The 2022 U.S. Fintech Symposium: Full Schedule

6:30pm EDT

Poolside Welcoming Reception

Join us poolside for light appetizers, drinks and networking! This will be a casual meet and greet networking reception were U.S. Fintech Symposium attendees can enjoy the wonderful atmosphere, weather and networking. See you there!

Speakers

Dan Carmody

President, TreaSolution, Inc.

Dan is a forward-focused fintech and treasury strategist. A seasoned executive and proven entrepreneur, Dan enjoys envisioning solutions to complex finance / fintech challenges and willing their solutions into existence. A voracious networker, Dan enjoys connecting with accomplished... Read More →

Monday May 2, 2022 6:30pm - 8:00pm EDT
Poolside Reception Area

Networking Session

7:30am EDT

Registration / Continential Breakfast

Register for the U.S. Fintech Symposium, explore the Exhibit Floor and munch on the continental breakfast options before the start of the first session.

Sponsors

Corcentric

Registration Booth Sponsor

Corcentric helps companies leverage smarter services and technology in three major business areas to reduce operating costs, improve cash flow, and unlock the hidden value within their enterprise: Procurement, Accounts Payable Automation and Billing Solutions. Corcentric helps more... Read More →

Tuesday May 3, 2022 7:30am - 8:45am EDT
Registration Booth

Administrative

8:45am EDT

Opening Remarks

Tuesday May 3, 2022 8:45am - 9:00am EDT
General Session Ballroom

Administrative

9:00am EDT

The Fintech CEO Panel Discussion

The CEO of a fintech company must address numerous issues to be successful such as:
- How do we scale the company?
- When should we raise capital?
- How do we stay compliant with regulations?
- What companies should we partner with?
During this panel discussion, the CEOs of four fintech companies will share some of the lessons they learned while funding, growing and operating their companies.

Speakers

Atif Siddiqi

Founder & CEO, Branch

Atif Siddiqi is the founder and CEO of Branch, which helps businesses accelerate payments and empower working Americans. Businesses turn to Branch for a more cost-effective, faster way to pay workers. Workers and independent contractors that sign up with Branch can receive a zero-fee... Read More →

John Paul Barraza

CEO Americas, SYSTRAN

John Paul (JP) Barraza, CIO of SYSTRAN Group globally, CEO of SYSTRAN Americas, leads the company’s global technical operations, including overseeing SYSTRAN technologies’ SaaS and Private Hosted offerings in addition to on-premises / private cloud implementations and integrations... Read More →

Jamie Walker

CEO, Elavon, Inc.

Jamie Walker has been with Elavon since 2001 and served as chief executive officer since 2017. He is responsible for Elavon’s global acquiring business, operating with more than 4,000 employees in the United States, Canada and throughout Europe.Since joining Elavon, Walker’s leadership... Read More →

Sponsors

Kiteworks

Great Conversations Sponsor

Kitework's mission is to empower organizations to effectively manage risk in every send, share, receive and save of sensitive content. To this end, we created Kiteworks a Content Governance, Compliance, and Protection platform. The platform enables customers to unify, track, control... Read More →

Tuesday May 3, 2022 9:00am - 9:50am EDT
General Session Ballroom

Panel Discussion

10:00am EDT

Assessing Fintech Compliance Risk: Strategies & Tactics for Effective Risk Management

This presentation will focus on the process for identifying, assessing and mitigating risk related to money laundering, sanctions and terrorist financing risks and challenges facing fintech companies. This presentation will also focus on how best to mitigate these risks and challenges by diving into the latest advances in technologies and practices.

Speakers

Jason Chorlins

Principal - Risk Advisory Services, Kaufman, Rossin & Co.

Jason Chorlins spearheads forensic and financial service investigative engagements as the banking practice co-leader of Kaufman Rossin’s risk advisory services practice. He advises clients on money laundering, internal corporate investigations, due diligence and regulatory compliance... Read More →

Tuesday May 3, 2022 10:00am - 10:50am EDT
Salon 3

Breakout Session

10:00am EDT

Expediting Your Time to Market with REAL Bank-as-a-Service

Fueled by the pandemic, consumers are rapidly changing the way they manage their finances, prompting a flurry of emerging fintech solutions. This presentation will focus on key strategies for early stage fintechs to look for when selecting a Bank-as-a-Service partner that will allow for an expedited path to market readiness. Trent will discuss the concept of REAL bank-as-a-Service API platforms that include a full suite of services. Plus, Trent will discuss starting Falls Fintech, the only fintech accelerator program ran by a full-scale, digital payments bank.

