On the 15-17 June 2020 at the wonderful The Ritz-Carlton in Naples, Florida, our North American Banking Innovation Technology Summit will bring together a host of senior financial services decision-makers and business leaders to discuss the most pressing challenges – and opportunities – in the fast-moving financial services sector.

The summit looks at a number of key themes, including innovation; banking breakthrough; payments made here, there, everywhere and dominating data; and reaching for the cloud: IT, compliance and fraud protection.

From case studies lifting the lid on operations inside best-in-class organisations, to workshops and collaborative sessions that focused on real challenges and future technology innovations, to one-to-one meetings with industry peers offering practical advice tailored to attendees’ specific needs, our summits provide executives with everything they needed to implement their key projects more effectively.

Our Approach

Every GDS Summit has one stated aim: to help attending executives implement their key projects more effectively. We do this by developing an in-depth understanding of those executives' project needs, the business outcomes they want to achieve, and the challenges they face in terms of hitting those goals.

Who Attends

Our summits are designed for executives looking to take their business to the next level – from market-leading brands to disruptive new entrants. As such, we’ve worked with some of the world’s best-loved and most forward-thinking businesses.
Apply to attend

Past Attendees

At previous events we've helped executives from some the world's most significant firms - as well as the most forward-thinking - to address their project challenges.
Image of Jill Castilla
Logo of Citizens Bank of Edmond
Jill Castilla
President & CEO
Citizens Bank of Edmond
Image of Bruce Morehead
Logo of  Columbia Bank
Bruce Morehead
SVP, Chief Innovation Officer
Columbia Bank
Image of Chris Parker
Logo of Partners Federal Credit Union
Chris Parker
EVP, COO
Partners Federal Credit Union
Image of John Symcox
Logo of First Fidelity Bank
John Symcox
Chief Innovation Officer
First Fidelity Bank
Image of Nate Haskins
Logo of S&P Global
Nate Haskins
Chief Data Officer
S&P Global
Image of Doug Nielson
Logo of US Bank
Doug Nielson
SVP Innovation Research & Development
US Bank
Image of Doug  Smith
Logo of Fifth Third Bank
Doug Smith
SVP, Head of Consumer Digital
Fifth Third Bank
Image of Jay Krish
Logo of State Street
Jay Krish
SVP Head of Operational Risk Technology
State Street
Image of David Anderson
Logo of Zions Bank
David Anderson
SVP, Head of Customer Care
Zions Bank
Image of Denise Schultz
Logo of Citi
Denise Schultz
SVP Finance & Risk Infrastructure
Citi
Image of Michael Cordas
Logo of City National Bank
Michael Cordas
SVP - Head of Enterprise Business Transformation
City National Bank

6 Challenges with Technology in Banking Services

Our summit is focused on solving your strategic challenges
  • Overcoming Legacy Debt
  • Intelligent Automation
  • Engaging the Customer
  • The Future of Banking
  • Creating a Culture of Innovation
  • The Question of Regulation
Apply to attend

Summit Schedule

Day 1
Day 2
Day 3
Monday June 15, 2020
Summit Registration
12:00pm - 6:00pm

Join us at 12.00 pm when registration opens to collect your badge, check-in, meet the on-site team, and start your 2.5 day Summit experience.

Welcome Remarks and Delegate Briefing
1:45pm - 2:00pm

Our Master of Ceremonies will kick off the Summit with a welcome brief and orientation session, giving you all the information you need to maximize your Summit experience

Interview
2:00pm - 2:30pm
A one on one interview diving into the details of how to prepare yourself for the realities of one of the industry's top challengers.
Future-Proofing Your Payments Transformation.

In this session we will explore the challenges of implementing real-time payments and the impact of this on your broader payment’s transformation strategy. We will do this by discussing the following:

  • How can you make the payment experience seamless for the customer?
  • Is it best to build, buy or partner to deliver payment services in the current regulatory environment?
  • Ways of ensuring the changes you make today remain relevant to clients tomorrow.
Panel Discussion
2:30pm - 3:10pm
The perspectives of 4-5 industry experts into one of the key challenges we're all facing today. This will be moderated to create a session of different perspectives, opinions and tangible takeaways of how our panelists are tackling them.
Working for our Customers’ Financial Futures.

