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As the very concept of banking evolves, we find an ever-growing number of financial institutions seeking out growth and efficiencies through the application of financial technologies. In May, Bank Director presents: Experience FinXTech – an event that connects 250-300 key business leaders from across the financial industry.

Over a two-day period, we take a close look at the implications of technology on the business of banking, and explore how and where banks might generate top-line growth and bottom-line profits through the cultivation of new business relationships, collaboration and strategic investments.

During the event, attendees have an opportunity to attend our FinXTech Connect demonstration sessions – allowing participants to learn what technology is available in regards to security, data & analytics, internal systems, lending, digital banking, payments, regtech and customer experience.

Event Highlights Include:

  • Peer Exchange Discussions
  • FinXTech Connect Demonstrations
  • General Sessions Focused on Emerging Topics & Trends

For more information, please contact our events department directly at events@finxtech.com or 877-397-7595.


  • Pre-Event | Wednesday, May 6

    5:00 PM – 6:00 PM
    Pre-Event Networking Reception & Registration
    This two day program encourages conversation, inspiration and transformation. Before the lights come up, our welcoming reception provides participants the chance to meet and mingle with their contemporaries from across the country.

  • Day One | Thursday, May 7

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

    9:00 AM – 9:15 AM
    Welcome: Ever Evolving Expectations
    Al Dominick, CEO, Bank Director & FinXTech
    A host of technologies and services promise to change the nature of the financial sector in the coming years. As consumers, business owners and investors recast the promise of the industry, we open this year’s Experience FinXTech with a look at emerging topics and trends that helped shape this year’s agenda.

    9:15 AM – 9:45 AM
    Creating Your Competitive Advantage
    Some people say banking is dying; others point to the fact that banks are earning record profits. These same opposing arguments have been made time and again throughout history. This session pits a technologist against a traditionalist to argue it out.

    9:45 AM – 10:15 AM
    Interactive Expo & Refreshment Break
    Extended refreshment breaks allow attendees the opportunity to explore and interact with the technologies featured throughout the event.

    10:15 AM – 11:05 AM
    Experience FinXTech Connect Demonstration Sessions

    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,
    • Specifies how the implementation occurs, and
    • Leaves time for audience Q&A.

    Each attendee may attend two demonstration sessions during this time frame, with solutions revolving around security, data & analytics, internal systems, lending, digital banking, payments, regtech and customer experience.

    10:15 AM – 10:35 AM
    Experience FinXTech Connect Demonstration Sessions: Round I

    • Demo I: Bridging the Digital Divide in Investment Services
      Michael Church, Founder & CEO, Nest Egg
      Learn how Nest Egg can empower both your human and digital assets to drive enhanced revenue and client experience from investment services.
    • Demo II: How to Fuel Growth with New Technology
      Raj Patel, COO & Co-founder, MANTL
      Traditional banking tech is falling behind the innovation curve, hindering your ability to remain competitive. Attend this session to learn how to fuel growth like a neobank with the latest technology to decrease the cost of deposits by effectively onboarding customers, making data-driven decisions in real-time and adapting to market changes faster than ever before.
    • Demo III: Growing Loans
      Will Cameron, SVP, Community and Regional Banking, 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.
    • Demo IV: How to Stop Attackers Even After They Get In
      Wade Lance, Field CTO, Illusive Networks
      Advanced attacker techniques breach even the most sophisticated perimeter security measures at financial institutions. See how attackers exploit common weaknesses to traverse networks undetected and discover how Illusive destroys attacker decision making as they try to move toward their targets.
    • Demo V: Your Data, Your Way
      Bobby Childs, Vice President of Business Development, NXTsoft
      Data…One of the number one buzz words in the world today.  Generally, it’s coupled with analytics, security, management, or such but the bottom line is data is imperative to a business’s success.  The NXTsoft team is excited to present new tools to protect, migrate, manage and utilize your data resources.
    • Demo VI: Increase Customer Engagement Through the Power of Your Data
      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.

