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
Chief Operating Officer
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, Enterprise Business Transformation
City National Bank

6 Challenges with Technology in Banking Services

Our summit is focused on solving your strategic challenges
  • Challenger x traditional banks: how do we get the best of both worlds?
  • Are you really customer-centric? Creating a seamless omnichannel experience
  • Power of networks and partnerships: should financial institutions build ecosystems?
  • What is the future of customer authentication?
  • How much does the customer want you to know?
  • Embarking upon the challenges of a new technology in an outdated regulatory environment
Apply to attend

Past Summit Schedule

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

Join us at 1.00 pm when registration opens to collect your badge, check-in, meet the on-site team, and start your 2.5 day Summit experience.

Solution Provider Briefing
2:00pm - 2:30pm

Our VP of Sales will brief you on the next 2 ½ days at the summit, giving you all the information you’ll need for your 1-2-1 meetings, the networking sessions and what to expect to maximize your summit experience.

Welcome Remarks and Delegate Briefing
2:30pm - 2:45pm

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

Panel Discussion
2:45pm - 3:30pm
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.
Intersystems: Uncovering the Data to Transform your Data

In the high-stakes world of financial management, data is key. It’s not only the lifeblood of every transaction, it can deliver everything a bank needs from regulatory compliance to advanced customer insights. But how can you wrangle the data—collect, refine and mine it, and deliver it to the people who need it in real time? Doing so requires a whole-bank commitment to digital transformation. Watch as these leading experts discuss the next generation of data management in financial services, the current state of digital transformation in the industry, and the ways in which institutions like yours are embracing forward-thinking technologies to put their data to work for them.

Interview
3:30pm - 3:50pm
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.
Going digital: How do you Design to Create a Digital Customer Experience?

As financial institutions are starting their innovation journey, design is an important function towards the business model. So how does agile and design thinking methodologies create a User Experience (UX) that can start servicing your customers digitally?

Roundtable Track 1
Session 1 - Challenges
3:50pm - 5:00pm
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.
A Financial Fight: Challenger Banks vs Traditional Banks?

The rise of Challenger Banks means that traditional financial institutions are feeling the pressure to build digital-only Challenger Banks as part of their business model. However, as the financial services industry continues to innovate and expand, Challenger Banks are characterized as mobile-first apps that focus on personalization and customer centricity that were born from a digital world.

Yet, many questions remained unanswered:

Are Challenger Banks the go-to banking solution for a variety of demographics across the North American market?
Is the aim of a Challenger Bank to build innovative software or eradicate the requirement of having “brick-and-mortar” banks?
How do Traditional Banks continue their strong relationships with their customers that lasted for generations?
Do legacy systems prevent traditional banks offering a full suite of banking services?

Roundtable Track 2
Session 1 - Challenges
3:50pm - 5:00pm
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.
Omnichannel: Putting User Experience at the Forefront of the Process

Financial Institutions are focusing on creating a seamless Omnichannel user experience (UX), regardless of channel or device, digital or offline. However, the desire and need for an Omnichannel UX has arisen because customers interact in unpredictable ways, often transitioning between channels. Thus, if the Omnichannel UX fails on any one channel that financial institution offers, it exposes the inefficiency with UX as a whole

  • How do financial institutions create available, consistent, and seamless touchpoints to drive a customer centred UX?
  • How do financial institutions identify and eliminate roadblocks in their Omnichannel UX?
  • How do you personalise the Omnichannel UX for the customer?
Roundtable Track 3
Session 1 - Challenges
3:50pm - 5:00pm
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 Power of Networks and Partnerships: Should Financial Institutions Build Ecosystems?

The upsurge in FinTechs offering innovative technology and disrupting the traditional banking practices across North America is rising. FinTechs are offering financial institutions a new way of implementing products and services. To start the innovation process, do financial institutions build ecosystems?

  • How do you establish and leverage that partnership between a FinTech and Financial institution?
  • How do you ensure that the FinTech’s innovative technology meets the regulatory requirements?
  • Is creating a partnership an opportunity for innovation and digital transformation?
  • When is the right time to build technology in-house?
  • Can FinTech’s help you meet the demand of the customer?
Roundtable Track 4
Session 1 - Challenges
3:50pm - 5:00pm
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.
What is the Future of Customer Authentication?

Biometrics is a verification process based on a user’s unique biological signature, through unique physical characteristics (fingerprints; facial recognition; iris verification) and behavioral patterns (voice identification). Due to high smartphone penetration in North America, the use of biometrics has excelled as it offers a quick and seamless way for customer access. So how do financial institutions offer that fast, frictionless and secure customer experience that provides continuous authentication throughout a customer’s journey?

