Events : Experience FinXTech

Pre-Conference Events | Monday, May 8

8:30 AM – 12:00 PM
Creating a Personalized Bank Workshop
Sponsored by: Agent IQ

Leveraging technology to create a more competitive and efficient organization requires internal know-how and a strategic view of a bank’s business goals. This half-day workshop provides participants with an in-depth look into how banks can use technology to communicate and personally engage with their customers — leading to more profitable relationships and an edge over competitors. Agenda details to be announced.

12:30 PM – 1:30 PM
Peer Exchange Lunch + Registration

1:35 PM – 4:45 PM
Bank Leaders and Fintech Leaders Peer Exchanges
We kick off this year’s Experience FinXTech event with the unique opportunity to meet with your peers in closed-door, off-the-record peer exchanges. These popular exchanges are a time for you and your contemporaries from across the country to hold candid discussions about various opportunities and challenges facing our industry.

4:45 PM – 5:45 PM
Welcoming Reception + Registration
Our welcoming reception provides participants the chance to meet and mingle with their contemporaries from across the country.

Day One | Tuesday, May 9

7:00 AM – 8:00 AM
Breakfast + Registration

8:00 AM – 8:10 AM
Day One Welcome: Where To Begin?
Michelle King, President, Bank Director
Your bank wants to grow, your team needs to become more efficient and your customers demand quick and easy services – but all of this requires technology. So where should you start? What services do you add – and what technology providers do it best? You know you need to partner – but where do you even begin? Michelle King, the President of Bank Director and FinXTech, shares some of the early steps three banks took to start their digital transformations. These examples prime our audience for the next day and a half, as we raise issues and ideas designed to grow your bank.

8:10 AM – 8:40 AM
What’s On The Horizon?
As we open the first day of our Experience FinXTech event, we hear what is going on in the fintech space, specific to banking – and what is coming up next – from new technologies to blockchain and everything in between.

8:40 AM – 8:45 AM
FinXTech Connect
Erika Bailey, FinXTech Research Analyst, Bank Director | FinXTech
How do you choose the best partners – and where do you start on your quest to find options? Enter FinXTech Connect – an online platform curated directory of technology companies that are strategically partnering with financial institutions of all sizes. All companies inside FinXTech Connect have been carefully vetted and have a history of financial performance and a proven roster of bank clients. This is a tool to help get your bank started on its journey to finding the right partner.

8:50 AM – 9:40 AM
Banker Session: FinXTech Executive Briefings
During the event, we host four FinXTech Connect Executive Briefing sessions that showcase five technology companies per session banks should be aware of as they consider new strategies. Each presenter addresses the problem their company’s technology solves, the bank’s benefit and the steps to move forward. Each presenting company also has a space in the FinXTech Demo Hall and participants are encouraged to visit their booth to find out more information about the company’s product or service.

Drive Financial Wellness, Digital Engagement & Profitable Loan Growth with SavvyMoney’s Credit Score Solution
JB Orecchia
, President & CEO, SavvyMoney, Inc.

Driving Growth with Capital Markets Technology
Zack Nagelberg, Chief Growth Officer, Derivative Path, Inc.

Beyond the Jargon: The Power of Real-Time Payments
Geoff Knapp, CEO, Allied Payment Network, Inc.

8:55 AM – 9:40 AM
Fintech Session: Fintech Market Value: How Is It Determined & How Is It Changing?

What are the primary factors affecting a fintech’s valuation in today’s market? How have the market conditions impacted the way investors target a prospective fintech? In this session, we discuss the primary drivers of value and look at where the future of technology is heading.

9:40 AM – 10:10 AM
Interactive Demonstrations + Refreshment Break
Extended refreshment breaks allow attendees the opportunity to explore and interact with the technologies featured throughout the event.

10:10 AM – 10:45 AM
Open Banking Is Already Here – How To Not Get Left Out
This session explains how consumers are already using open banking, how banks can securely protect their data while facilitating these new partnerships and how attendees can gain potential customers and products by utilizing it.

10:50 AM – 11:40 AM
Banker Session: FinXTech Connect Executive Briefings
The second FinXTech Connect Executive Briefings session showcases 5 technology companies banks should be aware of as they consider new strategies. During the presentation, each presenter addresses the problem their company’s technology solves, the bank’s benefit and the steps to move forward. Each presenting company also has a space in the FinXTech Demo Hall and participants are encouraged to visit their booth to find out more information about the company’s product or service.

10:55 AM – 11:40 AM
Fintech Session: Finding the Right Partner

It is no surprise fintechs partner with other fintechs to help both grow their businesses – but how do you find the right partner and how do you structure the relationship so it is good for both sides? And what does operationalizing and managing that relationship look like? In addition, knowing the characteristics of a potential bank partner is also lucrative. During this session, hear what works, what doesn’t and the key questions to ask of a potential partner.

11:40 AM – 12:40 PM
Interactive Demonstrations + Networking Lunch
Have lunch with key business leaders while also exploring the latest technologies changing the financial industry.

