Agenda

Sunday | September 8

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.

Day One | Monday | September 9

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

9:00 AM - 9:10 AM
Welcoming Remarks
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 - that work with financial institutions. To kick off our annual event, our CEO outlines the opportunities available to participants to explore and connect on new ideas, strategies and initiatives to grow their companies.

9:10 AM - 9:50 AM
Keynote Presentation

9:50 AM - 10:20 AM
Interactive Expo + Refreshment Break

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 will follow 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: Security
    This demonstration will offer solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
  • Experience FinXTech Connect Demo II: Data + Analytics
    Learn how to leverage big data, machine learning and AI to predict customer and market behavior.
  • Experience FinXTech Connect Demo III: Internal Systems
    Improve efficiency and provide the infrastructure banks need to support innovation.
  • Experience FinXTech Connect Demo IV: Lending
    This Experience FinXTech Connect solution focuses on helping banks grow their commercial, consumer and mortgage lending programs.
  • Experience FinXTech Connect Demo V: Digital Banking
    How can a bank acquire and serve customers through online and mobile channels? This demonstration provides new solutions in digital banking.
  • Experience FinXTech Connect Demo VI: Payments
    Find out how this solution enables banks to offer new payment services to commercial and retail clients.

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

  • Experience FinXTech Connect Demo I: RegTech
    Is your bank looking for new solutions that track regulations and help a 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
    How can your bank improve customer engagement and remove friction from the banking experience? Find the answers during this inactive session.
  • Experience FinXTech Connect Demo III: Security
    This demonstration will offer solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
  • Experience FinXTech Connect Demo IV: Internal Systems
    Improve efficiency and provide the infrastructure banks need to support innovation.
  • Experience FinXTech Connect Demo V: Lending
    This Experience FinXTech Connect solution focuses on helping banks grow their commercial, consumer and mortgage lending programs.
  • Experience FinXTech Connect Demo VI: Payments
    Find out how this solution enables banks to offer new payment services to commercial and retail clients.

10:30 AM - 11:10 AM
Discussion Panel: What You Should Know - Integrating Technology Into A Bank
This session, moderated by our CEO, features three bankers talking about the integration of tech partners with their banks.

11:20 AM - 12:20 PM
Peer Exchange Session I: Opportunities
Do partnerships really work for banks? How can a bank unleash the true potential of fintech companies? During Experience FinXTech, 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 closed door, off-the-record conversations.

12:20 PM - 1:30 PM 
Interactive Expo + Networking Lunch

1:30 PM - 3:00 PM
Simulation Workshops

Fintech Simulation Workshop
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
Once a bank decides to partner with a fintech, what are the next steps? What issues need to be considered when integrating the two companies? What are things to keep in mind as the two work together - culture, talent and timing? Hear answers to these questions and more during this interactive and hands-on session.

3:00 PM - 3:30 PM
Interactive Expo + Refreshment Break

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

  • Experience FinXTech Connect Demo I: Security
    This demonstration will offer solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
  • Experience FinXTech Connect Demo II: Data + Analytics
    Learn how to leverage big data, machine learning and AI to predict customer and market behavior.
  • Experience FinXTech Connect Demo III: Internal Systems
    Improve efficiency and provide the infrastructure banks need to support innovation.
  • Experience FinXTech Connect Demo IV: Lending
    This Experience FinXTech Connect solution focuses on helping banks grow their commercial, consumer and mortgage lending programs.
  • Experience FinXTech Connect Demo V: Digital Banking
    How can a bank acquire and serve customers through online and mobile channels? This demonstration provides new solutions in digital banking.
  • Experience FinXTech Connect Demo VI: Payments
    Find out how this solution enables banks to offer new payment services to commercial and retail clients.

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

  • Experience FinXTech Connect Demo I: RegTech
    Is your bank looking for new solutions that track regulations and help a 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
    How can your bank improve customer engagement and remove friction from the banking experience? Find the answers during this inactive session.
  • Experience FinXTech Connect Demo III: Security
    This demonstration will offer solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
  • Experience FinXTech Connect Demo IV: Internal Systems
    Improve efficiency and provide the infrastructure banks need to support innovation.
  • Experience FinXTech Connect Demo V: Lending
    This Experience FinXTech Connect solution focuses on helping banks grow their commercial, consumer and mortgage lending programs.
  • Experience FinXTech Connect Demo VI: Payments
    Find out how this solution enables banks to offer new payment services to commercial and retail clients.

3:40 PM - 4:20 PM
Discussion Panel: What Is Your Fintech Worth?
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 breakout session examines a variety of M&A topics - beginning with how one might value a fintech in today’s environment.

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 establishing a new partnership.

5:30 PM - 6:30 PM
Networking Reception

Day Two | Tuesday, September 10

8:00 AM - 9:00 AM
Breakfast

9:00 AM - 9:10 AM
Welcoming Remarks

9:10 AM - 9:50 AM
How Banks and Technology Companies Can Fuel Growth and Profitability
Today’s customers demand a personalized, seamless banking experience. Most banks rely on arduous manual processes and static back office systems to meet these expectations. Successful banks are embracing new technologies which automate back office functions like new-customer onboarding, loan booking and treasury management fulfillment. This session shares how a bank, combined the power of technology, can differentiate itself.

