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: Fintech’s Impact on Banking: Reality vs. Hype
Ron Shevlin, Director of Research, Cornerstone Advisors, Inc.
When fintech startups began to emerge, many were touted as “disruptors” who would put the “banking dinosaurs” out of business — it hasn’t quite worked out that way. Instead, fintech is impacting the industry in three ways: changing consumer behavior, creating new business models and changing the basis of competition in the industry.
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: 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 II: 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.
- Experience FinXTech Connect Demo III: Lending
Brian Leatherman, Principal, nCino
Greg Wipke, Area Vice President, Enterprise Sales, 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 IV: Digital Banking
Drew Sievers, CEO, Harvest Savings & Wealth Technologies
Harvest’s industry-leading platform integrates digital savings and wealth solutions across the entire bank. Come see how Harvest’s new goals-based savings product retains bank deposits that are being siphoned off by fintechs, while also optimizing a bank’s ability to profitably move clients upstream into digital wealth accounts.
- Experience FinXTech Connect Demo V: 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
Javier Montero, Chief Technology Officer, Global Outsource Services, LLC
Michael Wilson, U.S. Sales Director, Global Outsource Services, LLC
Is your bank looking for new solutions that track regulations and help the 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: 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 IV: Data & Analytics
Ashfaque Ahmed, Senior Credit Score Specialist, PayNet Inc.
Learn more about digitizing financial statements to speed up delivering credit to mainstreet.
- Experience FinXTech Connect Demo V: 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?
Paul Friday, Managing Director, FinTech & Financial Services Investment Banking, Keefe, Bruyette & Woods, Inc.
Keith Meyers, Managing Director, FinTech & Financial Services Investment Banking, 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
Mika Moser, President, Bank Director & FinXTech
Moderated by: Michael 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
Leland Merrill, Jr., Chief Operating Officer & Chief Lending Officer, BankNewport
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 in technology and innovation.
3:30 PM – 3:50 PM
Experience FinXTech Connect Demonstration Sessions: Round III
- Experience FinXTech Connect Demo I: 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 II: Internal Systems
Jim Pinckney, Founder & President, ClearThrough Solutions, LLC
Simon® – The Intelligent Lending Operations Platform is a tool to scale operations, speed delivery and manage operational and regulatory risks. Attend this demo to see this platform for operational consistency, quality, clear front and back office communication, performance and production management, intelligent monitoring and document management.
- Experience FinXTech Connect Demo III: 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 IV: Payments: Help Your Corporate Customers Go Global
Cara Hayward, Banking Director, Currencycloud
It’s no secret that competition for SME share of wallet is at a peak high. Does your regional or community bank want to grow and retain your SME customer base? Join this demo to learn how to do it with an international receivables and payments offering. Currencycloud Direct is a comprehensive, SaaS cross-border payments platform designed to enable community and regional banks to collect, convert, pay and manage global currencies on behalf of their corporate clients.
- Experience FinXTech Connect Demo V: Direct Bank
Adam Kingsmore, Solutions Consultant, Apiture
Mark Solano, Head of Sales, Apiture
How can banks differentiate their brand by appealing to a new, digital-only customer? In this demo, we will share how to build a Direct Bank strategy with Apiture.
4:00 PM – 4:20 PM
Experience FinXTech Connect Demonstration Sessions: Round IV
- Experience FinXTech Connect Demo I: Customer Experience
Mike Maloney, Vice President, 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 II: 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 III: 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 IV: Customer Experience
James Liu, Founder & CEO, Clearnomics, Inc.
Bank customers have market and economic concerns, especially in the bank’s Trust and Wealth divisions. The Clearnomics platform is a turn-key solution to help your reps communicate client-friendly market and economic insights with just a few clicks, deepening client relationships.
- Experience FinXTech Connect Demo V: 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. Please note: participation in the peer exchange sessions is exclusive to registered bank attendees and those companies presenting a FinXTech Connect demonstration.
5:30 PM – 6:30 PM
Networking Reception
Sponsored by: Keefe, Bruyette & Woods, Inc.
This two-day program encourages conversation, inspiration and transformation. The networking reception allows participants to meet and mingle with executives and key leadership teams from across the banking and financial technology industries.
