FDF Full Brochure Final - General PDF

Reinventing The Consumer
Banking Experience
March 9–10, 2020 | Miami, FL
Lead Sponsors
Produced By
Shape The
Future Of Finance
At Future Digital Finance, you’ll learn directly from
innovators leading the way, so you can reimagine what’s
possible in digital banking. You’ll meet and network with
brightest minds from big banks, credit unions, credit
cards and walk away with actionable take-aways to
remain competitive in this era of transformation.
March 9–10, 2020 | Miami, FL | futuredigitalfinance.com | 1.888.482.6012 REGISTER
Jump to About Reviews Speakers Events Sessions Agenda Venue Pricing

The Future Digital Finance Difference
A Boutique Conference Experience
Exhausted by the lackluster tradeshow experience? Ready to ditch the tired demo-only
conference format? At Future Digital Finance we have curated sessions and networking
opportunities built with your pain points in mind. You’ll get the perfect balance of future
forward content, immersive learning and a chance to make long lasting connections with
peers in two days.
Unparalleled Networking
Get 30+ hours of interactive sessions, closed door VIP Boardrooms, birds of a feather
roundtables, workshops, town halls, Tonight Show styled group panels and much more at
Future Digital Finance. You’ll make deep connections with your peers both in and outside
of the session room with dedicated networking every day of the event.
Learn From Trailblazers in Digital Consumer Banking

We’re not trying to be everything to everyone. That’s why you’ll get a laser focus on
solutions to your specific digital banking pain points. Cut to the chase with our curated
programming and get detailed actionable takeaways. You’ll learn from 60+ of the most
forward-thinking FIs, and leave with pages of notes to take back to the office.

The Word On The Street
FIRST CLASS THOUGHT
TIME WELL SPENT LEADERSHIP
“Time well spent; lots of engaging presenters, “The thought leaders brought together by Future
innovative vendors and the opportunity to Digital Finance truly make it worth the trip. Every
network with industry experts” speaker brings solid experience and thought
provoking insights that continue to shape the
future of finance.”
Karen Buck
EVP, Head Commercial, Stephen Wooters
Retail and Payment Operations EVP, CMO, Digital Banking & Payments
TD Bank Fairfield County Bank
LEARN, MEET, & GROW ACTIONABLE INSIGHTS

“The one conference of the year that I learn, “The conference is a great chance to learn and
meet my peers and grow from.” share ideas with great leaders in the digital
space. The timing is perfect – I can use these
insights on next year’s plan.”
Karen Kallet
SVP, Chief Digital Operations Officer
BofI Heidi Capodanno
Director Customer Experience
Union Savings Bank

The Word On The Street
VALUABLE NETWORKING IN-DEPTH CONVERSATIONS

“Content was relevant, and combined “Great opportunities to meet experts in
with networking help to firm up digital their field from a variety of different banks
challenges and opportunities I’m facing. with similar roles, which enables really good
Attendees were aligned to digital. This in-depth conversations.”
made it very valuable for networking”.
Franklin Girigori
Vibeke Svanevik Frøyen General Manager
Digital Manager, Marketing South American International
Redstone Federal Credit Union Bank Curacao N.V.
GREAT SPEAKERS HOLISTIC INDUSTRY

“Great group, great speakers, and a great
PERSPECTIVE
set of topics. Recipe for the generation of “Future Digital Finance brings the industry as
ideas that will influence the path of retail a whole together so we can learn alongside
financial services for decades to come.” each other and find our similarities instead
of focusing on our differences.”
Alex Sion
President & Managing Director Melina Young
Movenbank Director of Marketing
Verity Credit Union

FEATURED SPEAKER
KEYNOTE FIRESIDE CHAT
Dinesh Chopra
Chief Strategy Officer
Ally
The C-Suite Perspective: Creating A Culture Of Innovation

Dinesh Chopra, Chief Strategy Officer for Ally Financial dives into digital innovation strategies that
MON
will move your organization into the future of banking. In his role at Ally, Chopra has been tasked Mar 09
with furthering Ally’s position as a leader in digital financial services. Leave this keynote session
armed with the tools to be not only innovative, but transformative. 8:25am

FEATURED SPEAKER
KEYNOTE PRESENTATION
Martin Wildberger
EVP, Innovation
and Technology
RBC
Becoming A Digitally-Enabled Relationship Bank

Following its purpose to help clients thrive and communities prosper, Royal Bank of Canada (RBC)
is transforming into a digital-first, tech-enabled company. With over 86,000 employees and a long
MON
legacy, this is more than an organizational challenge - it’s a mindset shift. In this presentation, Martin Mar 09
Wildberger, EVP, Technology & Innovation, RBC will highlight RBC’s journey to fundamentally change
how they work and evolved into an insight-driven organization. 9:20am

FEATURED SPEAKER
SOLO PRESENTATION
Tricia Szurgot
Chief Member Experience &
Marketing Officer, Head Of
Corporate Social Responsibility
First Commonwealth FCU
TUE
Understanding The Value That Journey Mapping Can Add To Digital Transformation
Although the customer journey mapping process can be different at every FI, at root it’s really
about gleaning insights from the data you’ve gathered and identifying areas in the customer
journey that need to be improved. In this session you’ll hear from Tricia Surzgot, 2017’s CMO Mar 10
Of The Year. Tricia is leading the transformation of the retail experience, culture and digital
strategy at FCFCU. 1:40pm

Meet Our Advisory Board
Our program is built by digital finance experts. Our expert Advisory Board guides the research process,
speaker selection and vets the topics. Meet the Future Digital Finance 2020 Advisory Board:
Marria Rhodriquez Manan Singh Karen Kallet FIRST Patrick Kelly

WELLS FARGO VP/Digital Product LENDINGTREE VP, Product and Optimization
BOFI Chief Digital Officer Chief Digital Officer
Management & Strategy TENNESSEE

Our Speakers. Your Visionaries.
From big banks to disruptors, fintechs, credit unions and more – our detailed agenda features
innovative leaders who are in the trenches, transforming their digital experiences.
Dinesh UNITED Erin Hennessy Tricia C. Szurgot

FIRST
GREENLIGHT Johnson Cook ALLY Chopra FEDERAL Chief Innovation Chief Member TEACHERS Dan Rousseve
FINANCIAL President/COO Chief Strategy & Marketing COMMONWEALTH Experience & CREDIT UNION CIO
Officer CREDIT UNION Officer FCU Marketing Officer,
Head Of Corporate
Social Responsibility
Nicole Alcorn THE FIRST William Daniel Ernesto

FIRST Patrick Kelly
TEACHERS Chief Member NATIONAL Anderson Daszkiewicz WESTERN Boada
Experience
TENNESSEE Chief Digital ALIOR BANK
CREDIT UNION Officer BANK IN Chief Experience Chief Innovation UNION Chief Technology
Officer BANK Officer and EVP Officer Officer
SIOUX FALLS

