Join us online for our Third Annual Retail Banking & Payments Forum!

Rapidly changing consumer behaviors and priorities are here to stay. Experience quality and convenience outweigh localization in retail banking and payments today. Most customer interactions happen via digital channels. Customers are experiencing financial uncertainty, leading to widely varying use of credit and increased risk of default.  

Banks historically focused on stability, scalability, and predictability. Now, they find themselves unprepared for the current market, with no “new normal” on any horizon. Instead, the strongest institutions build flexible processes and business models to meet customers where they are and deliver exceptional service in a dynamic environment.  

Now is the moment to turn this challenging reality to your advantage and not let it become an outsized risk.  

Join Aite-Novarica Group Retail Banking & Payments experts, executives from leading financial institutions, and innovative solutions providers to learn what actions banks can take to serve customers exceptionally well—and profitably—amidst disruption.

Why attend?

  • Straight talk on what’s working and what isn’t from leading financial services providers, analysts, and technology companies 
  • Insights from original research on changing customer needs and behaviors, all exclusively focused on banking institutions 

  • Visibility into how banks can learn from fintechs and other disruptors 

  • Perspectives on which technology investments to prioritize in 2023  


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

David Anderson
David Anderson
Co-CEO and Founder
Karta
Sumeet Bhalla
Sumeet Bhalla
SVP Consumer Banking
PenFed Credit Union
Chris Barlow
Chris Barlow
Vice President Digital Channels
Union Savings Bank
William Bondar
William Bondar
Head of Debit, Prepaid, Digital Wallet & Emerging Payments
Wells Fargo
Marthijn Brouwer
Marthijn Brouwer
Customer Journey Expert
ING
Chris Craver
Chris Craver
SVP
Valley National Bank
Amyn Dhala
Amyn Dhala
Chief Product Officer
Brighterion, a Mastercard company
Helena Forest
Helena Forest
Head of Product, EMEA Marketplace Solutions
JPMorgan Chase
Lance Homer
Lance Homer
Global Head of Digital Payments and Banking Ecosystem
Equinix
Katrin Kaurov
Katrin Kaurov
CEO
Frich
Daniel Kornitzer
Daniel Kornitzer
Chief Business Development Officer
Paysafe
Michael Kortering
Michael Kortering
Chief Credit Officer
Skopos DBA as SpringLight Financial
Frida Leibowitz
Frida Leibowitz
Co-founder & CEO
Debbie
Claire Melling
Claire Melling
Portfolio Manager, Bank of APIs
NatWest Group
Gaurav Mittal
Gaurav Mittal
EVP
Ethoca
Thomas Novak
Thomas Novak
VP/Chief Digital Officer
Visions Federal Credit Union
Anthony Peculic
Anthony Peculic
Head of Baas and Cards
Cross River
Sebastian Reeve
Sebastian Reeve
Global Financial Services Evangelist
Nuance
Dave Richardson
Dave Richardson
Senior Manager, Fraud Deposit Products
First National Bank Omaha
Chris Rigoni
Chris Rigoni
Senior Managing Director, Head of Enterprise Payments, BaaS Sales and Implementation
Webster Bank
Stefan Stignäs
Stefan Stignäs
Head of Exploratory Banking & Strategic Partnerships
SEB
Paul Tidwell
Paul Tidwell
Managing Director, Financial Services
projekt202
Matt Tollerton
Matt Tollerton
SVP, Director of Digital Strategies and Customer Experience
Central Bancompany
Brent Whittington
Brent Whittington
Cyberfraud Executive Advisor
Bill Zielke
Bill Zielke
CMO
BitPay

Aite-Novarica Group Event Chairs and Moderators

David Albertazzi
David Albertazzi
Director, Retail Banking & Payments Practice
Aite-Novarica Group
Francisco Alvarez-Evangelista
Francisco Alvarez-Evangelista
Advisor
Aite-Novarica Group
Ariana Moore
Ariana Moore
Advisor
Aite-Novarica Group
Thad Peterson
Thad Peterson
Strategic Advisor
Aite-Novarica Group
David Shipper
David Shipper
Strategic Advisor
Aite-Novarica Group
Ron van Wezel
Ron van Wezel
Strategic Advisor
Aite-Novarica Group
Stewart Watterson
Stewart Watterson
Strategic Analyst
Aite-Novarica Group

Additional speakers to be announced soon.

To view the 2021 event speakers, click here.

Agenda at a Glance*

Wednesday, December 7, 2022
8:30 AM - 9:15 AM (EST)
Ron van Wezel
9:15 AM - 9:30 AM (EST)
David Albertazzi
9:30 AM - 10:15 AM (EST)
Thad Peterson
10:15 AM - 11:00 AM (EST)
David Albertazzi
11:00 AM - 11:15 AM (EST)
 
11:15 AM - 12:00 PM (EST)
Stewart Watterson
12:00 PM - 12:45 PM (EST)
Ariana-Michele Moore
12:45 PM - 1:30 PM (EST)
Ron van Wezel
1:30 PM - 1:45 PM (EST)
 
1:45 PM - 2:30 PM (EST)
Francisco Alvarez-Evangelista
2:30 PM - 3:15 PM (EST)
Thad Peterson
3:15 PM - 4:00 PM (EST)
Stewart Watterson
4:00 PM - 4:45 PM (EST)
David Shipper
4:45 PM - 5:00 PM (EST)
David Albertazzi

*Subject to change

To view the 2021 event agenda, click here.

Platinum Sponsors

Additional sponsors to be announced soon.

To view the 2021 event sponsors, click here.

Interested in sponsoring this event?
Please contact us at events@aite-novarica.com today to discuss our sponsorship opportunities!