Advances in digital capabilities and leveraging innovation to improve customer experience

Customer Experience and Digital Banking 

November 1-2, 2022 | New York City

Key Highlights Include

CUSTOMER EXPERIENCE & BEHAVIOR
Understanding the evolution of customer expectations and behavior and how to balance convenience with security

DIGITIZATION & DIGITAL BANKING
Creating a more holistic end to end journey for customers through digitization transformation

METAVERSE OPPORTUNITIES
Addressing the implications and opportunities of the metaverse across financial services

AI & MACHINE LEARNING
Understanding regulatory requirements for AI and machine learning and how it can help enhance customer experience

OPEN BANKING
Reviewing the opportunities of open banking and how it can enhance customer experience through APIs

PAYMENTS
Assessing digital payment methods and the movement towards to a real time payment environment

DATA
Streamlining a digital environment with the use of data insights and analytic capabilities

FINTECH & MICROSERVICES
Leveraging the integration of fintech and microservices to provide a seamless consumer experience

2022 Speakers Include
Tibor Bartels - Speaker

Tibor Bartels
Head of Transaction Services Americas
ING

Anish Shah - Speaker

Anish Shah
Managing Director, Head of Tech Product and Digital
BNY Mellon

Kai Schrimpf - Speaker

Kai Schrimpf
Global Head of Transaction Monitoring
UBS

Alex Yang

Alex Yang 
Director, Connected Banking
Bank of America

Jonas Ng - Speaker

Jonas Vernon Ng
COO Laurel Road, a division of KeyBank
KeyBank

Ruchi Gupta - Key Speaker

Ruchi Gupta,
Head of Enterprise Digitization
People’s United Bank, a Division of M&T

Allan Rayson - Speaker

Allan Rayson
EVP, CTO, Chief Innovation Officer
Encore Bank

John Stewart - key Speaker

John Stewart,
Global Head of Commercialization,
Bank of America 

CAN YOUR ORGANIZATION CONTRIBUTE?

Please contact the Center for Financial Professionals today to discuss how we can deliver your thought-leadership at the event, help you generate leads, and provide you with unique networking and branding opportunities. For more information on what we can offer, please contact chris.simou@cefpro.com or call us on +1 888 677 7007 ext. 207 where a member of the team will be happy to tailor the right package for you.

.

Agenda Day One November 1

8:15 Registration and breakfast

8:50 Chair’s opening remarks

CUSTOMER EXPERIENCE & BEHAVIOR

9:00 Evolution of customer expectations and behavior: Balancing convenience with security

Session details 

  • Evolution of expectation of what good experience looks like
  • Distinguishing between experience with tech companies
    • Expectations from Amazon, Uber and Google
  • Competing in a technically complex ecosystem
  • Impact of legacy systems and regulation on innovation within banks
  • Changing demographic expectations of a digital experience
  • Understanding how the use of AI and conversational UIs has impacted customer experience and expectations
  • Changes as a result of the pandemic in expectations
  • Leveraging a combination of human interaction aided by digital experiences
  • Understanding how the Covid-19 pandemic re-aligned customer behavior to use digital banking
  • Ensuring customers understand how to use digital banking to ensure security

Brian Luciani, Head of Rise New York, Rise, created by Barclays

DIGITAL EXPERIENCE

9:40 Enhancing the digital experience and tailoring products to customer insight

Session details 

  • Developing a content rich, client focused experience
  • Move to customers being self-service capable
  • Keeping customers engaged
    • Next best offer or technology capabilities
  • Developing functionality within mobile devices
  • Customer service in a contactless environment
  • Digitizing and modernizing customer engagement channels

Abhishek Kodi, VP, Principal Business Architect (AI/ML), BNY Mellon

10:20 Morning refreshment break and networking

METAVERSE OPPORTUNITIES

10:50 Introduction to the metaverse: Implications and opportunities across financial services

Session details 

  • Increased investment in real estate on the metaverse
    • Metaverse banking branches
  • Evolution of banking products to finance metaverse real estate
  • Impact of legislations that focus on cryptocurrency and the metaverse
  • Potential implications of Web 3.0 on financial institutions and the metaverse
  • Reviewing US legislation changes
    • Changes around taxes for cryptocurrency and metaverse
  • Implications of metaverse
    • Impact of exposure of digital identity in digital ecosystem
  • Developer drive for security over CX
  • Understanding how the metaverse could impact different aspects of the bank such as pensions and retail

Miguel Navarro, Executive Technology Leader and Patented Inventor

Click here to view Miguel’s session preview

DIGITIZATION AND DIGITAL BANKING – PANEL DISCUSSION

11:30 Leveraging digitization transformation to enhance a more holistic end to end journey for customers

Session details 

  • Developing infrastructure capabilities at an enterprise level
  • Developing technology to become more digitally agile
  • Advancement of technology to enhance digital banking
  • How traditional banks can improve their banking apps in order to become more digitally agile
  • The importance of increased security protocols for mobile banking
  • Reviewing the increase in customer adoption and next steps in digitization
  • Assessing how digitization in the consumer side will spread into other markets of the bank
    • Increased expectation of digitization from the corporate side of the bank