Lonnie Joe Mancini Martin

SOUTHWEST Senior Vice Käthe Anchel
CAPITAL Talbert BANK OF Joel Smith RADIUS BANK RBC Wildberger UMPQUA
EVP And Head Of
Chief Operating TAMPA CMO President, Chief EVP, Innovation BANK
BANK Information Innovation
Officer and Technology
Security Officer
Doug Nielson Denise Henn Andres Intriago Grant Jacoby Derrick Brooks
SVP, Innovation SVP, Digital BANK OF SVP/ Digital FIFTH THIRD SVP, Director - COMMERCE Senior Vice President,
U.S. BANK Research And
PNC BANK Experience Group Channel Manager, Strategy, Innovation Consumer Business
AMERICA BANK BANK
Development Manager Spanish Digital & Training Digital Strategy Leader
Strategy Lead

CITY Greg Smith Dan Solana Cozzo Vivek Yadav Jesper With-
NATIONAL SVP, Digital
S&T BANK Duchnowski MASTERCARD Senior Vice
MASTERCARD Senior Vice
HSBC Fogstrup
Channels & Senior Vice President, Product President, Debit Global Head of
BANK Innovation President, Management, Debit Strategic Initiatives Digital as a Channel
Marketing
Mayank Mishra DISCOVER Kevin Chan-A-Shing CITY Craig

Kevin Porter Daniel Sanford
CITI Managing Director,
FINANCIAL VP, Operations And
TD BANK WELLS FARGO VP, Digital Strategy NATIONAL Schleicher
Global Head Of Digital Banking VP, Omni Strategy VP - Innovation
SERVICES And Innovation BANK
Digital Channels Transformation Lead

Sara Krawll Melissa Michael O’Reilly

Jeannine Cillo BREMER WEBSTER Chris Barlow VYSTAR Vice President
TIAA BANK VP, Digital Portfolio
BARCLAYS VP, Digital
Carmichael
Management & VP of eBanking Digital Delivery
Marketing BANK VP, Strategy & FINANCIAL CREDIT UNION
Operations Director Innovation & Operations
Technology
WASHINGTON Andrew Richard Brandon

Teralea
STATE Becker FINWISE Charette PENFED Harris SECU CREDIT John Todd
Monroe WELLS FARGO AVP, Digital
EMPLOYEES VP of Product BANK VP of Innovation
AVP – Digital CREDIT UNION AVP, Digital And UNION
CREDIT UNION Design Experience Design Innovation

Dipanjan Das Brianna Laura Ernzen Martin Lange

Senior Director; BMO REDSTONE Sera Lovett
Elsass AVP Consumer Director, Client
CAPITAL ONE Head of Consumer FINANCIAL Managing
FEDERAL Marketing
BNY MELLON Experience
UNION BANK Director, Digital
Lending and Cross- GROUP CREDIT UNION Journey Manager
Director, Head Strategy Strategy
Buy, Retail and of Digital (US)
Direct Bank
STANFORD Jayne Martin

CREDIT Adrian Nazari FEDERAL Mansi Thakar KANSAS CITY
Director of Fan
SESAME CEO Security Specialist CHIEFS
CREDIT UNION Experience

Meet & Network with Leaders in Digital Consumer Banking

Unparalleled Networking With Industry Peers
Monday, March 9 Monday, March 9 Tuesday, March 10 Tuesday, March 10 Tuesday, March 10 Tuesday, March 10
1:30 PM | 4:05 PM 1:30 PM 1:45 PM 6:15 AM 7:15 AM 4:25 PM
These interactive A solutions focused Around The World is designed Time for some fun in the Women bring a different Led by a member of our
roundtables will bring meeting providing Heads with a rotating moderator every sun (and exercise)! This perspective to digital banking. carefully curated speaker
together financial services of Digital and Innovation 25 minutes to build off of the morning run will get your Use this intimate setting to faculty, the Digital Finance
executives with similar the opportunity to address previous conversation, so you can blood pumping so you’re discuss the challenges women in Tech Hub Workshops
challenges. They will have a specific concern in the dive deep into your pain points ready to take on a whole finance face and celebrate your will give you the insights
the opportunity to tackle privacy of a closed-door and hear multiple perspectives new day of learning. Take successes as a group! You’ll come you need to implement
their biggest technology session. This is a great on how to address them. In an a break from banking away feeling inspired, supported, innovate technology.
hurdles and learn best opportunity to network intimate setting of 15 attendees, tech talk and connect with and ready to take on your next Come prepared to discuss
practices from one another. and learn from industry these conversations will guide your industry peers in a big idea. This session is only open specific technology
This session is only open to peers that are facing the you to finding tactical solutions to refreshing way! to financial services executives. implementation challenges
financial services executives. same challenges and your digital innovation struggles. with like-minded peers!
Space is limited to 15 digital
opportunities. This session is only open to This session is only open
banking executives, so RSVP right
financial services executives. to financial services
away upon registration.
executives.
Please RSVP to
olga.rodriguez@wbresearch.com.

Immersive Learning Opportunities Every Single Day
Fireside Chat Remix Sessions
An informal, interview-style session with a chance for the audience A unique opportunity to mingle and brainstorm with fellow attendees.
to ask questions of a financial services executive. Get feedback on your ideas and also contribute to other attendees’ ideas
and setbacks. This will feature a 10 minute audience discussion in small
groups to tackle a related challenge/ opportunity from the preceding
presentation or panel.
Case Study
Join us for a detailed presentation that will look at a key digital Town Hall Sessions
banking challenge area. These sessions will explore the goals of
This format will open the floor for attendees to ask questions of a senior
a specific initiative, how it was executed, and the results.
financial services executive. The questions will not be prepared ahead of
time, so attendees will gain earnest, valuable insights.
Roundtable Session
Connect with fellow digital finance leaders during our informal Panel Discussion
roundtable discussions. Bring your challenges and you’ll leave
Panel discussions consist of 3-4 panelists and a moderator, featuring 25-
with solutions!
30 minutes of moderated Q&A, followed by 5-10 minutes of Q&A with the
audience. Get insights and takeaways from some of the most innovative
leaders in finance.
Around The World
Around The World is designed with a rotating moderator every Tech Hub
25 minutes to build off of the previous conversation, so you can Led by a member of our carefully curated speaker faculty, the Digital
dive deep into your pain points and hear multiple perspectives. Finance Tech Hub Workshops will give you the insights you need to
In an intimate setting of 15 attendees, these conversations will implement innovate technology. Come prepared to discuss specific
guide you to find tactical solutions to your digital innovation technology implementation challenges with like-minded peers!
struggles.

