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Event Date Wed Jun 9 EDT - Thu Jun 10 EDT (5 months ago)
Location Digital
Region Americas

Welcome to the Banking Technology Forum’s inaugural Customer Experience Summit! We bring together business leaders and technologists from the country’s leading regional and national banks to facilitate the adoption of consumer experience technology & innovation.
Join us at the banking industry’s most impactful CX technology conference. Together, let’s rethink the customer experience for banking.

Topics Covered
Customer expectations have changed. New data-driven initiatives must be prioritized to improve the banking experience. Now more than ever, product, innovation, IT, and data leaders must work together to drive new digital strategy through relentlessly client-centric experiences. Join us as we explore the following topics…
• Omnichannel customer experiences
• Hyper-personalization at scale
• Predictive analytics
• Advanced data ecosystems
• Customer onboarding & retention
• Regulatory considerations
• Chatbots & automated assistance
• Video-based interactions
• Empathetic customer engagement
• Customer-focused dashboards
• ESG’s strategic integration


2021 Speakers

Rajkumar Venkatesan
Professor - Darden Business School

Kyle Hoback
Director, Intelligent Automation - Workfusion

Kaaren Hanson
Chief Design Officer, Consumer & Community Banking - JPmorgan Chase & Co

Jyoti Menon
Director, Head of Digital Wallets, eCommerce, and Bill Pay - Citi

Justin Cohen
Head of Banking - Avant

Bolun Li
CEO - Zogo

Adam Westly
Director, Strategic Partners Financial Services - Smart Communications

Matt Thompson
VP, Global Marketing - Soprano

Barry Kirby
SVP - CuneXus

Bob Horsman
EVP - First American Bank

Pierre Quemard
Senior Manager, Innovation Principal - Finastra

Jonathan Katz
Head of Bank & FI Solutions - Linear Financial Technologies

Julie Cox
VP of Financial Services - sheerID

Josh Linder
Principal Value Consultant - OpenText

Sanjib Kalita
Editor in Chief - Money 20/20

Tero Lappalainen
Founder - Bankify

Har Rai Khalsa
Chief Executive Officer - MK Decision

Alyona Medelyan
CEO - Thematic Analysis Inc.

Kamesh Moola
Senior Vice President, Digital Innovation & Customer Experience - Barclays

Rajan Bansi
President & CEO - RBC InvestEase

Maja Neable
Chief Marketing Officer - Banking at BMO

Matthieu Soule
Head of Innovation Lab - BNP Paribas Group

Pam Haller
Chief Digital Experience & Marketing Officer, EVP - Royal Credit Union

Jennifer Borchardt
Vice President, Omnichannel Experience & Strategy, Wealth Management - U.S. Bank

Brian Kale
Director of Customer Success - Novo

Dhruv Mehrotra
Managing Director, Product Mangement - Silicon Valley Bank

Melissa Gonzalez
Senior Vice President- Financial Center & Market Growth Strategy

Paul Mullins
EVP, Head of Customer, Wealth and Personal Banking - HSBC

Matthew Balcerek
Head of Customer Experience - Finch

Kareem Kombarji
Senior Vice President, Global Head of Sales Productivity & Digital Enablement - Citi Commercial Bank

Aaron Wolner
Chief Marketing Officer - Quontic

Tim Mills
Senior Vice President, Emerging Payments Strategy - Regions Bank

Mark Ruddock
CEO - Nuula

Victoria Dravneek
SVP, Personalization and Loyalty Strategy - Bank of America

Emmelda Lawrence
Business Online and Mobile Banking - Freemont Bank

Sponsors & Partners

2021 Sponsors & Exhibitors

• SheerID
• opentext

• zogo
• WorkFusion
• Cunexus

• Linear

• Thematic

• Semeon

• Banking CIO Outlook