Kristen Mountford, Executive Director, Private Bank Digital, JP Morgan Chase
Joe Rodriguez, Managing Director, Financial Services, Cloudera
Mike Balsam, Senior Manager, Wealth Digital and Innovation – Strategy, Digital and Innovation
Wells Fargo
Ruchi Gupta, Head of Enterprise Digitization People’s United Bank, a Division of M&T

12:20 Lunch break and networking

EMBEDDED BANKING

1:20 Driving a seamless integrated function through embedded banking

Session details 

  • Integrating functions for a seamless process
  • Risk of losing the customer
  • Brand recognition as payment provider
  • Impact to customer financial wellness and product opportunities
  • Pullback in discretionary spending
  • Merchant challenges associated with embedded banking
  • Lessons learnt from fintech and bigtech successes and failures

Mallika Daswani, Commercial Digital Platforms & Open Banking Lead, TD Bank (tbc)

OPEN BANKING – PANEL DISCUSSION

2:00 Reviewing open banking opportunities and enhancing customer experience through APIs

Session details 

  • Connecting financial services providers
  • Leveraging APIs to enhance customer experience
  • Making banking more inclusive
  • Lessons learnt from UK and European adoption
  • Developing clear guidelines on data ownership
    • Gaining customer permission as data owner to move data between APIs
  • Impact of privacy legislation and changes
  • Leveraging customer data platforms to operationalize change
  • Leveraging data available and use of data lakes

Tibor Bartels, Head of Transaction Services Americas, ING
Alex Yang, Director, Connected Banking, Bank of America
Stephen Gannon, Partner, Davis Wright Tremaine LLP
Allan Rayson, EVP, CTO, Chief Innovation Officer, Encore Bank

Click here to preview Alan Rayson’s session preview

DIGITAL CURRENCY

2:50 Reviewing how digital currency could advance and the impact to payments services

Session details 

  • Vendors accepting cryptocurrency as payment
  • Due diligence on customers using crypto as payment
  • Using decentralized finance to track journey
  • Servicing digital assets: digital cash, CBDC and stablecoins
  • Using blockchain to track transactions in real time
  • Reviewing service model to support tokenization and smart contracts
  • How decentralized finance could transform the way customers are able to bank
  • Anticipating and preparing for upcoming DeFi and cryptocurrency regulation
    • How would the enforcement strengthen the market?

Saurav Mukherjee, Vice President, Corporate Treasury, Goldman Sachs

3:30 Afternoon refreshment break and networking

CUSTOMER JOURNEY

4:00 Streamlining the customer journey across products and services

Session details 

  • Alignment with fintechs to streamline the customer journey
  • Looking outside financial services for best in practice
  • Developing agile teams
  • Customer acceptance of new ways of operating
  • Easy to access omni channel experience
  • Enabling APIs to access customers
  • Digitally enabled relationship management
  • Managing demand with supply

Jonathan Alloy, Vice President, Design Thinking, Credit Suisse

PERSONALIZATION

4:40 Enhancing data capabilities for personalization of services

Session details 

  • Fintech advances in personalization
  • Improving customer financial wellness
  • Personalizing product offerings
  • Looking beyond traditional credit scores
  • Leveraging for commercial and wealth management
  • Understanding the and leveraging capabilities of other data sources such as social media

 

John Stewart, Global Head of Commercialization, Bank of America 

5:20 Chair’s closing remarks
5:30 End of day one and networking drinks reception

Day 2 Agenda November 2

8:15 Registration and breakfast

8:50 Chair’s opening remarks

AI & MACHINE LEARNING

9:00 Understanding regulatory requirements for AI and machine learning and how it can enhance customer experience

Session details 

  • Convergence of regulations and the road ahead
  • Financial inclusion and fairness in lending decisions
  • Investment in deeply explainable transparent models
  • Leveraging AI to automate and improve the customer experience processes
    • Such as recognizing spending behavior and automating reconciliation process
  • Using AI capabilities to improve chatbots and provide a greater customer service
  • Leveraging AI to create a personalized digital banking experience
  • Recruiting and retaining talent to understand and interpret AI and ML in digital banking
  • Interpreting how the CFPB could restrict the use of algorithms in digital banking

DATA

9:40 Leveraging data insights and analytic capabilities for a streamlined digital environment

Session details 

  • Ingesting data from non-typical sources
    • Leveraging social media insights
  • Capturing criminal and fraudulent activity in real time
  • Geo-positional tracking to align marketing outreach
  • Ensuring clean, reliable, relevant and recent data
  • Streamlining data across jurisdictions
  • Managing accessibility rules and regulations
  • Leveraging data to create personalized overviews, insights and smart alerts

Kai Schrimpf, Global Head of Transaction Monitoring, UBS

10:20 Morning refreshment break and networking

OMNICHANNEL

10:50 Developing a consistent and seamless omnichannel experience

Session details 

  • Ensuring consistency and simplicity
  • Connectivity across multiple customer contact points
    • Transferring applications across services
  • Monitoring omnichannel consumer behavior
  • Reviewing the barriers that restrict a seamless omnichannel experience
  • Optimizing marketing efforts through centralized data
  • Integrating online and offline outreach
  • Understanding impacts of changes across channels
  • Challenges with real time sharing of information across channels

PAYMENT – PANEL DISCUSSION

11:30 Reviewing digital payment methods and the movement to a real time payment environment

Session details 

  • Inclusion of open banking
  • New payment methods including P2P and cryptocurrency
  • Resources to manage digital efforts
  • Uses and implementation of digital wallets
  • Sharing data to facilitate instant and real time payments
  • Importance of embedding payments into the application functionality for a seamless experience
  • Investing in the harmonizing of ERP and Treasury management systems
  • Real-time adoption of Europe – Is global adoption of real-time payments next?

