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 research director David Albertazzi, along with senior analysts Thad Peterson, Tiffani Montez, Talie Baker, Leslie Parrish, Ginger Schmeltzer, David Shipper, and Ron van Wezel, and research associate 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.

Aite-Novarica Group Event Chairs and Moderators

David Albertazzi
Research Director,
Aite-Novarica Group
Tiffani Montez
Senior Analyst,
Aite-Novarica Group
Thad Peterson
Senior Analyst,
Aite-Novarica Group

Aite-Novarica Group Event Moderators

Francisco Alvarez-Evangelista
Research Associate,
Aite-Novarica Group

Talie Baker
Senior Analyst,
Aite-Novarica Group
Leslie Parrish
Senior Analyst,
Aite-Novarica Group
Ginger Schmeltzer
Senior Analyst,
Aite-Novarica Group
David Shipper
Senior Analyst,
Aite-Novarica Group
Ron van Wezel
Senior Analyst,
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

8:30am – 9:15am

9:15am – 9:55am 

10:00am – 10:10am

10:10am – 11:00am

11:00am – 11:15am

11:15am – 11:45am

11:45am – 12:15pm

12:15pm – 12:45pm

12:45pm – 1:15pm

1:15pm – 1:45pm

1:45pm – 2:00pm

2:00pm – 2:30pm

*Subject to Change 

Pre-Conference Panel – Open Finance Europe

Fintech All-stars

Opening Remarks

Setting Up the Win-Win: Financial Wellness as a Competitive Differentiator

Networking Break (Sponsor Showcase)

Concurrent Tracks

Concurrent Tracks

Networking Lunch Break (Sponsor Showcase)

Concurrent Tracks

Concurrent Tracks

Closing Comments & Fintech All-stars Awards

Sponsor Showcase

To view the 2020 event agenda, click here.

Premier Sponsor

Platinum 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@aitegroup.com today to discuss our sponsorship opportunities!