9:50 AM - 10:20 AM
Interactive Expo + Refreshment Break

10:20 AM - 10:40 AM
Experience FinXTech Connect Demonstration Sessions: Round V
Learn what technology is available by hearing what is out there in regards to payments, lending, data and analytics, AI, wealth management and more! Each demo session will follow 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 three sessions during this time frame:

  • Experience FinXTech Connect Demo I: Security
    This demonstration will offer solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
  • Experience FinXTech Connect Demo II: Data + Analytics
    Learn how to leverage big data, machine learning and AI to predict customer and market behavior.
  • Experience FinXTech Connect Demo III: Internal Systems
    Improve efficiency and provide the infrastructure banks need to support innovation.
  • Experience FinXTech Connect Demo IV: Lending
    This Experience FinXTech Connect solution focuses on helping banks grow their commercial, consumer and mortgage lending programs.
  • Experience FinXTech Connect Demo V: Digital Banking
    How can a bank acquire and serve customers through online and mobile channels? This demonstration provides new solutions in digital banking.
  • Experience FinXTech Connect Demo VI: Payments
    Find out how this solution enables banks to offer new payment services to commercial and retail clients.

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

  • Experience FinXTech Connect Demo I: RegTech
    Is your bank looking for new solutions that track regulations and help a 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
    How can your bank improve customer engagement and remove friction from the banking experience? Find the answers during this inactive session.
  • Experience FinXTech Connect Demo III: Security
    This demonstration will offer solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
  • Experience FinXTech Connect Demo IV: Internal Systems
    Improve efficiency and provide the infrastructure banks need to support innovation.
  • Experience FinXTech Connect Demo V: Lending
    This Experience FinXTech Connect solution focuses on helping banks grow their commercial, consumer and mortgage lending programs.
  • Experience FinXTech Connect Demo VI: Payments
    Find out how this solution enables banks to offer new payment services to commercial and retail clients.

10:30 AM - 11:10 AM
Discussion Panel: The Best Deals Don’t Just Happen
This breakout session covers the pre-deal process for a strategic or financial acquisition. From negotiation objectives to communication efforts, this panel explores what makes for a smart deal for both buyer and seller.  Here’s a hint: the deal has to be earned, well designed and properly sold.

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 partnership.

12:20 PM - 1:45 PM
Best of FinXTech Awards Luncheon
Participants of FinXTech Experience are invited to attend the Best of FinXTech Awards Ceremonial Luncheon, where the 2019 Best of FinXTech Awards finalists and winners will be announced. Through the Best of FinXTech Awards, Bank Director recognizes the efforts made to grow a bank through collaboration and partnerships by and between banks and fintech companies.

1:55 PM - 2:45 PM
Experience FinXTech Connect
Once again, we offer demonstrations of a variety of products from bank-friendly fintech companies. Each demo session will follow 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 three sessions during this time frame:

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

  • Experience FinXTech Connect Demo I: Security
    This demonstration will offer solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
  • Experience FinXTech Connect Demo II: Data + Analytics
    Learn how to leverage big data, machine learning and AI to predict customer and market behavior.
  • Experience FinXTech Connect Demo III: Internal Systems
    Improve efficiency and provide the infrastructure banks need to support innovation.
  • Experience FinXTech Connect Demo IV: Lending
    This Experience FinXTech Connect solution focuses on helping banks grow their commercial, consumer and mortgage lending programs.
  • Experience FinXTech Connect Demo V: Digital Banking
    How can a bank acquire and serve customers through online and mobile channels? This demonstration provides new solutions in digital banking.
  • Experience FinXTech Connect Demo VI: Payments
    Find out how this solution enables banks to offer new payment services to commercial and retail clients.

2:25 PM - 2:45 PM
Experience FinXTech Connect Demonstration Sessions: Round VIII

  • Experience FinXTech Connect Demo I: RegTech
    Is your bank looking for new solutions that track regulations and help a 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
    How can your bank improve customer engagement and remove friction from the banking experience? Find the answers during this inactive session.
  • Experience FinXTech Connect Demo III: Security
    This demonstration will offer solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
  • Experience FinXTech Connect Demo IV: Internal Systems
    Improve efficiency and provide the infrastructure banks need to support innovation.
  • Experience FinXTech Connect Demo V: Lending
    This Experience FinXTech Connect solution focuses on helping banks grow their commercial, consumer and mortgage lending programs.
  • Experience FinXTech Connect Demo VI: Payments
    Find out how this solution enables banks to offer new payment services to commercial and retail clients.

2:00 PM - 2:40 PM
Discussion Panel: Analysts + Investors Weigh In
Three of the biggest analysts talk about what it takes to be a successful buyer or seller in today’s technology space. Some might fancy themselves as potential acquirers; however, when and where to buy or sell proves a more nuanced conversation given the participation of the largest global banks and old-line technology companies.

2:55 PM - 3:55 PM
Peer Exchange Session IV: Partnerships
How do you find partner?  What questions should you ask of the technology company?  Of the bank?  Groups of bankers and fintech leaders gather to discuss topics around how to vett and establish the right partnerships in closed door, off-the-record conversations.

4:05 PM - 4:45 PM
Keynote Presentation

4:45 PM - 5:00 PM
Closing Remarks