The Intersection of Financial Institutions and Technology Leaders
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Overview

The ideal bank-fintech relationship is highly complementary, incredibly powerful and results in lucrative benefits for both sides. To help develop these strategic connections, Bank Director hosts Experience FinXTech, the industry’s leading financial technology event. During this annual event, banks and fintechs connect with like-minded industry leaders, explore cutting-edge financial technologies, and become experts on the partnership process.

Over a two day period, we examine the implications of technology on the business of banking, and explore how banks and fintechs can thrive through the cultivation of new business relationships, collaboration and strategic investments.

Conference Highlights Include:

  • Interactive Technology Sessions
  • Growth & Strategy Focused Presentations
  • Group Discussions
  • Networking Opportunities

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




Register

The rate includes all conference activities, materials, meals and beverages at the event site. The price does not include travel or hotel accommodations.

Conference Rates (Rate applies to bankers and fintechs only):
Early Individual Rate: 
$1,495 (Expires February 10, 2023)
Standard Individual Rate: $1,795
Standard Group Banker Rate: 
$1,495 (For groups of 3 or more from the same company)

Bank Leader Peer Exchange: $895
Fintech Leader Peer Exchange: $895

Guest Rate: $150
The guest rate of $150 covers breakfast on Tuesday and Wednesday, 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.

Membership Program Conference Rates
If your bank is a participating program member, please contact 877-397-7595 to find out about special conference rates and/or event passes that may be available to you and your board. For questions or to find out more about Bank Director’s membership program, please email bankservices@bankdirector.com.

Discounted Hotel Rate
There is a discounted hotel room rate available for conference attendees at the JW Marriott Tampa Water Street until April 14, 2023 or until all rooms are reserved. To reserve a room contact the hotel directly at 813-221-4950 and mention “Bank Director” to receive the discounted rate of $299/night for a standard room. Rooms are limited, so please book early!

Vendor Rate: $2,500
This fee applies to attendees who are not officers or directors of an FDIC-insured financial institution or financial technology company, such as board advisors/observers, investment bankers, attorneys, accounting firms, and other vendors and service providers. Bank Director reserves the right to verify your company profile and adjust your registration rate if necessary. If you are interested in speaking at or sponsoring the event, please contact Laura Ramsey at lramsey@bankdirector.com.

Payments & Cancellation
Conference registration includes admittance to all conference activities and the conference materials. Payment will be accepted by check, American Express, Visa, MasterCard or Discover. If paying by check, please make payable to DirectorCorps, Inc. and include the attendee’s name(s) and/or a copy of the registration form and mail to:

Conferences
Bank Director
201 Summit View Drive, Suite 250
Brentwood, TN 37027

Due to commitments and expenses, all cancellations after March 24, 2023 will be subject to a $225 processing fee. We regret that no refunds will be given after April 14, 2023; however, substitute participants are welcomed. DirectorCorps, Inc. assumes no liability for any nonrefundable travel, hotel or related expenses incurred by registrants.

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




Agenda

  • Monday, May 8

    5:00 PM – 6:00 PM
    Welcoming Reception + Registration

  • 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.

    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, you’ll 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
    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
    Integration Issues
    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.

    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 Research, Bank Director
    As we open the second day of our event, Bank Director’s Vice President of Research shares some of the many buzz words around bank technology, and talks about the implications and opportunities of Web3, DeFi, blockchain, cryptocurrency, workflow automation, AI? How do we make sense out of these trends – and 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
    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




Exchanges

  • Bank Leader Peer Exchange | May 8

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

    1:30 PM – 1:35 PM
    Welcome

    1:35 PM – 3:00 PM
    Peer Exchange Session I
    Bank leaders have the opportunity to learn from each other during these closed-door, off-the-record peer exchange discussions. During the first session, bankers talk about the opportunities of working with fintechs.

    3:00 PM – 3:15 PM
    Refreshment Break

    3:15 PM – 4:45 PM
    Peer Exchange Session II
    Bank leaders have the opportunity to learn from each other during these closed-door, off-the-record peer exchange discussions. During the second session, bankers talk about the challenges of working with fintechs.

    4:45 PM – 5:45 PM
    Welcoming Reception + Registration

    For more information and to register for Experience FinXTech, please email events@finxtech.com or call our events department at 877-397-7595.

  • Fintech Leader Peer Exchange | May 8

     

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

    1:30 PM – 1:35 PM
    Welcome

    1:35 PM – 3:00 PM
    Peer Exchange Session I
    Fintech leaders have the opportunity to learn from each other during these closed-door, off-the-record peer exchange discussions. During the first session, fintech executives talk about the opportunities of working with bankers.