Speakers

Trent Sorbe

Founder & President, Central Payments

Trent Sorbe is the President and Founder of Central Payments, the payments subsidiary of Central Bank of Kansas City. He was an architect of Central Payments’ Open*CP Fintech API MarketplaceSM, one of the only true bank-as-a-service payment platforms and the technology responsible... Read More →

Tuesday May 3, 2022 10:00am - 10:50am EDT
General Session Ballroom

Breakout Session

10:00am EDT

How to Protect Fintech Customer Trust by Leveraging Integrated Multilayer Security Strategies

Customer experience and trust are essential components of successful Fintech companies. Data breach or denial of access attacks are key issues that can derail your business strategy. Join Steve Winterfeld (Akamai Advisory CISO) to learn about the most common attack methodologies cyber criminals are using to disrupt operations. He will then walk through the multiple points where companies can interrupt an attack like Ransomware to prevent it from impacting customers' access to their wealth.

Speakers

Steve Winterfeld

Advisory CISO, Akamai

Steve Winterfeld, Akamai Advisory CISO, previously served as CISO for Nordstrom Bank and Managing Director of Incident Response and Threat Intelligence at Charles Schwab. Steve focuses on collaborating with Akamai customers to help ensure they are successful in defending themselves... Read More →

Sponsors

Akamai Technologies

Networking Lounge Sponsor

Akamai powers and protects life online. Leading companies worldwide choose Akamai to build,deliver, and secure their digital experiences — helping billions of people live, work, and playevery day. With the world’s most distributed compute platform — from cloud to edge — wemake... Read More →

Tuesday May 3, 2022 10:00am - 10:50am EDT
Salon 4

Breakout Session

11:00am EDT

Natural Language Processing + Artificial Intelligence: The Formula for Fintech Growth & Customer Satisfaction?

The key for fintech growth is global expansion. The critical path for global expansion is to have procedures and technologies in place to serve customers in any language and thereby guarantee customer satisfaction and maintain securities compliance.

According to Common Sense Advisory, almost 87% of consumers who don’t speak English won’t even consider buying from an English website, and 74% of customers are more likely to purchase again from the same company if the aftersales care is in their own language.

Attend this presentation to learn:

AI NLP: what it is and isn’t, and how you can leverage it in your business.
Proven solutions to service and support global customers.
Technology to enhance securities compliance while going global.
Data privacy: considerations when choosing your technology stack.

Speakers

John Paul Barraza

CEO Americas, SYSTRAN

Sponsors

Systran

Knowledge + Networking Sponsor

SYSTRAN is the world leader in Machine Translation and translation software. Since 1968, they have pioneered all the key advances in the field, supporting public and private organizations to bridge the language gap. Today, SYSTRAN leverages AI and Deep Learning to help clients meet... Read More →

Tuesday May 3, 2022 11:00am - 11:50am EDT
Salon 3

Breakout Session

11:00am EDT

Utilizing Fintech to Mitigate the Risk of Payment Fraud

In 2020, almost three-quarters of organizations were the target of a payment fraud attack. These scams are on the rise, and businesses of all sizes are at risk. The key is to stop payment fraud before it even starts. This presentation features speaker Brent Kinman, Senior Vice President , North America of Corcentric, who will discuss:

The latest benchmarks on the risk of payment fraud and the impact of Covid
Common challenges in mitigating the risk of payment
A 5-step plan for developing an enterprise strategy for stopping fraud in its tracks

Speakers

Brent Kinman

SVP, Corcentric

Brent Kinman is a dynamic business leader with an established track record of building and leading high performance teams that successfully achieve key company objectives. Prior to joining Corcentric in April 2021, Brent spent 18 years at SAP, advising companies on best practices... Read More →

Sponsors

Corcentric

Registration Booth Sponsor

Tuesday May 3, 2022 11:00am - 11:50am EDT
Salon 4

Breakout Session

11:00am EDT

Knowledge + Networking Session

Networking is a critical component of any successful conference. Therefore, the U.S. Fintech Symposium will be hosting (among other networking events) four fintech "Knowledge + Networking" session in the main conference ballroom. Each Knowledge + Networking session will be comprised of four distinct time periods:

First 10 Minutes: The sponsor organization will present information about either an important fintech topic or a networking best practice.
Next 15 Minutes: Each table in the ballroom will have a dedicated topic assigned to it. Attendees will be able to pick a table to sit at to network with others at the table and discuss the assigned table topic.
Next 5 Minute: Attendees will have the option switch tables.
Last 15 Minutes: Attendees will be able to pick a second table to sit at to network with others at the table and discuss the assigned table topic.

The fintech Knowledge + Networking sessions are designed to help U.S. Fintech Symposium attendees network in a friendly, efficient and structured process. Don't miss this opportunity to expand your fintech network. Register for the U.S. Fintech Symposium today!

Speakers

Jared Penn

Sales Director - Mid Market, Clausematch

Jared Penn is the North American Sales Director-Mid-Market for Clausematch. Over the last decade, he has helped organizations of all sizes leverage technology to enhance profitability. In his free time, Jared enjoys spending time in and around the Charlotte area with his wife (Laura... Read More →

Trupti Natu

Head of Merchant & InStore Product Analytics, Block, Inc.

Trupti is the Head of Merchant & InStore Product Analytics at Block, Inc. Previously, she was the founding member and Head of Uber Eats Risk & Disbursement Risk. With her background in various growth and risk roles she is uniquely positioned to have a holistic view about the FinTech... Read More →

Sponsors

Clausematch

Knowledge + Networking Sponsor

ClauseMatch is an award-winning London-based regulatory technology company that enables financial institutions and other regulated companies to comply with their internal corporate governance documentation (standards, procedures, controls). It is a 2014 graduate of the inaugural Barclays... Read More →

Tuesday May 3, 2022 11:00am - 11:50am EDT
General Session Ballroom

Networking Session

12:10pm EDT

Lunch

Tuesday May 3, 2022 12:10pm - 1:00pm EDT
General Session Ballroom

Lunch

1:00pm EDT

Sponsor Showcase

Learn more about the U.S. Fintech Symposium sponsor companies by visiting with their representatives in the Exhibit Hall.

Tuesday May 3, 2022 1:00pm - 1:30pm EDT
Exhibit Hall

Networking Session

1:30pm EDT

A Fintech's Journey to Policy Management Maturity

The constant changes in today's regulatory environment translates to a growing burden on Fintechs to evidence they are in control of their governance, policy management, and compliance responsibilities. Unfortunately, many Fintechs do not possess the necessary policy management infrastructure, resources and processes to adequately address and subsequently comply with the evolving regulatory landscape.
In this session, learn how Fintechs can assess the status and associated risk of their current policy management processes and ensure compliance as the regulatory landscape changes.

The session will cover:

The 5 maturity stages and how to assess your current status
Why achieving policy management maturity is important to your compliance program
Real life examples on how to set up a policy management model and build maturity

Speakers

Freddie Frith

Head of Financial Services, Clausematch

Freddie Frith is the Head of Financial Services. He joined Clausematch in 2018, where he has quickly progressed in different commercial roles. He now heads up Clausematch’s commercial proposition for small and medium-sized businesses, focusing on accelerating the adoption across... Read More →

Sponsors

Clausematch

Knowledge + Networking Sponsor

Tuesday May 3, 2022 1:30pm - 2:20pm EDT
Salon 3

Breakout Session

1:30pm EDT

Assessing the Maturity of Digital Communications Privacy and Compliance in Fintech & Financial Services

Protecting sensitive content communications is a critical undertaking for fintechs and financial firms. Customer financial records must be protected, industry compliance standards must be met and demonstrated, and financial records must be shared between financial institutions.

A new report that measures the maturity of sensitive content communications with third parties shows that while maturity levels vary based on communications channel (e.g., email, file sharing, file transfer, etc.), significant gaps exist when it comes to the sharing and transfer of confidential data within financial firms, with their customers, and between institutions. This presentation will examine some key takeaways from the report and identify what financial organizations can do to achieve and demonstrate compliance while reducing cyber risks.

