Join us for a fast and fun round of 7-minute conversations with fellow attendees, conference speakers, and Datos Analysts to make new connections as the event kicks off.  Participation limited to financial institutions. RSVP required.

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.

Speaker:
Brad Nolan, Head of Branch Systems and Transformation Consumer, Small & Business Banking, Wells Fargo

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 not just cash services but also enhanced remote services.

Hyosung and bank customer executive

Leading Change: Getting Buy-In for Retail Transformation
Fireside Chat

As new technologies challenge the traditional role of the branch, learn how leading banks drive behavioral change in the retail channel. 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. Gain insights and learn how to become a retail changemaker.

Speakers:
Deborah Lumpkin, Senior Partner, Centier Bank
Ben Hopper, Managing Director of Retail Strategy, Adrenaline
 

Moving Beyond the Bling: Balancing New Technology, Business Value and Doing What Is Right
Thought Leadership Presentation

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.

Speaker:
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.

Moderator:
Ariana-Michele Moore, Advisor, Datos Insights
Speakers:
Jerone Abueva, Director and B2B Solutions Business Development Leader for Financial Sector, Samsung
Michelle Davis, Sr. Journey Architect, Truist
Susan Doyle, SVP and Head of Retail Banking, North Shore Bank
Paula Slagle, SVP and Head of Branch Transformation Technology Product, Wells Fargo

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.

Speaker:
Perry Rotella, Managing Dir., Financial Services, Box

CFPB Priorities for the Coming Year

The CFPB is undertaking a variety of initiatives impacting retail banking, lending, and payments—but how does this work fit into its overarching vision for consumer financial services? In this session, hear about the top priorities and concerns on which the CFPB will be focused during the remainder of 2024 and beyond.

Speaker:
Leslie Parrish, Deputy Assistant Dir., Consumer Credit, Payments, and Deposits Markets, Consumer Financial Protection Bureau
 

Datos Insights Consumer Financial Behavior Study Results

This in-depth analysis equips financial institutions with a better understanding of what truly captivates and retains a consumer’s interest. By unraveling the factors that compel consumers to forge long-lasting financial partnerships, financial institutions can gain a competitive edge in the market.

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." This roundtable, co-moderated by Stewart Watterson, Strategic Advisor, Datos Insights and Shantala Sadananda, President, BFS, CME & Emerging Markets SBUs, Innova Solutions, will enable participants to explore the most effective ways to leverage AI technology and how to balance innovation with regulatory compliance.

Moderators:
Stewart Watterson, Strategic Advisor, Datos Insights
Shantala Sadananda, President, BFS, CME & Emerging Markets SBUs, Innova Solutions

Participation limited to financial institutions. Lunch will be served. Ideal participants are executives in digital banking, analytics, and information technology roles.

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.

Speakers:
Lauren Morrison, Vice President of Card Products and Services, VyStar
Steve Nogalo, General Manager, North America, NCR Atleos
Steve Pierce - VP, Innovation, Black Hills Federal Credit Union


A Confusion of CBDCs: What Is Really Going On?
Thought Leadership Presentation

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.

Speaker:
Dr. Franklin Noll, Lead Payments Specialist, Federal Reserve Bank of Kansas City

Balancing Customer Experience and Fraud
This conversation will examine the balance between providing a positive customer experience and delivering robust fraud prevention in today's complex environment.

Transforming Retail Banking: Unveiling the Power of Branch Virtualization

Join the experts from Microsoft, Kyndryl, and NGBT for this panel discussion as they delve into the realm of branch virtualization within retail banking, exploring its multifaceted impact on customer engagement, operational agility, and cost-effectiveness.

Executives from NGBT, Microsoft and a customer 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.

Moderator:
David Shipper, Strategic Advisor, Datos Insights
Speakers:
Miguel Cintron, SVP of Deposit & Payment Products, EverBank
Thomas Hancock, SVP; Payments, Transfers & Orchestration, Truist
Shana Salyer, Director, Product Marketing, i2c

Exhibit Hall Tours and Peer Networking

Join your peers, Datos Insights experts, and solution providers in the expo hall for refreshments and conversation. Datos Advisors will lead a series of 20 minute themed tours highlighting technology trends and introducing related exhibitors in the following areas:

Exhibit Hall Tour Topics
- Customer Experience: 2:30 - 2:50
- Branch Transformation: 2:50 - 3:10
- Technology Innovation: 3:10 - 3:30

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.  This roundtable discussion, co-moderated by Ron van Wezel Strategic Advisor, Datos Insights and Kevin Trilli, Chief Product and Technology Officer, Amount, will enable participants to explore the most effective ways to leverage AI technology and how to balance innovation with regulatory compliance.

Moderator:
Ron van Wezel, Strategic Advisor, Datos Insights
Kevin Trilli, Chief Product and Technology Officer, Amount

Participation limited to financial institutions. 

How Rockland Trust is Modernizing Branch Operations
Case Study

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.

Speakers:
Jennifer Banks Goulart, VP, Branch & Security Operations, Rockland Trust
Pete Daugherty, Solutions Consultant, Financial Services, Zebra Technologies


Does Payments Innovation Drive Customer Engagement?
Thought Leadership Presentation

From embedded finance to open banking and real-time payments, consumers have the power of payments at their disposal; Akita Somani will explore what the increasingly omnichannel payments landscape means for banks trying to drive consumer engagement.

Speaker:
Akita Somani, Senior Vice President, BNPL/POS Lending, U.S. Bank

CFPB Rule 1033: A Regulatory Burden or a First Step Towards a New Open Banking System

Join us to unravel the transformative potential of the 1033 rule and how it shapes the future of banking for institutions of all sizes.

Moderator:
Stewart Watterson, Strategic Advisor, Datos Insights
Speakers:
Anthony Burton, SVP , Head of Open Banking, Truist
Don Cardinal, Managing Director, Financial Data Exchange
Brent A. Plummer, Counsel and VP, Privacy and Data Protection Legal, Bank of America

Leveraging Innovation to Drive Change
Case Study

Speaker:
Tyler Kuhn, Marketing and Digital Strategy Executive, Service Credit Union


Perspectives on the Future of Cash
Fireside Chat with Diebold Nixdorf and one of their bank customers

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.

Speaker:
Grant Karsas, Vice President of Digital, Travis Credit Union
 

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.

Speaker:
Erin Cohee, Vice President, User Experience, OneUnited Bank

Delivering Key Digital Capabilities to Provide Seamless Connected Channels

As the person at the helm of Truist’s digital banking strategy, Sherry will discuss how, under her leadership, 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.

Speaker:
Sherry Graziano, Head of Digital, Client Experience and Marketing, Truist

Hyosung and one of their bank customers will share insights from their collaboration.

Driving Innovation Through CVCs 

National Bank of Canada's Head of Innovation, Philippe Daoust, will discuss how financial institutions can structure successful corporate venture capital funds that achieve specific, established goals.

Speaker:
Philippe Daoust, Managing Director and Head of Innovation, National Bank of Canada

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?

Moderator:
Thad Peterson, Strategic Advisor, Datos Insights
Speakers:
Barry Baird, Head of Payments Capability & Delivery, TD Bank
Phil Sprague, Industry Readiness and Customer Enablement, Federal Reserve

What Bankers Should Know About Gen Z

Gen Z’s expectations of their primary financial institution differ from those of their predecessors. Join Datos Insights for a discussion of what makes this generation tick, what Gen Zers expect, and how to deliver it as part of the customer experience.