    3:00 PM – 3:15 PM
    Refreshment Break

    3:15 PM – 4:45 PM
    Peer Exchange Session II
    Fintech leaders have the opportunity to learn from each other during these closed-door, off-the-record peer exchange discussions. During the second session, fintech executives talk about the challenges of working with bankers.

    4:45 PM – 5:45 PM
    Welcoming Reception + Registration

    For more information and to register for Experience FinXTech, please email events@finxtech.com or call our events department at 877-397-7595.

     




Venue

JW Marriott Tampa Water Street has exceptional amenities ready and waiting. Modern luxury is combined with the sophisticated energy of Tampa’s Water Street neighborhood. Relax and bask in the Florida sun from the sixth floor resort-style pools with private cabanas as you take in scenic water views. Catch an awe-inspiring sunset from the outdoor terrace or savor locally inspired dishes from 6 dining outlets offering indoor and outdoor seating. After a day of exploration, unwind in luxurious guest rooms and suites with stunning cityscape and water views, modern décor and elegant touches.

Discounted Hotel Rate
There is a discounted hotel room rate available for conference attendees at the JW Marriott Tampa Water Street until April 14, 2023 or until all rooms are reserved. To reserve a room, click HERE or contact the hotel directly at (813) 221-4950 and mention “Bank Director” to receive the discounted rate of $299/night. Rooms are limited, so book early!




Sponsors




FAQ

  • Who should participate in Experience FinXTech?

    Bank participants include Chief Executive Officers, Chairs of the Board, Presidents, CMOs, CIOs, CTOs, CFOs, COOs, heads of strategy, lending and retail, and those executives charged with growing the bank through new product innovations and technology. Fintech participants include founders, CEOs, and heads of partnership, strategy and growth.

  • Why should I participate in Experience FinXTech?

    Experience FinXTech connects a hugely influential audience of U.S. bank leaders with technology partners at the forefront of innovation. This event uncovers the partnerships, collaborations and strategic investments that lead to top-line growth and bottom-line profits.

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

    The standard individual in-person registration rate for bankers and fintechs is $1,795. This fee includes all conference activities, materials, meals and beverages at the event site. This price does not include travel or hotel accommodations.

    The vendor rate of $2,500 applies to attendees who are not officers or directors of an FDIC-insured financial institution or financial technology company, such as board advisors/observers, investment bankers, attorneys, accounting firms, and other vendors and service providers. Bank Director reserves the right to verify your company profile and adjust your registration rate if necessary.

  • Where can I register for Experience FinXTech?

    You may register online or call our events department at 877-397-7595.

  • How can I pay?

    Payments are accepted by check, Visa, MasterCard, Discover or American Express. Please make checks payable to DirectorCorps, Inc., and include the attendee’s name(s) and/or a copy of the registration form, and mail to:

    Conferences
    Bank Director
    201 Summit View Drive, Suite 250
    Brentwood, TN 37027

  • Where can I find more hotel information?

    There is a discounted hotel room rate available for conference attendees at the JW Marriott Tampa Water Street until April 14, 2023 or until all rooms are reserved. To reserve a room, click HERE or contact the hotel directly at (813) 221-4950 and mention “Bank Director” to receive the discounted rate of $299/night. Rooms are limited, so book early!

  • What if I need to cancel my in-person registration at the conference?

    Due to commitments and expenses, all cancellations after March 24, 2023 will be subject to a $225 processing fee. We regret that no refunds will be given after April 14, 2023; however, substitute participants are welcomed. DirectorCorps, Inc. assumes no liability for any nonrefundable travel, hotel or related expenses incurred by registrants.

    For more information regarding refunds, to register, concerns and/or program cancellation policies, please email events@finxtech.com or call our events department at 877-397-7595.

  • May guests attend the event?

    The guest rate of $150 covers breakfast on Tuesday and Wednesday, 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.

  • What is the recommended attire for this conference?

    Business casual is recommended for all Bank Director events unless otherwise noted.

    For more information and to register for Experience FinXTech, please email events@finxtech.com or call our events department at 877-397-7595.






« Event Details

Details

Start:
May 9, 2023 @ 12:00 am
End:
May 10, 2023 @ 11:30 pm
Cost:
$1795
Event Category:

Venue

JW Marriott Tampa Water Street
FL

Organizer

Bank Director
Phone:
555-555-5555
Email:
test@tester.com
Website:
Suite 102