Speakers

Andreas Wuchner

Advisor for Financial Services Organizations, Former CISO of UBS

Andreas Wuchner is an experienced and recognized senior executive leader with extensive international general management experience of global diversified businesses and a proven track record. He has held positions in Switzerland, Germany, USA, Australia and the United Kingdom.Andreas... Read More →

Sponsors

Kiteworks

Great Conversations Sponsor

Tuesday May 3, 2022 1:30pm - 2:20pm EDT
General Session Ballroom

Breakout Session

1:30pm EDT

What Banks Can Learn from Fintechs to Maximize Growth in the Digital Era

The pandemic accelerated the digital transformation across all types of industries, and there is perhaps no fiercer competition than that between banks and fintech companies. As fintech services continue to rise in prominence, incumbent banks are increasingly compelled to provide innovative products and services to customers to remain competitive in the digital era.

As a former entrepreneur and self-proclaimed “OG of fintech” with extensive experience incubating new products and businesses at notable global banks, including Citi and JPMorgan Chase, Alex offers a unique perspective to help financial institutions create new offerings and differentiate their business from its peer set. He possesses vast expertise on the topics of retail banking, wealth management, digital growth distribution, new monetization and engagement strategies.

At the U.S. Fintech Symposium, Alex will share his insights on the lessons that banks can draw from fintechs, such as developing products/services that are more directly aimed at the customer’s needs, leveraging API and partnership strategies, how nontraditional business models can generate further growth, and how banks can better foster an overall culture of innovation. He can also share advice and common pitfalls he’s learned from working with entrepreneurs in Citi Ventures’ D10X program, which incubates new products and businesses designed to generate new, organic growth for Citi.

Speakers

Alex Sion

Managing Director, Head of Market Growth, Citi Ventures

Alex joined Citi Ventures in 2018. He is the former Global Consumer Bank Head of the D10X program, which incubates new products and businesses designed to generate new, organic growth for Citi.Prior to joining Citi, Alex was the General Manager of Mobile for JP Morgan Chase, responsible... Read More →

Tuesday May 3, 2022 1:30pm - 2:20pm EDT
Salon 4

Breakout Session

2:20pm EDT

Networking Break in Networking Lounge / Exhibit Hall

If you like sweets.... you want to be here! We'll all meet in the 1st floor networking lounge and exhibit hall to network and enjoy the sweets!

Sponsors

Akamai Technologies

Networking Lounge Sponsor

Tuesday May 3, 2022 2:20pm - 2:50pm EDT
1st Floor Networking Louge / Exhibit Hall

Networking Session

2:50pm EDT

How Web3 will Either Accelerate or Disrupt Traditional Financial Services Business Models

The traditional financial sector is being disrupted in many ways. Everything from banking, to payments, mortgages, and even insurance. What opportunities are there for fintechs to bridge the current financial system from Web 2 to Web 2.5 or Web 3?

Financial institutions are starting to announce that they are building a platform for interoperability between stablecoins and CBDCs. What could make stablecoins and CBDCs and other forms of crypto like Bitcoin, even more interesting is that they may serve as a catalyst for infrastructure inversion, in which traditional applications from the old Web2 and fiat world start to move to the new Web3 blockchain world. Join Episode Six’s discussion to learn more…

Speakers

Jacob Buckstead

SVP Sales & Business Development, Episode Six

Jacob Buckstead leads business development for the Americas region at Episode Six, a leading financial services ledger platform with account management plus built-in issuing & processing. Jacob has worked with some of the world’s largest global corporations & financial institutions... Read More →

Luis Silva

VP, Digital Partnerships, Mastercard

Luis Silva is vice president of Digital Partnerships at Mastercard. In his role, Luis leads Mastercard’s relationships with Crypto and Digital Assets, SMB and Commercial Fintechs, and Fintech enablers. Since joining Mastercard in 2016, Luis has driven innovation for the company... Read More →

Sponsors

Episode Six

Knowledge + Networking Sponsor

Episode Six is a payments technology company that gives banks, fintechs and brands the freedom to design and bring leading digital payment propositions to market with unmatched speed. From issuer processing to digital wallet – across deposits, credit, savings, and loyalty rewards... Read More →

Tuesday May 3, 2022 2:50pm - 3:40pm EDT
Salon 3

Breakout Session

2:50pm EDT

Knowledge + Networking Session

First 10 Minutes: The sponsor organization will present information about either an important fintech topic or a networking best practice.
Next 15 Minutes: Each table in the ballroom will have a dedicated topic assigned to it. Attendees will be able to pick a table to sit at to network with others at the table and discuss the assigned table topic.
Next 5 Minute: Attendees will have the option switch tables.
Last 15 Minutes: Attendees will be able to pick a second table to sit at to network with others at the table and discuss the assigned table topic.