MON AGENDA DAY ONE The first day of the conference delves into innovation and
digital transformation case studies, presenting actionable
MAR 09 Next Gen Digital Transformation and Innovation take-aways in an interactive setting with your peers.
7:00 am 8:25 am 8:50 am Understanding the types of innovation and

digital tools you should invest in to keep up
Registration and Networking Breakfast KEYNOTE FIRESIDE CHAT KEYNOTE PANEL DISCUSSION REMIX with competition
The C-Suite Perspective: Creating Embracing Disruption: Preparing For
8:00 am
Developing meaningful levels of
A Culture Of Innovation The Future Of Banking
personalization using data and analytics
Dinesh Chopra Patrick Kelly
Welcome Remarks & Ice Breaker Chief Strategy Officer Chief Digital Officer Working alongside risk and compliance
Ally
Olga Rodriguez First Horizon National Corp. departments to keep customer information
Program Director
Dinesh Chopra, Chief Strategy Officer for Ally Käthe Anchel safe while pushing innovation forward
Future Digital Finance
Financial dives into innovation strategies that EVP And Head Of Innovation
Umpqua Bank Shaping innovative experiences that add
will move your organization into the future. In
8:10 am value to the customer and secure your
his role at Ally, Chopra has been tasked with Daniel Daszkiewicz organization’s future
furthering Ally’s position as a leader in digital Chief Innovation Officer
Chairperson’s Opening Remarks financial services. Leave this keynote session Alior Bank
Craig McLaughlin armed with the tools to be not only innovative,

CEO Senior Executive
Extractable
but transformative. Understanding how
D3 Banking
innovation will set your organization apart from
the competition.
The disruption and the influence of industries
Understanding how innovation will set your
such as retail and Big Tech continue to make
organization apart from the competition
innovation crucial for the financial services
Fostering internal behaviors that promote industry. Organizations have to take advantage
creativity and innovation of data, analytics, and emerging technologies
in order to keep up with fierce competition and
Giving your team the room to be flexible and to be future-ready. They have to rethink the
autonomous traditional banking model to be more customer-
Creating internal conditions that are conducive centric and to offer experiences powered
to innovation by advanced technologies such as artificial
intelligence, machine learning, and automation.
This keynote panel will give you insights from
some of the industry’s most innovative leaders.
Speakers like Patrick Kelly, First Horizon
National’s Chief Digital Officer, will talk about:

MON AGENDA DAY ONE
MAR 09 Next Gen Digital Transformation and Innovation

9:20 am 10:35 am Creating a tailored and customized web Melissa Carmichael
Vice President, Strategy & Innovation
experience that is streamlined and makes it Bremer Bank
KEYNOTE SOLO PRESENTATION KEYNOTE TONIGHT! PANEL easy for customers to find what they need Johnson Cook
Becoming A Digitally-Enabled Shaping An Effective Digital Looking at the browsing behavior of your
President/COO
Greenlight Financial
Relationship Bank Experience For Today’s Evolving customers on your site to customize their
Financial Consumer experience Mayank Mishra
Martin Wildberger Managing Director, Global Head Of Digital Channels
EVP, Innovation and Technology
Citi
RBC Denise Henn
SVP, Digital Experience Group Manager
Understanding how you can improve digital
PNC Bank experiences to meet the needs of today’s Daniel Sanford
Following its purpose to help clients thrive
consumer VP, Digital Strategy And Innovation
and communities prosper, Royal Bank of Ernesto Boada Wells Fargo
Canada (RBC) is transforming into a digital- Chief Technology Officer
Many FIs have launched innovation labs to
Western Union
first, tech-enabled company. With over 11:00 am enhance their ability to collaborate with fintech
86,000 employees and a long legacy, this is Senior Executive
Q5ID KEYNOTE CLIENT CASE STUDY companies. However, effective collaborations are
more than an organizational challenge - it’s not always an easy task. For some FIs, partnering
a mindset shift. In this presentation, Martin Featuring Backbase
with fintechs comes with a culture shock, and
Wildberger, EVP, Technology & Innovation, RBC Shaping effective web experiences that are up Senior Executive both groups needs to be sure that their goals
will highlight RBC’s journey to fundamentally to date and have the features your customer Backbase
are aligned. Hear from speakers such as Melissa
change how they work, evolving into an needs is a large part of creating a seamless
Carmichael, whose responsibility it is to build
insight-driven organization that focuses on: customer journey. Hear from a panel of industry
This special keynote session will take a close Bremer’s engagement within both the FinTech
experts, such as Denise Henn who has been
Exceptional client experiences look at strategies to unify data and functionality and AgTech ecosystems; and Johnsoon Cook, a
instrumental in developing and launching new
from traditional core systems and new fintech serial entrepreneur, Co-Founder and President &
Operational excellence and industry-leading capabilities at PNC, including email marketing,
players into a seamless digital customer Greenlight Financial Technology. These speakers
cyber security search engine optimization and social media.
experience. You’ll leave this session with a will tackle the important relationship between
Here you’ll learn about: deep understanding of how superior digital financial services and fintech.
Building a workforce of the future
experiences are essential to stay relevant and Understanding how to overcome the
Using surveys to analyze the features and rapidly grow your digital business.
9:45 am functionalities that your customers want from organizational challenges that are part of
your website fintech/bank partnerships
Morning Networking Break 11:20 am
Identifying fracture points in the customer Taking through the implications of fintech’s
journey that are causing abandonment KEYNOTE PANEL lack of regulation
Enhancing Your Relationship Looking at how the benefits of fintech
With Fintechs partnerships can outweigh the obstacles

MON AGENDA DAY ONE

11:40 am 12:00 pm 12:20 pm
KEYNOTE CLIENT CASE STUDY SPECIAL OUT OF INDUSTRY Bank Tank
Featuring Bold360 by LogMeIn KEYNOTE PRESENTATION The FinTech community is a hotbed for
Senior Executive Scoring A Touchdown With Your Customers: innovation and the sheer volume of tools
LogMeIn Understanding The Importance Of and solutions being developed can seem
Customer-Centricity For Seamless and overwhelming at times. In this all new
In this session our speaker will take a deep dive Engaging Experiences Future Digital Finance session we’ve invited
into how people connect with each other and emerging FinTech innovators to showcase
Jayne Martin
the world around them to drive meaningful Director of Fan Experience
their promising disruptive technologies.
interactions, deepen relationships, and create Kansas City Chiefs Each company will have 5 minutes to share
better outcomes for individuals and businesses. their technology and 5 minutes of Q&A time.
You asked for it and we’re delivering! FDF 2020’s Audience members will vote for their favorite
You’ll learn the importance of people and
special out of industry speaker is Kansas City through the event app!
companies connecting and engaging with their
Chiefs Director of Fan Experience Jayne Martin
workplace, colleagues, customers and products
who serves as the internal “voice of the fan”.
anywhere, anytime. 12:40 pm
She translates their needs internally to help
shape the best possible experience across
many different touch points. This special Lunch For All Attendees
presentation will showcase how Jayne is able to
understand the customer journey and ensure 12:40 pm
every interaction is optimized to keep fans
returning. This session will show you how an Private Lunch Hosted by
exciting industry is revolutionizing the customer Bold360 by LogMeIn
experience so you can do the same for your
organization!

