Events : Experience FinXTech: Virtual Event

Day One | Tuesday, May 5

9:30AM – 10:30AM CDT

Embracing Agility
Al Dominick, CEO, Bank Director & FinXTech
Just a few months ago, the concept of agility took center stage at our annual Acquire or Be Acquired Conference. As much as we had hoped to welcome everyone to our hometown of Nashville in early May to build on this key business concept, these last few weeks have made clear that we simply cannot meet in person. However, as we all navigate our paths forward, we find the need to embrace agility has become a corporate imperative. With decisions made during this crisis shaping a company’s future identity, our CEO, Al Dominick, shares anecdotes to help participants re-think, or re-asses, their strategic roadmaps.

Opening Keynote
Ron Shevlin, Director of Research, Cornerstone Advisors, Inc.
The need for speed, in terms of business relationships and integration, is quite apparent. While larger institutions may take a pause on new tech-oriented ventures, community banks are creating meaningful engagements under unexpected conditions. While addressing immediate business needs anchors this morning’s presentation, strategically positioning one’s institution to scale and grow also takes center stage.

Q&A and Closing Remarks
Al Dominick, CEO, Bank Director & FinXTech
Ron Shevlin, Director of Research, Cornerstone Advisors, Inc.

11:30AM – 12:30PM CDT

Solutions for Customer Experience and Solutions for Data & Analytics
Amber Buker, Program Director, FinXTech Connect, Bank Director & FinXTech
The first three demos focus on solutions for how consumers are interacting with their financial institution before sharing strategies and tactics to enhance the experience being provided to one’s customer. For the final demo, this solution focuses on advancing their clients’ operations by transforming the core system, leveraging application programming interfaces (APIs) and big data or creating efficiencies in the back office.

Experience FinXTech Connect Demonstration Sessions: Customer Experience Solutions and Data & Analytics Solutions
Each Experience FinXTech Connect Demo:

  • Begins with a demonstration of the product or service,
  • Continues with an explanation of how banks are utilizing the product or service, and
  • Specifies how the implementation occurs.

Customer Experience Solution Demo I: Digitizing the Bank Customer Experience
Michael Rogers, Vice President Relationship Sales, Fiserv, Inc.
As the world continues to embrace a digital lifestyle, it’s imperative that your community financial institution has the ability to engage customers the way they want to be engaged. This demo covers how Clover’s digital capabilities enable our partners to reach new types of customers and penetrate deeper into their existing base by digitizing the merchant lifecycle.

Customer Experience Solution Demo II: Transformational Growth with MX
Charles Sweeney, Head of Solutions Consulting, MX Technologies Inc.
Your customers have complex financial lives. With multiple accounts spread across different financial institutions, understanding their financial health is complicated. But, it doesn’t have to be. MX provides the financial world with the connectivity needed to enhance data and optimize the Money Experience for their customers while driving organizational growth. Join us to learn how MX can help you connect to the right applications, make your data actionable, and deliver on exceptional experiences.

Customer Experience Solution Demo III: Total Expert: Creating Banking Customers for Life
Kyle Baker, Sales Engineer, Total Expert
Combining marketing automation and relationship management capabilities into a single platform, Total Expert empowers teams to create targeted omni-channel campaigns to drive timely engagement. This session also demonstrates how Total Expert’s intelligent automation solution, Journeys, is driving growth from first touch to customer for life.

Data & Analytics Solution Demo I: How BECU is Turning Raw Customer Data into a Holistic View
Nancy Kolo, Enterprise Account Executive, Amperity, Inc.
Amperity uses AI to solve the challenge of having customer data and using customer data. Organizations like BECU are consolidating data sources to a single point of truth and using that holistic view of their members to drive customer interactions.

Key Takeaways
Amber Buker, Program Director, FinXTech Connect, Bank Director & FinXTech

1:30PM – 2:30PM CDT

Expediting the Lending Process
Amber Buker, Program Director, FinXTech Connect, Bank Director & FinXTech
In support of local, small and medium-sized businesses, banks have an immediate opportunity to leverage technologies that focus on commercial, consumer and mortgage loan originations. Add in credit decisioning and back-office solutions and we share how financial institutions can improve the delivery of their services to their clients.

Experience FinXTech Connect Demonstration Sessions: Solutions for Expediting the Lending Process
Each Experience FinXTech Connect Demo:

  • Begins with a demonstration of the product or service, 
  • Continues with an explanation of how banks are utilizing the product or service, and
  • Specifies how the implementation occurs.

