Future Digital Finance 2020

March 09 - 10, 2020

Hyatt Regency Miami, FL

Teralea Monroe, VP of Innovation at FinWise Bank
FinWise Bank Logo

Teralea Monroe


VP of Innovation
FinWise Bank

Check out the incredible speaker line-up to see who will be joining Teralea.

Download The Latest Agenda

Day One – Monday, March 9 Next Gen Digital Transformation and Innovation

Monday, March 9th, 2020


2:20 PM Panel Discussion Remix – Implementing Conversational Banking Strategies To Increase Customer Engagement

Advances in AI and the increase of mobile usage have caused FSI’s to rethink the way they communicate with their customers. However, digital communication is still a relatively new initiative and FSI’s are looking to understand how customers want to be interacted with and the most effective ways that can be accomplished. In this session you’ll learn about conversational banking and how it can improve customer experiences and increase their engagement with your brand. 
•Implementing a conversational banking platform that is easy for your customers to connect to on any device 
•Keeping your customer’s transactions secure while providing them with personalized experiences 
•Thinking about how to work with third parties to create conversational banking strategies that use natural language and are not “phrase driven” 
•Using conversational banking to help your team members better address your customers’ pain points
•Leveraging conversational banking to better engage with your customers

Day Two – Tuesday, March 10 Meeting Customer Expectations Today And In The Future

Tuesday, March 10th, 2020


4:55 PM Town Hall Panel - Crafting Solutions To Draw Customers To Your Website And Remain Competitive

There is a tremendous amount of competition for the customer’s attention not just from other banks and financial service institutions, but from aggregators that offer solutions and products that FI’s also offer, such as loans or credit monitoring. In this session we’ll talk about how FI’s can draw customers back to their website in a competitive environment.
•Understanding how to use email campaigns and your mobile app to attract customers to your website
•Finding ways to increase site traffic using in-app offers 
•Expanding your site audience while using targeted email outreach 
•Ensuring the conversion from mobile to site in a way that is not intrusive to your customer 

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