The global financial services industry is wrestling with a complex regulatory environment, growing customer expectations, and disruptive new entrants. However, this also means we are experiencing an unprecedented number of opportunities to accelerate digital transformation, garner user trust, and enhance our customer’s financial lives. In this opening panel we will explore:

  • How to develop relevant, distinct product offerings that will enable our customers to live their best financial lives.
  • Going beyond personalization by segment and personalizing by lifestyle, aspirations, and underserved needs enriched by data.
  • How to deliver better financial products for baby boomers, generations X to Z, and gig-economy workers.
Roundtable Track 1
Session 1 - Challenges
3:15pm - 4:15pm
It’s all about identifying your challenges. What are the key questions that keep you up at night? What solutions are you looking for? Find common ground.
Overcoming Legacy Debt
  • Creating a strategy to address the legacy debt within your organization.
  • Identifying the value of legacy systems and knowing when not to upgrade for the sake of upgrading.
  • Managing the cultural shifts of moving from legacy systems to modern ones.
Roundtable Track 2
Session 1 - Challenges
3:15pm - 4:15pm
It’s all about identifying your challenges. What are the key questions that keep you up at night? What solutions are you looking for? Find common ground.
Intelligent Automation
  • Strategies for improving data visibility and hygiene across the organization.
  • Prioritizing the right use cases for AI/ML algorithms and creating workflows that can succeed.
  • Techniques for deciding the right mix of human vs. ML & RPA for successful automation.
Roundtable Track 3
Session 1 - Challenges
3:15pm - 4:15pm
It’s all about identifying your challenges. What are the key questions that keep you up at night? What solutions are you looking for? Find common ground.
Engaging the Customer
  • Building experience into every product offering and service.
  • Developing a consistent communication style that customers can resonate with.
  • Learning how to reward engagement and implement the feedback you receive.
Roundtable Track 4
Session 1 - Challenges
3:15pm - 4:15pm
It’s all about identifying your challenges. What are the key questions that keep you up at night? What solutions are you looking for? Find common ground.
The Future of Banking
  • The rise of Challenger Banks that are transforming business models across the industry.
  • Looking at developing a road map to achieve the personalization, mobility, and customer-centricity that modern consumers are learning to expect.
  • Navigating the move towards open banking, stricter data-protection standards, and platform plays.
Roundtable Track 5
Session 1 - Challenges
3:15pm - 4:15pm
It’s all about identifying your challenges. What are the key questions that keep you up at night? What solutions are you looking for? Find common ground.
Creating a Culture of Innovation
  • Helping your teams to build for the future, learn from failure, and avoid the sunk-cost fallacy.
  • Methods for finding true talent; people capable of dealing with novel problems in novel ways.
  • Addressing the bottlenecks in your organization that stop individuals, teams, and departments innovating.
Roundtable Track 6
Session 1 - Challenges
3:15pm - 4:15pm
It’s all about identifying your challenges. What are the key questions that keep you up at night? What solutions are you looking for? Find common ground.
The Question of Regulation
  • Simplifying the fragmented regulatory landscape driven by states, federal regulators, nonbank players, and jurisdictional advances.
  • Exploring risk management practices; third part risk management; risk governance; change management; information technology and data governance.
  • Strategies for protecting consumer data without an overarching law or regulation governing data privacy.
Workshop Track 6
4:20pm - 5:00pm
The Changing Scope of Incentives: The Do’s and Don’ts of Payment Rewards.

Consumers are expecting more personalized experiences than ever, the traditional offerings of legacy banks are no longer enough to retain customer’s loyalty. In this session, we will explore the legacy debt of major financial institutions through the lens of payment rewards:

  • Importance of convenience, speed, and personalization of offerings.
  • Combining rewards with data sharing, to learn more about your customers.
  • How to overcome a culture of legacy and learn from the convenient, digital, and transparent offerings of neo banks.
Workshop
5:05pm - 5:45pm
Digitizing KYC to Reduce Laundering, Fraud and Financial Crime

 

Networking Drinks
5:45pm - 7:00pm

A casual setting to network and meet the rest of the attendees and discuss relevant topics at your leisure.

Gala Dinner and Keynote
7:00pm - 10:00pm
Join us for our Gala Dinner & Keynote Speaker. An opportunity to network with your peers in a social environment with a three-course dinner and wine whilst listening to an industry leader discuss a key topic.
Tuesday June 16, 2020
Breakfast
7:00am - 7:50am

Please come down and join us for breakfast and prepare for a day of workshops, keynotes, debates and panels.

Welcome Remarks
7:50am - 8:00am

Our Master of Ceremonies will brief you into the day 2 program to make sure you are in the right place at the right time.

Panel Discussion
8:00am - 8:30am
A brand exec takes you behind the scenes, providing insight into a successful project implementation – what worked, what didn’t and which pitfalls to avoid.
Empowering RegTech – A Compliance Leadership Discussion.