Expediting the Lending Process Demo I: Powering the Intelligent Enterprise with nCino
Coley Schuler, Principal Product Specialist, nCino
nCino’s Bank Operating System provides institutions with a seamless end-to-end experience that streamlines customer onboarding through deposit account opening, loan origination, underwriting and portfolio management and drives intelligent automation into every corner of the financial institution.

Expediting the Lending Process Demo II: Generate More Profitable Loans through Digital Lending Technology
Scott Magruder, Regional Account Manager, Velocity Solutions, LLC
Akouba by Velocity Solutions is a digital, cloud-based SaaS lending platform designed to process 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.

Expediting the Lending Process Demo III: Creating a Digital Front End for Business Banking
Chris Aronis, Senior Vice President, Sales & Account Management, Numerated
From 5-minute business loans to deposit account opening, Numerated makes it easy for businesses to purchase financial products from banks. Join us for a rapid-fire series of demos showcasing Numerated’s digital application and decisioning capabilities across eight business banking products.

Expediting the Lending Process Demo IV: Consumer, Small Business and Paycheck Protection Loan and Forgiveness Self-Service Digital Lending for Financial Institutions Under Their Brand, Underwriting & Control
Robert Giltner, Chairman, RCGILTNER Services, Inc.
Come see the only full self-service digital lending service — with automated credit monitoring and marketing for small businesses and consumers, and the ability to approve loans in minutes. We enhance traditional underwriting by leveraging account aggregation and integrated deposit information. We also provide the latest loan technology for SBA loans and forgiveness automation, all under your bank’s brand.

Expediting the Lending Process Demo V: StreetShares Innovation to Meet Small Business
Needs During The Pandemic

Mickey Konson, Co-Founder & President, StreetShares, Inc.
During the COVID-19 Pandemic, our world was thrown upside-down, including the economy. In response to the changing financial environment, StreetShares had to be adaptive, flexible and mission-focused in order to deliver a timely end-to-end solution to their bank and credit union clients. One of the ways StreetShares achieved this was through a completely digital Paycheck Protection Program (PPP) lending platform. StreetShares is committed to finding innovative solutions to unique problems. This demonstration shows how StreetShares innovated to solve PPP lending.

Expediting the Lending Process Demo VI: Driving Digital Loan Fulfillment at the Point of Sale
Joe Dahleen
, SVP of Sales & Strategy, FirstClose
Leveraging fintech tools helps consumers make smart decisions while eliminating lenders costly touch points in the origination process. The key to a successful strategy in 2020 is all about instant approval with verified third-party data while driving down fulfillment costs.

Key Takeaways
Amber Buker, Program Director, FinXTech Connect, Bank Director & FinXTech

3:15PM – 4:15PM CDT

Introduction
John Maxfield
, Executive Editor, Bank Director

Using Data for Good
Brandon Dewitt, CTO, MX Technologies Inc.
Moderated by: John Maxfield, Executive Editor, Bank Director
In this session we discuss how organizations can use data to empower their customers along their financial journey.

Closing Remarks
John Maxfield
, Executive Editor, Bank Director

Day Two | Wednesday, May 6

9:30AM – 10:30AM CDT

Learning From the Past
Jack Milligan
, Editor-in-Chief, Bank Director

Digital Foundations and Crisis Management: How COVID-19 Revealed the Real Value of Digitally-Enabled Banks
Ariel Carrion, Chief Technology Officer, City National Bank of Florida
Corey Coscioni, Director of Strategic Alliances and Corporate Development, West Monroe Partners, LLC
The dialogue around becoming “digital” has been pervasive in the industry for years, with the promise of digital ranging from heightened productivity, better efficiency ratio and stellar customer service. The COVID-19 crisis revealed a more immediate benefit — the ability to be nimble under rapidly changing circumstances. This session discusses the real value of digital in a post-COVID-19 setting and lays out a path to becoming digital.

Q&A and Closing Remarks
Ariel Carrion, Chief Technology Officer, City National Bank of Florida
Corey Coscioni, Director of Strategic Alliances and Corporate Development, West Monroe Partners, LLC
Jack Milligan
, Editor-in-Chief, Bank Director

11:00AM – 12:00PM CDT

Welcome
Mika Moser
, President, Bank Director & FinXTech

Radius Bank’s Digital-First Journey
Kyle Costello, Vice President, Emerging Technologies, Radius Bank
Yuliya Reshetnyak
, Vice President, Project Management, Radius Bank
Moderated by: Nikhil Lakhanpal, Co-Founder, Narmi
Every financial institution has a diverse and unique set of users, needs and desires. Hear how Narmi provides an open platform and framework empowering $1.4bn Radius Bank to ultimately be acquired by LendingClub in an industry-defining acquisition. Other topic discussions include launching a separate digital-only brand, growing deposits organically and cost-effectively through mobile and establishing a lasting customer relationship.

