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Day 3: 11 September 2024
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Day 3: 11 September 2024
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8:00am - 9:00am60 mins
Exhibit Hall Networking
Registration, breakfast & networking
9:00am - 9:05am5 mins
General Session
Welcome from Finovate
- Greg Palmer - Vice President, Finovate
9:05am - 9:20am15 mins
General Session
Special Address: Show Me the Money – The Bottom Line in FinTech
- Vladimir Lounegov - CEO, Mbanq
9:20am - 9:45am25 mins
General Session
Power Panel: Why fintech will revolutionise customer experience & how financial services providers can compete in a hyper personalized world. What are the key lessons to learn From other industry verticals & from how big tech companies build customer trust?
- Alyson Clarke - Principal Analyst, Forrester
- Sherry Graziano - Head of Digital, Client Experience, and Marketing, Truist Financial Corporation
- Arvind Ayyala - Partner, Geodesic Investments LLC
- Mirella Reznic - Executive Vice President/Chief Strategy Officer, Valley Strong Credit Union
- Kevin Brown - CMO & Head of Corporate Development, Onbe
9:45am - 10:05am20 mins
General Session
Out of the Box Keynote: The blue dot consumer: What financial institutions need to understand about how customers now view the world and why standing still is the fastest way of moving backwards (part 2)
- Ken Hughes - Consumer Behaviouralist, The King of Customer Experience
10:05am - 10:10am5 mins
General Session
Tracks start in 5 minutes!
10:10am - 10:15am5 mins
Customer Experience
Opening remarks from the chair
- Julie Muhn - Senior Research Analyst, Finovate
10:10am - 10:15am5 mins
Open Banking
Opening remarks from the chair
- David Penn - Research Analyst, Finovate
10:10am - 10:15am5 mins
Future Lending
Opening remarks from the chair
- Rutger Van Faassen - Chief, Informationbanker
10:10am - 10:15am5 mins
Wealthtech
Opening Remarks from The Chair
- April Rudin - CEO, The Rudin Group
10:15am - 10:30am15 mins
Customer Experience
Keynote address: Trust is not what you think it is, but it matters more than ever. Against the backdrop of experimenting with genAi & looking for open banking opportunities, banks & financial services firms still face one key battle: Consumer trust. How can you leverage trust to grow customer loyalty and revenue?
- Alyson Clarke - Principal Analyst, Forrester
10:15am - 10:30am15 mins
Open Banking
Keynote address: CFPB’s open banking rule 1033 focuses on safeguards for security, data and the ecosystem. What do financial institutions need to do? How will it impact the banking industry?
- Tyler Brown - Senior Research Analyst, CCG Catalyst Consulting
10:15am - 10:30am15 mins
Future Lending
Keynote address: Capturing the opportunity of small business lending: How can financial institutions successfully engage this market of over 32 million potential customers & a market worth over $80 billion? How will the 1071 rule impact small business lending?
- Karen Gordon Mills - Senior Fellow, Harvard Business School
10:15am - 10:30am15 mins
Wealthtech
Keynote Address: The WealthTech Market Is Projected To Grow From US$5.42 Billion In 2023 To US$26.1 Billion In 2033: What Are The Emerging Trends & Market Dynamics That Will Shape The Future?
- Dennis Gallant - Associate Director, ISS Market Intelligence
10:30am - 10:45am15 mins
Customer Experience
Special address: Unlock the power of your firm’s unstructured data with AI
- Perry Rotella - Managing Director, Financial Services, Box
10:30am - 10:45am15 mins
Open Banking
Special Address: Unlocking Innovation: Harnessing AI for Safer and More Innovative Data Experiences
- Ryan Beaudry - Senior Vice President, Open Banking Network Services, Mastercard
- Stacy Rosenthal - VP of Payment Solutions, PayPal
10:30am - 10:45am15 mins
Future Lending
Special Address: Lending in emerging markets with blockchain technology, NFTs & decentralized finance
- Abhishek Bhattacharya - CEO & Co-founder, The Impact Wave
10:30am - 10:45am15 mins
Wealthtech
Special Address: FAANG/ Magnificent 7, Where Art Thou?: Can We Expect The Major Mega Tech Names Like Google, FB, Amazon, And Others To Resume Acquisition Activity After A Long Lull?