  • Will voice provide more accessibility to customers in authenticating transactions and payments?
  • How do financial institutions invest in registering Biometrics for their customers?
  • Does Biometrics truly eliminate the threat of fraud and cyber-criminals and protect customers data?
Roundtable Track 5
Session 1 - Challenges
3:50pm - 5:00pm
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.
How Much Does the Customer Want you to Know?

Big Data allows financial institutions to get an overview of their customers’ behavioural patterns and interactions. The combination of predictive analysis, real-time detection, and behavioural profiling can detect unusual customer activity, whereas Big Data can predict the future behaviour of the customer with more accuracy and fully understand what each individual customer wants.

  • How much data does the customer want to provide and want you to know?
  • Do customers really want tailored services that suit their needs?
  • Should predictive analytics, behavioural profiling and real-time decision making with financial institutions be used to detect unusual customer activity only with consent from the customer?
Roundtable Feedback
5:00pm - 5:30pm

This is a show and tell with the entire delegation, lead by the roundtable moderators. Hear other challenges, perspectives, and topics that will set the tone for the Summit.

Networking Drinks
6:00pm - 7:00pm

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

Gala Dinner
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
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.
Digital Transformation: How do you go from Strategy to Reality?

As Financial Institutions are engaging on a day-to-day basis with evolving technologies, their consumers have become normalised to services that provide frictionless and convenient access in other industries. However, as Financial Institutions are at the premise of their journey, how do they embark on building innovate digital products.

Is it down to:

  • Product Management?
  • Cultural Mindsets?
  • Improving Infrastructure?
  • Investment in Agile Frameworks?
  • Investing in digital-only platforms?
Keynote
8:30am - 9:00am
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.
“Let’s Give ‘em Something to Talk About” - The Power of Engaging the Employee Voice

Companies today face the challenge of engaging their employees in meaningful dialogue – whether it be due to geography, flex work – or simply that many people feel that speaking up has a cost associated with it.

In this talk we will examine: – How technology can humanize the employee experience – The power of allowing all voices to be heard which results in organizations benefiting from higher engagement – The value of gathering ideas and solutions from a broader, more diverse population

Interview
9:00am - 9:20am
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.
Bringing Innovation to Action: How to Tackle New Technology and New Mindsets

There are multiple challenges senior executives encumber when trying to champion innovative reasoning. How do you create an environment that can tackle the challenges in digitally transforming and encouraging innovating thinking across a financial institution?

Oxford Style Debate and Live Polling
9:20am - 10:00am
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.
Open Banking: How has it Worked in Europe and will it Change Consumer Banking in North America? (Canada vs United States)

Open Banking in Europe has allowed the customer to have-control of their financial data. The aim of Open Banking is to make it easier for customers to gain access to their transaction data, compare accounts and access to new products to regulated third-party providers.

As North America starts to embrace open banking and allow Customer empowerment – which country do you believe is doing it better? Canada or United States?

Coffee & Networking Break
10:00am - 10:20am

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

Workshop
10:20am - 11:00am
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?
Securing Data in a Highly Regulated Industry

Customer trust and data are becoming the heart of driving innovation, digital transformation, and new business opportunities.

With the rise of technological solutions and security features that are starting to be utilized by financial institutions, how does the industry protect user data, ensure customer privacy and communicate this to the customer?

Workshop
11:00am - 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?
Going Digital: How to Satisfy the Connected Customer

In this new digital era, customers expect to be able to have a frictionless, seamless and secure journey on their digital channels.

So how are innovating solutions focusing on shaping this for an ever-changing and more digitally demanding consumers in North America.

Panel Discussion
11:40am - 12:20pm
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.
Digital or Physical Payments: Which is More Convenient and Seamless of the North American Consumer

The method of Payments is constantly evolving for customers in North America. Contactless payments over a ‘tap and go’ experience that can be both digital and physical. Digital Wallets offer access, interoperability and sustainability for customers to commit transactions online and offline.

So, what are the differences between American and Canadian consumers when making payments?

Keynote
12:20pm - 12:50pm
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.
TBC

Details to Follow.

Networking Lunch
12:50pm - 1:50pm

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
1:50pm - 2:40pm
Learning and sharing with your group. What are the solutions? Are they readily available? What path are you going to take?
Drill Down Roundtables
  1. Challenger x traditional banks: how do we get the best of both worlds?
  2. Are you really customer-centric? Creating a seamless omnichannel experience
  3. Power of networks and partnerships: should financial institutions build ecosystems?
  4. What is the future of customer authentication?
  5. How much does the customer want you to know?
Workshop
2:40pm - 3:20pm
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?
Automated Digital Lending Platforms: Will Open Banking Reform Lending for Consumers

Digital Lending offers financial institutions an opportunity to improve productivity, provide more loans and increase revenue per loan with cheaper, faster and automated services. Non-bank alternative lenders allow customers to apply for credit or personal loans in a matter of minutes through online/mobile platforms.

