Retail Banking & Payments Customer Experience Forum 2021 | Aite-Novarica Group | 8 December 2021 | Virtual

Seizing Opportunities to Transform
While many financial services and payment executives have dealt with the fallout from the pandemic, the changing patterns of banking and payment behaviors as well as credit demand and use, and the greater risk of defaults, the convergence of the factors to consider may feel overwhelming. Over the recent months, changing consumer behaviors significantly altered how consumers transacted—including which channels they used to explore, buy, and engage—and rapidly shifted customer engagement to digital channels. Complexity and disruption are the new normal in payments, customer experience and convenience now outweigh localization in banking and commerce, and wellness initiatives are attempting to reduce financial distress.

Key Reasons to Attend:
• Participate in virtual panel discussions covering some of the industry’s hottest topics, including banking and payments technology innovation and user experience enhancements, customer onboarding, and the growing role of fintech companies. The sessions will also explore what is necessary to meet new customer expectations around money management, payments, and lending.
• Network and exchange ideas with bank and credit union executives as well as leading technology providers and thought leaders.
• Hear from Aite-Novarica Group analysts about key trends impacting your business and recommendations for how to best position your organization for future success in today’s evolving industry.

Who Should Attend:
Senior-level banking executives and financial industry leaders, including leading technology providers, focused on banking and payments technology innovation and user experience enhancements, customer onboarding, and the growing role of fintech companies and what is necessary to meet new customer expectations around money management, payments, and lending. Titles include customer experience officers, digital banking executives, heads of retail banking, chief credit officers, heads of experience design, payment executives, product development executives, CX managers, and omnichannel managers.

2021 Speakers

FEATURED SPEAKERS:

Stefan Bishop
SVP of Global Sales and Business Development, Ethoca

Allan Brown
SVP & GM of Digital Banking, Finastra

Rich Clow
SVP Emerging Payments, Bank of America

Chris Craver
SVP Head of Digital Products, Valley National Bank

Jennifer Cruz
VP, Strategic Client Management, Discovery Global Network

Rohit Dewan
VP, Head of Public Policy, OneMain Financial

Amyn Dhala
Vice President, Global Product Management, Brighterion, a Mastercard Company

Tatjana Dragovic
General Manager, Deposits, Onboarding and Treasury, nCino

Sue Dumbauld
Vice President, Partner Strategy, MX

Chris Fraenza
SVP Sales & Partnerships, SaavyMoney, Inc.

Wes Haworth
VP and Head Prepaid Product & Strategy, Fiserv

Xavier Herrero
Manager Operations Groups, Caixa Bank

Paula Hunter
Executive Director, Mojaloop Foundation

Daniel Kornitzer
Chief Business Development Officer, Paysafe Group

Brian Laverdure
VP, Payments and Technology Policy, Independent Community Bankers of America (ICBA)

Tasha S. McCall
Director, Digital & Loyalty Product Management, Fiserv

Jonas Ng
Head of Commercial Digital, KeyBank

Dmitry Norenko
CEO, upSWOT

Sebastian Reeve
Global Financial Services Evangelist, Nuance

Brent Reston
SVP, Head of Digital Channels, Wells Fargo

Vijay Royyuru
Vice President, Integrated Token Services, Fiserv

DJ Seeterlin
Chief Information Officer, Chesapeake Bank

Brent Sleeper
Market Strategy Lead, Outseer

Kathy Strasser
EVP, COO/CIO, IncredibleBank

Kelly Switt
Senior Director of Financial Services Strategy, Red Hat

Brian Tate
President & CEO, Innovative Payments Association

Josh Woodward
Director Product Management, Google Pay

CHAIRS AND MODERATORS:

David Albertazzi
Director, Retail Banking & Payments Practice, Aite-Novarica Group

Thad Peterson
Strategic Advisor, Aite-Novarica Group

MODERATORS:

Francisco Alvarez-Evangelista
Advisor, Aite-Novarica Group

Talie Baker
Strategic Advisor, Aite-Novarica Group

Paul Legutko
Senior Principal, Aite-Novarica Group

Leslie Parrish
Strategic Advisor, Aite-Novarica Group

Ginger Schmeltzer
Strategic Advisor, Aite-Novarica Group

David Shipper
Strategic Advisor, Aite-Novarica Group

Ron van Wezel
Strategic Advisor, Aite-Novarica Group

2021 Sponsors

PREMIER SPONSOR:
• nCino

PLATINUM SPONSORS:
• Brighterion Mastercard
• Ethoca
• Finastra
• Fiserv
• Google Pay
• Nuance
• Outseer
• Red Hat

GOLD SPONSOR:
• FIS

DIGITAL SPONSOR:
• InterSystems