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 Director, Retail Banking & Payments Practice David Albertazzi, along with Strategic Advisors Talie Baker, Tiffani Montez, Leslie Parrish, Thad Peterson, Ginger Schmeltzer, David Shipper, and Ron van Wezel, and Advisor 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.

Featured Speakers

Tatjana Bobic
Director of Customer Engagement,

Rohit Dewan
VP, Head of Public Policy,

Amyn Dhala
Vice President, Global Product Management,
Brighterion, Mastercard

Jonas Ng
Head of Commercial Digital,

Sebastian Reeve
Global Financial Services Evangelist,

Aite-Novarica Group Event Chairs and Moderators

David Albertazzi
Director, Retail Banking &
Payments Practice,
Aite-Novarica Group
Tiffani Montez
Strategic Advisor,
Aite-Novarica Group
Thad Peterson
Strategic Advisor,
Aite-Novarica Group

Aite-Novarica Group Event Moderators

Francisco Alvarez-Evangelista
Aite-Novarica Group

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

Pre-Conference Panel – Open Finance Europe

8:30am – 9:15am

Taking CX to the Next Level Through Fintech Partnerships

9:15am – 10:00am

Opening Remarks

10:00am – 10:15am

Driving Customer Engagement in a Digital-First World

10:15am – 11:00am

Networking Break (Sponsor Showcase)

11:00am – 11:15am

Banking Track

Payments Track

Panel 1: Injecting Intelligence Across the Lending Life Cycle: AI Use Cases from Marketing to Collections

11:15am – 12:00pm

Panel 1: Making Digital Payments Stick in a Post-COVID-19 World

11:15am – 12:00pm

Panel 2: Prepaid: Versatile, Innovative, Far-Reaching … and Consumer Friendly?

12:00pm – 12:45pm

Panel 2: BNPL and Financial Wellness: Pros and Cons

12:00pm – 12:45pm

   Networking Lunch Break (Sponsor Showcase)

12:45pm – 1:00pm

 Panel 3: Driving Growth Through the Digital Channels

1:00pm – 1:45pm

Panel 3: Alternative Payment Form Factors

1:00pm – 1:45pm

Panel 4: Cards-as-a-Service

1:45pm – 2:30pm

Panel 4: Universal Payment Acceptance

1:45pm – 2:30pm

Closing Comments

2:30pm – 2:40pm

Networking Sponsor Showcase

2:40pm – 3:30pm

*Subject to change

To view the 2020 event agenda, click here.

Premier Sponsor

Platinum Sponsors

Additional sponsors to be announced soon.

To view the 2020 event sponsors, click here.

Interested in sponsoring this event?
Please contact us at today to discuss our sponsorship opportunities!