Join us for Retail Bank Transformation USA!

Mass adoption of new services, facilitated by the latest technology, is transforming the way customers interact with their financial institutions. They now expect a seamless, multichannel banking experience, from traditional branch and self-service channels to digital banking and payments. These rapidly changing consumer behaviors and priorities challenge financial institutions, but they also present opportunities. Retail Bank Transformation USA showcases best-in-class approaches to thrive amid disruption through discussion and case studies. 

Join Aite-Novarica and RBR banking and payment experts, executives from leading financial institutions, and innovative solution providers to learn what actions financial institutions can take to serve customers exceptionally well—and profitably—amid disruption.

Key Topics

  • Artificial intelligence in banking
  • Bank security (particularly physical)
  • Bank transformation
  • Digital banking and financial wellness as the new customer engagement strategy
  • Digital inclusion in banking
  • Digital onboarding and decisioning
  • Evolution of banking customer service in the digital age
  • Leveraging data to deliver a personalized experience
  • Omnichannel integration
  • Optimizing self-service channels to enhance the customer journey
  • Outsourcing and managed services
  • Payment transformation
  • Real-time payments to improve customer experience
  • Self-service and branch strategies

Benefits of Attending

  • Straight talk on what’s working and what isn’t from leading financial institutions, service providers, and payments and technology companies 

  • Insights from original research on changing customer needs and behaviors, all exclusively focused on banking institutions 

  • Visibility into how financial institutions can learn from fintech startups and other disruptors 

  • Perspectives on which technology investments to prioritize in the coming months 

Who Attends

This event is designed for senior retail banking and payments leaders focused on customer experience and product/service delivery.  The program will address both the revenue and cost side of banking activities. 

Representative titles of executives attending include: head of retail banking, chief banking officer, channel strategy officer, digital banking executive, chief credit officer, head of experience design, payment executive, payment transformation officer, product development executive, head of branch distribution, head of self-service, customer experience manager, omnichannel manager. 

Agenda

Tuesday, June 27, 2023
4:00 PM - 6:30 PM
 
5:00 PM - 7:00 PM
 
Wednesday, June 28, 2023
8:00 AM - 8:45 AM
 
8:45 AM - 9:00 AM
 
9:00 AM - 9:20 AM
 
9:20 AM - 10:00 AM
Dominic Hirsch - RBR
10:00 AM - 10:30 AM
 
10:30 AM - 12:00 PM
Rowan Berridge - RBR, Tom Hutchings - RBR
Ariana-Michelle Moore - ANG, Stewart Watterson - ANG
12:00 PM - 1:15 PM
 
1:15 PM - 2:45 PM
Rowan Berridge - RBR, Dominic Hirsch - RBR, Tom Hutchings - RBR
David Shipper - ANG, Ron van Wezel - ANG
2:45 PM - 3:15 PM
 
3:15 PM - 4:45 PM
Rowan Berridge - RBR, Dominic Hirsch - RBR, Tom Hutchings - RBR
Thad Peterson - ANG, Ron van Wezel - ANG
4:45 PM - 6:00 PM
 
Thursday, June 29, 2023
8:00 AM - 9:00 AM
 
9:00 AM - 10:45 AM
Tom Hutchings - RBR
9:45 AM - 10:30 AM
Stewart Watterson - ANG
10:30 AM - 11:00 AM
 
