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
4:00 PM - 6:30 PM
 
5:00 PM - 6:00 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
EVP, Head of Digital for Consumer and WIM Strategy, Digital and Innovation
Wells Fargo & Company

Paul Amisano
VP, Product - FedNow
Federal Reserve

Anyel Arslanian
Product Manager, Cyber & Intelligence Solutions
Mastercard

Melissa Ashley
President/CEO
Corporate One Federal Credit Union

Kevin Blair
President & CEO
NewGround

Aaron Bridgers
Head of Tech Strategy & Innovation for Regions Technology, Operations, Digital and Data
Regions Bank

Chad Bruhn
SVP, Head of ATM & Cash
Capital One

William Budde
VP, Banking Strategy and Solutions
Hyosung Innovue

Don Cardinal
Managing Director
Financial Data Exchange

Alex Carriles
EVP, Chief Digital Officer
Simmons Bank

David Chmielewski
CTO & Co-Founder
Quavo

Ryan Dew
SVP, Global Product Management
i2c

Susan Doyle
SVP, Hd. of Retail Banking
North Shore Bank

Robert Dunnette
Director, Product Management
Google Pay

Chuck Frederick
EVP, Chief Retail officer
Academy Bank

Andrea Hanlon
VP Retail Delivery
Wings Financial Credit Union

Marty Hendrickson
SVP Global Business Development
Sesami

Sekou Kaalund
EVP, Branch and Small Business Banking
U.S. Bank

Todd Kalina
ATM/Alternative Delivery Channel Manager
Wings Financial Credit Union

Rasha Katabi
CEO and Founder
Brim Financial

Patrick Kelly
Chief Digital Officer
First Horizon

Julie Kleffel
EVP, Chief Banking Officer
Seacoast National Bank

Mark Krebs
Vice President, Global Sales
Celebrus

Don Layden
EVP Payments Group & Head of Strategy and M&A
NCR

Ann Marie Lynch
Head of Business Deposits
Wells Fargo

Christian Mande
Head of ATM Channel
Wells Fargo

Jaron Murphy
Partner, Decisioning Technologies
FICO

Steve Nogalo
General Manager - North America, Banking
NCR Atleos

Maggie O'Rourke
Director, Enterprise Accounts
Coconut Software

Wade Peery
Chief Innovations Officer
FirstBank

Scotty Perkins
Head of Product Management Innovation and Modernization
ACI Worldwide

Ray Ragan
Chief Information & Technology Office
Securityplus Federal Credit Union

John Rivera
SVP Chief Retail Officer
Bellco CU

Abraham Rojo
SVP , Head of Digital Banking, BaaS Solutions and Data
Five Star Bank

Maria Roscoe
First Vice President, Senior Digital Payments Product Manager
Valley Bank

Jaques Rosenzvaig
CEO
TecBan

Margaret Ryan
Vice President of Product Management
American Express

Matthew Saal
Digital Finance Specialist
International Finance Corporation

Kumar Sidhartha
Head, Sales and Service Modernization
Bank of Montreal

Brandon Smallwood
VP of Financial Services
Microsoft

Scott Speranza
CEO
HealthLock

Karen Swiatocha
Head of Retail Network Transformation, SVP
Citizens Bank

Kapol Tandon
Head of Business – Americas
Infosys Finacle

Carla Trombly
Director, Branch & ATM Channel Optimization
Synovus Financial

Marty vanZwietering
SVP Tech Innovation
M&T Bank

Stephen Welling
EVP Executive Director of Branch Banking
Cadence Bank

Mark Williamson
SVP and Director of Physical Innovation
The Huntington National Bank

Event Chairs and Moderators


David Albertazzi
Director, Retail Banking & Payments Practice
Datos Insights

Rowan Berridge
Senior Manager
Datos Insights

John Horn
Director, Cybersecurity Practice
Datos Insights

Dominic Hirsch
Senior Advisor
Datos Insights

Tom Hutchings
Head of RBR Data Services
Datos Insights

Ariana-Michele Moore
Advisor
Datos Insights

Thad Peterson
Strategic Advisor
Datos Insights

David Shipper
Strategic Advisor
Datos Insights

Ron van Wezel
Strategic Advisor
Datos Insights

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 events@datos-insights.com for more information on our sponsorship and speaking opportunities.