Fulco Werner, Director Transactions Services Americas, ING
Patricia Tripar, SVP, Head of Commercial Payments, TD Bank
Jim Maimone, SVP, Senior Enterprise Payments Platform Product Manager, Citizens Bank

Click here to view Jim Maimone’s session preview

Click here to view Fulco Werner’s session preview

12:20 Lunch break and networking

TRANSACTIONS

1:20 Reviewing how the treasury and payment departments have evolved

Session details 

  • Assessing how new digital business models have been implemented across B2B industries and what this means
  • Managing increased transactions through new digital payment systems
  • Analysing the change in mindset to a user-based approach
  • Overview of the challenges treasury and payment departments face
    • Payment solutions and integration examples
  • Emerging industry case study

Matthaeus Sielecki (PhD), Cash Management Solutions Director, Deutsche Bank

FINTECH AND MICROSERVICES – PANEL DISCUSSION

2:00 Integration of fintech and microservices to provide a seamless consumer experience

Session details 

  • Managing acquisitions and partnership deals
    • Patching together services without integration
  • Aligning agility of fintech with resources of larger banks
  • Setting up microservices and integrating across platforms
  • Integration with e-commerce and 24/7 service
    • Cloud based models to scale infrastructure
  • Leveraging microservices to enhance personalization
  • Understanding the benefits of using microservices to implement process opposed to the traditional method of using large vendors
  • Leveraging microservices to better track, trace and understand the end-to-end customer journey
  • How banking as a service companies are able to assist
  • Managing microservices as technology enablers of function

Anish Shah, Managing Director, Head of Tech Product and Digital, BNY Mellon
Curt Queyrouze, President, Coastal Bank, Coastal Financial Corporation
Brian Luciani, Head of Rise New York, Rise, created by Barclays

Click here to view Curt Queyrouze’s session preview

BUDGET AND TALENTS

2:50 Managing budget limitations and attracting talent to drive change

Session details 

  • Attracting resources to progress agendas
  • Changing market and talent dynamics
  • Availability of budgets to deliver plans
    • Ability to deploy budgets into relevant talent
  • Impact of macroeconomic environment on allocation
  • Increased mobility of talent with work from home
    • Impact to labor prices
  • Senior management buy in and education of customer expectations
  • Reviewing how current hybrid working expectation impact an institutions budgets and talent

Jonas Vernon Ng, COO Laurel Road, a division of KeyBank, KeyBank

Click here to view Jonas’s session preview

3:30 Chair’s closing remarks

3:40 End of Customer Experience and Digital banking 2022

More thought leaders to be added. Click here to stay up to do date.
Johnathan Alloy - Speaker

Jonathan Alloy
Vice President, Design Thinking 
Credit Suisse

Mike Balsam Speaker

Mike Balsam
Senior Manager, Wealth Digital and Innovation – Strategy, Digital and Innovation
Wells Fargo

Tibor Bartels Speaker

Tibor Bartels
Head of Transaction Services Americas
ING

Biography

Jonathan Alloy is a transformative, innovative, and inclusive business and technology leader in New York, with a record of delivering compelling digital products for Credit Suisse as VP Design Thinking, Wells Fargo as VP Technology and Innovation, and DuPont as Marketing and Strategy Manager. He serves as Justice of the Peace in Connecticut, holds an MBA from the University of Michigan, and is completing a Master’s in International Relations at Harvard University.

Biography

Mike is a Senior Manager for Wealth Digital and Innovation and a 13-year veteran of Wells Fargo. He leads a group of insightful professionals charged with curating the online experience for their HNW/UHNW clients.

 

He brings a vast array of technology and business-focused experience to help identify strategies that meet the evolving needs for clients and team members alike.

 

A staunch Diversity, Equity, and Inclusion advocate, he was a founding member of the Wealth Management Diversity Circle. Mike resides in San Francisco with his wife and two children and has a passion for racquetball, skiing and playing mini-golf with his kids.

Biography

Tibor Bartels heads-up the ING Transaction Services department for the Americas region. He is responsible for Payments and Cash Management solutions, Liquidity Management, Working Capital optimization and Traditional Trade solutions.

Starting 2016, Tibor moved to NY to build an on-the-ground presence for Transaction Services in the region. Currently he leads a team of product specialists that have in-depth discussions with America’s based multinationals on how to improve their daily banking set-up.