- Kamran Ansari - Venture Partner, Headline
10:45am - 11:10am25 mins
Customer Experience
Power panel: Walking the CX talk - how financial institution can deliver outstanding omni channel CX & move away from a siloed approach to blend human & digital CX. And how can you measure success?
- Steven Ramirez - CEO, Beyond The Arc
- Ami Iceman Haueter - Chief Research and Digital Experience Officer, MSU Federal Credit Union
- Angela Scott - VP, Client Engagement Manager, Global Payments & Deposits, Umpqua Bank
- Lola DeMoon - Senior Product Manager CX UX UI, Bank Of The West
- Tom Martin - CEO, Glance
10:45am - 11:10am25 mins
Open Banking
Power panel: Why open banking is critical to agility, to future proofing your business & to delighting your customers. What are the compelling use cases for US financial institutions & what can they learn from the success of open banking in Europe, India & Australia? How can financial institutions seize the opportunity to generate returns?
- Michelle Beyo - CEO & Founder, Finavator
- Kevin Jacques - Partner, Cota Capital
- Bianca Zwart - Chief of Staff To The CEO, bunq
- Shekhar Sahgal - Senior Vice President, Data Access, Open Banking, Mastercard
10:45am - 11:10am25 mins
Future Lending
Power panel: Buy Now Pay Later: A great product for customers or a debt trap? How is this exploding market going to change the status quo & what does it mean for the future of credit cards? And what are US regulators planning?
- Dikshah Gera - Industry Analyst, Bloomberg
- Akita Somani - SVP BNPL/POS Lending, U.S.Bank
- Jason Mikula - Publisher, Fintech Business Weekly
- David Monteiro - Partner, Litigation, Morgan, Lewis & Bockius LLP
10:45am - 11:10am25 mins
Wealthtech
Power Panel: The rise of alternative assets reflects a shift towards diversification; a search for yield & uncorrelated returns, and opportunities that align with personal values. How will technology play a crucial role in transforming how alternative assets are managed within the industry?
- April Rudin - CEO, The Rudin Group
- Bundeep Singh Rangar - CEO, Fineqia
- David Teten - Partner, Coolwater Capital
- Shannon Saccocia - Chief Investment Officer, Neuberger Berman Private Wealth
11:10am - 11:35am25 mins
Exhibit Hall Networking
Refreshments & networking
11:35am - 11:40am5 mins
Artificial Intelligence
Opening remarks from the chair
- Theodora Lau - Founder, Unconventional Ventures
11:35am - 11:40am5 mins
Future Payments
Opening remarks from the chair
- Julie Muhn - Senior Research Analyst, Finovate
11:35am - 11:40am5 mins
Future Banking
Opening remarks from the chair
- David Penn - Research Analyst, Finovate
11:35am - 11:40am5 mins
Wealthtech
Opening Remarks from The Chair
- April Rudin - CEO, The Rudin Group
11:40am - 11:55am15 mins
Artificial Intelligence
Keynote address: What does the era of generative AI mean for financial institutions? What are the real use cases for genAI in financial institutions and banks?
- Aditi Subbarao - Financial Services Lead, Instabase
11:40am - 11:55am15 mins
Future Payments
Keynote address: Real-time payments – Will they be a game changer? What are the challenges around developing products on top of RTP and FedNow rails? When will they gain momentum in the US?
- Rina Wulfing - Senior Policy Lead, Wise
11:40am - 11:55am15 mins
Future Banking
Keynote address: The future of banking isn’t what it used to be - how can incumbent financial institutions compete with new competitors & big tech?
