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 Datos Insights (formerly Aite-Novarica | 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
3:00 PM - 4:30 PM
 
4:00 PM - 6:30 PM
 
5:00 PM - 6:00 PM
 
7:00 PM - 9:00 PM
 
Wednesday, June 28, 2023
8:00 AM - 8:45 AM
 
8:45 AM - 9:00 AM
David Albertazzi
9:00 AM - 9:20 AM
 
9:20 AM - 10:00 AM
Dominic Hirsch - Datos Insights
10:00 AM - 10:30 AM
 
10:30 AM - 12:00 PM
Rowan Berridge - Datos Insights, Tom Hutchings - Datos Insights
Ariana-Michelle Moore - Datos Insights, Stewart Watterson - Datos Insights
12:00 PM - 1:15 PM
 
1:15 PM - 2:45 PM
Rowan Berridge - Datos Insights, Dominic Hirsch - Datos Insights
David Shipper - Datos Insights, Ron van Wezel - Datos Insights
2:45 PM - 3:30 PM
 
3:30 PM - 5:00 PM
Dominic Hirsch - Datos Insights, Tom Hutchings - Datos Insights
Thad Peterson - Datos Insights, Ron van Wezel - Datos Insights
5:00 PM - 6:00 PM
 
Thursday, June 29, 2023
8:00 AM - 9:00 AM
 
9:00 AM - 9:05 AM
Dominic Hirsch
9:05 AM - 9:45 AM
Tom Hutchings - Datos Insights
9:45 AM - 10:30 AM
Stewart Watterson - Datos Insights
10:30 AM - 11:00 AM
 
11:00 AM - 12:30 PM
Rowan Berridge - Datos Insights, Dominic Hirsch - Datos Insights, Thad Peterson - Datos Insights
12:30 PM - 1:30 PM
 
1:30 PM - 3:00 PM
Rowan Berridge - Datos Insights, Dominic Hirsch - Datos Insights, John Horn - Datos Insights, Tom Hutchings - Datos Insights, Ariana-Michele Moore - Datos Insights, Stewart Watterson - Datos Insights

*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 - FedNow
Federal Reserve Bank of Boston
Anyel Arslanian
Anyel Arslanian
Product Manager, Cyber & Intelligence Solutions
Mastercard
Melissa Ashley
Melissa Ashley
President/CEO
Corporate One Federal Credit Union
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
SVP, ATM & Cash
Capital One Financial
William Budde
William Budde
VP - Product Marketing
Hyosung Innovue
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
Ryan Dew
Ryan Dew
SVP, Global Product Management
i2c
Susan Doyle
Susan Doyle
SVP - Head of Retail Banking
North Shore Bank
Robert Dunnette
Robert Dunnette
Director, Product Management
Google Pay
Chuck Frederick
Chuck Frederick
EVP, Chief Retail officer
Academy Bank
Andrea Hanlon
Andrea Hanlon
VP Retail Delivery
Wings Financial Credit Union
Marty Hendrickson
Marty Hendrickson
SVP Global Business Development
Sesami
Sekou Kaalund
Sekou Kaalund
EVP, Branch and Small Business Banking
U.S. Bank
Todd Kalina
Todd Kalina
ATM/Alternative Delivery Channel Manager
Wings Financial Credit Union
Rasha Katabi
Rasha Katabi
Founder and CEO
Brim Financial
Patrick Kelly
Patrick Kelly
Chief Digital Officer
First Horizon
Julie Kleffel
Julie Kleffel
EVP, Chief Banking Officer
Seacoast National Bank
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
Head of Business Deposits
Wells Fargo
Christian Mande
Christian Mande
Head of ATM Channel
Wells Fargo
Jaron Murphy
Jaron Murphy
Partner, Decisioning Technologies
FICO
Steve Nogalo
Steve Nogalo
General Manager - North America, Banking
NCR
Maggie O'Rourke
Maggie O'Rourke
Director, Enterprise Accounts
Coconut Software
Wade Peery
Wade Peery
Chief Innovations Officer
FirstBank
Scotty Perkins
Scotty Perkins
Head of Product Management Innovation and Modernization
ACI Worldwide
Ray Ragan
Ray Ragan
Chief Information & Technology Office
Securityplus Federal Credit Union
John Rivera
John Rivera
SVP Chief Retail Officer
Bellco CU
Abraham Rojo
Abraham Rojo
SVP, Head of Digital Banking, BaaS Solutions and Data
Five Star Bank
Maria Roscoe
Maria Roscoe
First Vice President, Senior Digital Payments Product Manager
Valley 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
Kumar Sidhartha
Kumar Sidhartha
Head, Sales and Service Modernization
Bank of Montreal
Brandon Smallwood
Brandon Smallwood
VP of Financial Services
Microsoft
Scott Speranza
Scott Speranza
CEO
HealthLock
Karen Swiatocha
Karen Swiatocha
Head of Retail Network Transformation, SVP
Citizens Bank
Kapol Tandon
Kapol Tandon
Head of Business – Americas
Infosys Finacle
Carla Trombly
Carla Trombly
Director, Branch & ATM Channel Optimization
Synovus Bank
Marty vanZwietering
Marty vanZwietering
SVP Tech Innovation
M&T Bank
Stephen Welling
Stephen Welling
EVP Executive Director of Branch Banking
Cadence Bank
Mark Williamson
Mark Williamson
SVP and Director of Physical Innovation
The Huntington National Bank

Event Chairs and Moderators

David Albertazzi
David Albertazzi
Director, Retail Banking & Payments Practice
Datos Insights
Rowan Berridge
Rowan Berridge
Manager, Banking Automation Lead
Datos Insights
John Horn
John Horn
Director, Cybersecurity Practice
Datos Insights
Dominic Hirsch
Dominic Hirsch
Managing Director
Datos Insights
Tom Hutchings
Tom Hutchings
Head of Research, RBR Data Services
Datos Insights
Ariana-Michele Moore
Ariana-Michele Moore
Advisor
Datos Insights
Thad Peterson
Thad Peterson
Strategic Advisor
Datos Insights
David Shipper
David Shipper
Strategic Advisor
Datos Insights
Ron van Wezel
Ron van Wezel
Strategic Advisor
Datos Insights
Stewart Watterson
Stewart Watterson
Strategic Advisor
Datos Insights

Premier Sponsors

Platinum Sponsors

Gold Sponsors

Supporting Sponsors

Check out the exhibition floorplan here.

Interested in sponsoring or speaking at this event?
Please email [email protected] for more information on our sponsorship and speaking opportunities.