Tibor has been with ING for over 16 years and started his career as a trainee and worked in various departments of the bank. In 2007, Tibor joined the Transaction Services department with regional responsibility for the United States. Currently he is a considered to be a specialist for treasury optimization and market trends in Europe and has been regularly been interviewed by sector magazines.
Malika Daswani - Speaker

Mallika Daswani
Commercial Digital Platforms & Open Banking Lead
TD Bank – TBC

DWT-StephenGannonHEADSHOT

Stephen Gannon 
Partner 
Davis Wright Tremaine LLP

Ruchi Gupta

Ruchi Gupta
Head of Enterprise Digitization
People’s United Bank, a Division of M&T

Biography

Malika Daswani will be speaking at the Customer Experience and Digital Banking Congress USA

Biography

Steve is a financial services industry leader who has previously served as a senior legal executive at Citizens Financial Group, Capital One Financial Corporation, and Wachovia Securities. He has spent the last two decades as an advisor on the highest levels of strategic decision-making for several of the country’s largest financial institutions.
Steve previously served as the general counsel of Citizens Financial Group, the nation’s 12th largest retail and commercial bank, where he served on the executive committee and directed all legal, corporate governance, corporate transactions, government relations, regulatory relations, and litigation functions for the company.
He advises the banking industry on regulatory and strategic matters ranging from public policy and corporate governance to litigation, compliance, and administrative actions. He also focuses on helping the industry adapt to and stay on top of the burgeoning FinTech and digital asset spaces, about which he speaks and writes frequently.

Biography

Ruchi is a Product Executive, Digital Transformation Leader, and Innovation Catalyst with more than a decade of experience across Banking & Financial Services, Global E-commerce, and Management Consulting.

At People’s United Bank, Ruchi currently heads Enterprise Digitization leading Strategy, Partnerships, Process Optimization, Product Management, and overall execution.  Previously as Director of Digital Products at the bank, she has led multiple digital including Digital Identity Tokens, Alexa Voice Banking platform and enabled several strategic initiatives.

Prior to Banking, Ruchi has led Global Product Line across 40+ countries scaling services including launching, building the very first SaaS B2B enterprise product at Pitney Bowes and being an entrepreneur/Founder.

Ruchi is also a featured speaker on American Banker Thought Leadership Series as well as other recognized industry Panels. She is also part of “Women in Product” at Facebook as well “Women in ID” and “Women in Fintech”. She believes in giving back to the community, supporting diversity, and advancing women’s careers.

Abhishek Kodi - Speaker

Abhishek Kodi
VP, Principal Business Architect (AI/ML)
BNY Mellon

Brian Luciani Speaker

Brian Luciani
Head of Rise New York
Rise, created by Barclays

Jim Maimone - Speaker

Jim Maimone
SVP, Payments Solutions Consultant
Citizens Bank

Biography

Abhishek Kodi is a Principal, Business Architect who specialises in Artificial intelligence and Machine Learning. At BNY his systemic goals are to drive digital & AI first culture across multiple business functions, dominancantly in Clearance & Collateral Technology, Credit Services, etc.  He and his team closely collaborates with business and technology teams to create novel solutions for deterministic and nondeterministic problems that balance business strategy against state of the art AI technology. His pursuit of democratised AI-ML capabilities and risk averse system design aims to build data driven culture through citizen data scientists and aligning with business outcomes with utmost focus on  trust and adoption

Biography

Based in New York City, Brian has a decade of experience working in the financial services industry, holding positions leading teams in businesses spanning across fixed income, operations, risk management, finance and investment banking. Prior to joining Barclays to lead the firm’s fintech engagement platform in North America, Rise New York, Brian solidified start-up operator experience working at a late stage start-up to support the founding team and executive leadership on a highly anticipated IPO. For Rise, Brian leads engagement efforts with early and growth stage start-ups to leverage emerging technologies and support Barclays’ open innovation strategy. His additional responsibilities at Barclays include business development; deal sourcing, lifecycle management and closing; facilitating network based activities for the firm’s global fintech accelerator program; and the Female Innovators Lab venture studio by Barclays and Anthemis.

Biography

Jim Maimone, CTP, SVP, Senior Payment Hub Product Manager, has over 25 years of commercial payments experience in a variety of roles from ACH to Integrated Payables to Commercial Cards, and now Real Time Payments. Jim is currently responsible for developing and implementing payments strategies to help clients achieve the benefits of Invoice-to-Pay solutions. A graduate of UMass Boston, Jim holds a BA in Economics and a MS in Finance from Boston College. Jim resides in Stoneham, MA and enjoys coaching and playing ice hockey.

1516302631557
Kristen Mountford
Executive Director, Private Bank Digital,
JP Morgan Chase
Saurav
Saurav Mukherjee
Vice President, Corporate Treasury
Goldman Sachs
Miguel Navarro - Speaker
Miguel Navarro
Executive Technology Leader and Patented Inventor
Biography

Kristen Mountford is an Executive Director with J.P. Morgan’s Private Bank Digital team.  She leads a group of innovative product managers responsible for the vision, strategy, and execution of the the Investments and Solutions digital capabilities for advisors and clients.

