Events : Experience FinXTech


5:00 PM – 6:00 PM
Pre-Event Networking Reception + Registration
This two-day program encourages conversation, inspiration and transformation – and this welcoming reception is the first chance for participants to meet and mingle with executives and key leadership teams from various parts of the financial industry.

8:00 AM – 9:00 AM
Breakfast + Registration

9:00 AM – 9:05 AM
Setting the Stage  
Al Dominick, CEO, Bank Director & FinXTech
As a resource powered by Bank Director, FinXTech specializes in connecting a hugely influential audience of U.S. bank leaders with technology partners at the forefront of innovation.  To kick off our annual event, we outline the opportunities available to participants to explore and connect on new ideas, strategies and initiatives to grow their companies.

9:05 AM – 9:10 AM
Executing Your Digital Strategy
Mika Moser
, President, Bank Director & FinXTech
Kevin Tweddle, Chief Operating Officer, ICBA Services Network
This session introduces the types of companies featured in FinXTech Connect that we welcome during this two-day program.

9:10 AM – 9:50 AM
Keynote:  Fintech’s Impact on Banking:  Reality vs. Hype
Ron Shevlin
, Director of Research, Cornerstone Advisors, Inc.
When fintech startups began to emerge, many were touted as “disruptors” who would put the “banking dinosaurs” out of business — it hasn’t quite worked out that way.  Instead, fintech is impacting the industry in three ways: changing consumer behavior, creating new business models and changing the basis of competition in the industry.

9:50 AM – 10:20 AM
Interactive Expo + Refreshment Break
Sponsored by:  PayNet Inc.
Extended refreshment breaks allow attendees the opportunity to explore and interact with the technologies featured throughout the event.

10:20 AM – 11:10 AM
Experience FinXTech Connect
Learn what technology is available by hearing what is out there in regards to security, data & analytics, internal systems, lending, digital banking, payments, regtech and customer experience. Each Experience FinXTech Connect demo session follows the same 20-minute format: 5 minute demo of the product or service, 5 minutes to hear how banks can utilize the product or service, 5 minutes to hear how implementation occurs and 5 minutes for Q&A.  Each attendee may attend two demo sessions during this time frame.

10:20 AM – 10:40 AM 
Experience FinXTech Connect Demonstration Sessions: Round I

  • Experience FinXTech Connect Demo I: Using Data to Grow
    Don MacDonald
    , CMO, MX Technologies Inc.
    Data is replacing scale as the primary basis of competition. Attend this demo to learn how to get started: define a data strategy, grow revenues, reduce costs and deliver excellent customer experiences.
  • Experience FinXTech Connect Demo II: Internal Systems
    Bobby Childs
    , Director of Marketing & Business Development, Integrated Legacy Solutions
    Let’s face it, no one likes to engage in a data conversion as it is often a painful process.  ILS has designed innovative ways to “migrate” legacy data more quickly, affordably and with less disruption than other costly and time consuming traditional methods of conversion.
  • Experience FinXTech Connect Demo III: Lending
    Brian Leatherman, Principal Product Specialist, nCino
    Greg Wipke, Area Vice President, Enterprise Sales, nCino 
    nCino’s Bank Operating System spans business lines to provide a true single platform experience by streamlining the entire loan origination process, offering a deposit account opening feature for in-branch or online and providing a treasury management solution that reduces manual tasks and offers transparency to the customer and the employee.
  • Experience FinXTech Connect Demo IV: Digital Banking
    Drew Sievers
    , CEO, Harvest Savings & Wealth Technologies
    Harvest’s industry-leading platform integrates digital savings and wealth solutions across the entire bank. Come see how Harvest’s new goals-based savings product retains bank deposits that are being siphoned off by fintechs, while also optimizing a bank’s ability to profitably move clients upstream into digital wealth accounts.
  • Experience FinXTech Connect Demo V: Payments
    Dan Johnston
    , Regional Vice President of Sales, ClickSWITCH
    ClickSWITCH is an automated switch solution for financial institutions and fintechs that simplifies the process of bringing new depositors onboard by quickly and safely moving direct deposits and recurring payments.