With Open Banking providing customer empowerment, can digital lending platforms continue to grow their portfolios, or will financial institutions counteract and provide their own digital lending platforms?

Panel Discussion
3:25pm - 4:05pm
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.
Artificial Intelligence: How do financial institutions use AI?

AI in the financial services industry is showing strong signs of adoption through making substantial investments. However, a simple question remains, how do financial institutions use AI?
• How do financial institutions use AI and what is its true purpose?
• Do you prefer to build in-house or outsource to an AI platform provider?
• Has the potential to automate business processes reduce the requirement for human capital?
• How can AI be developed and be part of business development?
• How do financial institutions satisfy data governance, risk and compliance to deploy AI technologies?

Case Study
4:10pm - 4:50pm
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.
How do you Implement Technology to Meet the Demands of your Cross-generational Audience?

The customer for financial institutions ranges from a Baby Boomer to a Millennial. As understanding the customer’s needs is becoming central to the financial services industry, how do financial institutions create innovative cross-generational products and services?

Interview
4:55pm - 5:15pm
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.
Building and Scaling a Data Driven Organization: What Does it Really Mean?

Data is at the center of everything we do today. How are we ensuring we are doing everything we can to leverage our data asset and create value for our clients and in turn for the enterprise?

It starts with the data … (quality, standardized, centralized, right technology, etc.)

  • How do we ensure we are enabling people in the firm have access to things?
  • How do we make it simpler to innovate? Innovating at speed and Identifying the right skills required for the work
  • How do we equip them with the tools that are needed?
  • How do we foster collaboration?
  • Planning and implementing a philosophical change in the organization
  • Building an analytics CoE … centralized vs. decentralized, what works?
Coffee & Networking Break
5:15pm - 5:30pm

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

Attendee downtime
5:30pm - 7:00pm

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

Networking drinks
7:00pm - 7:30pm

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

Gala dinner, silent auction, quiz/trivia
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
7:30 am - 8:20 am

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

Welcome Remarks
8:20 am - 8:30 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
8:30 am - 8:50 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.
Finding True North in the World of Digital Transformation: How Partners Federal Credit Union is Accelerating its Digital Journey and Creating a Thriving Omni-channel Strategy

Omnichannel is a core strategy for many Financial Institutions across North America. As the behavior of the digital customer has been influenced not only from the “Amazon Experience” that matches their own individual preferences, but by the easy-to-use and accessible digital only platforms from FinTechs.

Chris Parker, EVP / Chief Operating Officer at Partners Federal Credit Union (The Walt Disney Company) shares how Partners Credit Union is accelerating its own digital journey and competing with many of the challenger banks. Learn how Partners has utilized a mobile-first development strategy, strong strategic relationships and the concept of “human middleware”, to build a thriving omni-channel strategy focused on the customers’ experience.

Keynote
8:50 am - 9:20 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.
In an Outdated Regulatory Environment, how to have Innovative Marketing Approaches for Digital Devices?

Most US banking & investment regulatory requirements for advertising today were written for the early 20th century print ad era.

In this session, learn some innovative approaches to creating compelling & compliant marketing for digital devices that adheres to US Investment (FINRA) and Banking (FTC, UDAAP, & Reg DD) regulations.

Roundtable
Session 3 - Outcomes
9:20 am - 10:00 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. Challenger x traditional banks: how do we get the best of both worlds?
  2. Are you really customer-centric? Creating a seamless omnichannel experience
  3. Power of networks and partnerships: should financial institutions build ecosystems?
  4. What is the future of customer authentication?
  5. How much does the customer want you to know?
Coffee & Networking Break
10:00 am - 10:00 am

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

Interview
10:30 am - 11:10 am
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.
How to meet regulatory compliance when launching: The Revolut story in North America

Revolut in Europe have become a household challenger bank that millions of consumers use. However, this interview allows you to gain an insight into how Revolut are trying to circumnavigate the regulatory challenges that exist in both Canada and the United States.

Workshop
11:15 am - 11:55 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?
Regulatory Sandboxing: Is FinTech Regulation Required to Benefit the Financial Institution?

A Regulatory Sandbox is a structured and controlled environment where compliance and regulations can be formulated whilst giving new business models room to develop new technologies. Though the aim is to prevent the smothering of rules for FinTechs, it also does not diminish the importance of customer security and protection.

Therefore, as FinTech regulation has been developed in Canada and in the U.S. State of Arizona, does the process of a Regulatory Sandbox truly benefit Financial Institutions when looking to outsource and invest in emerging technologies?

Panel Discussion
11:55 am - 1:00 pm
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.
Closing panel & wrap up

What have been the most interesting discussion points over the last few days? What are the key takeaways? Are there any immediate actions to be implemented? And what further questions have emerged?

Buffet Lunch
1:00 pm - 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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