Inflation, rising interest rates and global uncertainty – there is no shortage of challenges facing businesses and consumers across North America. That follows on the back of a disruptive pandemic. How can financial institutions and fintechs leverage innovative technologies to help their customers and organizations with the economic and financial challenges ahead.
The financial sector must play a pivotal role in the transition to net zero. Moving beyond pledges, how is the sector shifting the dial in how they operate and leveraging the role they have in driving change across all sectors of the economy? What is the role of financial service providers – both old and new - in achieving climate goals being set by governments across the globe?
Explore a continent of opportunity and the institutions and innovators that are seeking to deliver the best possible outcomes to consumers and businesses. Understand the unique opportunities across different communities. In an expanding ecosystem, get insight into the growing universe of participants and providers seeking to reach a broad range of end-users.
What are the technologies and trends that are driving change across the ecosystem in North America? AI, machine learning, open finance, embedded finance, DeFi – what does it mean for the way the consumers and businesses transact, borrow, save, protect themselves from risk and plan for the future?
Focussed sessions for our large community of credit unions and community banks. Learn more about the unique set of challenges they face and the partnerships that can support them on their digital journeys. Expect lively and informative discussions on the promise of innovation for their members and communities.
Meet over 600 attendees – from early-stage start ups to the world’s largest providers. Connect with a diverse and growing range of industry participants. Access content that will challenge your thinking and spur conversations. Find the partners and providers that will help you to meet your business goals and innovation challenges.
Meet our North American community face to face to discuss and connect on the back of a full day of exciting content.
The 2023 event took place at the Convene at 237, Park Avenue in New York.
The perfect space to experience our live content sessions and busy exhibition area, at the heart of North America’s financial hub.
Access to our co-located events - Future Identity Finance, FTT Embedded Finance & Super-Apps and Customer Alpha.
Experience four additional content stages and a community of change-makers who are redefining financial services across the continent.
Opening remarks from the Fintech Talents stage.
Nicole Casperson, Founder, Fintech Is Femme & Content Creator, Workweek
Lule Demmissie will share a powerful view on how ordinary investors are responding to the economic challenges and how that is impacting the financial investment landscape. Is the medicine creating more problems than it is solving? Are individuals and those all too important drivers of economic growth, SMEs, being disproportionately and negatively impacted?
Lule Demmissie, US CEO, eToro
The promise of technology is to deliver financial products and services that better meet the needs of end users by design. Following the digital acceleration witnessed during the pandemic, how will next gen financial services meet the new sets of challenges facing consumers and businesses?
Sharon O’Sullivan, Global Head, Technology Research & Innovation, Enterprise Architecture and Innovation, BMO Financial Group
Lisa Violet, SVP Strategic Partnerships, Varo
Steven Hewlett-Light, Head of Product, FinTrU
Rodrigo Suarez, Chief Banking & Innovation Officer, Piermont Bank
Denis Kinnally, Bank Partnerships and Strategy, Chime
Moderator: Nicole Casperson, Founder, Fintech Is Femme & Content Creator, Workweek
Start-ups and growth stage companies are facing a much tougher macroeconomic environment. How do they evolve, pivot (where necessary) and secure a pathway to resilience and profitability. What are the hallmarks of companies best placed to survive the challenges ahead?
Mariquit Corcoran, Head of FinTech and VC Coverage, Independence Point Advisors
Jing Zhuang, Managing Director, Mizuho
Susan Ehrlich, Venture Partner, Core Innovation Capital
Allie Fleder, Co-Founder & COO, SimplyWise
Moderator: Miguel Armaza, Co-founder & General Partner, Gilgamesh Ventures
As we all played with creating text on CHatGPT at the end of 2022, it seemed that the technology had become far more sophisticated and developed. It is a leap forward from the Chatbots that we’ve been using. Beyond better chatbots, how will AI/ML be leveraged across the industry?
Supreet Kaur, Assistant Vice President, Morgan Stanley
Steve Dunn, Head of Innovation and Fintech, Sumitomo Mitsui Banking Corporation
Stavros Zervoudakis, VP AI, Mutual of America & Assistant Professor, New York University
Greg Brown, Head (VP) North American Digital Product Management – Sales & Marketing BMO
Beyond the highs and lows of cryptocurrencies, blockchain technology is poised to have an impact on the infrastructure of financial services. What are the exciting new use cases emerging? Are we moving into a more mature stage of development?
Diana Barrerozalles, Head of Research and Sustainability, Global Blockchain Business Council/Senior Contributor, Forbes
Gareth Rhodes, Managing Director, Pacific Street
Payments are evolving rapidly, and the aggregation of services and the moves towards real-time payments are driving even more change across the industry. Can the payments experience live up to customer expectations? Join a group of payments gurus as we look to the future of payments in North America.