    10:45 AM – 11:05 AM
    Experience FinXTech Connect Demonstration Sessions: Round II

    • Demo I: 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.
    • Demo II: Building the Business Case for Small Business
      Derik Sutton, Vice President of Product and Experience, Autobooks
      This session provides insights into the small business market opportunity, discusses competitive threats and reviews the opportunity for those financial institutions that choose to make improving small business banking a top priority.
    • Demo III: How to Launch a Digital-Only Bank in 90 Days Using Your Existing Chapter
      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.
    • Demo IV: Leveraging Data and Analytics to Cross-Sell Relevant Products and Services
      Kathleen Craig, Founder & CEO, Plinqit
      The more you know about your customers’ spending and savings habits, the better equipped you are to make personalized recommendations for additional bank products and services that will resonate with them.  Come see a novel approach!
    • Demo V: 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.
    • Demo VI: Powering Local Community Marketplaces
      Mike Vien
      , Founder & CEO, Wallit
      Wallit creates a local marketplace for community financial institutions to build customer relationships through cashback, merchant-funded offers directed at rewarding consumer savings and spending.

    11:15 AM – 12:30 PM
    Peer Exchange Session I: Opportunities
    What technologies allow a bank to grow their business? What type of connection – be it platforms, alliances, banking-as-a-service or open banking – allows 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: The peer exchange sessions are open to bank and technology leader attendees only.

    12:30 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
    A Successful Connection
    Don MacDonald
    , CMO, MX Technologies Inc.
    Speaker To Be Announced, MX Technologies Inc.
    This session features a banker and a fintech involved in a successful connection. Hear the process, from start to finish, and all that can be learned from doing it right!

    2:10 PM – 3:00 PM
    Experience FinXTech Connect Demonstration Sessions
    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 includes elements of the following: a demo of the product or service, an explanation of how banks can utilize the product or service, a description of how the implementation occurs and time for audience Q&A. Each attendee may attend two demo sessions during this time frame.

    2:10 PM – 2:30 PM
    Experience FinXTech Connect Demonstration Sessions: Round III

    • Demo I: Sales and Coaching Platform for Commercial Bankers
      David Curtis, Account Executive, PrecisionLender
      Join us for this session to get an overview of PrecisionLender’s powerful commercial sales and coaching platform and discover how to drive profitable growth by delivering actionable intelligence to commercial bankers with PrecisionLender.
    • Demo II: How To Add Turnkey International Banking Experience for Your SME & Corporate Customers
      Cara Hayward
      , Head of Banking, Currencycloud
      Are you forgetting about your business customers? Digital transformation doesn’t just apply to retail banking! Your small and medium-sized enterprises (SMEs) demand more when it comes to facilitating global business. Learn how to leverage Currencycloud to provide a turnkey international banking experience for your corporate customers.
    • Demo III: Business Lending Made Simple
      Sanjay Bhaskar, VP, Business Development & Partnerships, StreetShares, Inc.
      Brendon Dibella, Chief Commercial Officer, StreetShares, Inc.
      Small business lending can be risky, time-consuming and costly.  Customers are tired of tedious applications and being told no. Learn how you can say yes to your customers and provide them financing in 1-2 days.
    • Demo IV: Emerging Technology Reshapes the CRE Industry with AI-driven Decision Support
      Tal Almog, Chief Operating Officer, Blooma
      Transform your lending practice with a faster, more intelligent and profitable lending experience using an automated, AI-powered decision support system. Blooma demonstrates how to make scientifically informed, rapid decisions and reduce loan origination time and costs by as much as 75%.
    • Demo V: Key Benefits of Month-End Close Automation
      Jennifer Stein, Product Manager, SkyStem
      This session looks at SkyStem’s month-end close and reconciliation platform, ART. Attendees see what month-end close automation entails, which process steps can and should be automated, the benefits of achieving process automation and why it is so much better than a manual process.
    • Demo VI: How to Make Data-Driven Decisions Around IT Risk & Compliance
      Bob Delfin, Sales Engineer, Quantivate, LLC
      Quantivate’s technology platform equips banks to manage governance, risk and compliance (GRC) initiatives while providing the tools and data needed to make strategic decisions and grow with confidence. Attend this demo session to see Quantivate IT Risk Management Software in action.