MON AGENDA DAY ONE

TRACK TRACK TRACK TRACK
Customer Experience Optimization Emerging Technologies And Payments Interactive Track VIP Think Tank
A B C D
1:30 pm 1:30 pm 1:30 pm 1:30 pm
Chairperson’s Opening Remarks Chairperson’s Opening Remarks “BIRD OF A FEATHER” ROUNDTABLES VIP Think tank
1:40 pm 1:40 pm These interactive roundtables will bring together A solutions focused meeting providing Heads
financial services executives with similar of Digital and Innovation the opportunity to
SOLO PRESENTATION FIRESIDE CHAT challenges. They will have the opportunity to address a specific concern in the privacy of a
Understanding The Value That Journey The Next Frontier Of Payments tackle their biggest technology hurdles and learn closed-door session. This is a great opportunity
Mapping Can Add To Digital Transformation best practices from one another. to network and learn from industry peers
Donna Embry
SVP, Global Payments Strategy
that are facing the same challenges and
Tricia Szurgot Evolve Bank & Trust 1. Fintech Partnerships for opportunities.
Chief Member Experience & Marketing Officer,
Head Of Corporate Social Responsibility Community And Regional Banks Exclusive to 15 executives
First Commonwealth FCU Innovations in faster payments promise to
transform commerce for businesses and 2. Implementing Agile At Your Credit Union
Although customer journey mapping process can consumers. Payments are the most frequent
interaction between customers and FIs, and Michael O’Reilly
be different for every FI, at root it’s really about Vice President Digital Delivery & Operations Technology
understanding the data you’re gathering and enriching this process will strengthen the FI VyStar Credit Union
identifying areas in the customer journey that and customer relationship. Our speaker Donna
need to be improved. In this session you’ll hear Embry is the SVP of Global Payments Strategy for 3. The Next Generation of Payments
from Tricia Surzgot, 2017’s CMO Of The Year. Evolve Bank & Trust and has 53 plus years in the
Tricia is leading transformation of the brand, payments industry. She will take a deep dive into
experience, culture and retail and digital strategy the future of payments and the implications of
at FCFCU and she’ll be talking to you about: upending this system.

MON AGENDA DAY ONE

TRACK TRACK
Customer Experience Optimization Emerging Technologies And Payments
A B
1:40 pm
1:40 pm
SOLO PRESENTATION
FIRESIDE CHAT
Understanding The Value That Journey
The Next Frontier Of Payments
Mapping Can Add To Digital Transformation
(Continued) (Continued)
Using journey mapping to develop a 360 Using faster payments to provide better
degree view of your customers’ journeys customer experiences and streamlined
Making sure the necessary internal stake operations
holders have buy-in into your journey mapping Understanding the new opportunities, such as
in order to pull in the data you need from avoiding late fees and bills, facilitating invoice
different areas in your organization processing and avoiding delays in financial
Showing the ROI of journey mapping in order transactions, that FIs will be able to provide
to have support from senior leadership customers
Understanding the evolutionary nature of Overcoming challenges associated with

journey mapping making faster payments a reality
Adding customer journey mapping to your

digital transformation to shape experiences
according to customer preferences
2:00 pm 2:00 pm
CLIENT CASE STUDY CLIENT CASE STUDY

Learn about digital innovation banking
trends in this session.

MON AGENDA DAY ONE

TRACK TRACK
A Customer Experience Optimization

B Emerging Technologies And Payments
2:10 pm
CLIENT CASE STUDY
2:20 pm
2:20 pm
PANEL DISCUSSION REMIX
Implementing Conversational Banking Strategies To PANEL DISCUSSION REMIX
Increase Customer Engagement Creating A Website That Drives Traffic And Meets Your Customer Expectations
Teralea Monroe Chris Barlow
VP of Innovation VP of eBanking
FinWise Bank Webster Financial
Dipanjan Das
Advances in AI and the increase of mobile usage have caused FSI’s to rethink the way they Sr. Director – GM of Student Credit Card
communicate with their customers. However, digital communication is still a relatively new Capital One
initiative and FSI’s are looking to understand how customers want to be interacted with Lonnie Talbert
and the most effective ways that can be accomplished. In this session you’ll learn about COO
conversational banking and how it can improve customer experiences and increase their Southwest Capital Bank
engagement with your brand.

Many of today’s customers are visiting financial services websites via their mobile devices, but
Implementing a conversational banking platform that is easy for your customers to connect this wasn’t the case when many of these sites were initially created. What features does your
to on any device website need in order to provide your customers with a seamless experience on any device? In
this session we’ll talk about:
Keeping your customer’s transactions secure while providing them with personalized
experiences Designing your site with a mobile-first mentality to provide consistent experiences on different
channels
Thinking about how to work with third parties to create conversational banking strategies
that use natural language and are not “phrase driven” Decreasing page load speed to prevent pain points for your customer
Using conversational banking to help your team members better address your customers’ Providing your customer with the information they need during different web touch points
pain points
Making sure the customer journey is seamless at every online touch point
Leveraging conversational banking to better engage with your customers
Designing a site that meets your customer’s expectations and drives engagement and traffic

MON AGENDA DAY ONE

TRACK TRACK TRACK

B CEmerging Technologies And Payments
2:50 pm 2:50 pm
CLIENT CASE STUDY CLIENT CASE STUDY

3:00 pm 3:00 pm
FIRESIDE CHAT REMIX CASE STUDY REMIX

Increasing Employees’ Digital Engagement In Order Using Cloud Technology In A Regulated Environment
to Reach The Next Level Of Customer Adoption Patrick Kelly
Chief Digital Officer
John Todd
First Tennessee Bank
AVP, Digital
SECU
Much of the innovation that the finance industry wants to see happen is bound by risk and
In order for customers to truly reap the benefits of digital, your “on the ground” employees compliance constraints. But how are truly innovative organizations working alongside their
need to be the evangelists of your digital initiatives, but a knowledge gap can exist. John risk and compliance teams to roll out digital tools that wow their customers? Our speaker,
Todd, SECU’s Digital AVP, has spent the past 10 years in financial services changing the way Patrick Kelly, formerly at USAA, is now Chief Digital Officer at First Horizon National and
companies engage with customers digitally. He’ll address this gap and will help you better focuses on the bank’s online and mobile platforms. He’ll be taking a close look at cloud
understand how it can be solved. technology, cloud trends, and the strategies that some organizations have used to work
alongside internal stakeholders and technology partners.
Getting employees to understand how they will benefit from understanding your digital tools
Building a meaningful relationship with your risk departments in order to have an on-going
Understanding what types of tools are available to increase employee engagement and conversation about cloud technology as it evolves
education
Understanding what kinds of data can live in the cloud and what kinds can remain on premise
Looking at the ways in which employee engagement will lead to higher customer adoption and
satisfaction Looking at ways that cloud technology can help you better serve your customer
3:25 pm Afternoon Networking Break

MON AGENDA DAY ONE

TRACK TRACK TRACK

B Emerging Technologies And Payments
C Interactive Track
4:10 pm 4:10 pm 4:10 pm
TOWN HALL PANEL SOLO PRESENTATION REMIX “BIRD OF A FEATHER” ROUNDTABLES

