus on high-value relationships
Ways to use AI without losing the personality and warmth of your brand
How to apply AI insights to anticipate customer needs and empower your frontline teams
- Armany Mathias,
"Brittany's presentation was unforgettable!
Her book, Creating Superfans, struck a chord with our franchisees. Our franchisees still discuss her insights a year later. Brittany effortlessly connected with everyone she met, leaving a lasting impression.”
Mathnasium
Topic #3
From Commodity to Category of One
How to Immediately Boost Your Reputation, Referrals, and Revenue
FOR SALESPEOPLE/SALES LEADERS
Keynote Overview
Why should a customer choose your institution over the one down the street—or the app on their phone? If your team can’t answer that clearly and confidently, you’re leaving loyalty (and revenue) on the table.
In this engaging keynote, you’ll learn how to build trust, humanize the customer journey, and create standout experiences that go far beyond rates or rewards—turning satisfied customers into superfans who stay, spend, and refer.
Audience Takeaways:
How to sell through stories that build trust and emotional connection
How to make rates and products secondary to relationships and experience
How to turn everyday sales interactions into lasting customer relationships