10:50 AM – 11:10 AM
Experience FinXTech Connect Demonstration Sessions: Round II

  • Experience FinXTech Connect Demo I: Internal Systems
    Javier Montero
    , Chief Technology Officer, Global Outsource Services, LLC
    Michael Wilson
    , U.S. Sales Director, Global Outsource Services, LLC
    Is your bank looking for new solutions that track regulations and help the bank comply with them? Attend this demonstration to find out what tools are available to you and your bank.
  • Experience FinXTech Connect Demo II: Customer Experience
    Kathleen Craig
    , Founder & CEO, Plinqit
    Plinqit, developed by HTMA, is designed to help banks connect with consumers in a meaningful, relevant way by bringing together digital customers, banks and savings in one place.  This demo is for banks that want to increase deposit share, deepen relationships with current customers and prospects and leverage data and analytics to cross sell relevant products and services.
  • Experience FinXTech Connect Demo III: Lending
    Brendon T. Dibella, Chief Commercial Officer, StreetShares, Inc.
    StreetShares’ business-lending-as-a-service technology demonstration shows how banks and credit unions can be in-market with small business loans and lines of credit in fewer than 30 days.
  • Experience FinXTech Connect Demo IV: Data & Analytics
    Ashfaque Ahmed, Senior Credit Score Specialist, PayNet Inc.
    Learn more about digitizing financial statements to speed up delivering credit to mainstreet.
  • Experience FinXTech Connect Demo V: Payments
    Brady Hanna
    , Executive Vice President of Financial Services, BASYS Processing
    What growth strategies does your bank have in place?  This session outlines six proven steps you can take to maximize your bank’s merchant services revenue.

11:20 AM – 12:20 PM
Peer Exchange Session I: Opportunities
What technologies allow a bank to grow their business? Is it through a partnership model or by providing a solution to allow the bank to better service the needs of their clients and expand their market share?  How can a bank unleash the true potential of fintech companies – and in return, how do technology companies expand their distribution?  During these peer exchange sessions, groups of bankers and fintech leaders gather to discuss topics around the opportunities that lie ahead as they work to integrate new products and innovations – in a closed door, off-the-record setting. Please note: participation in the peer exchange sessions is exclusive to registered bank attendees and those companies presenting a FinXTech Connect demonstration.

12:20 PM – 1:30 PM 
Interactive Expo + Networking Lunch
Have lunch with key business leaders while also exploring the latest technologies changing the financial industry.

1:30 PM – 2:00 PM
What Is Your Fintech Worth?
Paul Friday
, Managing Director, FinTech & Financial Services Investment Banking, Keefe, Bruyette & Woods, Inc.
Keith Meyers
, Managing Director, FinTech & Financial Services Investment Banking,  Keefe, Bruyette & Woods, Inc.
For many, the conversation around technology concerns a rent or partner-type consideration.  But what if you wanted to buy a fintech?  Be it as a bank or another technology company, the proverbial window of opportunity appears open.  But for how long and what would you pay?  This session examines a variety of M&A topics – beginning with how one might value a fintech in today’s environment.

2:10 PM – 3:00 PM
Simulation Workshops

Fintech Simulation Workshop
Mike Dunne
, Partner, Day Pitney LLP
Mika Moser, President, Bank Director & FinXTech
Moderated by:  Michael Rave, Partner, Day Pitney LLP
How do fintechs find bank partners? What do fintechs need to know about working with banks? What regulations should fintechs be aware of? What differences do fintechs need to be aware of when working through culture fits? Learn answers to these questions and more during this hands-on, interactive session.

Bank Simulation Workshop
Adam Hoehn
, Managing Director, Client Services, BancAlliance
Leland Merrill, Jr., Chief Operating Officer & Chief Lending Officer, BankNewport
Once a bank decides to integrate a new technology or work with a fintech, what are the next steps?  What issues need to be considered and addressed prior to integration?  What are things to keep in mind as the two work together – cost, culture, talent and timing?  Hear answers to these questions and more during this interactive, hands-on session. 

3:00 PM – 3:30 PM
Interactive Expo + Refreshment Break
Enjoy snacks and refreshments as you take a hands-on look at the latest in technology and innovation.

