April 02 - 03, 2024
Hyatt Regency New Orleans, LA
What Does the New World of Data and Intelligence Mean for Digital Finance?
Kaitlyn Meade, Program Director, Future Digital Finance
Join us for an enlightening conversation with Susan Stutz, Senior Vice President; Head of Onboarding and Payment Operations at Citizens Bank, about the evolution of onboarding capabilities and treasury management. Susan will share strategic considerations around shaping your bank's onboarding process and experience, treasury management, KYC, and more. In this presentation, Susan will discuss the challenges and hurdles in evolving the onboarding process to meet the ever-changing demands of the modern banking landscape. Learn more about:
Always a buzzword but never arrived at – personalization is still evolving for the financial industry. Join our panel of industry experts as they delve into the evolving landscape of personalization in the context of banks and credit unions. Discover the latest developments in personalization capabilities, explore the dynamic interplay between customer expectations, generative AI, and regulatory changes, and learn how to navigate the path toward a future of fully personalized banking experiences at scale across diverse channels. Get new ideas for:
We’re taking a break to network! Fuel up on coffee and snacks as you get the chance to check out our exhibition hall!
The future of physical branches is no longer if they will exist, but how they will exist for banks and credit unions to stay relevant. Join us for an exploratory conversation about the role of the branch in a digital finance world from the relatable experiences of our community credit unions along with an industry expert in the space. Discussion scope:
Innovation in a vacuum does no good for your institution or for your customers. It is how that innovation is eventually rolled out, with thought and strategy, that makes or breaks any new product or offering. Join us for a compelling keynote exploring that implementation process, presented by Iceman Hauteur, Chief Research and Digital Experience Officer at MSUFCU. Drawing from her extensive experience at MSUFCU’s Innovation Lab, Hauteur will unravel the strategies and insights necessary to transition innovative pilot projects into practical, scalable solutions. Discover key strategies for:
This interactive session is dedicated to unveiling a transformative approach that integrates cutting-edge digital strategies with a focus on fostering growth and enhancing financial wellbeing for customers. Our expert, Luis Rodríguez will present a pioneering solution that moves past conventional personalization, offering a holistic blueprint for cultivating deeper customer engagement and loyalty.
This workshop will provide valuable insights into deploying strategic initiatives that not only advance your organization but also contribute positively to the evolving landscape of financial services.
Join us to discover how your institution can lead the charge towards a more inclusive, growth-oriented, and well-being-focused future in banking.
Luis Rodriguez - Product Evangelist, Strands
Roll up your sleeves and join in for a workshop style session that will set you on the path to build a powerful, member-centric financial wellbeing program.
While detecting patterns across bank customers can produce valuable insights that enable personalized marketing, this requires the right tools and technologies to power analytics. Knowledge graphs excel at exploiting untapped signals in complex customer relationships to unveil hidden connections that can enhance understanding of customer behaviors, preferences, and needs.
In this session, we will explain how leaders in the banking industry are using graph technology to integrate siloed customer data, discover new customer segments, and deliver tailored communications and product recommendations that expand customer loyalty and satisfaction. Session attendees will:
· Grasp the key challenges to generating insights from complex customer data
· Learn the applications of knowledge graphs in data-driven bank customer marketing
· Understand the unique benefits of using graph technology to improve customer experience
AI has already begun to catalyze changes in financial services, but it has the potential to transform the industry in far more significant and sweeping ways. Institutions. now have an imperative to put AI integration into their digital strategy or risk ending up at a competitive disadvantage. But when, where and, most importantly, how should we be pursuing the gains that generative AI promises? In this debate-style panel, we are hashing out what the AI frontier could look like and asking: should we go there? Get high-level perspectives on:
As conversational AI and apps like Chat GPT continue to gain considerable momentum, integrating the needs, wants and aspirations of customers earning low and moderate incomes (LMI)—particularly households led by Black, Latinx, and women—is critical to the inclusive financial system of the future. In this session, hear about the field work research component of Commonwealth’s Emerging Tech for All project, a multi-year effort supported by JPMorgan Chase, aimed at identifying how new technologies can improve the financial well-being of people earning LMI. Here’s what to expect:
The dynamics of customer preferences vary across generations and even within segments of generations, when it comes to banking preferences, research is beginning to show. In this panel, our expert faculty will share what they have discovered about marketing to and engaging with clients from a variety of generations and what they expect from their financial institutions. Hear more about:
Wysh, a forward-thinking insurance carrier, has recently introduced an innovative deposit benefit known as Life Benefit. This product revolutionizes financial institutions by seamlessly embedding a micro-life insurance benefit directly on top of deposit accounts. Life Benefit helps Financial Institutions grow, retain, and differentiate their deposit offering by seamlessly embedding micro-life insurance onto a deposit account. Worth 1-10% of the consumer’s account balance, Life Benefit encourages consumers to maintain funds in order to leave their loved ones future financial security, while enhancing brand loyalty and strengthening FI’s balance sheet. Winning Best of Show at Finovate in September of 2023, Life Benefit’s demo was recognized as a groundbreaking, innovative fusion of life insurance protection embedded within deposit accounts.
In today’s market, personalized communication along the customer’s journey is imperative to retention. But how do know what that customer will find interesting and the best moment to send that information? How can you identify the customer most likely to convert for a cross-sell promotion, or a prospect most likely to join a new branch? In this presentation, learn more about how Creatio customers are building and utilizing robust customer 360 profiles to identify, target, and communicate with their next best customers.
In a climate where the majority of Americans still fee uncertain about the economy (whatever the numbers say), there is a need to shift strategies and messaging to meet them where they are at. Join us for a candid panel where we get into the whys and why nots of customer acquisition and core deposits. We’ll share insights into how core deposits have shifted in the last year or so, and how we should change our thinking to adapt. We will also address the continuing journey to refine customer acquisition in today’s climate. Get to the nitty-gritty as we answer:
The relationships you have with your customers can be the key asset to long-lasting customer retention. In this session we will rethink how to approach customer engagement to make it seamless whether in branch or digitally and how that leads to long term loyalty and a brand that customers want to be associated with.
Many credit unions and community banks face the question “How do we keep up with technology trends for our customers/members when we only have a fraction of the budget big banks do?” In the fast-evolving landscape of financial services, credit unions are often confronted with the crucial choice between building and maintaining custom solutions in-house or opting to buy vendor led solutions. Grant Karsas, VP of Digital Services at Travis Credit Union, will walk through the complexities of this "Build vs. Buy" dilemma, offering a comprehensive analysis and examples he’s led other FIs through in his roles of Digital Technology. We'll explore the unique challenges and opportunities in the financial sector, providing practical insights to help FI leaders make informed decisions that align with their organizational goals.
Key Topics Include
We are taking a break to network! Grab a snack, re-up your coffee and connect with people!
Join us for peer-led small group discussions that will facilitate meaningful idea exchanges and networking! These roundtables will include two 25-minute sessions so you’ll get the chance to learn from and network with a variety of other attendees.
Confirmed Roundtable Leaders:
A reputation was once a handshake and an understanding between two people. Today, a bank’s (or any brand’s) digital reputation is still the calling card for trust, but it relies on a variety of factors and requires proactive management. In this forward-thinking session, join Stephen Wooters, Executive Vice President of Fairfield County Bank, to talk building, managing and influencing a modern digital reputation. As the financial landscape evolves, this session is a timely exploration of the vital role reputation plays in sustaining trust and credibility and in creating a reputation that engages a multigenerational audience.
Join us to close out the day with live music, toast to ‘let the good times roll!’, and enjoy some New Orleans creole-style bites!