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Overview

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 FinXTech Xchange events. Each FinXTech Xchange includes expert speakers, moderated panels, and demonstration sessions.

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




Registration

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.




Agenda

  • Thursday, December 3

    9:30 AM – 9:50 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.

    9:50 AM – 10:20 AM CST
    Negotiating with Fintechs – Beyond Due Diligence
    Raj Patel, Co-Founder, COO & CFO, MANTL
    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, financial technology is impacting the industry in three main ways: changing consumer behavior, creating new business models and changing the basis of competition in the industry.  This session reviews the principal issues banks should address when evaluating their relationships with new fintechs, whether as a service provider, partner or affiliate.  This session also reviews key contractual considerations and the importance of sharing the responsibility for, and benefits of, success.

    10:20 AM – 10:50 AM CST
    What Openness Means in Digital Banking Today & How Banks Can Embrace This
    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, financial technology is impacting the industry in three main ways: changing consumer behavior, creating new business models and changing the basis of competition in the industry.  This session reviews the principal issues banks should address when evaluating their relationships with new fintechs, whether as a service provider, partner or affiliate.  This session also reviews key contractual considerations and the importance of sharing the responsibility for, and benefits of, success.

    10:50 AM – 11:20 AM CST
    Case Study
    Hear how a fintech and a bank worked together to create efficiency through a successful and productive partnership.

    11:20 AM – 12:20 PM CST
    Break

    12:20 PM – 12:50 PM CST
    Partnering During a Pandemic
    Neil Kahrim, Director of Growth & Operations, OakNorth 
    In this session, we hear how Customers Bank partnered with leading fintechs such as OakNorth throughout the COVID-19 pandemic to provide over 100,000 PPP loans, making it the sixth most active PPP lender in the US. Participants will learn how Customers Bank is leveraging OakNorth’s technology to achieve its goals of increasing and expanding commercial client relationships, while driving a lower efficiency ratio and bolstering its already outstanding credit and risk culture.

    12:50 PM – 1:50 PM CST
    Demonstration Sessions
    Randy Piatt, Senior Director of Product Solutions, OnDot Systems, Inc.
    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. 




Sponsors




FAQs

  • Who should attend this FinXTech Xchange?

    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.

  • 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 Xchange’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 Xchange?

    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.






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Details

Date:
December 3, 2020
Cost:
$95
Event Category:

Venue

Online
Virtual Event

Organizer

Bank Director
Phone
555-555-5555
Email
test@tester.com
View Organizer Website