Loading Events

Overview

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. This year, Bank Director presents: Experience FinXTech – an event to connect key business leaders from banks and financial technology companies. Over a two-day period, we take a close look at the implications of technology on the business of banking, exploring how and where banks might generate top-line growth and bottom-line profits through partnerships, 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!




Agenda

  • Sunday | September 8

    5:00 PM – 6:00 PM
    Pre-Event Networking Reception + Registration
    This two-day program encourages conversation, inspiration and transformation – and this welcoming reception is the first chance for participants to meet and mingle with executives and key leadership teams from various parts of the financial industry.

  • Day One | Monday | September 9

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

    9:00 AM – 9:05 AM
    Setting the Stage
    Al Dominick, CEO, Bank Director & FinXTech
    As a resource powered by Bank Director, FinXTech specializes in connecting a hugely influential audience of U.S. bank leaders with technology partners at the forefront of innovation. To kick off our annual event, we outline the opportunities available to participants to explore and connect on new ideas, strategies and initiatives to grow their companies.

    9:05 AM – 9:10 AM
    Executing Your Digital Strategy
    Mika Moser, President, Bank Director & FinXTech
    Kevin Tweddle, Chief Operating Officer, ICBA Services Network
    This session introduces the types of companies featured in FinXTech Connect that we welcome during this two-day program.

    9:10 AM – 9:50 AM
    Keynote Presentation
    What is the future of banking and technology?  The event opens with a look at how technology is making an impact on our world and what is to come.

    9:50 AM – 10:20 AM
    Interactive Expo + Refreshment Break
    Sponsored by: PayNet Inc.
    Extended refreshment breaks allow attendees the opportunity to explore and interact with the technologies featured throughout the event.

    10:20 AM – 11:10 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 follows the same 20-minute format: 5 minute demo of the product or service, 5 minutes to hear how banks can utilize the product or service, 5 minutes to hear how implementation occurs and 5 minutes for Q&A. Each attendee may attend two demo sessions during this time frame.

    10:20 AM – 10:40 AM
    Experience FinXTech Connect Demonstration Sessions: Round I

    • Experience FinXTech Connect Demo I: Security
      This demonstration offers solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
    • Experience FinXTech Connect Demo II: Using Data to Grow
      Don MacDonald, CMO, MX Technologies Inc.
      Data is replacing scale as the primary basis of competition. Attend this demo to learn how to get started: define a data strategy, grow revenues, reduce costs and deliver excellent customer experiences.
    • Experience FinXTech Connect Demo III: Internal Systems
      Bobby Childs, Director of Marketing & Business Development, Integrated Legacy Solutions
      Let’s face it, no one likes to engage in a data conversion as it is often a painful process. ILS has designed innovative ways to “migrate” legacy data more quickly, affordably and with less disruption than other costly and time consuming traditional methods of conversion. Join us to learn more!
    • Experience FinXTech Connect Demo IV: Lending
      Will Cameron, Senior Manager, Area Vice President, nCino
      Brian Leatherman, Principal, nCino
      nCino’s Bank Operating System spans business lines to provide a true single platform experience by streamlining the entire loan origination process, offering a deposit account opening feature for in-branch or online and providing a treasury management solution that reduces manual tasks and offers transparency to the customer and the employee.
    • Experience FinXTech Connect Demo V: Digital Banking
      Drew Sievers, CEO, Trizic Inc.
      Learn how Trizic’s integrated and flexible technology is helping banks replace expensive manual processes and evolve beyond their old, inefficient systems. This demo is for any bank that wants to grow assets, keep deposits and profitably offer mass affluent wealth solutions to their entire customer base.
    • Experience FinXTech Connect Demo VI: Payments
      Dan Johnston, Regional Vice President of Sales, ClickSWITCH
      ClickSWITCH is an automated switch solution for financial institutions and fintechs that simplifies the process of bringing new depositors onboard by quickly and safely moving direct deposits and recurring payments.