Speakers

Sankat Patel

SVP - Head of Strategic Alliances, Fifth Third Bank

Sankat Patel is Senior Vice President & Director of Strategic Alliances - Treasury Management at Fifth Third Bank.His background includes more than twenty years of experience in Treasury Management, supporting a wide variety of industries. Sankat has lead Fifth Third Bank - National/Large... Read More →

Mike Noto

Director of Strategy Services, OpenSymmetry

Mike Noto is the Director for the Strategy Services division of OpenSymmetry. He is a highly motivated and seasoned professional with over 28 years in the insurance and financial services industries and significant management consulting experience across many other verticals. His... Read More →

Robert Blohm

Partner, OpenSymmetry

Robert Blohm is a Senior Partner at OpenSymmetry. With 20 years of experience in sales effectiveness, performance management, and technology, he has managed consulting projects for SMBs to Fortune 100 companies. Robert is a recognized as a Thought Leader in Sales Performance Management... Read More →

Sponsors

OpenSymmetry

Knowledge + Networking Sponsor

OpenSymmetry enables clients to achieve greater operational efficiency and get better sales results. OpenSymmetry is a global consulting company specializing in the planning, implementation, and optimization of industry leading technology suppliers of sales performance management... Read More →

Tuesday May 3, 2022 2:50pm - 3:40pm EDT
General Session Ballroom

Networking Session

3:55pm EDT

Fintech Partnerships Panel Discussion

Can partnering in the fintech industry be a revenue multiplier? Is there a strategic benefit for financial institutions to partner with fintech solutions providers? How can fintech partnerships be structured? This panel discussion with discuss the dynamic state of partnering in the fintech and financial services industry!

Speakers

Joshua Greenfield

Strategic Partnerships - Fintech, Akamai Technologies

Joshua Greenfield has worked in Technology for over 20 years working with some of the largest Payment Providers, Banks, and Brokerage houses in the development and deployment of payment systems and cybersecurity. Before joining Akamai, Joshua worked at AT&T where he led various teams... Read More →

Atif Siddiqi

Founder & CEO, Branch

Karen Bailey

Global Head FSI Partner Strategy, Microsoft

Karen Bailey leads Microsoft’s Global Financial Services Partner Ecosystem Strategy with responsibilities for ensuring that Microsoft has a robust ecosystem of partners that provide solutions to all sectors of FSI including Banking, Capital Markets, and Insurance.Karen brings over... Read More →

Scot Lenoir

Chairman, Evolve Bank & Trust

With over 30 years in banking and financial services, Scot Lenoir is a passionate and seasoned financial services expert forging the way of fintech. His expertise ranges from payments, Banking as a Service (“BaaS”), financial technology and many more facets of the ever-changing... Read More →

Sponsors

Kiteworks

Great Conversations Sponsor

Tuesday May 3, 2022 3:55pm - 4:45pm EDT
General Session Ballroom

Panel Discussion

5:00pm EDT

Evening Award Ceremony / Networking Reception

The Evening Award Ceremony / Networking Reception will feature ample food, networking and awards! Join other U.S. Fintech Symposium attendees poolside at the Rosen Centre Hotel to experience this fun, casual and relaxing networking environment!

Speakers

Dan Carmody

President, TreaSolution, Inc.

Tuesday May 3, 2022 5:00pm - 6:30pm EDT
Poolside Reception Area

Networking Session

7:30am EDT

Registration / Continential Breakfast

Register for the U.S. Fintech Symposium, explore the Exhibit Floor and munch on the continental breakfast options before the start of the first session.

Sponsors

Corcentric

Registration Booth Sponsor

Wednesday May 4, 2022 7:30am - 8:30am EDT
Registration Booth

Administrative

8:30am EDT

Opening Remarks

Wednesday May 4, 2022 8:30am - 8:40am EDT
General Session Ballroom

Administrative

8:40am EDT

The State of Payments Panel Discussion

Speakers

Jamie Walker

CEO, Elavon, Inc.

