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

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 dos and don’ts of creating a welcoming customer experience before, during and after account opening.

Panelists:
• Chad Dilley | SVP, Channel Strategy | Zions Bank

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:
• Kader Sakkaria | Director – Technology, Business and Portfolio Management | BMO Harris Bank

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

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
• Margaret-Anne Heyland | SVP, Customer Experience Officer | American National Bank of Texas

1:00 pm | Breakout Session

Mobile Banking Extras: Worth the Investment?

More banks are enhancing their mobile apps with tools to help consumers manage their daily financial lives. These add-ons can help an FI strengthen account holder engagement and loyalty by providing in-app services comparable to those available from providers like Acorns and Mint. 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:
• Bob Meara | Senior Analyst, Banking Group | Celent

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