    10:50 AM – 11:10 AM
    Experience FinXTech Connect Demonstration Sessions: Round II

    • Experience FinXTech Connect Demo I: Internal Systems
      Is your bank looking for new solutions that track regulations and help a bank comply with them? Attend this demonstration to find out what tools are available to you and your bank.
    • Experience FinXTech Connect Demo II: Customer Experience
      Kathleen Craig
      , Founder & CEO, Plinqit
      Plinqit, developed by HTMA, is designed to help banks connect with consumers in a meaningful, relevant way by bringing together digital customers, banks and savings in one place. This demo is for banks that want to increase deposit share, deepen relationships with current customers and prospects and leverage data and analytics to cross sell relevant products and services.
    • Experience FinXTech Connect Demo III: Security
      This demonstration offers solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
    • Experience FinXTech Connect Demo IV: Lending
      Brendon T. Dibella, Chief Commercial Officer, StreetShares, Inc.
      StreetShares’ business lending as a service technology demonstration shows how banks and credit unions can be in-market with small business loans and lines of credit in fewer than 30 days.
    • Experience FinXTech Connect Demo V: Data & Analytics
      John Dale
      , Director, Solutions Delivery, PayNet Inc.
      Learn more about digitizing financial statements to speed up delivering credit to mainstreet.
    • Experience FinXTech Connect Demo VI: Payments
      Brady Hanna
      , Executive Vice President of Financial Services, BASYS Processing
      What growth strategies does your bank have in place? This session outlines six proven steps you can take to maximize your bank’s merchant services revenue.

    11:20 AM – 12:20 PM
    Peer Exchange Session I: Opportunities
    What technologies allow a bank to grow their business? Is it through a partnership model or by providing a solution to allow 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 Experience FinXTech, 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, participants of the peer exchange sessions is exclusive only to registered bank attendees and those companies presenting a FinXTech Connect demonstration.

    12:20 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
    What Is Your Fintech Worth?
    Keith Meyers
    , Managing Director, Keefe, Bruyette & Woods, Inc.
    Thomas B. Michaud, President & CEO, Keefe, Bruyette & Woods, Inc.
    For many, the conversation around technology concerns a rent or partner-type consideration. But what if you wanted to buy a fintech? Be it as a bank or another technology company, the proverbial window of opportunity appears open. But for how long and what would you pay? This session examines a variety of M&A topics – beginning with how one might value a fintech in today’s environment.

    2:10 PM – 3:00 PM
    Simulation Workshops

    Fintech Simulation Workshop
    Michael J. Dunne, Partner, Day Pitney LLP
    Michael T. Rave, Partner, Day Pitney LLP
    How do fintechs find bank partners? What do fintechs need to know about working with banks? What regulations should fintechs be aware of? What differences do fintechs need to be aware of when working through culture fits? Learn answers to these questions and more during this hands-on, interactive session.

    Bank Simulation Workshop
    Adam Hoehn, Managing Director, Client Services, BancAlliance
    Once a bank decides to integrate a new technology or work with a fintech, what are the next steps? What issues need to be considered and addressed prior to integration? What are things to keep in mind as the two work together – cost, culture, talent and timing? Hear answers to these questions and more during this interactive, hands-on session.

    3:00 PM – 3:30 PM
    Interactive Expo + Refreshment Break
    Enjoy snacks and refreshments as you take a hands-on look at the latest technology and innovation.