John MacIlwaine

Co-Founder & CEO, Highnote

John MacIlwaine is the CEO and Co-Founder of Highnote. Highnote is the world’s most modern card platform, purpose-built to grow customer loyalty, engagement, and revenue through embedded card issuance experiences. With an all-in-one platform and a fully integrated issuer processor... Read More →

Sankat Patel

SVP - Head of Strategic Alliances, Fifth Third Bank

Sponsors

Kiteworks

Great Conversations Sponsor

Wednesday May 4, 2022 8:40am - 9:30am EDT
General Session Ballroom

Panel Discussion

9:40am EDT

WealthTech Past, Present, & Future: Mega Changes in Money Management

It has always been the wealthiest in society with greatest access to assets that spark even greater wealth. Innovations over the last hundred years have expanded access to growth assets, and the last decade has seen exponential growth in the democratization of access to investments through technical innovation. In this session, we'll explore how investing has evolved over time, and the innovations that have expanded asset types and vehicles available to investors.

Speakers

Marla Sofer

Financial Services Cloud Lead, Industry Solutions CTO, Microsoft

Marla Sofer is part of the Enterprise Commercial CTO team at Microsoft, leading Cloud for Financial Services technical delivery. She has deep experience as a client, vendor, and partner spearheading digital transformation efforts across banking and capital markets, and is passionate... Read More →

Wednesday May 4, 2022 9:40am - 10:30am EDT
General Session Ballroom

9:40am EDT

Fintech Partnerships for Mid-to-Small Financial Institutions: Can Fintech Be a Driver for Growth?

No frill and blunt talk on the challenges exists due to the expectations Fintech and Community Financial Institutions have from each other and what is the best way to get the ball rolling. This session will bring up topics that may make you uncomfortable and make you think about fiction vs. reality when it comes to Fintech partnership.

Speakers

Milind Pathak

Core Banking Platform & Integration, Sr. Director, Finastra

A Product leader with 24 years of experience in delivering successful business solutions to community banks and credit unions.Leading many transformation journeys due to changes in the market conditions and business strategy.23 years in a direct client-facing role15 years with direct... Read More →

Wednesday May 4, 2022 9:40am - 10:30am EDT
Salon 4

Breakout Session

9:40am EDT

How a Customer-centric Strategy Can Increase ROI for Fintech & Financial Services

Financial services, banking and fintech organizations continuously face unique challenges in delivering the best customer experience (CX), all while staying compliant with critical industry regulations.

Driving positive customer experience is easy to say – but incredibly challenging to realize. Orienting your fintech organization around the customer requires you to not only understand the customer – but to empower every member of your customer-facing team to deliver the best possible experience. And that requires you to also deliver the best possible employee experience.

In this session, Jeff Gallino, CTO & Founder of CallMiner will focus on the importance of delivering the best customer experience, what other fintech organizations are doing to connect the dots between customer experience (CX) and employee experience (EX) and how to use this synergy to drive ROI.

Speakers

Rick Britt

Head of AI Research, CallMiner

Rick is the Vice President of Artificial Intelligence at CallMiner. Rick’s passion for interaction analytics is built upon his background of behavioral economics and operations analytics. He has specialized in optimizing results over his 25-year career in financial services, business... Read More →

Sponsors

Callminer

Work Lounge Sponsor

CallMiner is the global leader in conversation analytics to drive business performance improvement. Powered by artificial intelligence and machine learning, CallMiner delivers the industry’s most comprehensive platform to analyze omnichannel customer interactions at scale, allowing... Read More →

Wednesday May 4, 2022 9:40am - 10:30am EDT
Salon 3

Breakout Session

10:40am EDT

Fintech Startup Risk Management: How It Differs in Web 3.0 from Web 2.0

Risk management is not a support function for a Fintech start-up. It should be at the heart of the business-idea and an integral part of the ethos. However, time and again founders leave risk management it as an afterthought. In this talk, Trupti will discuss why risk is so important for a Fintech start-up and how they should think about risk in the Web 3.0 world.

Speakers

Trupti Natu

Head of Merchant & InStore Product Analytics, Block, Inc.