Kristen’s career spans more than 25 years in Banking and Financial Services, where she has been focused on the digitalization of experience for both institutional and wealth management channels.   Her expertise lies in building technology to empower engagement between internal employees and external clients.

Kristen resides at the Jersey Shore with her husband and two daughters and has a passion for college football, especially the Fightin’ Irish of Notre Dame.

Biography

Saurav has 17 years of experience in digitally transforming Financial Institutions. He is currently Vice President, Corporate Treasury at Goldman Sachs. Previously he led business transformation initiatives in Citibank and BNY Mellon. Saurav is a certified Project Management Professional and Financial Risk Manager. He holds an MS in Business Analytics from NYU Stern School of Business, an MBA in Marketing from Asian Institute of Management, Manila, and an Engineering degree in Computer Science from India. Saurav is a Board member at the International Institute of Business Analysis and a review member at Harvard Business Review. He has been invited as a panel speaker/reviewer at NYU, UPenn, etc. Currently, he resides in New Jersey with his wife.

Biography

Born and raised in Philippines, I first started developing in the 5th Grade, thanks to Ramon (my brother) for teaching me Turbo Pascal to create our first game together. From there, he started teaching me Visual Basic and PowerBuilder. Moved to the US in 2001 and from there, I started learning C++, Java, JavaScript, HTML, CSS, etc.  When Apple announced that people will be able to develop and publish their own Mobile Apps, I downloaded XCode and got my hands dirty with Objective-C and then Swift. I started NMigMa Entertainment and created a few apps for both iOS and Android because it was fun and started monetizing my love for End to End Mobile app Development and Product Management. My past role in TD Bank was the Head of Voice and Emerging Platforms and currently a Business Technology Executive, Conversational AI External Delivery in KeyBank. Outside of work, I am swimming in everything Conversational AI and Web3 (more NFTs and metaverse) while I experience as much awesome times with my family.

Curt Queyrouze Speaker

Curt Queyrouze
President 
Coastal Bank, Coastal Financial Corporation

Allan Rayson - Speaker

Allan Rayson
EVP, CTO, Chief Innovation Officer
Encore Bank

Joe_Rodriguez_Head_Shot

Joe Rodriguez
Managing Director, Financial Services
Cloudera

Biography

Curt Queyrouze joined Coastal Community Bank in 2022 and currently serves as the President. Mr. Queyrouze has a background with expertise in credit, risk management, and financial technology.

Prior to joining Coastal Community Bank, he was most recently President and CEO of TAB Bank, UT, and brings an extensive background in managing a community bank and fintech partnerships through BaaS. During his tenure at TAB Bank, the $1.2 billion bank leveraged investments in a data platform, API stack, and agile development to transform the wholly digital Bank into a market leader.

In addition to TAB Bank, his career includes a variety of leadership roles at banks ranging from top-ten and regionals to community institutions, and as Chief Operating Officer of a fintech company.

Mr. Queyrouze holds a degree in Accounting from Louisiana State University and is active in his community and banking industry organizations.

Biography

Allan is an accomplished banker and leader with a twenty year track record as a commercial banker and market executive in the commercial banking and specialty finance space. Allan is also former CEO and Co- Founder of PaidUp, a financial technology company designed to support youth sports clubs. Allan and his co-founders launched the startup in Austin, TX where they supported youth sports clubs across the domestic U.S. Applying what he has learned in FinTech and banking, Allan is now Chief Innovation Officer and Chief Technology Officer at an entrepreneurial bank called @encorebank.

After earning his undergraduate marketing degree, Allan earned his MBA from Texas Tech University in 2000. In 2014, Allan also earned his Certified Private Wealth Advisor designation through the Investment Management Consultants Association (“IMCA”) and the University of Chicago’s Booth School of Business.

Austin, TX is home to Allan along with his three active boys, Will, Alex and Sam who enjoy spending time together outdoors; wake surfing, boating, cycling, and enjoying live music.

Biography

Joe Rodriguez leads Cloudera’s Financial Services industry vertical and is responsible for helping to drive the growth of Cloudera’s Financial Services business globally.  Before joining Cloudera, he advised the private equity community on fintech investments.  Prior to that, he was with Morgan Stanley where he was the COO of Operations IT and Head of Transformation.

Joe has led organizational successes repeatedly, guiding global business strategy with established and emerging technologies to achieve maximum operational impacts with minimum resource expenditures.  He has held senior executive roles within IT at the Federal Reserve, Bank of America, Merrill Lynch, HSBC, Credit Suisse, JP Morgan as well as management consulting with Cap Gemini.  Additionally, he has also worked as the CTO and COO in a start-up incubator.

Kai Schrimpf - Speaker

Kai Schrimpf
Global Head of Transaction Monitoring
UBS

Anish Shah - Speaker

Anish Shah
Managing Director, Head of Tech Product and Digital
BNY Mellon

V1 - Matthaeus Sielecki -Portrait

Matthaeus Sielecki (PhD)
Cash Management Solutions Director

Deutsche Bank

Biography

Kai has been working in the Financial Crimes area for multiple international Banks for the last 20+ years.
In his current role as Global Head of Transaction Monitoring for UBS he is responsible for the operations and transformation of TM Risk mitigation.
This includes overseeing all UBS TM Models and their operation as well as implementing transformational monitoring solutions.
Prior to this Kai has been responsible for forensic investigations as part of a rapid response to FCC topics as well as involvement in strategic transformation of all pillars of the FCC world.

