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.