Wednesday May 4, 2022 10:40am - 11:30am EDT
Salon 3

Breakout Session

10:40am EDT

Workshop: How Sales Performance Management Can Assist Organizations in Becoming More Competitive, Efficient and Secure

Financial Institutions and Fintechs have a unique set of challenges when it comes to administering Sales Performance Management (incentives/commissions) programs.

Join us for an interactive workshop to discuss common challenges related to administering sales incentive programs along with a review of the solutions leveraged to overcome them. During this interactive discussion, we will compare recent research results on this topic against participant feedback to benchmark where teams are facing their biggest issues. Along with a confirmation of issues and challenges related to sales incentive administration, we will share feedback from the research related to solutions available in the market to facilitate an open discussion of how teams are managing these issues today.

We hope participants will leverage this time to share some of their own challenges (related to sales incentive management) so they may hear what other teams have done to resolve them.
Focus areas:

Defining Sales Performance Management (SPM)
Discussion on common/prevalent challenges (e.g. performance reporting, credit & revenue tracking, payee/manager engagement, and more)
Market review of current SPM solutions leveraged in Financial Services
Open forum to facilitate the sharing of ideas/solutions

Key takeaways:

SMP/ICM Solution Report
Vendor Guide
Whitepaper for Financial Institutions and Fintechs

Speakers

Mike Noto

Director of Strategy Services, OpenSymmetry

Robert Blohm

Partner, OpenSymmetry

Sponsors

OpenSymmetry

Knowledge + Networking Sponsor

Wednesday May 4, 2022 10:40am - 11:30am EDT
Salon 4

Breakout Session

10:40am EDT

Knowledge + Networking Session

First 10 Minutes: The sponsor organization will present information about either an important fintech topic or a networking best practice.
Next 15 Minutes: Each table in the ballroom will have a dedicated topic assigned to it. Attendees will be able to pick a table to sit at to network with others at the table and discuss the assigned table topic.
Next 5 Minute: Attendees will have the option switch tables.
Last 15 Minutes: Attendees will be able to pick a second table to sit at to network with others at the table and discuss the assigned table topic.

Speakers

Sankat Patel

SVP - Head of Strategic Alliances, Fifth Third Bank

John Paul Barraza

CEO Americas, SYSTRAN

Sponsors

Systran

Knowledge + Networking Sponsor

Wednesday May 4, 2022 10:40am - 11:30am EDT
General Session Ballroom

Networking Session

11:50am EDT

Lunch

Wednesday May 4, 2022 11:50am - 12:45pm EDT
General Session Ballroom

Lunch

12:45pm EDT

Networking Break in Networking Lounge / Exhibit Hall

If you like sweets.... you want to be here! We'll all meet in the 1st floor networking lounge and exhibit hall to network and enjoy the sweets!

Sponsors

Akamai Technologies

Networking Lounge Sponsor

Wednesday May 4, 2022 12:45pm - 1:15pm EDT
Networking Lounges

Networking Session

1:15pm EDT

The Role of Data in the Current Regulatory Landscape

Speakers

Adwait Joshi

CEO, DataSeers

With more than 20 years of experience in big data and AI plus over 10 years in the payments space, Adwait Joshi is one of the emerging leaders in the FinTech world. Adwait is a founder of DataSeers, an award winning FinTech that is helping banks and other FinTech companies in Taming... Read More →

Wednesday May 4, 2022 1:15pm - 2:05pm EDT
Salon 3

1:15pm EDT

How Innovative Biometric Solutions Can Help Both Physical & Digital Banks

As Financial Institutions modernize their remote onboarding and online authentication methods, making them more secure and user-friendly (a trend further spurred by the recent pandemic), many realize they are left with outdated customer authentication systems in their physical premises. Consequently, identity fraud and impersonation occurring within the space that they instinctively call “home” can certainly represent a source of concern.

Most of us instinctively realize that biometrics technology offers an obvious response to these challenges, capable of joining convenience and security at the highest levels… but can it just be imposed on the customer base, or is it a matter of ensuring a smooth transition from previously used authentication methods, which walk-in customers are already familiar with? Can it also be a matter of dealing with scepticism and reluctancy about a biometric scan occurring in a physical space – when perhaps the very same customers unlock their phone with their finger dozens of times a day, or dash though airports using Clear?