Creating Efficient, Memorable And Using Machine Learning To Support Your These interactive roundtables will bring together financial
Customer-Driven Experiences In Order to Internal Teams: Machine Learning is Here to services executives with similar challenges. They will have the
Increase Retention and ROI Help, Not Replace Humans’ opportunity to tackle their biggest technology hurdles and
Jeannine Cillo Brianna Elsass Dr. Grant Jacoby learn best practices from one another.
VP, Digital Marketing Managing Director, Head of Digital (US) SVP, Director - Strategy, Innovation & Training
Barclays BMO Financial Group Fifth Third Bank
Andres Intriago
SVP/ Digital Channel Manager, Spanish Digital Strategy Lead Over the next few years, machine learning (ML) will be a
Bank of America regular security and operational practice and will offset
Richard Charette
skills and staffing shortfalls. Today though, ML is better at
AVP – Digital Experience Design addressing smaller, more specific problems. Technology
Wells Fargo leaders have to understand that humans and machines
There are many factors that can influence your customer’s complement each other and work better together than
experience, such as operations, process, technology, internal alone, as ML can assist humans in addressing uncertainty
resources, and even the product itself. However, the end goal by presenting relevant information. Our speaker, Dr. Grant
is to provide your customers with the best experience you Jacoby boasts an impressive resume with three masters of
can, regardless of all variables that come into play. Join in this science degrees in business administration, information
keynote session to learn about: systems, and data-communications as well as two doctorate
degrees in software engineering and electrical engineering.
Getting customer insights that will help you understand He’ll be talking about:
how to best personalize their experiences
Discuss the ways machine learning can assist teams and
Understanding the benefits and ROI of customer-driven organizations
experiences
How to make the right machine learning choices for your
Structuring and leveraging a CX model that will drive organization
customer retention
The future of machine learning
Looking at the correlation between high customer
engagement and ROI

MON AGENDA DAY ONE

TRACK TRACK TRACK

B CEmerging Technologies And Payments
4:40 pm 4:40 pm
SOLO PRESENTATION SOLO PRESENTATION

Implementing A CX Practice In A Global Enterprise The Rise of Personal Credit Management
Martin Lange Adrian Nazari
CEO
Director, Client Experience Strategy
Credit Sesame
BNY Mellon
BNY Mellon is a year and half into their digital transformation journey and are also in the The importance of good (or bad) personal credit has long been acknowledged, however, the
middle of establishing a CX strategy practice to support their robust digital agenda. Martin overwhelming desire to give consumers back the power to understand, leverage and protect their
Lange, BNY’s Director of Client Experience Strategy will be bringing his perspectives on credit health has lead to the rapid rise of the Personal CreditManagement (PCM) category. While
practices, teams, ways of working, and pitfalls and feature examples from his work at the asset management tools are abundant, liability resources are scarce, so PCM platform leaders
organization. are leveraging technologies, such as artificial intelligence and machine learning, and the valuable
resulting data to provide consumers with personalized, actionable insights to better manage their
credit health. In this session, Credit Sesame founder/CEO, Adrian Nazari, will take a deep dive into
this bustling new category and expound on the following:
How personal credit management differs from personal finance management
Understanding how AI/ML are able to help consumers better manage their credit, improve their
credit scores and achieve and maintain credit health
The importance for consumers to access, understand, leverage, and protect their credit
5:10 pm Welcome Reception
6:10 pm End of Day One

TUE AGENDA DAY TWO On the second day of Future Digital Finance we’ll be looking ahead
MAR 10 Engaging Tomorrow’s Finance Customer and giving you tactical takeaways to on topics like omnichannel,
data, customer engagement and emerging tech.
6:15 am 8:35 am Changing the banking model to give your 9:50 am

customers more control over their data
Miami Fun Run Chairperson’s Opening Remarks KEYNOTE CASE STUDY
Making sure that FIs of all sizes have a voice in
the conversation surrounding open banking Aligning Digital Strategy To Your Overall
Time for some fun in the sun (and exercise)! 8:50 am Business And Product Strategy
This morning run will get your blood pumping
so you’re ready to take on a whole new day KEYNOTE SOLO PRESENTATION 9:20 am Greg Smith
SVP, Digital Channels & Innovation
of learning. Take a break from banking tech Understanding How Open Banking Can Be City National Bank
talk and connect with your industry peers in a Applied to US Banks KEYNOTE PANEL DISCUSSION
refreshing way! Aligning Internally To Create Seamless Greg Smith, Senior Vice President of Digital
Doug Nielson
SVP, Innovation Research And Development Omnichannel Experiences Channels and Innovation for City National Bank
7:15 am U.S. Bank Erin Hennessy is responsible for product and design oversight
Chief Innovation & Marketing Officer
As more and more countries implement open for the bank’s mobile and online platforms. CNB
Women In Banking Breakfast United Federal Credit Union
is in the midst of a digital transformation, which
banking, the buzz around it in the US continues Kevin Porter
Women bring a different perspective to digital to grow. However, there are a lot of questions VP, Omni Strategy
includes the introduction of a new mobile app
banking. Use this intimate setting to discuss the about open banking from both customers and TD and significant enhancements to their personal
challenges women in finance face and celebrate FIs. With Doug Nielson’s guidance we’ll take a and commercial portals. City National’s vision
your successes as a group! You’ll come away FIs must break down internal barriers that have is to become a digitally-enabled relationship
look at the possibility of open banking in the
feeling inspired, supported, and ready to take on gotten in the way of achieving the seamless bank, and Greg’s leadership is at the heart of
U.S. In his role us U.S. Bank, Doug focuses on
your next big idea. This session is only open to omnichannel experiences customers want. With this work. Additionally, his team is outlining an
exploring emerging trends, technologies &
financial services executives. so much competition and so much at stake, how innovation agenda to drive internal change, and
business models; engages and cultivates Fintech
can you move past internal barriers to create external partnerships. We’re thrilled to welcome
startups, develops and conducts proofs of
8:00 am a well-aligned and synchronized omnichannel him to Future Digital Finance 2020 and hear his
concepts and proofs of technology; manages the
experience for your customer? We’ll talk about: insights into key internal alignments to push
bank’s distributed ledger/blockchain practice,
Registration and Networking Breakfast your organization forward.
and spearheaded the bank’s initial engagement Creating consistent internal standards to
in the open API economy. streamline the way that your customers’
8:30 am
experiences are designed 10:15 am
Breaking down what open banking really
Welcome Remarks & Ice Breaker
means Understanding the importance of experience
Morning Networking Break
Olga Rodriguez delivery and how it impacts the way your
Program Director Understanding the benefits of a market driven customer views your organization
Future Digital Finance
open banking system versus a regulation
driven system Aligning internal goals in order to accelerate
the speed to market of new digital experiences
for your customer

TUE AGENDA DAY TWO
MAR 10 Engaging Tomorrow’s Finance Customer

11:00 am Understanding the different elements of 11:55 am
emotional customer engagement and the
KEYNOTE PANEL DISCUSSION different areas of your business where it can DIGITAL INNOVATION ROUNDTABLES
Effectively Connecting And be employed Join us for peer-led small group discussions that
Engaging With Your Customers To Gaining your customers’ loyalty by connecting will facilitate meaningful idea exchanges and
Differentiate Yourself From The with them on an emotional level networking! These roundtables will include two
Competition 25 minute sessions so you’ll get the chance to
William Anderson 11:30 am learn from and network with a variety of other
Chief Experience Officer and EVP attendees.
The First National Bank in Sioux Falls
KEYNOTE CO-PRESENTATION
Joel Smith
Bringing Together Digital And Analog 1. Looking At Strategies To Unify Data
CMO
Bank of Tampa To Provide Exceptional Service To Your Hosted by
Tricia Szurgot
Customers Backbase
Chief Member Experience & Marketing Officer, Head of Dan Rousseve