    3:30 PM – 3:50 PM
    Experience FinXTech Connect Demonstration Sessions: Round III

    • Experience FinXTech Connect Demo I: Security
      This demonstration offers solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
    • Experience FinXTech Connect Demo II: Data + Analytics
      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.
    • Experience FinXTech Connect Demo III: Internal Systems
      Jim Pinckney
      , Founder & President, ClearThrough Solutions, LLC
      Simon® – The Intelligent Lending Operations Platform. Your tool to scale operations, speed delivery and manage operational and regulatory risks. Your platform for operational consistency, quality, clear front and back office communication, performance and production management, intelligent monitoring and document management.
    • Experience FinXTech Connect Demo IV: Lending
      Jeremy Putka
      , Director of Partnerships, P2Binvestor Inc.
      This Experience FinXTech Connect solution focuses on helping banks grow their commercial, consumer and mortgage lending programs.
    • Experience FinXTech Connect Demo V: Direct Bank
      How can a bank acquire and serve customers through online and mobile channels? This demonstration provides new solutions in digital banking.
    • Experience FinXTech Connect Demo VI: Payments
      Find out how this solution enables banks to offer new payment services to commercial and retail clients.

    4:00 PM – 4:20 PM
    Experience FinXTech Connect Demonstration Sessions: Round IV

    • Experience FinXTech Connect Demo I: RegTech
      Is your bank looking for new solutions that track regulations and help a bank comply with them? Attend this demonstration to find out what tools are available to you and your bank.
    • Experience FinXTech Connect Demo II: Customer Experience
      Mike Maloney
      , VP, Partner Development, Franklin Madison Group LLC
      How is insurtech influencing a customer-centric service model? Learn how Franklin Madison supports the customer journey by leveraging technology to deliver valuable financial solutions and marketing services in partnership with their bank partners.
    • Experience FinXTech Connect Demo III: Security
      This demonstration offers solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
    • Experience FinXTech Connect Demo IV: Internal Systems
      Frank Fiorilli
      , Sales and Structuring Specialist, Derivative Path, Inc
      DerivativePATH has brought capital markets technology to the 21st century. Learn how our game-changing cloud-based derivatives trading platform is disrupting the way regional and community banks manage their interest rate derivatives and FX hedging business.
    • Experience FinXTech Connect Demo V: Lending
      Jorge Sun
      , CEO & Co-founder, LendingFront
      This session shows you how your bank can leverage technology to improve customer service and increase profitability by automating small business lending. Learn how borrowers can apply online or face to face with a streamlined application path, determine product eligibility, gather financial data and generate loan contracts in just minutes!
    • Experience FinXTech Connect Demo VI: Payments
      Find out how this solution enables banks to offer new payment services to commercial and retail clients.

    4:30 PM – 5:30 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.

    5:30 PM – 6:30 PM
    Networking Reception
    Sponsored by: Keefe, Bruyette & Woods, Inc.

  • Day Two | Tuesday, September 10

    8:00 AM – 9:00 AM
    Breakfast

    9:00 AM – 9:10 AM
    Welcoming Remarks
    Al Dominick
    , CEO, Bank Director & FinXTech

    9:10 AM – 9:50 AM
    How Banks and Technology Companies Can Fuel Growth and Profitability
    Pierre Naudé, CEO, nCino
    Frank Sorrentino, Chairman & CEO, ConnectOne Bank
    Moderated by: Al Dominick, CEO, Bank Director & FinXTech
    Today’s customers are increasingly choosing big banks to meet their demands for a personalized, seamless banking experience. While many banks rely on arduous manual processes and static back office systems to meet these expectations, the banks that embrace new technologies that automate back office functions, such as new customer onboarding, loan booking and treasury management fulfillment are finding the most success. In this session, ConnectOne Bank CEO, Frank Sorrentino, and nCino CEO, Pierre Naudé, discuss how innovative financial institutions can cultivate an internal culture of change, empower their employees with cutting edge tools and implement necessary and efficiency-creating technologies that allow them to survive and thrive in today’s increasingly competitive landscape.

    9:50 AM – 10:20 AM
    Interactive Expo + Refreshment Break
    Extended refreshment breaks allow attendees the opportunity to explore and interact with the technologies featured throughout the event.