Biography

Anish Shah will be speaking at the Customer Experience and Digital Banking Congress USA

Biography

Matt is a Director in the Cash Management Business of Deutsche Bank in New York, where he heads the Structuring function. In his role, he is responsible for advising corporate clients on treasury transformation, solutioning and incubating new growth opportunities from digital transformation. In his functions, Matt is leads the business development of DB’s new platform business and marketplace payment solution globally,

Matt is an experienced industry expert in the international payments and FinTech space and has worked for Deutsche Bank since 2003, where he has carried out a number of leadership roles in various departments across technology, business development, sales, working capital advisory and product development internationally.

Matt holds an MA in Business Administration and Technology and a PhD in economics.

John Speaker

John Stewart,
Global Head of Commercialization
Bank of America 

Patricia Tripar - Speaking

Patricia Tripar
SVP, Head of Commercial Payments at TD
TD Bank 

Profile Picture

Jonas Vernon Ng
COO Laurel Road, a division of KeyBank
KeyBank

Biography

John Stewart is the Global Head of Product & Client Commercialization for Bank of America Global.  John is responsible for developing and leading commercialization programs that increase client engagement, product adoption and revenue for Global Transaction Services across payments, FX, receipts, corporate cards, liquidity management, trade and supply chain finance.   In this role John leads digital content and experience management programs that transform client engagement and drive sales efficiency and effectiveness by delivering personalized content to prospects and clients.

Prior to this role, John held leadership roles in marketing, corporate strategy and operations for BNY Mellon, Thomson Reuters, Citigroup and State Street.

Biography

Patricia Tripar will be speaking at the Customer Experience and Digital Banking Congress USA

Biography

Jonas Ng currently serves as COO for Laurel Road, KeyBank’s fast-growing Fintech subsidiary. In this role, he leads acquisition, onboarding, credit/underwriting, risk management, quality control, and sales/servicing.

Previously, Jonas served as Head of Commercial Digital for KeyBank, driving strategic direction of digital properties/capabilities for KeyBank’s Commercial and Payments businesses. He also ran the Financial Wellness Product and Strategy Teams, bringing Financial Wellness to market for KeyBank’s Consumer Bank.

Prior to KeyBank, Jonas worked at Nationwide, Discover, Enova Financial, MBNA, and seven start-ups and consulting boutiques. He has had leadership roles in Marketing, Product, Finance, Operations, Strategy, Business Development, Mergers & Acquisitions, Application Development, and Innovation.

Fulco Werner - Speaker

Fulco Werner
Director Transaction Services
ING

Alex Yang - Speaking

Alex Yang
Director, Connected Banking
Bank of America

Biography

Fulco Werner works as a Director in ING’s Transaction Services team for the Americas region, based in New York. He manages a large corporate client portfolio of Industrial, Services and Technology, Media and Telecom names.

Fulco started his career in 2002 at ABN AMRO Bank’s Global Transaction Services business. He joined ING in 2015 after having spent time with ABN AMRO, RBS and Rabobank in various cash management and relationship management roles. Early 2019, Fulco moved to ING’s New York office.

In his role, Fulco advises corporate treasuries on cash and liquidity management, working capital optimization and traditional trade solutions. He addresses key treasury themes and market trends such as the impact of changing regulation, fraud, technology and innovation, thereby helping his clients to pursue a digital treasury agenda.

Biography

Alex Yang is responsible for the CashPro API client community, GTS’ open banking strategy, and CashPro Connectivity and data transmission security. He and others focus on how they can best deliver commercial banking data and services to clients and their technical service providers in real time. He serves on the board of the Afinis organization, and enjoys collaborating on the topic of API standardisation.

Alex has spent his entire career in GTS product management. He has been responsible for global payments and foreign exchange, EDI and ISO XML services, invoice presentment and biller gateways, and ERP and Treasury Management System integration.

WHY SHOULD YOU ATTEND CUSTOMER EXPERIENCE AND DIGITAL BANKING USA?

PANEL DISCUSSIONS

Interactive panel discussions are designed to include attendees by running a live Q&A throughout the session

PRESENTATIONS

Hear industry experts provide detailed insights on a range of vendor risk issues, challenges and opportunities

NETWORKING BREAKS

Networking opportunities including breakfast, lunch and refreshment breaks on both days, access to all streams and sessions.

MEET THE SPEAKERS

Continue discussions beyond the auditorium and interact with speakers and attendees after their session.

October 3, 2022

Leveraging digitization transformation to enhance a more holistic end to end journey for customers

The views and opinions expressed in this article are those of the thought leader as an individual, and are not attributed to CeFPro or any particular […]
October 3, 2022

Reviewing digital payment methods and the movement to a real time payment environment.