11:00 AM - 12:30 PM
Rowan Berridge - RBR, Thad Peterson - ANG
12:30 PM - 1:30 PM
 
1:30 PM - 3:00 PM
Rowan Berridge - RBR, Dominic Hirsch - RBR

*Agenda timings are provisional and are subject to change

*Subject to change

Featured Speakers

Keynote Speaker

Michelle Moore
Michelle Moore
EVP, Head of Digital for Consumer and WIM Strategy, Digital and Innovation
Wells Fargo & Company
Paul Amisano
Paul Amisano
VP, Product Management
Federal Reserve Bank of Boston
Radhika Bangaru
Radhika Bangaru
Head of Strategic Initiatives
Cross River
Kevin Blair
Kevin Blair
President & CEO
NewGround
Aaron Bridgers
Aaron Bridgers
SVP, Head of Strategic Initiatives, Technology, Operations, Digital and Data
Regions Bank
Chad Bruhn
Chad Bruhn
VP – ATM & Cash Team
Capital One
Bill Budde
Bill Budde
VP of Banking Strategy and Solutions
Hyosung
Don Cardinal
Don Cardinal
Managing Director
Financial Data Exchange
Alex Carriles
Alex Carriles
EVP, Chief Digital Officer
Simmons Bank
David Chmielewski
David Chmielewski
CTO & Co-Founder
Quavo
Susan Doyle
Susan Doyle
SVP - Head of Retail Banking
North Shore Bank
Robert Dunnette
Robert Dunnette
Director, Product Management
Google Pay
Sekou Kaalund
Sekou Kaalund
Head of Branch and Small Business Banking
US Bank
Ava Kelly
Ava Kelly
Chief Product Officer
i2c
Patrick Kelly
Patrick Kelly
Chief Digital Officer
First Horizon
Mark Krebs
Mark Krebs
Vice President, Global Sales
Celebrus
Don Layden
Don Layden
EVP Payments Group & Head of Strategy and M&A
NCR
Ann Marie Lynch
Ann Marie Lynch
SVP, Head of Business Deposits
Wells Fargo
Christian Mandé
Christian Mandé
Head of ATM Channel Strategy & Operations
Wells Fargo
Jaron Murphy
Jaron Murphy
Partner, Decisioning Technologies
FICO
Wade Peery
Wade Peery
Chief Innovations Officer
FirstBank
Scotty Perkins
Scotty Perkins
Head of Cloud Product Management and Marketing
ACI Worldwide
Ray Ragan
Ray Ragan
Chief Information & Technology Officer
Securityplus Federal Credit Union
John Rivera
John Rivera
SVP Chief Retail Officer
Bellco CU
Maria Roscoe
Maria Roscoe
FVP, Senior Digital Product Manager, Payments
Valley National Bank
Jaques Rosenzvaig
Jaques Rosenzvaig
CEO
TecBan
Margaret Ryan
Margaret Ryan
Vice President of Product Management
American Express
Matthew Saal
Matthew Saal
Digital Finance Specialist
International Finance Corporation
Brandon Smallwood
Brandon Smallwood
VP of Financial Services
Nuance
Karen Swiatocha
Karen Swiatocha
Head of Retail Network Transformation, SVP
Citizens
Kapol Tandon
Kapol Tandon
Head of Business – Americas
Infosys Finacle
Stephen Taylor
Stephen Taylor
CIO
Vast Bank
Mark Williamson
Mark Williamson
SVP and Director of Physical Innovation
Huntington National Bank

Event Chairs and Moderators

David Albertazzi
David Albertazzi
Director, Retail Banking & Payments Practice
Aite-Novarica Group
Rowan Berridge
Rowan Berridge
Manager, Banking Automation Lead
RBR
Dominic Hirsch
Dominic Hirsch
Managing Director
RBR
Tom Hutchings
Tom Hutchings
Head of Research
RBR
Ariana-Michele Moore
Ariana-Michele Moore
Advisor
Aite-Novarica Group
Thad Peterson
Thad Peterson
Strategic Advisor
Aite-Novarica Group
David Shipper
David Shipper
Strategic Advisor
Aite-Novarica Group
Ron van Wezel
Ron van Wezel
Strategic Advisor
Aite-Novarica Group
Stewart Watterson
Stewart Watterson
Strategic Advisor
Aite-Novarica Group

Premier Sponsors

Platinum Sponsors

Gold Sponsors

Supporting Sponsor

Check out the exhibition floorplan here.

Interested in sponsoring or speaking at this event?
Please email events@aite-novarica.com or events@rbrlondon.com for more information on our sponsorship and speaking opportunities.