    10:20 AM – 11:10 AM
    Experience FinXTech Connect Demonstration Sessions
    Learn what technology is available by hearing what is out there in regards to payments, lending, data and analytics, AI, wealth management and more! Each demo session follows the same 20-minute format: 5 minute demo of the product or service, 5 minutes to hear how banks can utilize the product or service, 5 minutes to hear how implementation occurs and 5 minutes for Q&A. Each attendee may attend two sessions during this time frame.

    10:20 AM – 10:40 AM
    Experience FinXTech Connect Demonstration Sessions: Round V

    • Experience FinXTech Connect Demo I: Security
      This demonstration offers solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
    • Experience FinXTech Connect Demo II: Data + Analytics
      Learn how to leverage big data, machine learning and AI to predict customer and market behavior.
    • Experience FinXTech Connect Demo III: Real Time Lending
      David Mendoza
      , SVP, Sales, Numerated
      Banks with Numerated pre-qualify every business for marquee credit products, arm bankers with data and tools to attract relationships faster and offer borrowing experiences that go from application start to account funded in as few as 3 minutes. Supports business loans, LOCs, SBA loans, credit cards, overdraft and soon more.
    • Experience FinXTech Connect Demo IV: Construction Lending
      Will Mitchell
      , CEO, Rabbet
      Rabbet unlocks efficiency in construction loan administration. See how this intelligent construction finance platform enables process standardization, improved borrower experience, portfolio growth and on-demand reporting.
    • Experience FinXTech Connect Demo V: Digital Banking
      How can a bank acquire and serve customers through online and mobile channels? This demonstration provides new solutions in digital banking.
    • Experience FinXTech Connect Demo VI: 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.

    10:50 AM – 11:10 AM
    Experience FinXTech Connect Demonstration Sessions: Round VI

    • Experience FinXTech Connect Demo I: RegTech
      Is your bank looking for new solutions that track regulations and help a bank comply with them? Attend this demonstration to find out what tools are available to you and your bank.
    • Experience FinXTech Connect Demo II: Customer Experience
      How can your bank improve customer engagement and remove friction from the banking experience? Find the answers during this active session.
    • Experience FinXTech Connect Demo III: Security
      This demonstration offers solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
    • Experience FinXTech Connect Demo IV: Internal Systems
      Improve efficiency and provide the infrastructure banks need to support innovation.
    • Experience FinXTech Connect Demo V: Lending
      Chris Rentner
      , Director of Digital Lending, Velocity Solutions
      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.
    • Experience FinXTech Connect Demo VI: Payments
      Find out how this solution enables banks to offer new payment services to commercial and retail clients.

    11:20 AM – 12:20 PM
    Peer Exchange Session III: Integration
    Groups of bankers and fintech leaders gather to discuss topics around integration – before, during and after establishing the partnership.

    12:20 PM – 1:45 PM
    Best of FinXTech Awards Luncheon
    Participants of Experience FinXTech are invited to attend the Best of FinXTech Awards Luncheon, where the 2019 Best of FinXTech Awards finalists and winners are announced. Through the Best of FinXTech Awards, Bank Director recognizes the efforts of the financial technology solutions within FinXTech Connect that best help a financial institution grow revenues, create efficiencies or reduce risk.

    1:55 PM – 2:15 PM
    Experience FinXTech Connect Demonstration Sessions: Round VII

    • Experience FinXTech Connect Demo I: Security
      This demonstration offers solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
    • Experience FinXTech Connect Demo II: Data + Analytics
      Learn how to leverage big data, machine learning and AI to predict customer and market behavior.
    • Experience FinXTech Connect Demo III: Internal Systems
      Improve efficiency and provide the infrastructure banks need to support innovation.
    • Experience FinXTech Connect Demo IV: Digital Lending
      Robert C. Giltner
      , Chairman, RCGILTNER Services, Inc.
      Consumers and small business owners expect loan decisions in minutes. Come see how to speed up the process, including automating credit monitoring and marketing. You’ll also find out how to integrate deposit information through account aggregation.
    • Experience FinXTech Connect Demo V: Digital Banking
      How can a bank acquire and serve customers through online and mobile channels? This demonstration provides new solutions in digital banking.
    • Experience FinXTech Connect Demo VI: Payments
      Find out how this solution enables banks to offer new payment services to commercial and retail clients.

