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Sessions, speakers, and timing are subject to change.

Retail Bank Transformation Americas
 

Regulatory Insight

  • CFPB Priorities for the Coming Year
    In this session, hear about the top priorities and concerns impacting consumer financial services on which the CFPB will be focused during the remainder of 2024 and beyond.
    David Albertazzi, Director, Retail Banking & Payments Practice, Datos Insights
    Leslie Parrish, Deputy Assistant Dir., Consumer Credit, Payments, and Deposits Markets, Consumer Financial Protection Bureau
     
  • CFPB Rule 1033: A Regulatory Burden or a First Step Towards a New Open Banking System
    Embracing the imminent changes proposed by the CFPB's 1033 rule heralds a new era in financial services. This panel discussion will explore the rule's implications for open banking, consumer empowerment, and digital finance innovation. Industry experts will explore how institutions can seize the opportunities and manage the risks presented by open banking. Join us to unravel the transformative potential of the 1033 rule and how it shapes the future of banking for institutions of all sizes.
    Stewart Watterson, Strategic Advisor, Datos Insights
    Anthony Burton, SVP, Head of Open Banking, Truist
    Don Cardinal, Managing Director, Financial Data Exchange
    Paul LaRusso, CEO, Akoya
    Brent A. Plummer, Counsel and VP, Privacy and Data Protection Legal, Bank of America
     
  • Q&A: Ask Your Regulator 
    Leslie Parrish, Deputy Assistant Director at the Consumer Financial Protection Bureau will answer financial institutions’ most pressing questions at Retail Bank Transformation Americas 2024.
    Leslie Parrish, Deputy Assistant Dir., Consumer Credit, Payments, and Deposits Markets, Consumer Financial Protection Bureau

Business Model Innovation

  • Moving Beyond the Bling: Balancing New Technology, Business Value and Doing What Is Right
    As the speed of technology advancements increases exponentially, enterprises must balance the need to create an environment that promotes experimentation and next-generation capabilities with expectations that they deliver measurable business value.
    Tom Hutchings, Head of RBR Data Services, Datos Insights
    Lekha Banerjee, Technology Executive, Truist 
     
  • Driving Customer Engagement in a Digital-First World 
    The increasingly omnichannel customer engagement model requires retail banks to reconsider how they win and serve their customers, the role digital plays in and outside of the branch, and how to create greater value.
    Ariana-Michele Moore, Advisor, Datos Insights
    Jerone Abueva, Dir. B2B Solutions Business Development – Financial Services Industry, Samsung
    Michelle Davis, Sr. Journey Architect, Truist
    Susan Doyle, SVP - Head of Retail Banking, North Shore Bank
    Paula Slagle, SVP, Head of Branch Transformation Technology Product, Wells Fargo
     
  • Driving Innovation Through CVCs 
    Many banks see corporate venture capital as an attractive path to innovation but are deterred by the risks. Learn from Philippe Daoust about the National Bank of Canada’s successful CVC program and what the bank believes are the keys to structuring corporate venture capital funds that achieve specific, established goals. To round off the session, Joshuah Lebacq will join Philippe for a Q&A session with the audience. 
    Tom Hutchings, Head of RBR Data Services, Datos Insights
    Felix Kronabetter, Business Development Director, RBR Data Services, Datos Insights
    Philippe Daoust, Managing Director and Head of Innovation, National Bank of Canada
    Joshuah Lebacq, Principal, Venture Capital, National Bank of Canada
     
  • Cyber Risk Challenges for Open Banking
    AI-powered development for an API-powered ecosystem brings great potential for the future of open banking. But how will the API ecosystem defend against cyber-attacks, including those driven by adversarial AI?  How should organizations respond to these business challenges?
    David Albertazzi, Director, Retail Banking & Payments Practice, Datos Insights
    Brent Whittington, Strategic Advisor, Datos Insights

Branch Transformation

  • Keynote: Branch Transformation Redefined
    Retail financial institutions have an opportunity to offer a blend of digital and human interaction and a seamless experience across all channels so they can be there for customers when, where, and how they choose.  Wells Fargo’s Head of Branch Systems and Transformation will provide a behind-the-scenes look at how the bank is preparing to optimize this potential.
    David Albertazzi, Director, Retail Banking & Payments Practice, Datos Insights
    Tom Hutchings, Head of RBR Data Services, Datos Insights
    Brad Nolan, Head of Branch Systems and Transformation Consumer, Small & Business Banking, Wells Fargo
     

  • Leading Change: Getting Buy-In for Retail Transformation
    In this fireside chat, hear how Centier Bank created a shared vision for the branch and built consensus among key stakeholders, resulting in faster decision-making and change adoption.
    Felix Kronabetter, Business Development Director, RBR Data Services, Datos Insights
    Gillian Shaw, Manager, Datos Insights
    Ben Hopper, Managing Director of Retail Strategy, Adrenaline
    Deborah Lumpkin, Senior Partner, Centier Bank
     