As technology facilitates regulatory changes at a State and Federal level, we need to engage in a dialogue about how financial institutions are keeping pace and what needs to be improved. In this panel discussion we will consider:

  • Unpicking the impact new technologies are having on a fractured regulatory landscape.
  • The use cases for ML in RegTech and what further work needs to be done.
  • The milestones for RegTech in the next 5 years and what these mean for your organization.
Keynote
8:30am - 9:00am
The perspectives of 4-5 industry experts into one of the key challenges we're all facing today. This will be moderated to create a session of different perspectives, opinions and tangible takeaways of how our panelists are tackling them.
Sharing PayPal’s Culture of Innovation.
headshot of Michael Todasco
Michael Todasco
Senior Director of Innovation - PayPal

In this session, we will explore the structure of innovation at PayPal. The organization has worked hard to create a culture of collaboration in the company so that all employees are innovating whether they’re executive assistants or engineers. This process was not immediate and Michael Todasco, VP of Innovation at PayPal, will share some of the lessons he has learned about innovation so that you can start on a similar journey.

Oxford Style Debate and Live Polling
9:00am - 9:40am
An industry expert will lead an interactive workshop tackling common challenges and scenarios, engaging the audience to confront the issues and discuss ideas. What will your proposed solutions be?
Will Platform Banking Drive Innovation Better Than Marketplace Banking?

One Topic. Two experts. Two opinions. You’ll get the chance to vote on where you stand before the session starts. We’ll then hear from our two experts, to see if they can sway your opinion when you participate in the closing vote.

Coffee & Networking Break
9:40am - 10:00am

Take a break and refuel whilst networking and socializing with your peers.

Workshop
10:00am - 11:40am
An industry expert will lead an interactive workshop tackling common challenges and scenarios, engaging the audience to confront the issues and discuss ideas. What will your proposed solutions be?
The Promise, Potential, and Hype of AI in Banking.

In the last few years, banks trying to implement machine learning (ML) tools have been limited by three factors: data quality/visibility, a shortage of skills and bandwidth. Now, larger financial institutions are seeing a return on their investments and the challenges of previous years look less significant. In this session, we will discuss what is possible with ML tools and what can be done today to position yourself for success tomorrow.

  • NLP – customer service, text processing, and extraction
  • Image Recognition – imaging documents, extracting info from documents, making use of video data captured in branches e.g. CCTV
Workshop
10:45am - 11:25pm
An industry expert will lead an interactive workshop tackling common challenges and scenarios, engaging the audience to confront the issues and discuss ideas. What will your proposed solutions be?
Personalizing Your Product Offerings: The Next Generation.

The ecosystem of millennial-focused challenger banks is looking full, now, a growing number of banks are focusing on Gen Z customers (born 1996 onwards). With an estimated $44 billion in buying power, Gen Z is a substantial market to tap into, so we need to discuss how to connect with a market segment that expects even more in terms of personalization and convenience than their millennial predecessors.

  • Navigating the digital landscape to connect with prospective Gen Z customers.
  • Differentiating your product offerings that target Gen X, Millennials, and Gen Z, respectively.
Keynote
11:30pm - 12:00pm
Bugs Bunny, Margaritas and the Magic of Crowdsourcing.

Employee and customer crowdsourcing is emerging as a core competency for change management in organizations around the world. In this interactive session we will meet Bugs and Elmer, discuss margaritas, ponder crowd wisdom and beta test cutting edge crowdsourcing software. Sound like fun? We think so too.

Lunch
12:00pm - 1:15pm

Join us for a sit-down lunch, and a chance to catch up on emails and get ready for the afternoon.

Roundtable
Session 2 - Discovery
1:15pm - 2:30pm
Learning and sharing with your group. What are the solutions? Are they readily available? What path are you going to take?
Roundtables
  1. Overcoming Legacy Debt
  2. Intelligent Automation
  3. Engaging the Customer
  4. The Future of Banking
  5. Creating a Culture of Innovation
  6. The Question of Regulation
Workshop
2:35pm - 3:15pm
An industry expert will lead an interactive workshop tackling common challenges and scenarios, engaging the audience to confront the issues and discuss ideas. What will your proposed solutions be?
Dr. Robot or: How I Learned to Stop Worrying and Love the Algorithm.

The majority of the enterprise has little to no visibility on how AI systems make the decisions they do. In order for these systems to be effectively used, we must be able to trust the answers they give us. In this session we will explore how to befriend the algorithm and build trust in it across your organization:

  • How do you frame a question for ML?
  • How can you improve the human readability of the results you receive?
  • How can you mitigate the risks of the AI black box?
  • How to conduct expectation management with your end-users?
  • How do workflows change when applying large scale statistical operations?
Panel Discussion
3:20pm - 4:00pm
The perspectives of 4-5 industry experts into one of the key challenges we're all facing today. This will be moderated to create a session of different perspectives, opinions and tangible takeaways of how our panelists are tackling them.
Bio-metrics and the Challenge of Digital Identity.

The UN has predicted that half of the world will be online by 2020, with the other half expected to be connected by 2025. As we move into a fully digital future, we need to create solutions that allow us to navigate the new world safely, securely, and seamlessly.