    2:40 PM – 3:00 PM
    Experience FinXTech Connect Demonstration Sessions: Round IV

    • Demo I: 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.
    • Demo II: Interest Rate Derivative and FX Trading Platform for Regional and Community Banks
      Frank Fiorilli, Sales and Structuring Specialist, Derivative Path, Inc.
      Derivative Path has developed a state-of-the-art, cloud-based trading platform that provides community and regional banks with the ability to manage the full front-to-back office processes of an interest rate derivative and/or foreign exchange (FX) hedging program.
    • Demo III: Digitizing the Bank Customer Experience
      Eric Smith
      , Head of Financial Institution Sales, CFI, 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.
    • Demo IV: It’s Time Banks Embrace FinTechs
      Tiffany Mittal
      , Managing Director of Strategy & Partnerships, CheckAlt
      Bobby Rahmanian
      , Chief Product & Innovation Officer, CheckAlt
      Attend this session to learn about innovative APIs and solving broken processes to best attract deposits.
    • Demo V: 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.
    • Demo VI: Next Generation Customer Experience on a Cloud-Native Core
      Too often digital transformation is limited by technical debt and legacy infrastructure that can diminish the customer experience. Apiture enables the bank to render an omni-channel customer experience that is elegant, adaptive and contextual in part because it is uninhibited by the core.

    3:00 PM – 3:30 PM
    Interactive Expo & Refreshment Break
    Extended refreshment breaks allow attendees the opportunity to explore and interact with the technologies featured throughout the event.

    3:30 PM – 4:45 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: The peer exchange sessions are open to bank and technology leader attendees only.

    4:55 PM – 5:25 PM
    To See the Future, Follow the Money
    This forward-facing session focuses on all those that invest in fintechs – be it cores, banks, venture capitalists and others. In order to see where there is opportunity, just follow the money.

    5:30 PM – 7:00 PM
    2020 Best of FinXTech Awards Ceremony + Reception
    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 and Reception at the Nashville renowned Barlines, where the winners of this year’s awards will be announced. 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. The reception also allows time for participants to meet and mingle with executives and key leadership teams from across the banking and financial technology industries.

  • Day Two | Friday, May 8

    7:30 AM – 8:30 AM

    8:30 AM – 8:45 AM
    Mika Moser
    , President, Bank Director & FinXTech

    8:45 AM – 9:15 AM
    How To Make It Work with Your Core
    Moderated by: Mika Moser, President, Bank Director & FinXTech
    In this moderated panel, hear how your bank can make efficient and effective changes with technology while using your core to get there.

    9:25 AM – 10:15 AM
    Experience FinXTech Connect Demonstration Sessions
    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 includes elements of the following: a demo of the product or service, an explanation of how banks can utilize the product or service, a description of how the implementation occurs and time for audience Q&A. Each attendee may attend two demo sessions during this time frame.

    9:25 AM – 9:45 AM
    Experience FinXTech Connect Demonstration Sessions: Round V

    • Demo I: Consumer & Small Business 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 for financial institutions in minutes, with automated credit monitoring and marketing, for small businesses and consumers. Traditional underwriting is enhanced with integrated deposit information leveraging account aggregation. All under your bank’s brand, underwriting and control, in branch or out, on a smart device.
    • Demo II: InvestorKeep®:  Protect Your Bank. Empower Your Customers.
      Michael Dailey
      , CEO & Founder, InvestorKeep Inc.
      Sean Morgan, Business Director & 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.
    • Demo III: Total Expert: Creating Banking Customers for Life
      Brian Walerius
      , CTO, 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.
    • Demo IV: Board Meeting Technology: Everything You Should Know in 20 Minutes (or Less)
      Craig Henderson
      , OnBoard Sales Manager, Passageways, Inc.
      Join the OnBoard team for a brief overview of our secure board management solution. See why hundreds of financial institutions have adopted OnBoard to drive value for their directors, administrators and executive leadership.
    • Demo V: Improving Customer Experience with Better Data
      Don MacDonald, CMO, MX Technologies Inc.
    • Demo VI: Protecting the Bank