  • Expanding Customer Access with Unique Approaches to Branch Transformation
    With today’s technology and distribution options, financial institutions can redefine their branch strategy by using both interactive self-service AND expanding access with branded ATMs. Join NCR Atleos as we present case studies on how financial institutions are leveraging this approach as part of their strategies.
    Rowan Berridge, Senior Manager, Datos Insights
    Matt Kamisher-Koch, Director, RBR Data Services, Datos Insights
    Lauren Morrison, Vice President of Card Products and Services, VyStar
    Steve Nogalo, General Manager - North America, Banking, NCR Atleos
    Steve Pierce, Vice President, Innovation, Black Hills Federal Credit Union
     

  • Optimizing and Harnessing the ATM Channel for Efficiency 
    A robust self-service network can provide FIs with new ways to optimize costs; moreover, strategically deployed ATMs can supplement reduced branch networks, maintaining brand presence and providing both cash services and enhanced remote services. We will explore the key capabilities in modern self-service devices that deliver value to both FIs and customers, and strategies on prioritizing their delivery.
    Tom Hutchings, Head of RBR Data Services, Datos Insights
    Bill Budde, VP, Banking Strategy and Solutions, Hyosung
    Zach Darracott, Cash Device Specialist, Listerhill Credit Union
    Holly Garza, Managing Director, Financial Institution Consulting, Extraco Consulting
    Ryan Loesch, Branch Transformation Leader, SVP, Truist
     

  • Transforming Retail Banking: Bank Branch Systems Modernisation
    This panel focuses on how FIs can upgrade traditional banking systems to enhance customer experience and improve operational agility. It explores innovative technologies and digital transformation strategies so that banks can transcend physical limitations and offer seamless, personalised banking experiences.
    Tom Hutchings, Head of RBR Data Services, Datos Insights
    Phil Barsoum, Consulting Partner, Kyndryl
    Kelly Showerman, Vice President of Branches, MSU Credit Union
    Norbert Thiel, CEO and Co-Owner, NG Branch Technology
     

  • How Rockland Trust is Modernizing Branch Operations
    Hear how Rockland Trust is using new tools in branch operations to improve execution, reduce audit risk and free up branch employees time for more customer facing activities.
    Rowan Berridge, Senior Manager, Datos Insights
    Matt Kamisher-Koch, Director, RBR Data Services, Datos Insights
    Jennifer Banks Goulart, VP, Branch & Security Operations, Rockland Trust
    Pete Daugherty, Solutions Consultant, Financial Services, Zebra Technologies

  • How Can the Branch Remain Relevant in Today's Digital World?
    Changing customer behaviours, declining footfall and rising branch overheads are putting a squeeze on the branch banking model, yet having a physical presence is still critical for banks. With cash usage remaining resilient, banks must continue to over transactional services but the branch can be so much more than a place for cash handling. A successful branch strategy is one that can harness the bank’s differentiators to recruit new customers, drive sales and provide an excellent overall customer journey. How should the branch adapt and evolve to remain relevant in today’s rapidly changing and increasingly digital world? 
    Matt Kamisher-Koch, Director, RBR Data Services, Datos Insights
    Gillian Shaw, Manager, Datos Insights

  • Optimizing Self-Service Transactions to Transform the Retail Branch Model
    Hear how Listerhill Credit Union has transformed their retail branch model to optimize member self – service transactions, modify branch hours, and reduce FT employee expenses. Hyosung has helped them achieve a 60% automation rate with only 1-2% teller assisted transactions between their 49 ITMs.
    Rowan Berridge, Senior Manager, Datos Insights
    Gillian Shaw, Manager, Datos Insights
    Bill Budde,VP, Banking Strategy and Solutions, Hyosung
    Mark Hightower, Vice President of Retail, Listerhill Credit Union

  • Leveraging the ATM and New Technologies for Branch Transformation
    Banks that want to compete well in an increasingly digital world must utilize technologies that enhance the customer experience, boost profitability and drive efficiency. Here, the modern ATM is a powerful delivery channel offering self-service capabilities that go far beyond traditional functionality.
    Rowan Berridge, Senior Manager, Datos Insights
    Gillian Shaw, Manager, Datos Insights
    Rob Hunter, Head of Sales and Business Development for North America, KAL
    Brendan Watkins, Senior Vice President, Head of ATM & Teller Channel Strategy, Truist

Customer Experience

  • Keynote: Delivering Digital Capabilities to Provide Seamless Connected Channels
    At the helm of Truist’s client journey strategy for small business banking, Eddie will discuss how the bank continues to deliver key digital capabilities to ensure it is providing seamless connected channels that meet clients when, where, and how they desire through innovative technology and touch.
    Rowan Berridge, Senior Manager, Datos Insights
    Gillian Shaw, Manager, Datos Insights
    Eddie Lopez, SVP, Head of Client Journey, Small Business, Truist
     

  • Fireside Chat: Navigating “Sudden Change” in Financial Services
    A "sudden change" in football refers to an abrupt shift in the conditions of the game that requires immediate adaptation and resilience from the team. Handling sudden changes effectively by having the right information and insights is crucial for success both in football and in financial services, as these moments can significantly impact the outcome for both customers as well as team members.
    Rowan Berridge, Senior Manager, Datos Insights
    Gillian Shaw, Manager, Datos Insights
    Wayne Mincey, CEO, Datos Insights
    Rob Robertson, Former NFL Athlete and Senior Financial Services Executive
     