Q&A and Closing Remarks
Kyle Costello
, Vice President, Emerging Technologies, Radius Bank
Yuliya Reshetnyak, Vice President, Project Management, Radius Bank
Nikhil Lakhanpal, Co-Founder, Narmi
Mika Moser, President, Bank Director & FinXTech

12:30PM – 1:30PM CDT

Solutions for Protecting The Bank
Amber Buker
, Program Director, FinXTech Connect, Bank Director & FinXTech
These technology companies focus on making their clients – and their client’s customers – safer by offering protective solutions, focused on areas such as cybersecurity, identity authentication, regulatory monitoring and secure messaging.

Experience FinXTech Connect Demonstration Sessions: Solutions for Protecting the Bank
Each Experience FinXTech Connect Demo:

  • Begins with a demonstration of the product or service, 
  • Continues with an explanation of how banks are utilizing the product or service, and
  • Specifies how the implementation occurs.

Protecting the Bank Solution Demo I: Managing Risks to Create a More Resilient Bank
Ronald Tachè
, General Manager, WolfPAC Solutions
The WolfPAC Enterprise Risk Management platform lets you protect your bank and introduces unprecedented resiliency to your organization. As the only risk management provider supporting the entire Three Lines of Defense framework, WolfPAC keeps its thousands of users on top of regulations through smart, simple and systematic approaches. This session demonstrates several key differentiators of the WolfPAC platform by showing both the Business Continuity Management and Information Technology Risk Management modules as essential strategic drivers of a resilient bank

Protecting the Bank Solution Demo II: The Complete Identity Operating System
Richard Scioli
, Head of Growth, Alloy
Alloy helps digitally-focused financial institutions and fintechs make better decisions using a dynamic API and dashboard to manage KYC/AML, risk and fraud.

Protecting the Bank Solution Demo III: Stop Chasing Alerts, Start Catching Attackers
Wade Lance
, Field CTO, Illusive Networks
Advanced attacker techniques breach even the most sophisticated perimeter security measures at financial institutions. See how attackers and insiders exploit common weaknesses to traverse networks undetected, and discover how Illusive destroys attacker decision making as they try to move toward their targets.

Key Takeaways
Amber Buker
, Program Director, FinXTech Connect, Bank Director & FinXTech

2:00PM – 3:00PM CDT

Welcome
Mika Moser
, President, Bank Director & FinXTech

Data Strategies to Drive Successful & Profitable Customer Experience
Rick Hall, Managing Director, Banking and Financial Services, BKM Marketing Associates, Inc.
Moderated by: Mika Moser, President, Bank Director & FinXTech
Banks have been on the front lines of valuable data collection for many years. BSA/AML and KYC have raised the bar for the level of data that banks have collected, yet most financial institutions still view that data as operational in nature. Using tools that CFOs, finance and risk departments have relied upon, bank technology and product teams can and need to develop new ways to harness information to better identify customer needs, behaviors and potential challenges to create real value – including beyond the current crisis.

Q&A and Closing Remarks
Rick Hall
, Managing Director, Banking and Financial Services, BKM Marketing Associates, Inc.
Mika Moser, President, Bank Director & FinXTech

Day Three | Thursday, May 7

9:30AM – 10:30AM CDT

Focusing on the Unknown
Al Dominick
, CEO, Bank Director & FinXTech
As leaders assess the short-, medium- and long- term viability of their business, we find some identifying interesting strategic opportunities.  In this 15 minute video, our CEO, Al Dominick, summarizes key takeaways from the first two days of Experience FinXTech and looks ahead to the challenges, and opportunities, that await banks and fintechs alike.

Cybersecurity Risks in an Evolving Fintech Landscape
Ryan Rodrigue, Principal IT Assurance, Wolf & Company, P.C.
Cybersecurity and fintech are at a crossroads—as the use of fintech in banking grows, so does the cybersecurity risk. In this session, we’ll detail many of the key concerns you need to consider to effectively implement and securely use these services.

Q&A and Closing Remarks
Al Dominick
, CEO, Bank Director & FinXTech
Ryan Rodrigue, Principal IT Assurance, Wolf & Company, P.C.