3:30 PM – 3:50 PM
Experience FinXTech Connect Demonstration Sessions: Round III

  • Experience FinXTech Connect Demo I: Data + Analytics
    Damien Hayes
    , Director of Sales, Saylent Technologies
    Saylent Engage unlocks the power of your customer data, increasing engagement through data-driven insights and relevant actions that increase your ROI and institutional growth.  Attend this demo to see Saylent Engage in action.
  • Experience FinXTech Connect Demo II: Internal Systems
    Jim Pinckney, Founder & President, ClearThrough Solutions, LLC
    Simon® – The Intelligent Lending Operations Platform is a tool to scale operations, speed delivery and manage operational and regulatory risks.  Attend this demo to see this platform for operational consistency, quality, clear front and back office communication, performance and production management, intelligent monitoring and document management.
  • Experience FinXTech Connect Demo III: Lending
    Jeremy Putka
    , Director of Partnerships, P2Binvestor Inc.
    Attend this demo to learn about modernizing your C&I lending experience.
  • Experience FinXTech Connect Demo IV: Payments:  Help Your Corporate Customers Go Global
    Cara Hayward
    , Banking Director, Currencycloud
    It’s no secret that competition for SME share of wallet is at a peak high.  Does your regional or community bank want to grow and retain your SME customer base?  Join this demo to learn how to do it with an international receivables and payments offering.  Currencycloud Direct is a comprehensive, SaaS cross-border payments platform designed to enable community and regional banks to collect, convert, pay and manage global currencies on behalf of their corporate clients.
  • Experience FinXTech Connect Demo V: Direct Bank
    Adam Kingsmore
    , Solutions Consultant, Apiture
    Mark Solano
    , Head of Sales, Apiture
    How can banks differentiate their brand by appealing to a new, digital-only customer?  In this demo, we will share how to build a Direct Bank strategy with Apiture.

4:00 PM – 4:20 PM
Experience FinXTech Connect Demonstration Sessions: Round IV

  • Experience FinXTech Connect Demo I: Customer Experience
    Mike Maloney
    , Vice President, Partner Development, Franklin Madison Group LLC
    How is insurtech influencing a customer-centric service model?  Learn how Franklin Madison supports the customer journey by leveraging technology to deliver valuable financial solutions and marketing services in partnership with their bank partners.
  • Experience FinXTech Connect Demo II: Internal Systems
    Frank Fiorilli
    , Sales and Structuring Specialist, Derivative Path, Inc.
    DerivativePATH has brought capital markets technology to the 21st century.  Learn how our game-changing cloud-based derivatives trading platform is disrupting the way regional and community banks manage their interest rate derivatives and FX hedging business.
  • Experience FinXTech Connect Demo III: Lending
    Jorge Sun
    , CEO & Co-founder, LendingFront
    This session shows you how your bank can leverage technology to improve customer service and increase profitability by automating small business lending.  Learn how borrowers can apply online or face-to-face with a streamlined application path, determine product eligibility, gather financial data and generate loan contracts in just minutes.
  • Experience FinXTech Connect Demo IV: Customer Experience
    James Liu
    , Founder & CEO, Clearnomics, Inc.
    Bank customers have market and economic concerns, especially in the bank’s Trust and Wealth divisions.  The Clearnomics platform is a turn-key solution to help your reps communicate client-friendly market and economic insights with just a few clicks, deepening client relationships.
  • Experience FinXTech Connect Demo V: Payments
    Dan Sheinfil
    , Vice President, Integration Management & Card Services, CheckAlt
    The online bill pay system is broken.  CheckAlt is here to fix it.  Come hear how CheckAlt’s fastest growing product Catch! is helping small businesses across the U.S. receive their online bill payments electronically and why it should be your bank’s next enhancement to its treasury suite of products.

4:30 PM – 5:30 PM 
Peer Exchange Session II: Challenges
This second round of peer exchange discussions allows participants the chance to share the challenges facing both banks and fintechs when working together to grow their businesses. Please note: participation in the peer exchange sessions is exclusive to registered bank attendees and those companies presenting a FinXTech Connect demonstration.