  • A Strategic Approach to Digital Evolution in Finance – Decoding Build vs. Buy
    Join Grant Karsas as he discusses the complexities of the "build vs. buy" dilemma, offering a recent case study from a digital banking implementation he led.
    Tom Hutchings, Head of RBR Data Services, Datos Insights
    Grant Karsas, Vice President of Digital, Travis Credit Union
     

  • Roundtable: Implementing Data Strategies and Leveraging AI to Advance Customer Experience
    By harnessing the value of customer data, financial institutions can provide personalized interactions through each channel, elevating the value of the customer's relationship with the financial institution to the level of a trusted financial advisor: "Know me, protect me, look out for me."
    Stewart Watterson, Strategic Advisor, Datos Insights
    Shantala Sadananda, President, BFS, CME & Emerging Markets SBUs, Innova Solutions
     

  • Roundtable: Navigating Innovation During the Age of AI: The Intersection of Technology, Customer Experience, and Operational Efficiency in Lending and Deposits
    To align the credit application experience with customers' expectations, financial institutions need to orchestrate their processes and use AI techniques such as machine learning to target their offers, streamline the application process, manage credit risk, and advance the customer relationship.
    Ron van Wezel, Strategic Advisor, Datos Insights
    Kevin Trilli, Chief Product and Technology Officer, Amount
     

  • Fighting Fraud with Automation in the Digital Bank
    The flood of data breaches in recent years has resulted in escalating threats of fraud and cyberattacks in financial services. Meanwhile, heightening consumer expectations compel financial institutions to provide modern, digital customer experiences. Authoritative, accurate, and automated processes in areas such as identity verification can combat criminal activity while also helping increase customer conversion rates.
    Ron van Wezel, Strategic Advisor, Datos Insights
    Joshuah Lebacq, Principal, Venture Capital, National Bank of Canada
    Chris Meyer, Senior Vice President, Intellicheck
    Staci Shatsoff, Assistant VP, Secure Payments, Reserve Bank of Boston
     

  • Reaping the Rewards of Digitized Onboarding
    The customer onboarding process is central to financial institutions’ client acquisition and retention. Customer onboarding and new account opening both create pathways for engagement. Creating efficiencies in the onboarding experience using modern technology can enhance opportunities for cross-selling and strongly establish customer relationships.
    Thad Peterson, Strategic Advisor, Datos Insights
    Erin Cohee, Vice President, User Experience, OneUnited Bank
    Grant Karsas, Vice President of Digital, Travis Credit Union
    Perry Rotella, Managing Dir., Financial Services, Box
     

  • Cracking the Code: Transforming Data into Actionable Strategies for Retail Banking Growth
    In the dynamic landscape of retail banking, understanding and responding to customer needs is more critical than ever. In this session, Erin Cohee, VP of User Experience at OneUnited Bank, unravels the complexities of utilizing AI, banking data, and innovative strategies to deliver actionable insights. The session draws on real-world examples from OneUnited Bank, illustrating how proactive communication, personalized approaches, and empathy can turn customer data into a successful customer journey. "Cracking the Code" provides attendees with tangible strategies to bridge the gap between understanding customer needs and implementing effective solutions in the fast-evolving landscape of retail banking.
    Felix Kronabetter, Business Development Director, RBR Data Services, Datos Insights
    Gillian Shaw, Manager, Datos Insights
    Erin Cohee, Vice President, User Experience, OneUnited Bank
     

  • Mastering the Art of Customer Engagement and Retention
    This panel will discuss why FIs struggle to keep up with the needs of their clients, especially around the most popular and important products, and why it is more critical than ever to modernize every product and every touchpoint.
    David Shipper, Strategic Advisor, Datos Insights
    Miguel Cintron, SVP of Deposit & Payment Products, EverBank
    Thomas Hancock, SVP; Payments, Transfers & Orchestration, Truist
    Shana Salyer, Director, Product Marketing, i2

Payments Modernization

  • A Confusion of CBDCs: What Is Really Going On?
    Join a CBDC expert as he cuts through the fog and presents what is really going on in the world of CBDCs and highlights the real issues involved in CBDC development.
    Rowan Berridge, Senior Manager, Datos Insights
    Felix Kronabetter, Business Development Director, RBR Data Services, Datos Insights
    Dr. Franklin Noll, Lead Payments Specialist, Federal Reserve Bank of Kansas City
     

  • Real-Time Payments To Improve Customer Experience
    Real-time payments in the U.S. have arrived, with FedNow gaining traction across the banking ecosystem, alongside The Clearing House RTP.  What will the impact be of real-time payments on the customer experience in banking, P2P and commerce?   
    Thad Peterson, Strategic Advisor, Datos Insights
    Barry Baird, Head of Payments Capability & Delivery, TD Bank
    Vishal Pasari, VP - Product Management & Partnerships, Euronet Worldwide
    Philip Sprague, AVP, Federal Reserve Bank of Boston for the FedNowSM Service Program