Brandon Baines, VP, Tech Enabled Banking, Customers Bank
Carol Grunberg, Managing Director, Citi TTS Global Head of Strategic Partnerships & Digital Innovation, Citi
Rupa Krishnan, Managing Director, Head of Global Real Time Payments
Akkhil Augustin , Director – Digital Products & Core Banking
Moderator: Peter Fishman, President, Finnovia
Financial inclusion is about so much more than having a bank account. How can the industry better ensure that diverse universe customers have their needs met? Can financial services advance beyond a transactional relationship and put end-users on a path to financial resilience and health? Can we support previously underserved customers in building the wealth that can change lives for the better?
Trevor Rozier-Byrd, CEO & Founder, Stackwell Capital
Michael Cyr, Director of Financial Inclusion, Regions Bank
Erica Khalili, Chief Legal & Risk Officer, Lead Bank
Leigh Phillips, CEO, SaverLife
Moderator: Mimi Joy, Financial Health Expert
The discussion around bank – fintech partnerships has moved on. The question of whether to partner with innovative fintechs has been largely settled. There is broad agreement that they form an essential part of established providers innovation journeys. What is required now is an emphasis on the ‘how’ and that is not a straightforward answer. Our panelists will explore the different forms partnerships can take and the creative thinking required.
Dana Wilson, Founder & CEO, CHIP
Marc Rehberger, SVP, Sr. Managing Director, Head of Tech Enabled Banking, Customers Bank
Amy Young, Director, Global Strategic Partnerships, Financial Services, Microsoft
Charlotte Hausemer, Fintech and Banking Partnerships, BNP Paribas
Moderator: Dexter Wilson, Director, Digital Partnerships, BNY Mellon
What is the value of the metaverse and how will it be leveraged by financial institutions. Will we be meeting with our financial providers in the metaverse to buy products, discuss our financial goals and educate ourselves on the possibilities? What are the technologies that will drive this forward, and will it be accessible to all?
Curt Queyrouze, President, Coastal Community Bank
Bipasha Ghosh, CMO, Dali Spaces/ex-NBCUniversal Media
Moderator: Kate Drew, Director of Research, CCG Catalyst Consulting
In contrast to Europe, the development of open banking in North America (particularly in the US) has been market-led. It’s potential impact, however, is just as significant. We will explore the trajectory of open banking including the regulatory frameworks and, crucially, the innovation being driven by the growing adoption of open banking.
Jean-Paul LaClair, Senior Director of Product, Financial Data Exchange
Moderator: Jesse Podell, Senior Director, Ally Ventures
Opening remarks from the Credit Union & Community Banks in Focus stage
Are community banks and credit unions best positioned to provide customers what they need to make it through the current challenges of the economic terrain? Given their close ties with members and the broader community, do they have the knowledge and tools to help those who face financial stress?
Darius Wise, President/CEO, Red Rocks Credit Union
Laurie Stewart, CEO | President, Sound Community Bank
Teo Blidarus, CEO, FintechOS
Moderator: Jim Perry, Senior Strategist, Market Insights
Innovation can be delivered faster and easier through external providers. But Fintech partnerships need to work for institutions of all sizes. Join a panel of innovators who have delivered successful digitalization projects and others who are earlier on in their journeys.
Ben Maxim, Chief Digital Strategy & Innovation Officer, MSU Federal Credit Union
Charles Potts, EVP, Chief Innovation Officer, Independent Community Bankers of America
Josh Rowland, Founder and former CEO, Lead Bank & Chief Strategy Officer, Blubinder
Jamaal James, Manager, Product Implementation, Alliant Credit Union
Understanding customer behavior is crucial. But understanding that behavior across multiple channels and in response different messaging is a game-changer. Hear from credit unions and community banks as they move into the sophisticated world of journey analytics and orchestration.
Kelly Wagner-Grull, Director of Member Experience, Innovation and Digital Services, Credit Union of Colorado
Can the knowledge of members be built on to win loyalty through a superior customer experience. Can this translate into something powerful enough to reach future generations who expect digital experiences delivered with ease across all channels? Hear from leaders as they share their stories of meeting the evolving demands of end-users.
Frank Gargano, Reporter, Credit Unions, American Banker
Casey Christopher, Chief Empowerment Officer, Quontic Bank
Tara Brady, FVP, Directore Customer Experience, Provident Bank
FTT Embedded Finance & Super-Apps is an exciting and disruptive community of retailers, manufacturers, insurers, telcos, financial institutions, fintechs and tech innovators changing the way financial services are created and distributed.
Customer Alpha is a cross industry community of professionals striving to create better outcomes for their customers. It’s a platform for learning and discussion on the future of customer journeys. From leveraging transformative technologies to understanding customer behaviour, innovative brands understand the need to evolve with their users.
Future Identity Finance explores how digital identity can reduce fraud, enhance compliance and build customer trust in an evolving financial services landscape. Join industry leaders from financial institutions, credit unions, technology enablers and regulators across North America.