HOME AGENDA SPEAKERS SPONSORS ABOUT AITE-NOVARICA GROUP REGISTER Retail Banking & Payments Customer Experience Forum Seizing Opportunities to Transform VIRTUAL EVENT | December 8, 2021 REGISTER NOW! 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. Join Aite-Novarica Group Director, Retail Banking & Payments Practice David Albertazzi, Senior Principal Paul Legutko, Strategic Advisors Talie Baker, Leslie Parrish, Thad Peterson, Ginger Schmeltzer, David Shipper, and Ron van Wezel, and Advisor Francisco Alvarez-Evangelista, for a dynamic one-day event exploring key customer experience issues. Hear about consumers’ new challenges and expectations for their financial services providers as well as key tactics that can be implemented for an enhanced customer experience. Hear from industry thought leaders about how the right experience can help deepen a customer relationship. 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. 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, Discover 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, SavvyMoney, Inc. Wes Haworth VP and Head Prepaid Product & Strategy, Fiserv Xavier Herrero Manager Operations Groups, CaixaBank 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 Aite-Novarica Group Event Chairs and Moderators David Albertazzi Director, Retail Banking & Payments Practice, Aite-Novarica Group Thad Peterson Strategic Advisor, Aite-Novarica Group Aite-Novarica Group Event 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 Additional speakers to be announced soon. To view the 2020 event speakers, click here. Agenda at a Glance* Wednesday, December 8, 2021 *All times are in Eastern Standard Time Pre-Conference Panel – Managing Digital Risk During a Payments Transformation Journey 8:30am – 9:15am Taking CX to the Next Level Through Fintech Partnerships 9:15am – 10:00am Opening Remarks 10:00am – 10:15am Driving Customer Engagement in a Digital-First World 10:15am – 11:00am Networking Break (Sponsor Showcase) 11:00am – 11:15am Banking Track Payments Track Panel 1: Injecting Intelligence Across the Lending Life Cycle: AI Use Cases from Marketing to Collections 11:15am – 12:00pm Panel 1: Making Digital Payments Stick in a Post-COVID-19 World 11:15am – 12:00pm Panel 2: Prepaid: Versatile, Innovative, Far-Reaching … and Consumer Friendly? 12:00pm – 12:45pm Panel 2: Payments Modernization in Retail Banking 12:00pm – 12:45pm Networking Lunch Break (Sponsor Showcase) 12:45pm – 1:00pm Panel 3: Driving Growth Through the Digital Channels 1:00pm – 1:45pm Panel 3: Push Provisioning of the Digital Card 1:00pm – 1:45pm General Session: Universal Payment Acceptance 1:45pm – 2:30pm Closing Comments 2:30pm – 2:40pm Networking Sponsor Showcase 2:40pm – 3:30pm *Subject to change To view the 2020 event agenda, click here. Premier Sponsor Platinum Sponsors Gold Sponsor Digital Sponsor Additional sponsors to be announced soon. To view the 2020 event sponsors, click here. Interested in sponsoring this event? Please contact us at events@aite-novarica.com today to discuss our sponsorship opportunities! Join Us! REGISTER NOW! PRIVACY POLICY CONTACT US Follow Us: © 2021 Aite-Novarica Group. All rights reserved.