Francesco would like to touch on these topics with you, including a final question: what about neo-banks, who generally do not need traditional branches?

Speakers

Francesco Grasso

Marketing Director, Panini

Francesco has over 20 years of experience in banking automation and a strong background in product marketing and management. He is passionate about translating customer expectations and pain points into product requirements which become strong value propositions and differentiators... Read More →

Sponsors

Panini

Thought-Leadership Sponsor

Founded in Turin, Italy, Panini has enabled clients to capitalize on shifts in the global payments processing market for 75 years. Panini has a rich history of innovation, resulting in market leading solutions based on state-of-the-art engineering and ISO 9001 quality certified production... Read More →

Wednesday May 4, 2022 1:15pm - 2:05pm EDT
Salon 4

Breakout Session

1:15pm EDT

Digital Engagement Banking Powered By Fintech Partnerships

Financial Institutions are continually turning to FinTechs for collaboration when bring new offerings to the market. In this session, Capco, Backbase, Jumio and FinXact will talk about the challenges and achievements around integrating partnership solutions holistically for clients across the financial services spectrum including credit unions, regional banks and global financial institutions.

Key Panel Discussion Takeaways:

How to build a best of breed digital solution for your customer engagement
Learn that partnering more than just engineering; make sure your business is along for the ride
Understand how and where a fintech and a strategic partner can help realize your business goals by citing real world examples from the panel.

Speakers

Ryan Halstead

Vice President, North America, Jumio

Ryan Halstead, Vice President of North America Sales for Jumio, has been around since the infancy of Jumio and digital identity. He oversees the company’s growth at scale and furthers its leading position in the digital transformation of identity and the fight against fraud. With... Read More →

Ryan Victor

Chief Revenue Officer, Finxact

Ryan Victor has over 15 years of experience in the financial services industry. He began his career as a sales leader selling full service financial products for boutique investment firms in NYC. Prior to joining Finxact, Mr. Victor worked with technology providers such as Apple Inc... Read More →

Jeff Marshall

Technical Director, Backbase

Jeff joined Backbase in 2018 and he leads the technical teams - Solution Architects, Backend Engineers, Quality Assurance Engineers and System Engineers. In his role, he provides Technical leadership and oversight on Backbase projects in the US. Jeff has 25 years of experience in... Read More →

Matthew Markham

Partner, Capco

Matthew Markham is a Partner with Capco’s Digital Engineering Practice. He has over 20 years of experience in architecting; implementing and deploying large complex computing systems for clients. He helps clients integrate and/or build leading edge technology solutions in their... Read More →

Wednesday May 4, 2022 1:15pm - 2:05pm EDT
General Session Ballroom

Panel Discussion

2:15pm EDT

Knowledge + Networking Session

First 10 Minutes: The sponsor organization will present information about either an important fintech topic or a networking best practice.
Next 15 Minutes: Each table in the ballroom will have a dedicated topic assigned to it. Attendees will be able to pick a table to sit at to network with others at the table and discuss the assigned table topic.
Next 5 Minute: Attendees will have the option switch tables.
Last 15 Minutes: Attendees will be able to pick a second table to sit at to network with others at the table and discuss the assigned table topic.

Speakers

Trupti Natu

Head of Merchant & InStore Product Analytics, Block, Inc.

Sponsors

Episode Six

Knowledge + Networking Sponsor

Wednesday May 4, 2022 2:15pm - 3:05pm EDT
General Session Ballroom

Networking Session

3:15pm EDT

The Fintech Risk Management Panel Discussion

Speakers

Trupti Natu

Head of Merchant & InStore Product Analytics, Block, Inc.

Gracie Ortiz

COO, DataSeers

Gracie Ortiz is the ChiefSeer (COO) at DataSeers. She has over fifteen years of sales management and twelve years of program management experience. In addition, Gracie has an additional nine years working in global markets to implement sales and program management. Gracie has a diverse... Read More →

Sponsors

Kiteworks

Great Conversations Sponsor

Wednesday May 4, 2022 3:15pm - 4:00pm EDT
General Session Ballroom

Panel Discussion

4:00pm EDT

Closing Remarks

Wednesday May 4, 2022 4:00pm - 4:10pm EDT
General Session Ballroom

Administrative