The views and opinions expressed in this article are those of the thought leader as an individual, and are not attributed to CeFPro or any particular […]
October 3, 2022

Managing budget limitations and attracting talent to drive change

The views and opinions expressed in this article are those of the thought leader as an individual, and are not attributed to CeFPro or any particular […]
September 28, 2022

Introduction to the metaverse: Implications and opportunities across financial services

The views and opinions expressed in this article are those of the thought leader as an individual, and are not attributed to CeFPro or any particular […]
September 27, 2022

Reviewing digital payment methods and the movement to a real time payment environment

The views and opinions expressed in this article are those of the thought leader as an individual, and are not attributed to CeFPro or any particular […]
September 26, 2022

Monitoring and understanding supply chains from 4th to Nth party and determining security protocols

The views and opinions expressed in this article are those of the thought leader as an individual, and are not attributed to CeFPro or any particular […]
September 26, 2022

Integration of fintech and microservices to provide a seamless consumer experience

The views and opinions expressed in this article are those of the thought leader as an individual, and are not attributed to CeFPro or any particular […]
September 22, 2022

Reviewing open banking opportunities and enhancing customer experience through API’s

The views and opinions expressed in this article are those of the thought leader as an individual, and are not attributed to CeFPro or any particular […]
July 18, 2022

Managing the continuous evolution of model risk with increased digitalization

The views and opinions expressed in this article are those of the thought leader as an individual, and are not attributed to CeFPro or any particular […]
June 10, 2022

Using culture and behaviour assessments to improve risk culture

The views and opinions expressed in this article are those of the thought leaders as individuals, and are not attributed to CeFPro or any particular organization. […]
June 9, 2022

Assessing regulatory changes ahead and the impact on third party and vendor risk management

The views and opinions expressed in this article are those of the thought leader as an individual, and are not attributed to CeFPro or any particular […]
June 9, 2022

Monitoring the threat landscape to better understand cyber threats

 

Biography

Phyton Consulting focuses on the most complex initiatives facing our clients and strives to be the best subject matter-led, execution-focused group on the street. Our services are conceived to address your industry-specific business and data challenges with the right blend of tactical and strategic execution. Phyton excels at enhancing the way organizations approach change across people, culture, processes, and technology. Our cross-industry understanding of Data Management best practices is our core strength. By integrating Phyton’s refined data framework and the core governance pillars that support it with subject-matter expertise, we are driving the harmonization of best practices across industries.

Biography

Cloudera offers a hybrid data platform to manage the end-to-end data lifecycle – collecting data at the source and driving actionable insights to optimize customer experience. Cloudera Data Platformenables financial services firms to get clear and actionable insights from complex data anywhere. With the ability to analyze batch and streaming data, financial services organizations can use machine learning, advanced analytics, and AI technologies to target new opportunities to expand, cross-sell services and better serve customers.

We maintain strict enterprise data security and governance across on-premise, public and private cloud environments with our unique shared data experience (SDX). Cloudera is trusted by financial services globally to support their data and analytics strategies.  For more information on how Cloudera supports financial services, visit Cloudera.com.

DWT logo

Biography

Davis Wright Tremaine LLP serves clients from 10 offices around the country. Combining deep regulatory and technology expertise, we advise on matters ranging from strategic transactions to high-stakes disputes to core operational issues. We provide excellent legal work, but our main focus is on helping clients achieve their strategic goals by providing the highest level of client service, however our clients define it. We are recognized as a national leader in our commitment to DEI and pro bono. Recent honors include being named an Inclusion Champion by Diversity Lab, a Social Impact Leader by Law360, and “Mid-Size Company of the Year” at the Los Angeles Business Journal’s 2022 DEI Awards. We received Mansfield Certification Plus each of the past two years, recognizing our demonstrated commitment to elevating lawyers from under-represented minorities into positions of leadership.

SHARE YOUR THOUGHT LEADERSHIP

SHARE YOUR EXPERTISE

GET YOUR BRAND SEEN

CONNECT WITH SENIOR LEADERS

CAN YOUR ORGANIZATION CONTRIBUTE?

Please contact the Center for Financial Professionals today to discuss how we can deliver your thought-leadership at the event, help you generate leads, and provide you with unique networking and branding opportunities. For more information on what we can offer, please contact chris.simou@cefpro.com or call us on +1 888 677 7007 ext. 207 where a member of the team will be happy to tailor the right package for you.

Etc Venues Lexington

601 Lexington Avenue

New York

NY 10022

USA

Can I present at the Customer Experience and Digital Banking USA Congress?

Yes, the Center for Financial Professionals are happy to discuss speaking opportunities at the Customer Experience and Digital Banking USA Congress. For further information on this please contact alice.kelly@cefpro.com or call us on +1 888 677 7007.

Are there any rules on the dress code?

Business attire is requested. The Congress is a formal opportunity to network with like-minded professionals and to gain knowledge from the industry’s finest risk management experts.

What is the cost and what is included in the registration fee?

We offer incentives for ‘early bird’ registrants of the Congress, as outlined on our pricing structure. Registration includes breakfast, refreshment breaks, lunches, the cocktail reception at the end of the day, full access to the sessions and exhibition area. Presentations from the sessions are also available, subject to speaker approval.