Corporate Social Responsibility SVP/CIO
First Commonwealth FCU Teacher’s Credit Union
2. Understanding The Benefits Of Customer
Journey Mapping
Financial behavior can be emotional and Nicole Alcorn
Hosted by
complex, and customers want to feel that their Chief Member Experience Officer
Extractable
Teacher’s Credit Union
needs are understood. How can FI’s stand out
from the crowd and show their customers Nicole Alcorn, TCU’s Chief Member Experience
3. Implementing Agile In Your Organization
that they can be trusted? This keynote session Officer, oversees the organization’s 54 branches,
will look at different ways to make meaningful creating an environment that provides an 4. Implementing Effective Customer
connections with your customers in order to efficient, engaging and meaningful member Communication Methods
show that you understand their needs and experience. Dan Rousseve, TCU’s SVP and CIO,
goals. is responsible for IT, Marketing, Operations, 5. Enhancing Employees’ Digital
Call Center and Project Management. In this Engagement
Understanding your customers’ needs in order special joint presentation, Nicole and Dan will
to gain their retention 12:45 pm
talk about the ways their roles intersect and the
Creating emotional connection with customers meaningful impact this has on the service that
regardless of the channel they use to interact their customers are provided. Lunch For All Attendees
with you

TUE AGENDA DAY TWO

TRACK TRACK TRACK
A Data And Analytics

B Customer Engagement And Retention
C Interactive Roundtable Track
1:45 pm 1:45 pm 1:45 pm
Chairperson’s Opening Remarks Chairperson’s Opening Remarks Money Moves – Around The World At Future
Digital FinanceVIP Think Tank
1:55 pm 1:55 pm Sera Lovett
Director, Digital Journey Manager
Union Bank
FIRESIDE CHAT REMIX SOLO PRESENTATION
Effectively Managing The Threat Of Understanding The Role Of Design Thinking in A solutions focused meeting providing Heads of Digital and
Security Breaches To Keep Your Customer’s Product Development Innovation the opportunity to address a specific concern in the
Information Protected privacy of a closed-door session. This is a great opportunity to
Andrew Becker
VP of Product Design
network and learn from industry peers that are facing the same
Joe Mancini
Senior Vice President, Chief Information Security Officer
Washington State Employees Credit Union challenges and opportunities.Around The World is designed
Radius Bank to help you network and exchange ideas with colleagues with
Andrew Becker, from WSECU, uses human centered design similar challenges and issues. These conversations will be
Joe Mancini, Radius Bank’s Chief Security Officer, is an processes and techniques along with a product management moderated by industry experts who will guide you to finding
expert in data security, business continuity and disaster framework to bring solutions to life. In this presentation, tactical solutions to your digital innovation struggles.
recovery, emerging technologies such as digital currency and Andrew will show you how he leads his team to the delivery
blockchain, along with privacy and compliance requirements of meaningful and innovative projects that have made Participants are brought together to share challenges and gain
in the digital world. He’ll be talking about security breaches improvements for his company’s members, employees, and meaningful insights and solutions. Around The World is capped
and data leaks that have become increasingly common bottom line. at 15 attendees. At the beginning of the session, one moderator
because of the large amounts of financial data FIs have at will introduce themselves, the topic areas, and related
their disposal. questions. After 25 minutes, a new moderator will step up to
Putting infrastructure in place to monitor suspicious activity the plate to take on the next phase of the sessions, building
off of what was discussed with the prior moderator. Join our
Finding technical solution integrations that work well newest Future Digital Finance format that will allow you to make
together and won’t expose your customer’s information
meaningful industry connections while also problem solving!
Educating your staff so they understand the nature of data
breaches and how they can best be prepared Limited to 15 attendees.
Managing the very real threat of security breaches while
providing your customer’s with the experience they want

TUE AGENDA DAY TWO

TRACK TRACK TRACK

B CCustomer Engagement And Retention
2:20 pm 2:20 pm
CLIENT CASE STUDY PRESENTED BY INNOVIS CLIENT CASE STUDY
2:40 pm 2:30 pm
PANEL DISCUSSION REMIX CLIENT CASE STUDY

Leveraging Data To Personalize Your
Customer’s Experience And Increase Loyalty 2:40 pm
Mayank Mishra PANEL DISCUSSION REMIX
Managing Director, Global Head Of Digital Channels
Citi Building A 360 Degree View Of Your Customer To Grow Retention And Loyalty
Kevin Chan-A-Shing Michael O’Reilly Brandon Harris

VP, Operations And Digital Banking Transformation Vice President Digital Delivery & Operations Technology AVP, Digital & innovation
Discover Financial Services VyStar Credit Union PenFed Credit Union
Customers are interacting through digital channels more so than they are physical ones, Andres Intriago
and FIs need to be able to capture customer data in every interaction in order to provide SVP/ Digital Channel Manager, Spanish Digital Strategy Lead
Bank of America
personalized experiences. In this session we’ll look at ways that FI’s can take the data they
have and create a well-tailored experience for their customers. Engaging with customers across multiple channels is no easy task, but one that has to be
Harnessing and organizing the customer data you have to create a personalized tackled. Take a close look at the importance of gaining a holistic view of the customer to
experience provide compelling customer experiences that will increase their loyalty.
Identifying the right third parties to partner with to create a solution that will use data to Breaking down silos to consolidate the data you need ot get a 360 view of your customer
improve customer experience
Understanding your customer to better identify opportunities in your business to grow
Using data to know how your customer is interacting with your organization and when to retention and loyalty
provide personalized recommendations
Accessing data in real time to make informed decisions about the experiences you’re
Collecting your customer’s behavioral data in order to understand the touch points that providing your customer
should be personalized
Providing 24/7 availability for your customers to service them where and how they want

TUE AGENDA DAY TWO

TRACK TRACK TRACK

B CCustomer Engagement And Retention
3:10 pm 3:10 pm
CASE STUDY PANEL DISCUSSION

Deriving Business Value from Data: The Using Design Thinking To Help Your Organization Transform Digitally And
Regional And Community Bank Perspective Meet Customer Demand
Bill Anderson Derrick Brooks Sara Krawll
Chief Experience Officer and EVP Senior Vice President, Consumer Business Digital Strategy Leader VP, Digital Portfolio Management &
The First National Bank in Sioux Falls Commerce Bank Operations Director
TIAA Bank
Data has become the foundation for much of the drive forward in the financial services Craig Schleicher
industry today, and that is no different for players such as regional and community banks VP - Innovation Lead
or credit unions. In this session you will learn how to operationalize your data with fewer City National Bank
resources. Our speaker Bill Anderson is Chief Experience Officer and executive Vice
President at The First National Bank in Sioux Falls, the oldest community bank in Sioux Falls, Competition is forcing traditional financial services organizations to rethink their business
South Dakota. As CXO, Bill is responsible for ensuring that customer experiences across the model or risk losing customers and traction in the market. This means that industry leaders
bank are best-in-class and in this session he brings his special perspective to: have to embrace innovative transformation methods, such as design thinking, to help them
adapt quickly to meet customer demands and expectations.
Thinking about how technology impacts your business growth vs. staffing and process
Using design thinking to shift banking towards meaningful innovation
Creating an environment that encourages business functions to think bigger and broader
in order to keep pace with innovation Understanding how design thinking can help you shift your organization to have customer-
centered decision making processes
Thinking outside the box when mapping out your data goals
Recognizing the link between design thinking and the ability to meet customer demand
Identifying use cases and success stories that will energize your team quickly

