Session Presenters

Joe Berry

Co-Head of Investment Banking, Co-Head of Fintech and Head of Depositories Investment Banking

Keefe, Bruyette & Woods, A Stifel Company

Keith Meyers

Managing Director, Head of Fintech & Financial Services Investment Banking

Keefe, Bruyette & Woods, A Stifel Company

Strategic Considerations for Bank/Fintech Partnerships and Investments

Volatility in the banking market over the last few months has reverberated around the world. The way the industry and regulators look at liquidity, capital, deposit and asset concentration and deposit insurance cost is going to fundamentally change. The new paradigm likely includes greater required capital, higher deposit insurance assessments, greater required liquidity and lower concentration limits on deposits, funding and assets. This leads one to conclude the profitability of the industry will be lowered in tandem with these new requirements. Additionally, as neobanks and other non-bank financial providers continue to encroach upon the banking sector, banks need to deliver financial services in the manner their customers want – digitally, efficiently and cost-effectively. Now, more than ever, using technology to reduce operating costs and to provide a better experience to customers is paramount. Join this session as we discuss trends in bank partnerships and the evolution of the banking sector.

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