    2:25 PM – 2:45 PM
    Experience FinXTech Connect Demonstration Sessions: Round VIII

    • Experience FinXTech Connect Demo I: RegTech
      Is your bank looking for new solutions that track regulations and help a bank comply with them? Attend this demonstration to find out what tools are available to you and your bank.
    • Experience FinXTech Connect Demo II: Customer Experience
      How can your bank improve customer engagement and remove friction from the banking experience? Find the answers during this active session.
    • Experience FinXTech Connect Demo III: Security
      This demonstration offers solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
    • Experience FinXTech Connect Demo IV: Internal Systems
      Improve efficiency and provide the infrastructure banks need to support innovation.
    • Experience FinXTech Connect Demo V: Lending
      This Experience FinXTech Connect solution focuses on helping banks grow their commercial, consumer and mortgage lending programs.
    • Experience FinXTech Connect Demo VI: Payments
      Find out how this solution enables banks to offer new payment services to commercial and retail clients.

    2:55 PM – 3:55 PM
    Peer Exchange Session IV: Business Relationships
    How do you find a new technology? What questions should you ask of the technology company? Of the bank? Groups of bankers and fintech leaders gather to discuss topics around how to vett and establish the right relationship in closed door, off-the-record conversations.

    4:05 PM – 4:45 PM
    Keynote Presentation

    4:45 PM – 5:00 PM
    Closing Remarks




Venue

JW Marriott Chicago
151 West Adams
Chicago, IL 60603
Reservations: 877-303-0104

There is a discounted hotel room rate available for Experience FinXTech attendees at the JW Marriott Chicago until August 14, 2019 or until all rooms are reserved. To reserve a room, please contact the hotel directly at (877) 303-0104 and mention “Bank Director” to receive the discounted rate of $329/night for a standard room. Rooms are limited, so book early!




FAQ

  • Who should 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@bankdirector.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?

    Due to commitments and expenses, all cancellations after August 12, 2019 will be subject to a $200 processing fee. We regret that no refunds will be given after August 26, 2019; however, substitute participants are welcomed. DirectorCorps, Inc. assumes no liability for any nonrefundable travel, hotel or related expenses incurred by registrants.

  • Can I bring a guest?

    Yes, we do have a guest program. The guest rate of $250 covers breakfast on Monday and Tuesday, 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.




Sponsors




Awards

Through our 2019 Best of FinXTech Awards, Bank Director recognizes the efforts of technology solutions within FinXTech Connect that best help a financial institution grow revenues, create efficiencies and reduce risk.  Based on Bank Director’s independent methodology focused on external market data and feedback from bank partners, awards are given to the top-rated financial technology companies within various categories.

2019 Best of FinXTech Awards Recognize:

  • Best of FinXTech Connect
  • Best Solution for Customer Experience
  • Best Solution for Revenue Growth
  • Best Solution for Loan Growth
  • Best Small Business Solution
  • Best Solution for Improving Operations
  • Best Solution for Protecting the Bank

During the event on September 10, all participants are invited to attend the Best of FinXTech Awards Luncheon, where the 2019 Best of FinXTech Awards finalists and winners are announced.

If your technology company is currently working with banks and would like to be considered for FinXTech Connect and the 2019 Best of FinXTech Awards, please submit an application here. All submissions must be approved by May 1, 2019 in order to be considered for this year’s awards.

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






« Event Details

Details

Start:
September 9
End:
September 10
Cost:
$1000
Event Category:

Venue

JW Marriott Chicago
Chicago, IL United States

Organizer

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