Embracing AI in Banking
Join us as we discuss how AI can provide significant competitive advantages to FIs. AI enhances—rather than replaces—human capabilities, offering benefits in data analytics, targeted advertising, social media management, customer communication, predictive analytics, and fraud detection. Even small implementations can yield substantial results.
Chaired by Brett StClair - Rebel Technologist, former Google and Barclays executive
Banking Strategies for Uncertain Times
Today's unpredictable political and economic landscape presents significant challenges. Banks can navigate these uncertainties and grow by forming cross-functional data committees, implementing financial wellness programs, providing education on emerging financial trends, proactively identifying distressed customers, and optimizing digital banking channels to balance sales and service. Financial institutions hold a unique advantage—their trusted relationship with customers provides the stable foundation consumers need during economic volatility
Chaired by Brody Mullins - Pulitzer Prize-Winning Reporter and Author
Balancing Security, Technology, and Customer Experience
In this discussion will examine the evolving landscape of financial fraud, exploring how technologies can enhance real-time detection capabilities while maintaining customer satisfaction. Discussions will address the human impact of fraud, strategies for cross-institutional collaboration, implementing effective authentication processes, balancing security with user experience, and leveraging technology to combat increasingly sophisticated scams while building customer trust.
Chaired by Ian Mitchell - The Knoble
Bridging Digital Innovation and Human Experience
We will explore key challenges in extending banking services beyond traditional branch walls, identifying optimal technologies that balance automation with meaningful customer engagement, evolving branch staff responsibilities amid increasing transaction automation, defining success metrics for branch transformation initiatives, and creating seamless customer experiences across digital and physical banking environments.
Customer-Centric Strategy: Building Lifelong Financial Partnerships
This roundtable will address the transformation from product-focused to service-focused banking models, exploring holistic approaches to customer value creation. Participants will discuss strategies for understanding complete financial journeys, leveraging AI for personalization, developing human-centered design principles, and creating intelligent hybrid service models that combine digital efficiency with meaningful human connections to drive loyalty and increase wallet share.