12:40 AM – 1:15 PM
The Partnership Process
Stanley Orszula, Partner, Barack Ferrazzano Kirschbaum & Nagelberg LLP
Now that you know the steps and how to begin, for banks and fintechs alike, what exactly is the process of forming a partnership? What do you need to know to get going, and how do you embrace the journey?

1:20 PM – 2:10 PM
Banker Session: FinXTech Connect Executive Briefings
The third FinXTech Connect Executive Briefings session provides participants an additional opportunity to hear from 5 technology companies in FinXTech Connect that banks should be aware of as they consider new strategies. Each presenter addresses the problem their company’s technology solves, the bank’s benefit and the steps to move forward. Each presenting company also has a space in the FinXTech Demo Hall and participants are encouraged to visit their booth to find out more information about the company’s product or service.

1:25 PM – 2:10 PM
Fintech Session: The Issues Facing Banks Every Fintech Should Know
The million dollar question – why does it take so long to complete the sale? As a fintech, understanding the issues, challenges and growth aspirations of a potential bank client is very important to a potential partnership. Understanding the regulatory, compliance and governance challenges facing the institution are equally as important. During this session, we dive into the key issues facing banks today and what every fintech should know before making that next sales call.

2:10 PM – 2:40 PM
Interactive Demonstrations + Refreshment Break
Extended refreshment breaks allow attendees the opportunity to explore and interact with the technologies featured throughout the event.

2:40 PM – 3:15 PM
Championing an Integration Mindset
This session features successful bankers and fintechs who have created strategic partnerships – and how they dealt with the issues of talent and integration throughout their relationships.

3:15 PM – 3:50 PM
Making the Right Investments
This session focuses on the key considerations of banks when investing in fintechs – why do they invest and what level of risk are they willing to take when making an investment.

4:00 PM – 4:30 PM
Breakout Sessions (select one)
This first set of breakout sessions allows participants to come together around shared areas of interest. Led by an industry advisor, these discussion groups run concurrently, so attendees may select one to attend.

4:40 PM – 5:10 PM
Breakout Sessions (select one)
This second set of breakout sessions allows participants to come together around shared areas of interest. Led by an industry advisor, these discussion groups run concurrently, so attendees may select one to attend. Additional sessions to be announced.

Breakout I: Navigating the Commercial Customer Digital Experience: Empowering Borrowers
Chris Funck, Managing Director, Chatham Financial
Ben Lewis, Managing Director, Chatham Financial
Commercial customers have new expectations. In this session, we explore the emerging trends of what it means to put the commercial customer in the driver’s seat and give both customers and bankers access to a better digital experience.

5:10 PM – 6:10 PM
Interactive Demonstrations + Networking Reception
The networking reception allows participants to meet and mingle with executives and key leadership teams from across the banking and financial technology industries.

Day Two | Wednesday, May 10

7:00 AM – 8:00 AM
Breakfast + Interactive Demonstrations

8:00 AM – 8:10 AM
Day Two Welcome: Tech Buzzwords
Emily McCormick, Vice President of Editorial & Research, Bank Director
As we open the second day of our event, Bank Director’s Vice President of Research shares some of the many buzzwords around bank technology and talks about the implications and opportunities of Web3, DeFi, blockchain, cryptocurrency, workflow automation and AI. How do we make sense out of these trends – what is real, and what is not?

8:10 AM – 8:45 AM
De-Risking Tech Partnerships
While there are many opportunities for growth and efficiency, there too are risks. Cyber is a given, but so are things like tackling vendor risk management, limiting the bank’s financial exposure should things go bad, ensuring you are not opening the bank up to BSA/AML issues and meeting regulatory requirements along the way.

8:50 AM – 9:40 AM
Banker Session: FinXTech Connect Executive Briefings
The final FinXTech Connect Executive Briefings session provides participants an additional opportunity to hear from 5 technology companies banks should be aware of as they consider new strategies. Each presenter addresses the problem their company’s technology solves, the bank’s benefit and the steps to move forward. Each presenting company also has a space in the FinXTech Demo Hall and participants are encouraged to visit their booth to find out more information about the company’s product or service.

8:55 AM – 9:40 AM
Fintech Session: Crafting the Right Round
As you plan for the next round of investment, do you want a strategic investor or a traditional venture capitalist? What are the pros and cons of each – and what is the best for your organization?

9:40 AM – 10:10 AM
Interactive Demonstrations + Refreshment Break
Extended refreshment breaks allow attendees the opportunity to explore and interact with the technologies featured throughout the event.

10:10 AM – 10:40 AM
Breakout Sessions (select one)
This final set of breakout sessions allows participants to come together around shared areas of interest. Led by an industry advisor, these discussion groups run concurrently, so attendees may select one to attend.

10:50 AM – 11:25 AM
Reinventing Banking
Ken LaRoe
, Founder & CEO, Climate First Bank
In pursuit of more convenience in their financial lives, consumers have unintentionally made them more complex to manage. It is not uncommon for consumers to do business with multiple financial service providers. This session provides a review of how banks and fintechs are working together to solve financial fragmentation and curate differentiated digital experiences your company should consider as you look for future growth.

11:25 – 11:30 AM
Closing Remarks