11:30AM – 12:30PM CDT

Solutions for Revenue Growth
Amber Buker
, Program Director, FinXTech Connect, Bank Director & FinXTech
These technology companies focus on tools ranging from deposit-gathering and account-opening solutions to cross-selling and market platforms.

Experience FinXTech Connect Demonstration Sessions: Solutions for Revenue Growth
Each Experience FinXTech Connect Demo:

  • Begins with a demonstration of the product or service, 
  • Continues with an explanation of how banks are utilizing the product or service, and
  • Specifies how the implementation occurs.

Revenue Growth Solution Demo I: How to 10x Operational Efficiency This Summer
Mike Bosserman
, Vice President, Growth, MANTL
Now that banks are operating through distributed teams, they need software solutions that enable employees to work smarter and more cohesively online. This session demonstrates how to lower your overall cost of funding by growing core deposits faster and improving operational efficiency. The latest technology makes it possible for banks to onboard customers digitally in less than 3 minutes. With easy access to data and intuitive reporting, MANTL also enables teams to make data-driven decisions and adapt to this rapidly changing environment in real-time.

Revenue Growth Solution Demo II: InvestorKeep®: Protect and Grow Your Bank.
Michael Dailey
, CEO & Founder, InvestorKeep Inc.
See how InvestorKeep® creates an unparalleled competitive advantage by offering your customers a standalone platform that monitors and analyzes their accounts — saving them money and building trust. Grow assets and increase revenue while gaining significant competitive intelligence into customer’s wallet share.

Revenue Growth Solution Demo III: Grow Revenue, Deposits & Profit Solely Through Digital Channels
Nikhil Lakhanpal
, Co-Founder, Narmi
If recent events have taught us anything it’s that digital should be the primary way banks generate revenue and maximize profit. Revenue and profit have many components: new account growth, deposit growth, cross-sell, support cost reduction, marketing efficiencies and more. All of these components must be addressed in a state-of-the-art digital offering. Narmi’s end-to-end digital account opening and digital banking platform is built on the most modern programming languages and helps financial institutions like $1.4bn Radius Bank and $14.0bn Berkshire Bank navigate the complexity of offering an enterprise-grade digital platform, all while maintaining focus on revenue and profit.

Revenue Growth Solution Demo IV: An Easy-to-Launch Solution for Digital-First Cards
Randy Piatt, Senior Director of Product Solutions, OnDot Systems, Inc.
Card App is the first, purpose-built mobile app designed to provide convenience, transparency and control for credit and debit cards. The closest corollary is the Apple Card, which allows for users to apply for a card and start using it in minutes, get cleaned up merchant data and view spending insights. Card App goes one step further in digital-first innovations with self-service, advanced controls, interactive alerts, subscription identification and more.

Revenue Growth Solution Demo V:  Powering Local Community Marketplaces
Mike Vien, Founder & CEO, Wallit
Wallit creates a local marketplace for community financial institutions to build customer relationships through cash back, merchant-funded offers directed at rewarding consumer savings and spending.

Closing Remarks
Amber Buker
, Program Director, FinXTech Connect, Bank Director & FinXTech

1:30PM – 2:15PM CDT

Introduction
Al Dominick
, CEO, Bank Director & FinXTech

How Partnerships Really Work
Chris Cox, Chief Operating Officer, Apiture
Nathaniel Harley, Co-Founder & CEO, MANTL
Ofer Israeli, Founder & CEO, Illusive Networks
Moderated by: Al Dominick, CEO, Bank Director & FinXTech
While stressed (and stressful) conditions force all businesses to evaluate who they work with, the adage “to go fast, go alone, to go far, go together” remains relevant. Understanding how partnerships between banks and fintechs really evolved brought this session from a concept to reality. Three of the winners from last year’s Best of FinXTech Awards share how they worked with traditional players to produce successful and meaningful partnerships.

3:00PM – 3:15PM CDT

2020 Best of FinXTech Awards
Amber Buker, Program Director, FinXTech Connect, Bank Director & FinXTech
Who are the winners of the 2020 Best of FinXTech Awards? Participants of Experience FinXTech are invited to attend the Best of FinXTech Awards Ceremony taking place LIVE on Bank Director’s Facebook page at 3:00 p.m. CDT.  Through our annual awards, Bank Director recognizes the financial technology solutions within FinXTech Connect that best help a financial institution grow revenues, create efficiencies or reduce risk.

For more information and to register for the 2020 event, please email events@bankdirector.com or call our events department at 877-397-7595.