Where can I find the Congress documentation and speaker presentations?

All registered attendees will receive an email with access to documentation and speaker presentations after the Congress*. We will work with our presenters to include as many presentations as possible on our App during the Congress.

* Please note that our speakers often have to gain permission from their relevant compliance departments to release their presentations. On rare occasions compliance may not allow presentations to be distributed.

Will breakfast, lunch and refreshment be provided?

Yes. As with all of our events, the Center for Financial Professionals will be providing brilliant coffee, breakfast, lunch, refreshments, and smaller bites during the networking breaks.

Will there be opportunities to network with other attendees?

There are ample opportunities for networking and interaction throughout the Congress, such as:

  • Breakfast, lunch and refreshment breaks
  • Cocktail reception at the end of the day (subject to confirmation)
  • Q&A, panel discussions and audience participation technology
Are there opportunities to share my thought-leadership at the Customer Experience and Digital Banking USA Congress?

Yes there are plenty of opportunities for the Center for Financial Professionals to share thought-leadership to the attendees of Customer Experience and Digital Banking USA Congress and our wider risk professionals community. At the event we can distribute your material to the attendees, offer you an exhibition booth, and provide speaking opportunities so that you may enjoy a more prominent presence at the Congress. Visit the Sponsor tab for further information or contact sales@cefpro.com / +1 888 677 7007

Are media partnerships available for the Customer Experience and Digital Banking USA Congress?

Yes. As part of a media partnership we can offer a variety of options to increase the branding and awareness of your association, company, certificate, publication or media. We are flexible with what we can offer, however we usually:

  • Provide a discounted rate to attend
  • Place your logo and profile on the Congress website
  • Place your logo on promotional content where applicable
  • Distribute your media/marketing at the Congress
  • Promote through social media channels

To discuss this further please contact Joseph@cefpro.com or call +1 888 677 7007.

What can I do if I can't attend the event due to Covid-19?

If you are unable to attend the Congress due to national/Covid restrictions, CeFPro would be more than happy to offer you a refund, credit note or the option to transfer the ticket to a colleague who is able to attend.

Are CPE Credits available?

Yes, CPE Credits are available for the Customer Experience and Digital Banking USA Congress.

Representing a financial institution or government body – (E.g. Bank, Insurance company, Asset Manager, Regulator)

LAUNCH
RATE

$599
Save $300

Registrations before September 23rd

EARLY BIRD
RATE

$699
SAVE $200

Registrations before the October 14th

STANDARD
RATE

$899


Registrations after October 14th

Representing an information/service provider (E.g. Consultant, Vendor, Executive Search Firm, Law Firm)

Launch
RATE

$1299
Save $400

Registrations before September 23rd

EARLY BIRD
RATE

$1,499
SAVE $300

Registrations before October 14th

STANDARD
RATE

$1,699


Registrations after October 14th

To qualify for the preferential rates above, registration must be received by the close of business of the specific end date for each rate. Payment can be made at the time of registering, or up to a week after an invoice has been sent. CeFPro reserves the right to increase rates should payment be delayed significantly. Should a delegate register at a rate that is inaccurate, CeFPro reserves the right to issue an additional invoice for the outstanding amount.

Covid Assurance Policy
If you are unable to attend the Summit due to national/Covid restrictions, CeFPro would be more than happy to offer you a refund, credit note or the option to transfer the ticket to a colleague who is able to attend.

REGISTER BY EMAIL

CONTACT US DIRECTLY

DOWNLOAD PDF REGISTRATION FORM

Simply email us with your
Full name
Job title
Company & address
Contact number

Email: Joseph.Taylor[@]cfp-events.com

Call us on +1 888 677 7007

Click here to complete the form and submit by email

Register Your Interest
To register your interest in Customer Experience and Digital Banking USA brochure, fill out your details below.
If you are unable to download the pdf brochure, please get in touch to request a copy.

If you were interested in Customer Experience and Digital Banking USA take a look at some of our related themes…

Magazine
Infront Magazine
Research in red
NFR

As the operational and non-financial risk arena continues to rapidly evolve, expand, and gain significance, Non-Financial Risk (NFR) Leaders strives to provide risk professionals with insights, support, and benchmarks to guide them through the changing risk landscape.

NFR Leaders collates the knowledge of nearly 1,000 non-financial risk professionals to provide a ‘voice of the market’. Critical themes addressed within the report include the top non-financial risks, areas attracting the greatest investment, the extent of the Covid-19 pandemic’s impact, and much more.

Find out more about NFR Leaders.

Workiva Report

The Center for Financial Professionals, in partnership with Workiva, conducted an extensive research project to better understand the state of play of ESG across financial services. This report looks to identify where financial institutions truly stand with ESG reporting and whether they are keeping pace with the influx of ESG changes by leveraging technology.

The findings of this report aim to provide a benchmark for financial institutions as to progress and develop the areas of automation, reporting, data, and investment decision making.

Download your free copy of the report.

Cloudera - Logo
DWT logo
Infront Magazine