Biometric authentication has the potential to simplify onboarding, making it intuitive and evolving our understanding of KYC with a new layer of security, ensuring that our customer’s really are who they say they are. However, as much as passwords can be force-broken, fingerprints can be faked, iris’ can be mimicked, and voices can be replicated. So what should you do to ensure we can trust, control and monitor customer data?

Coffee and Networking
4:00pm - 4:15pm

 

Oxford Style Debate and Live Polling
4:15pm - 4:45pm
Are Robo-Advisory Services Better Value for Customers than Accounts Actively Managed by Humans?

One Topic. Two experts. Two opinions. You’ll get the chance to vote on where you stand before the session starts. We’ll then hear from our two experts, to see if they can sway your opinion when you participate in the closing vote.

Attendee downtime
4:45pm - 6:45pm

Time for a well-deserved break in your busy schedules.

Networking drinks
6:45pm - 7:30pm

A casual setting to network and meet the rest of the attendees and discuss relevant topics at your leisure.

Gala dinner
7:30pm - 10:00pm

Join us for our night two Gala Dinner, which will be in a casual and inviting setting.

Wednesday June 17, 2020
Breakfast
7:00 am - 7:50 am

Please come down and join us for breakfast and prepare for a day of workshops, keynotes, debates and panels.

Welcome Remarks
7:50 am - 8:00 am

Our Master of Ceremonies will brief you into the day 3 program to make sure you are in the right place at the right time.

Keynote
8:00 am - 8:30 am
A brand exec takes you behind the scenes, providing insight into a successful project implementation – what worked, what didn’t and which pitfalls to avoid.
Just Get Started: You Don’t Need DevOps to Talk to Customers and Remove Silos.
headshot of Levi Geinert
Levi Geinert
SVP of Agile Technology User Experience - US Bank
headshot of Travis Paulson
Travis Paulson
SVP Transformation Programs - U.S. Bank

In early 2018, U.S. Bank launched the Experience Studios; a physical space, a community of teams, ​a collection of Agile resources, and a new way of working that reimagines the customer experience through rapid, cross-functional and iterative development. We had many reasons to proceed slowly, but decided we just needed to get started. Through employee and customer co-creation and feedback, we are now in the midst of a fast-paced enterprise transformation. Along the way, we learned a lot and delivered measurable value to our customers.

Workshop
8:35 am - 9:15 am
A brand exec takes you behind the scenes, providing insight into a successful project implementation – what worked, what didn’t and which pitfalls to avoid.
America’s Next Top Business Model: Partnerships, Platforms, and Open-Sourcing.

As the industry decides what the next generation of banks and payment systems will look like, it’s clear that partnerships are central to the success of large financial institutions. In this session we will explore:

  • Key instances of successful collaboration, how best to work together to deliver the next generation of digital banking transformation.
  • Are partnerships the future of disruption and part of the solution to legacy debt?
  • What makes for a successful collaboration between a fintech & bank?
Workshop
9:20 am - 10:00 am
An industry expert will lead an interactive workshop tackling common challenges and scenarios, engaging the audience to confront the issues and discuss ideas. What will your proposed solutions be?
Creating a CX that Surprises and Delights.

Creating meaningful experiences has become the industry standard in CX. As the industry continues to evolve, we need to consider how to create novel experiences for our customers in order to retain their business:

  • Creating a digital experience capable of delivering personalized value propositions and avoids being generic.
  • How to think of the next experience your customer wants by considering the customer touchpoints of the future.
  • Ensuring your values align with customers who are increasingly making purchasing decisions for ethical over financial reasons.
Roundtable
Session 3 - Outcomes
10:05 am - 11:00 am
What does it all mean. Tracing back through two days of work, where are we? What you are bringing back to the office with you.
Drill Down Roundtables
  1. Overcoming Legacy Debt
  2. Intelligent Automation
  3. Engaging the Customer
  4. The Future of Banking
  5. Creating a Culture of Innovation
  6. The Question of Regulation
Keynote
11:00 am - 11:30 am
The Evolving Regulatory Landscape.

Comparing the US to the regulatory landscape in Europe, what we can anticipate moving forward towards more substantial data protection legislation and how are regulators looking to incentivize innovation at the same time?

Buffet Lunch
11:30 am - 2:00 pm

Before you head home, make sure you grab something from our buffet-style lunch for your journey ahead.

Summit Location

The Ritz-Carlton, Naples, Florida

Our events take place at some of the most prestigious venues in the world. Five-star accommodation, dining and amenities make attending one of our summits both business and pleasure. Being productive has never been so much fun.

Popular content from our FinTech Summits

GDS Summits host experts to help experts. Our speakers are leading FinTech executives willing to share their insight to change the industry and the world in critical ways.

To discuss how GDS Summits can help you solve your project challenges contact us on: 0117 921 4000 or email sayhello@gdsgroup.com.

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