TUE AGENDA DAY TWO

TRACK TRACK TRACK

C VIP Think Tank
3:40 pm Afternoon Networking Break
4:25 pm 4:25 pm 4:25 pm
FIRESIDE CHAT REMIX TOWN HALL PANEL Digital Finance Tech Hub Workshop
Leveraging Analytics To Deliver Better Insights Aligning Internal Data To Be More Actionable Led by a member of our carefully curated speaker faculty, the
To Your Business Clients Across The Organization Digital Finance Tech Hub Workshops will give you the insights
Denise Henn Customer data can exist in individual silos and FIs are trying you need to implement innovate technology.
SVP, Digital Experience Group Manager
PNC Bank to find the best and most efficient ways to connect this Technology 1: Data And Analytics
information so it is actionable across the organization. Make
Business clients have different needs from consumer clients, your data more actionable by attending this interactive panel. Technology 2: Conversational Banking
but gathering and leveraging data and analytics is still crucial
Acquiring real time data to better understand your Technology 3: Gamification.
in delivering well-tailored experiences to this type of customer.
Learn how you can provide your clients with the most useful customer
information that will better serve their needs. Creating an efficient data dashboard
Looking at methods to source and structure data to provide Looking at the role of AI in protecting analytical data in
analytical insights real time
Examining the challenges of taking data from disparate Evaluating different data delivery systems
sources and structuring it in a way that will be meaningful to
your business clients
Determining the role that technology is playing in allowing
you to provide business clients with meaningful insights and
well-tailored experiences
Analyzing the kind of personalization that business clients
want versus the kind that consumer clients want

TUE AGENDA DAY TWO

TRACK TRACK

4:55 pm 4:55 pm
SOLO PRESENTATION Our Single (View) Point Of Failure: TOWN HALL PANEL
Why Diversity & Inclusion Matters In Understanding Crafting Solutions To Draw Customers To Your
Hacker Techniques And Preventing Future Cyber Attacks Website And Remain Competitive
Mansi Thakar Jeannine Cillo Teralea Monroe
Security Specialist VP, Digital Marketing VP of Innovation
Stanford Federal Credit Union Barclays FinWise Bank
The intersections between cybersecurity and diversity are There is a tremendous amount of competition for the
often overlooked. As organizations seek to more effectively customer’s attention not just from other banks and
protect their critical infrastructure and revenues, it’s become financial service institutions, but from aggregators that offer
increasingly important to cultivate relationships between solutions and products that FI’s also offer, such as loans or
the two areas. Diversity is no longer just a social awareness credit monitoring. In this session we’ll talk about how FI’s
and public good initiative; it must be a core element of the can draw customers back to their website in a competitive
next-generation strategy for defending our nation’s critical environment.
infrastructure. Mansi Thackar, security specialist at Stanford
Federal Credit Union, will give a hands-on demo that will mimic Understanding how to use email campaigns and your mobile
a live “man-in-the-middle” attack and talk through where more app to attract customers to your website
diversity can help to better understand the cyber attackers and Finding ways to increase site traffic using in-app offers
mitigate risk.
Expanding your site audience while using targeted email
Looking beyond the sensational headlines about hackers,
outreach
phishers and scammers
Ensuring the conversion from mobile to site in a way that is not
Understanding where and how more diversity can help to
intrusive to your customer
better understand cyber attacker motivations
Sitting in the position of front-line employees to improve
security measures
5:20 pm End of FDF 2020

Join Us in Miami!
HYATT REGENCY MIAMI
400 SE 2nd Ave Miami, FL 33131
(305) 358-1234
FUTURE DIGITAL FINANCE HAS A

SPECIAL CONFERENCE RATE OF
$
269 A NIGHT PLUS TAX
FOR ATTENDEES.
In order to make your reservation, please call the Hyatt Regency Miami at +1 305 358 1234
and identify yourself as a Future Digital Finance attendee. Rooms are limited and are on a
first come, first served basis, so make your reservations as soon as possible. The special rate
expires February 17, 2020. After this date, rooms may still have available, so inquire with the
hotel if rooms remain.
Hyatt Regency Miami sits next to the heart of Brickell,

one of the trendiest neighborhoods in Miami. With its
iconic white towers overlooking the Miami River, our
hotel is connected to the James L. Knight Center. Our
location puts you steps from the Miami Riverwalk and
less than ten minutes from the Port of Miami. Take a
short walk to the free Metromover station and ride
to destinations like Coral Gables or the Wynwood
Arts District. Shop the Brickell City Centre, less than
ten minutes away, visit Little Havana to experience
authentic Latin cuisine, or explore the Phillip and
Patricia Frost Museum of Science.

Join Leaders in Digital Banking
Join digital banking innovators and decision makers at Future Digital Finance. This
community is one of a kind, and the perfect balance of quality, quantity, and variety.
SENIORITY COMPANY TYPE READY FOR SOLUTIONS
300 Total Attendees

175 Companies
55 Speakers
40% Banks 82% Attendees ready to
59% SVP/VP/Director
buy in next 12 months!
25% Credit Unions
23% Head of/Lead/Manager
18% Attendees ready to buy
20% Tech in the next 12-24 months!
15% C-level/President
15% Credit Card

Sponsorship & Exhibiting Opportunities
Availability is Limited!
Interested in sponsoring This isn’t a tradeshow... period.

Future Digital Finance was created to connect the digital
Future Digital Finance? banking leaders with solutions that are changing the game.
Contact:
Charles McNiff
646-200-7828 We do the leg work.
Charles.McNiff@wbresearch.com
With five months of pre-event marketing activity and
a one of a kind delegate acquisition team, Future
Digital Finance gathers an audience that is your perfect
Looking after the Sponsorship and gateway to your next client.
Exhibition sales for Future Digital
Finance 2020, Charles is here to help
put together a customized sponsorship You can’t put a price on a handshake.
package that will ensure your product is Building personal relationships with your future clients
reaching the people you want it to reach. has never been easier. Pack some mints, practice your
pitch, and prepare to make a ton of connections.