5:30 PM – 6:30 PM
Networking Reception
Sponsored by:  Keefe, Bruyette & Woods, Inc.
This two-day program encourages conversation, inspiration and transformation.  The networking reception allows participants to meet and mingle with executives and key leadership teams from across the banking and financial technology industries.

8:00 AM – 9:00 AM
Breakfast

9:00 AM – 9:10 AM
Welcoming Remarks
Al Dominick
, CEO, Bank Director & FinXTech

9:10 AM – 9:50 AM
How Banks and Technology Companies Can Fuel Growth and Profitability
Pierre Naudé
, CEO, nCino
Frank Sorrentino, Chairman & CEO, ConnectOne Bank
Moderated by: Al Dominick, CEO, Bank Director & FinXTech
Today’s customers are increasingly choosing big banks to meet their demands for a personalized, seamless banking experience.  While many banks rely on arduous manual processes and static back office systems to meet these expectations, the banks that embrace new technologies that automate back office functions, such as new customer onboarding, loan booking and treasury management fulfillment are finding the most success.  In this session, we discuss how innovative financial institutions can cultivate an internal culture of change, empower their employees with cutting edge tools and implement necessary and efficiency-creating technologies that allow them to thrive in today’s increasingly competitive landscape.

9:50 AM – 10:20 AM
Interactive Expo + Refreshment Break
Extended refreshment breaks allow attendees the opportunity to explore and interact with the technologies featured throughout the event.

10:20 AM – 11:10 AM
Experience FinXTech Connect Demonstration Sessions
Learn what technology is available by hearing what is out there in regards to payments, lending, data and analytics, security, digital banking and more.  Each demo session follows the same 20-minute format: 5 minute demo of the product or service, 5 minutes to hear how banks can utilize the product or service, 5 minutes to hear how implementation occurs and 5 minutes for Q&A.  Each attendee may attend two sessions during this time frame.

10:20 AM – 10:40 AM
Experience FinXTech Connect Demonstration Sessions: Round V

  • Experience FinXTech Connect Demo I: Real Time Lending
    David Mendoza
    , Senior Vice President, Sales, Numerated
    Banks with Numerated pre-qualify every business for marquee credit products, arm bankers with data and tools to attract relationships faster and offer borrowing experiences that go from application start to account funded in as few as three minutes.  Numerated supports business loans, LOCs, SBA loans, credit cards, overdraft and soon more.
  • Experience FinXTech Connect Demo II: Construction Lending
    Will Mitchell
    , CEO, Rabbet
    Rabbet unlocks efficiency in construction loan administration.  See how this intelligent construction finance platform enables process standardization, improved borrower experience, portfolio growth and on-demand reporting.
  • Experience FinXTech Connect Demo III: Internal Systems
    Tom Heruska
    , Founder & CEO, BankPoint
    Learn how BankPoint seamlessly enhances your core banking system with a simple, user-friendly solution that provides dramatic improvements in efficiency and usability across the bank.
  • Experience FinXTech Connect Demo IV: Digital Banking:  How to Launch a Digital-Only Bank in 90 Days Using Your Charter
    Drew Dizon
    , Senior Vice President of Strategic Solutions, NYMBUS, Inc.
    In order for traditional banks to compete, launching a digital-only bank has now become a survival strategy.  Learn how NYMBUS SmartLaunch enables you to quickly and cost-effectively stand up a fully-outsourced digital bank to attract new customers and revenue growth without undergoing a technology conversion or hiring any additional staff. 