    9:55 AM – 10:15 AM
    Experience FinXTech Connect Demonstration Sessions: Round VI

    • Demo I: How to Leverage Accounting Data to Transform Your Lending Journey
      Matt Chase, SVP Lending Technology, Validis
      David McArdle, Director of Strategic Alliances, Validis
      This session covers how you can revolutionize your lending program by digitally accessing and interpreting your client’s detailed financial accounts.
    • Demo II: Driving Digital Loan Fulfillment at the Point of Sale
      Joe Dahleen
      , SVP of Sales & Strategy, FirstClose
      Levering 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.
    • Demo III: Why Banks are Making Data a Top Strategic Priority in 2020
      Kim Snyder
      , CEO & Founder, KlariVis
      Banks have massive amounts of data however, finding the most efficient way to access and use that data effectively continues to be a challenge. The KlariVis data analytics solution provides community banks with improved and timely insight into the factors that drive loan, deposit and revenue growth; better transparency into the results of sales and marketing efforts; and increases the bank’s ability to effectively engage customers for additional services.
    • Demo IV: Why Financial Institutions Need a Security and Compliance Automation Platform
      Timothy Evans
      , Co-founder & Senior Vice President, Adlumin
      The key to success is knowing what your Security Information and Event Management’s (SIEM) capabilities are and how they can better serve your organization. Adlumin reviews the type of data a financial institution ingests, how it’s different with a SIEM, what you should expect from your current SIEM, the types of on-demand reports you should require in the platform and how you can comply with FFIEC CAT (the Federal Financial Institutions Examination Council Cybersecurity Assessment Tool) requirements.
    • Demo V: Finally! Engaging Financial Literacy Tools
      Nick Hammerstad
      , VP Sponsor Acquisition, Banzai, Inc.
      Learn how to use Banzai’s Financial Literacy content to strengthen the bank’s community relationships and customer engagement.
    • Demo VI: Deposit Growth Through Specialization and Verticalization
      Nathan Baumeister
      , CEO, ZSuite Technologies, Inc.
      Landlords, property managers and home-owner associations make great clients due to their deposit and lending needs. Learn how several financial institutions have grown by starting with a product offering tailor-made for this profitable vertical.

    10:15 AM – 10:45 AM
    Interactive Expo & Refreshment Break
    Extended refreshment breaks allow attendees the opportunity to explore and interact with the technologies featured throughout the event.

    10:45 AM – 11:15 AM
    How Partnerships Really Work
    Nathaniel Harley, CEO & Co-founder, MANTL
    Ofer Israeli, CEO & Founder, Illusive Networks
    Moderated by: Mika Moser, President, Bank Director & FinXTech
    This closing session features winners from last year’s Best of FinXTech Awards.  Hear how banks and fintechs worked together to produce successful and meaningful partnerships.

    11:15 AM – 11:20 AM
    Closing Remarks
    Moderated by: Mika Moser, President, Bank Director & FinXTech

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


Located on Fifth Avenue between Demonbreun and Korean Veterans Boulevard, Omni Nashville Hotel’s design is a modern expression of the city’s distinct character, incorporating natural materials, exposed steel and regional limestone. The multi-story hotel and expanded museum share meeting and entertainment space and bring additional restaurants and retail venues to this dynamic destination in downtown Nashville.

Discounted Hotel Rate
There is a discounted hotel room rate available for conference attendees at the Omni Nashville Hotel until April 20, 2020, or until all rooms are reserved. To reserve a room, please contact the hotel directly at 800-843-6664 and mention “Bank Director” to receive the discounted rate of $295/night for a standard room. You may also book your room online by clicking here. Rooms are limited, so please book early!