About Our Sponsors
strategic partner and making their operations
easier, we help banks and credit unions run better
so they can indeed spend more time focusing on
Extractable Backbase Innovis creating customer experiences that drive lasting
Extractable is a digital experience agency, Backbase is a software company specializing in Innovis provides modern solutions for identity success.
delivering intelligent design, UX and strategy multi-channel and digital experiences for retail verification, fraud prevention, receivables
to leaders in the financial services industry. banking, wealth management, commercial management, and credit information. The
Recognized for their work, results and banking, cards and insurance. The Backbase FailSafe® Fraud Suite is the latest solution
company culture from WebAwards and The Customer Experience Platform empowers launched by Innovis. It provides multi-layer
WebMarketing Association, Extractable thrives financials to create a new user experience authentication and is designed to identify NYMBUS
on solving complex business challenges layer that streamlines their online customer abnormal patterns of behavior that threat NYMBUS provides the world’s most advanced
and embraces the ever-evolving financial interactions across multiple devices including detection alone may miss. From account financial services platform. From SmartCore®,
services customer and ecosystem. Founded desktops, tablets, and smartphones. acquisition to recovery, Innovis has the tools for SmartDigital™ and SmartMarketing™,
in 1999 and headquartered in San Francisco, every step of your customer life cycle. our flagship digital technology solutions,
Extractable has delivered countless websites, to SmartLaunch™, our full-service and
online-banking interfaces, strategic consulting standalone digital bank alternative, the
engagements and marketing campaigns. NYMBUS SmartBanking™ suite enables
Over the past 18 years, Extractable has built a Bold360 by LogMeIn financial institutions to digitally transform their
reputation for award winning financial services businesses.
design work and deep client partnerships Bold360 is the ultimate engagement solution
that drive measurable results. For more delivering the richest customer profiles and NCR
information and to connect, @Extractable or fastest time-to-value. By leveraging the power NCR Digital Banking takes the guesswork
www.extractable.com of AI, Bold360 helps personalize and enhance and complexity out of deploying innovative
every engagement – no matter where it takes digital offerings for our clients. Our digital-first
place – allowing companies to deliver better approach eliminates friction, giving financial
and more consistent customer experiences institutions new, meaningful and relevant ways
seamlessly across both A.I. and agent-based to interact with their customers or members.
interactions. Bold360 delivers groundbreaking With a single, flexible platform, FIs can easily
intelligence with out-of-the-box simplicity and adapt to evolving customer expectations,
helps agents do what they do best – be human. helping them stand out and stay ahead. By
For more information, visit www.bold360.com. helping our clients rapidly bring differentiating
digital capabilities to market, serving as their

Our Media Partners
BayPay Forum Fintech Finance Fintech Power 50 FinTech Weekly

The BayPay Forum, a Silicon Valley-based Fintech Finance works with prominent executives The Fintech Power 50 is an annual guide to FinTech Weekly is a news service that keeps you
international network composed of over in the industry to provide key decision-makers the most influential, innovative and powerful up to date with the most important devlopments
17,000 payment and commerce executives, globally within the foremost financial services figures in the Fintech industry. It acts as a in the business. We do not focus on the latest
entrepreneurs and investors from thousands organizations with consistent and accurate much-needed reminder of all the great things product releases but try to capture the current
of different companies, serves as a forum intelligence on emerging trends, breakthrough we are achieving in the world of financial trends and tendencies in the financial business.
to connect members in identifying and technologies and stimulating developments, technology, and shines a spotlight on those Our newsletter covers expert insights and high-
understanding the emerging trends and helping them to make informed decisions. At who are transforming financial services for the quality articles examining the industry’s status
innovations in the industry. Fintech Finance, we produce monthly video better. The Fintech Power 50 does not just stop and predicting development in the market.
episodes looking at range of topics within at being a publication. As well as showcasing
Website: baypayforum.com/ financial services, as well as attending some of the hottest in the Fintech world, the Fintech Website: intechweekly.com/
the most prominent events within the sector. Power 50 will also act as a hub that actively
promotes its members to a global audience
Website: fintech.finance/ by introducing bespoke networking and event
opportunities, organised with partners, such
as B-Hive Europe, and London and Partners.
Through the Fintech Power 50 organisations,
can secure strategic partnerships with both
established financial technology leaders with
years of relevant experience, and the fresh up-
and-coming fintech’s looking to collaborate on
the next big thing.
Website: thepower50.com

Our Media Partners
The Green Sheet My Tech Mag SmartMoneyMatch Web Marketing Association

Empowering and connecting today’s payments Transforming news into insights, not only SmartMoneyMatch connects the global The Web Marketing Association was founded in
professionals, The Green Sheet is a semi- do we serve as a source of information but investment community. 1997 to help define the standard of excellence
monthly resource replete with timely, bias-free as the breeding ground for innovative ideas for online marketing. Our internationally
coverage of the evolving payments industry. It and exchange of breath-taking strategies that SmartMoneyMatch.com/investments enables known award programs, such as WebAward
has more than 25,000 readers who depend on can make a difference in your technological you to browse and list investment products, Competition for Website Development,
its regular, special and recurring features for understanding. We bring forth an enhanced, create a request for proposal, connect with and Internet Advertising Competition and the
information, education and inspiration. clever and a comprehensive platform which can message other users, search and announce MobileWebAwards, recognize the people and
assist the information seekers a filtered view relevant events, find jobs, post vacancies or write organizations responsible for developing the
Website: greensheet.com/ of what they are searching. Our technology articles. most effective online marketing programs
magazine is spearheading a revolution to on the Internet today. Entrants benefit from
provide knowledgeable articles written in simple Moreover, all users have their profile page where assessment of their marketing efforts by a
yet lucid language that can give an insight into your activities - as an investor, asset manager or professional judging panel and the marketing
the latest in the world of technology. service provider - can be described. opportunities presented by being recognized as
an award-winning web developer.
Mercator Advisory Group Website: mytechmag.com/ Free registration now on
Mercator Advisory Group is the leading SmartMoneyMatch.com/register Website: webmarketingassociation.org/wma/
independent research and advisory services firm
exclusively focused on the payments industry. Contact: Martin.Signer@SmartMoneyMatch.com
We deliver pragmatic and timely research and
advice designed to help our clients uncover Phone: +41433331038
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revenue growth and contain costs. Our clients Website: SmartMoneyMatch.com
range from the world’s largest payment
issuers, acquirers, processors, merchants and
associations to leading technology providers and
investors. We also publish the online payments
and banking news and information portal,
PaymentsJournal.com.
Website: mercatoradvisorygroup.com/

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Dinesh UNITED Erin Hennessy Tricia C. Szurgot

Nicole Alcorn THE FIRST William Daniel Ernesto

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Lonnie Joe Mancini Martin

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Mayank Mishra DISCOVER Kevin Chan-A-Shing CITY Craig

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Sara Krawll Melissa Michael O’Reilly

WASHINGTON Andrew Richard Brandon

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Dipanjan Das Brianna Laura Ernzen Martin Lange

STANFORD Jayne Martin

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7:00 am 8:25 am 8:50 am  Understanding the types of innovation and

Craig McLaughlin armed with the tools to be not only innovative,

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MAR 09 Next Gen Digital Transformation and Innovation

 Understanding the evolutionary nature of  Overcoming challenges associated with

 Adding customer journey mapping to your

CLIENT CASE STUDY CLIENT CASE STUDY

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A Customer Experience Optimization

7:00 am 8:25 am 8:50 am Understanding the types of innovation and

Understanding the evolutionary nature of Overcoming challenges associated with

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6:15 am 8:35 am Changing the banking model to give your 9:50 am