10:50 AM – 11:10 AM
Experience FinXTech Connect Demonstration Sessions: Round VI

  • Experience FinXTech Connect Demo I: Commercial Customer Experience
    Gita Thollesson
    , Senior Vice President, Client Success, PrecisionLender 
    How can your bank improve customer engagement and remove friction from the banking experience?  Find the answers during this interactive session.  PrecisionLender is a sales and coaching platform designed to drive revenue growth by delivering actionable intelligence to commercial bankers.
  • Experience FinXTech Connect Demo II: Lending
    Scott Magruder
    , Regional Account Manager, Velocity Solutions
    Akouba by Velocity Solutions is a digital, cloud-based SaaS lending platform designed to process commercial and consumer loans quickly, efficiently and profitably.  This demo is for banks that want to reduce processing time, increase profitability and deliver an exceptionally streamlined borrower experience.
  • Experience FinXTech Connect Demo III: How to Raise Core Deposits Like a Neobank
    Mike Bosserman
    , Vice President of Growth, MANTL
    Neobanks are opening 25% of all new accounts.  Learn about their techniques and how you can compete with optimized online account opening flows for better conversion, BSA/KYC/AML automated decisions and increased account funding. 
  • Experience FinXTech Connect Demo IV: Customer Experience
    Elisabeth Laett
    , Vice President, Business Development, Exagens, Corp
    Exagens AI-based behavioral banking solution enables bank to help their clients undertake better financial decisions.  Advanced AI, behavioral analytics and machine-learning technologies enable the solution to learn and understand the specifics of each client and respond in real time with contextually engaging, pertinent and actionable assistance, tips and guidance.

11:20 AM – 12:20 PM
Peer Exchange Session III: Integration
Groups of bankers and fintech leaders gather to discuss topics around integration – before, during and after establishing the business relationship. Please note: participation in the peer exchange sessions is exclusive to registered bank attendees and those companies presenting a FinXTech Connect demonstration.

12:20 PM – 1:45 PM
Best of FinXTech Awards Luncheon
Participants of Experience FinXTech are invited to attend the Best of FinXTech Awards Luncheon, where the 2019 Best of FinXTech Awards finalists and winners are announced.  Through the Best of FinXTech Awards, Bank Director recognizes the efforts of the financial technology solutions within FinXTech Connect that best help a financial institution grow revenues, create efficiencies or reduce risk.

1:55 PM – 2:15 PM
Experience FinXTech Connect Demonstration Sessions: Round VII

  • Experience FinXTech Connect Demo I: Digital Lending
    Robert C. Giltner
    , Chairman, RCGILTNER Services, Inc.
    Consumers and small business owners expect loan decisions in minutes.  Come see how to speed up the process, including automating credit monitoring and marketing – and find out how to integrate deposit information through account aggregation.
  • Experience FinXTech Connect Demo II: Digital Banking
    Chris Dean
    , CEO, Treasury Prime
    Treasury Prime is the automation platform that can reduce your time to onboard new accounts and lead to more customers and deposits for your bank.
  • Experience FinXTech Connect Demo III: Payments
    Steve Robert
    , Co-founder & CEO, Autobooks
    Derik Sutton
    , Vice President of Product & Experience, Autobooks
    Learn how financial institutions are growing deposits and increasing digital engagement with small businesses.  Autobooks makes it easy for small businesses to get paid online and manage their back office directly from their financial institution’s digital banking platform.  
  • Experience FinXTech Connect Demo IV:  Customer Experience
    Thomas Beattie
    , CEO, Voleo Inc.
    Learn how you can fill a gap in your product offering by leveraging Voleo’s white-label investment platform to acquire, engage and retain customers.  Micro investing has captured the attention of the next generation, and Voleo’s turnkey mobile app is your defense from fintech unicorns.

2:15 PM – 2:45 PM
Interactive Expo + Refreshment Break
This extended refreshment break allows attendees the opportunity to explore and interact with the technologies featured throughout the event – and network with each other.

2:55 PM – 3:55 PM
Peer Exchange Session IV: Business Relationships

How do you find a new technology?  What questions should you ask of the technology company – and what about the bank?  Groups of bankers and fintech leaders gather to discuss topics around how to vett and establish the right relationship in closed door, off-the-record conversations. Please note: participation in the peer exchange sessions is exclusive to registered bank attendees and those companies presenting a FinXTech Connect demonstration.

4:05 PM – 5:05 PM
Keynote: Jon Dorenbos
Jon Dorenbos – a 14-year veteran and Pro-Bowl football player with the Philadelphia Eagles, a finalist on America’s Got Talent and a frequent guest on Ellen and The Today Show – will showcase his sense of humor, positive outlook on life and skills as a sleight-of-hand magician.  You don’t want to miss his exciting performance, captivating personality and inspirational story!

5:05 PM – 5:10 PM
Closing Remarks
Mika Moser
, President, Bank Director