- Rutger Van Faassen - Chief, Informationbanker
11:40am - 11:55am15 mins
Wealthtech
Keynote Address: Truly transformative technology: what the latest data says about future proofing your business
- Korrynn Baltzersen - SVP of Wealth Deposits, Curinos
- Olivia Lui - SVP, Channels Advisory, Curinos
11:55am - 12:10pm15 mins
Artificial Intelligence
Special Address: AI Amplifies Developer Velocity and Code Quality
- Kevin Alwell - Director, Field Services, GitHub
11:55am - 12:10pm15 mins
Future Payments
Special Address: The Digital Transformation Of Payments: How Payments Providers Need To Respond To The Shift In How People Think About Money And Transactions
- Vivek Bedi - Professor, NJIT
11:55am - 12:10pm15 mins
Future Banking
Special address: Customer led growth: the key to efficient growth in financial services
- Matt Roche - CEO, Extole
11:55am - 12:10pm15 mins
Wealthtech
Special Address: How SoLo Funds Is Reducing The Racial Wealth Gap and Generating Wealth In Communities
- Rodney Williams - Co-Founder, SoLo
12:10pm - 12:25pm15 mins
Artificial Intelligence
Keynote address: Leveraging advanced AI to deliver accurate and adaptive customer service
- Apurva Misra - Senior Machine Learning Engineer, Truckstop
12:10pm - 12:25pm15 mins
Future Payments
Special address: Special Address: Combining Risk Management And AI To Drive Payment Growth
- Lisa Gold Schier - Adviser, Reading Cooperative Bank
12:10pm - 12:25pm15 mins
Future Banking
Special Address: How AI Systems Are Transforming Fraud Detection, Bankruptcy Prediction, and Credit Scoring
- Andreas Fast - Director of Finance Solutions, Qubika
12:10pm - 12:25pm15 mins
Wealthtech
Special Address
12:25pm - 12:50pm25 mins
Artificial Intelligence
Power panel: AI in action – How smart players are using AI to solve real pain points for their businesses internally & for their customers. What are the most exciting applications of genAI In CX; personalised banking; lending, payments & fraud?
- Theodora Lau - Founder, Unconventional Ventures
- Joe Dormani - Partner, Thomson Reuters Ventures
- Mark Huang - Co-Founder, Gradient
- Elizabeth Osborne - Chief Operating Officer, Great Lakes Credit Union
12:25pm - 12:50pm25 mins
Future Payments
Power panel: The payments market is estimated at $2.85 trillion in 2024 & is expected to reach $4.78 trillion by 2029 - how will new technologies, new competitors, new business models & embedded payments shape the future & the competitive landscape?
- Grace Broadbent - Senior Analyst, EMARKETER
- Alex Gonthier - Founder & CEO, Trustly
- Henry Yan - Director, Mizuho Americas
- Michelle Zhao - US Head of Cross-border Cross-currency Payments, Global Payments Solutions, HSBC
12:25pm - 12:50pm25 mins
Future Banking
Power panel: Bringing an entrepreneurial spirit to banking - how to transform traditionally conservative financial institutions so they can move faster, be more innovative & create more value. What Are the key questions around technology, business models, risk management, people & new ways of working?
- Kiah Haslett - Banking & Fintech Editor, Bank Director
- Rodrigo Suarez - Chief Banking Officer, Piermont Bank
- Devi Malhotra - Vice President, Centana Growth Partners
- Kyle Hauptman - Vice Chairman, NCUA
12:25pm - 12:50pm25 mins
Wealthtech
Power Panel: The Future Of Client Centricity In A Tech-Disrupted Wealth Landscape. The Great Wealth Transfer To Millennials |& Baby Boomers Has Already Started & New Heirs Are Demanding Faster Digitalization Than The Previous Generation. What Should Wealth Managers Be Prioritising Now?
