FinXTech, powered by Bank Director, is bringing financial leaders more opportunities to explore the technologies that are available to improve financial institutions to succeed and grow in the future. Together with Autobooks and Microsoft, Bank Director is thrilled to announce a series of virtual Regional One Day Events (R.O.D.E.’s). Each FinXTech R.O.D.E. includes expert speakers, moderated panels, and virtual peer collaboration exercises.

While all financial industry participants are welcome, this Eastern U.S. R.O.D.E. is designed specifically for institutions located in the eastern midwest and northeast parts of the country. Despite being a virtual event, inviting attendees from a single region allows each R.O.D.E. agenda to be tailored to local trends and topics of interest. Additionally, with a maximum of 50 attendees per R.O.D.E., valuable connections can be made with industry leaders and technology experts that best understand the region’s current fintech landscape. 

For more information regarding registration, sponsorship, and/or program cancellation policies, please email events@bankdirector.com or call 877-397-7595.

The rate includes all event materials and access to recorded sessions after the event.

Registration Rates:
Standard Individual Rate: $95

Membership Program Conference Rates
If your financial institution is a participating program member you can receive a free pass to attend this virtual event. Please contact our events department directly at 877-397-7595 or events@bankdirector.com. For questions or to find out more about our membership program, please email finxtech@bankdirector.com.

Payments & Cancellation
Conference registration includes participation in all event sessions and access to the recorded sessions after the event. 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

If you are unable to attend for any reason, substitute participants from the same financial institution or technology company are welcomed, or you may cancel with a full refund.

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

• Thursday, October 15

  9:00 AM – 9:20 AM CST
  Welcome: Setting the Stage
  Al Dominick, CEO, Bank Director and FinXTech
  David Koscheski, Director, US Financial Services Industry, Microsoft
  Derik Sutton, Vice President Product & Experience, Autobooks
  To kick off the day’s sessions, we outline the opportunities available to participants to explore and connect on new ideas, strategies and initiatives to grow their companies.

  9:20 AM – 9:45 AM CST
  Enabling Partnerships to Help Community Banks Thrive
  Chris Cox, Chief Operating Officer, Apiture
  Financial technology is impacting the industry by changing consumer behavior and creating new business models. It’s now more important than ever to ensure that the fintech partnerships you have today are enabling your bank for their future. In this session, Apiture COO, Chris Cox, reviews the key indicators of good fintech partners and how banks should think about their vendor relationships in a fully digital age.

  9:45 AM – 10:15 AM CST
  Break

  10:15 AM – 10:35 AM CST
  Integration That Worked
  Neil Kahrim, Director of Growth & Operations, OakNorth
  Emily McCormick, Vice President of Research, Bank Director
  Once a financial institution 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 institution works together with the fintech – cost, culture, talent and timing? During this session, we hear from a financial institution leader who has had a successful integration.

  10:45 AM – 11:30 AM
  Peer Collaboration Exercise
  What technologies allow a financial institution to grow their business? Is it through a partnership model or by providing a solution to allow the institution to better service the needs of their clients and expand their market share? How can a financial institution unleash the true potential of fintech companies – and in return, how do technology companies expand their distribution?  During this session, attendees meet in predetermined small groups to discuss the opportunities and challenges that lie ahead as fintechs and financial institutions work to integrate new products and innovations. Peer Collaboration is exclusive to bankers and a limited number of representatives from sponsoring companies only. Attendees must be registered by October 13 to participate in this session.

  11:30 AM – 12:30 PM CST
  Break

  12:30 PM – 1:00 PM CST
  Quontic Bank: How to Adapt Banking Culture to Enable Fast Transformation
  Raj Patel, COO & Co-Founder, MANTL
  Patrick Sells, Chief Innovation Officer, Quontic Bank
  In mid-2018, Quontic Bank faced pressure from the OCC to increase core deposits. To rapidly scale deposit operations, Quontic has reinvented itself as a mission-driven digital bank. Along the way, they have transformed their internal culture to embrace change and focus on “progress over perfection.”

  As a CDFI, Quontic is also committed to using technology to reimagine how banks can serve their communities, especially those affected by the ongoing COVID-19 crisis. Learn how Quontic is leveraging technology to grow customer relationships, streamline operations and realize cost savings online and at its physical branch.

  1:00 PM – 1:30 PM CST
  BankFirst: Increasing Customer Engagement and Driving Revenue Growth Through the Clarity of Customer Data
  Leon Manning, Director of Marketing, BankFirst
  Joe Mearn, Director of Product, Saylent Technologies
  Russ Prettitore, Chief Revenue Officer, Saylent Technologies
  In 2018, BankFirst was looking for a solution to get through the noise of their customer data and gain clarity on where to focus to best maximize their returns. Hear how they partnered with Saylent, using Saylent Engage, to analyze their portfolio to better understand their customers, leading to unique revenue-driving opportunities and more profitable relationships.

  1:30 PM – 2:30 PM CST
  Break

  2:30 PM – 3:30 PM CST
  Demonstration Sessions
  Adam Figueira, Vice President of Marketing, LendingFront
  Scott Magruder, Regional Account Manager, Velocity Solutions, LLC
  Randy Piatt, Senior Director of Product Solutions, OnDot Systems, Inc.
  Jorge Sun, CEO & Co-Founder, LendingFront
  Moderated by: Al Dominick, CEO, Bank Director and FinXTech
  Participants hear from three technology companies as they provide a demonstration of their product or service and explain how banks can best use their product or service.  After all three demos, participants have a chance to ask questions of the fintech providers.

• Who should attend this FinXTech R.O.D.E.?

  Exclusive to the first 50 registrants, this event was designed for technology leaders and a financial institution’s Chief Executive Officer, Chair of the Board, President, CIO, CTO, CFO, COO, head of retail, head of lending and those executives charged with growing the institution through new product innovations and technology. This Eastern Region R.O.D.E. is designed specifically for financial institutions located in the eastern midwest and northeast parts of the U.S.

• Why should I attend?

  FinXTech connects a hugely influential audience of U.S. financial institution leaders with technology partners at the forefront of innovation. During the one-day virtual event, attendees experience first-hand demonstrations of the latest, vetted technology solutions for financial institutions, discuss issues of integration and exchange ideas with their peers around emerging opportunities. This event uncovers the partnerships, collaborations and strategic investments that lead to top-line growth and bottom-line profits.

• What if I miss one of the sessions the day of the event? 

  All sessions will be recorded and made available to registered participants after the event.

• How much does this event cost?

  The standard individual registration rate is $95. All Bank Director Bank Services Program Members can receive complimentary access to FinXTech R.O.D.E.’s. For questions or to find out more about Bank Director’s membership program, please email bankservices@bankdirector.com.

• Where can I register for FinXTech R.O.D.E?

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

• What if I need to cancel my registration?

  If you are unable to attend for any reason, substitute participants from the same financial institution or technology company are welcomed, or you may cancel with a full refund.

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