Commercial and Small Business Banking Forum 2024 | Datos Insights | 9 October 2024 | Quorum by Convene, 1221 6th Ave, New York, NY 10020, USA

It’s not news that commercial banking and payments market is changing. The industry has experienced a sustained period of development and shifting market dynamics in recent years. However, the accelerating pace of those changes continues to surprise and challenge financial institutions.

What’s more, financial institutions are increasingly losing customers to fintechs. Businesses of all sizes need their financial services provider to facilitate the complexities of payments and technology. Partnering directly with fintechs enables businesses to capitalize on real-time capabilities, automation, and analytics. While there is plenty of opportunity in the market, financial institutions must make wise investments and careful choices about how to optimize their position amidst increasing competition.

Datos Insights’ Forum arms industry leaders with powerful ideas, insights, connections, and data to make critical decisions impacting the competitive positioning of their FI and future of the industry. Join us and come away with tools you can’t get anywhere else to propel your institution’s sustainable growth.

Key Topics

• Connectivity between lending and treasury services
• Digital transformation strategies
• Embedded banking
• ESG and sustainability
• Fintech partnerships and ecosystems
• Payment automation capabilities
• Real-time payments and reporting
• Small business needs
• Treasury onboarding
• Virtual accounts

Who Attends

This event is designed for senior executives from leading financial institutions who focus on treasury management and payments for large corporate, mid-market, and small business banking.

Benefits of Attending

• Participate in interactive content sessions covering the industry’s hottest topics, including the changing payment landscape, future tech and fintech, APIs and open banking opportunities, and best practices in commercial banking.
• Hear case studies about banks that have launched innovative solutions to meet customer needs and solve pain points many banks share.
• Network and exchange ideas with bank executives, leading technology providers, and thought leaders from Datos Insights throughout the day, with scheduled time to connect and reconnect with industry professionals and colleagues.
• Focus on what is most important to your financial institution by participating in sessions specific to small business or corporate/midmarket banking.
• Hear from Datos Insights advisors about key trends impacting your business and get recommendations for how to best position your organization for success in today’s evolving industry.

2024 Speakers

EVENT CHAIRS AND MODERATORS:

Christine Barry
Leader of Strategic Initiatives, Research, Datos Insights

Erika Baumann
Director, Commercial Banking & Payments Practice, Datos Insights

Enrico Camerinelli
Strategic Advisor, Datos Insights

Robin LoGiudice
Strategic Advisor, Datos Insights

Benjamin Nestor
Strategic Advisor, Datos Insights

David O'Connell
Strategic Advisor, Datos Insights

Alijah Poindexter
Senior Associate, Datos Insights

Gilles Ubaghs
Strategic Advisor, Datos Insights

2024 Sponsors

PLATINUM SPONSORS:
• ACI Worldwide
• Backbase
• Bottomline
• • Brim
• Cashfac
• Deluxe
• Dragonfly Financial Technologies
• Finzly
• Fiserv
• GTB
• Intellect
• Live Your Dream
• Middesk
• Persistent
• Q2
• SAP
• Fioneer
• Superior Treasury Solutions Experts

GOLD SPONSOR:
• Infosys

SUPPORTING SPONSORS:
• Go-Live Faster
• Ideation to Adoption
• Feedzai
• Prelim
• Trexis
• Vertical IQ
• Nasdaq
• Verafin
• ZSuite Tech