- April Rudin - CEO, The Rudin Group
- Andrea Finan - Head of J.P. Morgan Self-Directed Investing, J.P. Morgan Wealth Management
- Ali Geramian - Managing Director, Anthemis
- Michelle Julia Ng - Software Engineer, Apple
12:50pm - 1:40pm50 mins
Exhibit Hall Networking
Lunch & networking + discussion roundtables
- Steven Ramirez - CEO, Beyond The Arc
- Alyson Clarke - Principal Analyst, Forrester
- Rutger Van Faassen - Chief, Informationbanker
- Apurva Misra - Senior Machine Learning Engineer, Truckstop
1:40pm - 1:55pm15 mins
General Session
Keynote: Why the CFPB's proposed open banking rule 1033 will require a mindset shift for financial institutions
- Laurent Van Huffel - CEO, OpenFinity
1:40pm - 3:05pm85 mins
Credit Union Spotlight
Credit Union Spotlight Presented by Curql - 1.40-3.10
- Nick Evens - President & CEO, Curql Collective
1:55pm - 2:20pm25 mins
General Session
Power Panel: Finding new opportunities in the digital age & the emerging experience age. Success stories & insights to help financial institutions find growth, drive revenue & future proof their business. How should you navigate the hype, know where to focus & do what actually needs to be done? How can you keep running the bank whilst reinventing the bank?
- Peter Wannemacher - Principal Analyst, Digital Banking, Forrester
- Sam Kilmer - Managing Director, Cornerstone Advisors
- Julie Thurlow - President & CEO, Reading Cooperative Bank
- Jamie Donahue - President & CTO, BM Technologies
2:20pm - 2:30pm10 mins
General Session
Quick-Fire Keynote: Focusing on the three pillars of banking: Deposits, loans, and money movement. Financial institutions globally will face a unique mix of challenges In 2024: Each of these hurdles will impact financial institutions ability to manage cash flow, generate income & control costs
- Steven Ramirez - CEO, Beyond The Arc
2:30pm - 2:55pm25 mins
General Session
Power Panel: Banking on growth: Deposit generation growth strategies & marketing tactics for financial institutions in the ongoing deposit wars. Why it is essential for financial institutions to understand the relationship connection to small businesses & lending to them to stay first in line for deposits
- Yizhu Wang - Senior Fintech Reporter, S&P Global Market Intelligence
- Christopher Hollins - Head of Solution Sales and Delivery, Silicon Valley Bank
- Ben Maxim - Chief Digital Strategy & Innovation Officer, MSU Federal Credit Union
- Josh Williams - EVP & Head of Partnerships, Seattle Bank
2:55pm - 3:05pm10 mins
General Session
Quick Break!
3:05pm - 3:30pm25 mins
General Session
Power Panel: From competition to collaboration & co-creation - why financial institutions need more than ever to build strategic partnerships. What do new partnership plays tell us about the unbundling & reassembling of financial services providers?
- Zakie Twainy - Digital Partnerships & Enterprise Innovation, BNY Mellon
- Lindsay Fitzgerald - General Partner & Co-Founder, Vesey Ventures
- Bis Chatterjee - Head of Innovation and Partnerships, Citi
- Ashlyn Lackey - Director, Emerging Technology & Innovation Strategy, Prudential
3:30pm - 3:55pm25 mins
General Session
Accelerator All Stars: Is community the new commodity?
- Theodora Lau - Founder, Unconventional Ventures
- Kristen Castell - Managing Director, Fintech CAFE (Center for Accelerating Financial Equity)
- Stephanie Foster - Managing Director, ThinkTECH Accelerator, ICBA
- Pam Kaur - Head of Bank Technology, BankTech Ventures
- Natasha Harper-Madison - Council Member, City of Austin
3:55pm - 4:20pm25 mins
General Session
Investor All Stars: Where is the smart money investing in fintech? Will the rise of consolidation & concentration define a new era for fintech?
- Luis Valdich - Managing Director, Fintech Venture Investing, Citi Ventures
- Boyang Li - Senior Associate, Framework Venture Partners
- Stephanie Perez - Managing Director, Fin Capital
- Rachel Zabronsky - Principal Investor, PayPal
4:20pm - 4:23pm3 mins
General Session
Close of FinovateFall 2024 - see you next year!
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