  • Who should attend Experience FinXTech?

    Each year 250-300 industry leaders attend Experience FinXTech. Banker attendees include Chief Executive Officers, Chairmen of the Board, Presidents, CIOs, CTOs, CFOs, COOs, heads of retail, heads of lending and those executives charged with growing the bank through new product innovations and technology.

    In addition, this event is for heads of technology companies focused on security, data, analytics, internal systems, lending, digital banking, payments, regtech or customer experience who want to expand their relationship with the banking community.

  • Why should I attend Experience FinXTech?

    Experience FinXTech connects a hugely influential audience of U.S. bank leaders with technology partners at the forefront of innovation. Throughout the two-day event, attendees will experience first-hand demonstrations of the latest, vetted technology solutions for banks, workshop through issues of integration and exchange ideas with their peers around emerging opportunities. For banks, this event uncovers the partnerships, collaborations and strategic investments that lead to top-line growth and bottom-line profits. Technology companies in attendance gain a better understanding of the unique challenges facing banks today and take away new insights into how to improve their partnerships with financial institutions.

  • How much does this event cost and what does the fee cover?

    The standard individual registration rate is $1,695; however, attendees should contact our conference department at 877-397-7595 or events@finxtech.com for special early and group rates. This fee includes all event activities, materials and meals at the event site. This price does not include travel or hotel accommodations.

  • What if I need to cancel my reservation at the event?

    We acknowledge that the coronavirus has been tough for all of us in the financial community — as well as our communities at large. Like most companies, Bank Director tracks the COVID-19 situation in a number of ways; for instance, keeping up-to-date with the U.S. Centers for Disease Control and Prevention (CDC), local health authorities and federal agencies.

    We want to give you the utmost assurance that all measures are in place for our Experience FinXTech event to ensure the safety and well-being of all of our participants. We are proceeding with that event on May 7-8 at the Omni Nashville Hotel, and look forward to hosting everyone.

    We Are Working Closely With the Omni
    We are working closely with our partners at the Omni Nashville Hotel in monitoring the COVID-19 situation and following guidance issued by the World Health Organization (WHO), U.S. Centers for Disease Control and Prevention (CDC), and local authorities. While there have been no travel restrictions or local ordinances indicating imminent risk in Nashville, the hotel remains vigilant in utilizing appropriate precautionary measures.

    The hotel has increased the frequency of cleaning high touch point areas such as elevator buttons, doorknobs, public areas and implementing deep-clean guest room procedures while also increasing the number and availability of hand sanitizer stations.

    As this situation evolves, the Omni Nashville Hotel will continue to follow recommended measures by health authorities and make operational changes and consider additional precautionary measures, as necessary.

    In addition, to protect the health and safety of the overall community, there will be no attendees from outside of the U.S. permitted to register. We can, however, provide content through our On Demand portal on BankDirector.com.

    Cancellation Policy for Experience FinXTech
    Due to the COVID-19 situation, if you are unable to attend the conference for any reason, Bank Director will provide you with a credit in the amount paid to be applied to one of our upcoming Bank Director and/or FinXTech events, good for up to one year following the conference.

    For more information regarding registration, refunds or program cancellation policies, please email events@bankdirector.com or call our events department at 877-397-7595.

  • Can I bring a guest?

    Yes, we do have a guest program. The guest rate of $100 covers breakfast on Thursday and Friday, as well as all evening receptions. Guests are not allowed to attend sessions. If a guest would like to attend the sessions, please register them as an attendee. A guest is a spouse, significant other or friend who is not in a financial services occupation. A co-worker (even a spouse co-worker) or an associate within the financial services industry is not considered a guest and should register as an attendee.

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May 5, 2020 @ 12:00 am
May 7, 2020 @ 11:30 pm
Event Category:


Virtual Event


Bank Director
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