Bricks, Mortar and the Evolution of Digital Banking

Legacy banking institutions are competing against a growing number of neo-banks and fintech startups. The challenge for those traditional FIs is to figure out how to transform their brick-and-mortar based ecosystem to excel in an increasingly digital world. Which internal systems and customer touchpoints will need transformational change?

Panelists:
• Jessica Kendall Hornof | EVP, Retail Banking | First Citrus Bank
• Leslie Martinez-Moreno | Sr. Manager UX & Design, Secure Banking | CIBC

Moderator:
• Bill Stutzman | Director of Strategic Initiatives | Ventus Global Network Solutions

Digital Onboarding: Are You Walking the Talk About Ease and Convenience?

Mobile and online onboarding can be a great way to win new customers and members. But if your process isn’t fast and seamless, your potential account holders will be the ones doing the walking. We’ll look at the do’s and don’ts of creating a welcoming customer experience before, during and after account opening.

Panelists:
• Chad Dilley | SVP, Channel Strategy | Zions Bank
• Scott Godthaab | SVP, Director of Retail Banking | Republic Bank & Trust Company
• Adam Pearl | Regional Vice President of Sales | ClickSWITCH
• Neil Stanley | Chief Credit Officer | TS Banking Group

Moderator:
• David Jones | Editor | Mobile Payments Today

Real Value or Real Hype: AI, Machine Learning and the Future of Customer Data

AI and machine learning technologies for banking are getting a huge amount of attention these days, and are being touted as the next-gen solution for everything from loan underwriting to digital security and customer service. But the question remains: Can AI and machine learning truly replace human interaction and in-depth analysis of data?

Panelists:
• Marc Butterfield | Sr. Vice President | First National Bank of Omaha
• Ram Ridgeway | VP of Digital Experience | Advia Credit Union
• Kader Sakkaria | VP, Digital and Technology Transformation | Realogy Holdings Corp.

Moderator:
• Landy Wingard | Industry VP for Banking and Capital Markets | Hitachi Solutions America

Outsourcing: When, Why & How Much?

Many financial institutions have found that outsourcing operations such as mobile app development, data tracking and ATM fleet management can not only free their staff to engage in more complex tasks, but also help their organization compete with larger banks. In this session, you’ll learn how to prioritize and successfully implement outsourcing projects.

Panelists:
• Donna Embry | SVP, Global Payments Strategy | Evolve Bank & Trust
• David Puente | VP, Retail Experience | Firstmark Credit Union
• Madhu Reddy | SVP/Chief Information Officer | Republic Bank of Chicago

Moderator:
• Neil Scott | VP of Sales | ATM Solutions, Inc

1:00 pm | Breakout Session

Creating Personalized Customer Experiences

Community banks with longtime customers and employees know how to make their account holders feel at home. But how can bigger banks scale this personal service and warm welcome? In addition to great training and customer service, they can turn to technology to relate to customers in-branch by name and banking preferences — and even to know where they left off with an online transaction.

Panelists:
• Chris Ferris | President & CEO | Fidelity Bank
• Andrew Winninger | Local Marketing Manager | Capital One

Moderator:
• William Budde | VP of Product Marketing | Hyosung

1:00 pm | Breakout Session

Transforming User Experience to Build the Digital Bank of the Future

It’s not just enough to have mobile apps, banks must design these to help consumers easily manage their daily financial lives. These highly desired new functions can help an FI strengthen account holder engagement and loyalty by providing compelling and competitive app services. We’ll look at some of these integrations and their potential payoffs for an FI.

2:30 pm | Breakout Session

Why Mobile Banking Is More Than Just an App

An increasing number of legacy banks and fintech startups are using mobile technology in order to reach the bank customer wherever they want to be. Millions of banking customers are turning to smartphones, tablets and other mobile devices to deposit checks, apply for credit, interact with customer service and make payments. Are mobile apps just a tool, or a glimpse into the future of banking?

Panelists:
• Daniel Latimore | Chief Resource Officer | Celent
• Andy Vitale | User Experience Design Director | SunTrust Bank
• Lamine Zarrad | CEO | Joust

2:30 pm | Breakout Session

Digital Security and the Future of Banking

As consumers and SMEs increasingly embrace digital banking technology, ensuring a secure customer experience becomes more important than ever. Digital banking is growing rapidly, and presenting unforeseen opportunities for malicious actors to steal data and disrupt the flow of business. What digital security measures can help FIs keep stay ahead of cybercriminals?

Panelists:
• Joe Mancini | VP, Information Security | Radius Bank