Banking Innovation Summit
Driving the future of finance
Location: The Peabody Memphis
Join us for a stand-out summit that unites industry leaders, innovators, and experts to explore the cutting-edge advancements transforming the banking sector. This event will have a focus on the latest developments in AI, blockchain, fintech, and digital banking, highlighting their impact on customer experience, security, and operational efficiency. Attendees will gain insights from thought-provoking keynote sessions, engaging panel discussions, and interactive workshops. Join us to network, collaborate, and harness the power of innovation to drive the future of finance, ensuring your institution stays ahead in a rapidly evolving landscape.
Modernization Without Disruption
Banks are under constant pressure to modernize aging infrastructure while maintaining operational resilience, regulatory compliance, and customer trust. Large-scale transformation is no longer optional, but “big bang” change is rarely viable in a highly regulated environment
Intelligent Banking Where It Counts
AI is no longer experimental in banking, it’s embedded in fraud detection, credit decisioning, compliance monitoring, and customer operations. But scale brings scrutiny.
Banking Around the Customer
Banks are moving beyond siloed products toward holistic, life-stage-based customer engagement. Enabled by trusted data and intelligent analytics, institutions are rethinking how they anticipate customer needs. From first account to major life moments, to delivering personalized, proactive experiences that build relevance and long-term loyalty.
Trust, Transparency, and Resilience in a High-Risk Environment
In an era of heightened scrutiny, cyber risk, and growing expectations around ESG and ethical data use, trust has become a defining factor in customer loyalty. Banks must demonstrate resilience not just operationally, but transparently in how they protect data, explain decisions, and act responsibly.
Speakers include:
Emeline Gwet Simeze
Daniel Gage
Naresh Gunupuru
Subramanyan Ramesh
Matthew Midson
Agenda
2:00pm - 4:30pm
Registration
4:30pm - 4:40pm
MOC Welcome & Meet the Team
4:45pm - 6:15pm
Mission Tracks: The Catalyst
Track 1: Modernization Without Disruption
Banks are under constant pressure to modernize aging infrastructure while maintaining operational resilience, regulatory compliance, and customer trust. Large-scale transformation is no longer optional, but “big bang” change is rarely viable in a highly regulated environment. In this session, we’ll explore how banking leaders are modernizing core systems incrementally, prioritizing flexibility, scalability, and execution without introducing unnecessary risk.
Discussion Points:
Phased modernization strategies that reduce disruption
Overcoming approval bottlenecks and internal constraints
Balancing innovation with uptime, stability, and regulatory expectations
Track 2: Intelligent Banking Where It Counts
AI is no longer experimental in banking, it’s embedded in fraud detection, credit decisioning, compliance monitoring, and customer operations. But scale brings scrutiny. This session will focus on how banks are operationalizing AI responsibly, ensuring explainability, governance, and measurable impact as intelligence becomes central to everyday decision-making.
Discussion Points:
Embedding AI into mission-critical banking workflows
Building explainable, auditable, and trusted AI models
Measuring ROI as intelligence becomes pervasive
Track 3: Turning Customer Context into Banking Advantage
Banks are moving beyond siloed products and transactional relationships toward more connected, life-stage-driven customer engagement. As customer expectations rise, institutions are rethinking how trusted data, analytics, and AI can help them better understand the full customer relationship and respond with greater relevance, precision, and consistency.
From onboarding to major life moments, banks are increasingly focused on turning fragmented customer information into actionable insight that supports more personalized, proactive experiences while maintaining trust, privacy, and compliance. This session explores how institutions are aligning data, technology, and insight to serve customers as individuals, strengthen long-term loyalty, and create more connected banking experiences.
Track 4: Trust, Transparency, and Resilience in a High-Risk Environment
In an era of heightened scrutiny, cyber risk, and growing expectations around ESG and ethical data use, trust has become a defining factor in customer loyalty. Banks must demonstrate resilience not just operationally, but transparently in how they protect data, explain decisions, and act responsibly. This theme examines how transparency, security, and ESG commitments are shaping customer confidence and long-term relationships.
Discussion Points:
Transparency in data usage, AI decisioning, and customer communication
Connecting resilience, cybersecurity, and ESG commitments to brand trust
Turning responsible banking practices into sustained customer loyalty
6:30pm - 7:00pm
Cocktail Reception
7:20pm - 9:30pm
Gala Dinner
7:30am - 8:30am
Breakfast
8:30am - 8:40am
MOC Opening
8:40am - 9:05am
Gamechanger
The 24/7 Analyst: AI Agents on the Acquisition Frontline
In this keynote, Naresh shows how treating data as a true business asset directly drives new customer and account growth — by tuning every marketing channel and stage of the acquisition funnel into a precision instrument for conversion. He reframes the funnel as a real-time sensor network and lays out his original "Data Civilization" model—a Maslow- and Kardashev-inspired hierarchy—to show how organizations move from static reporting to autonomous AI agents that operate as 24x7x365 data analysts and scientists, surfacing the shifts that grow the business and shutting down those that drain it.
What you'll take away:
Tune the funnel, grow the book. Sliced by device, channel, product, and partner, your acquisition data pinpoints exactly where to lean in for higher-quality leads and conversion—and where erroneous declines, mistargeted offers, or weak affiliates are quietly costing you customers.
Put AI agents on the night shift. Autonomous agents acting as analysts and data scientists monitor the funnel around the clock, detect shifts in patterns and outcomes, separate fraud rings and promotion gaming from genuine demand, and alert the right stakeholders the moment something moves—before it shows up in next month's KPIs.
Business value is the only scoreboard. Building data as an asset only matters if it unlocks measurable outcomes: more new accounts, higher conversion, lower fraud loss, and faster reaction to market shifts. The structural changes such as real-time by default, AI-ready metadata, and integrated Product–Analytics–Tech are means to that end.
9:10am - 10:40am
Mission Tracks: The Blueprint
As a continuation of the Catalyst Mission track, these sessions will establish a strategic blueprint to chart the pathway toward identifying a solution.
Track 1: Modernization Without Disruption
Track 2: Intelligent Banking Where It Counts
Track 3: Turning Customer Context into Banking Advantage
Track 4: Trust, Transparency, and Resilience in a High-Risk Environment
10:45am - 11:15am
Future on Fire
11:20am - 11:50am
Future on Fire
Adopting Agentic AI in the Regulated Enterprise
AI pilots are everywhere. But why do 95% of AI initiatives never reach profitable production? The problem isn't the people, the model, or the data. It is the operating model. To capture what AI is promising, financial institutions need to change how they develop and run products, not just how they prompt. This session presents Operating Model Driven Design (OMDD), a practical framework for getting AI into production safely and profitably, drawn from thirty years' experience inside global banks.
Takeaways:
A practical way to keep AI from hallucinating its way through your regulated processes.
A framework for identifying which AI use cases are worth taking to production, and which ones to pivot or fail fast.
A target operating model built on four pillars: actors, processes, technology, and governance.
1:00pm - 2:05pm
The Provocation Tables
2:05pm - 2:35pm
Radical Perspectives
Putting AI Agents to Work in Banking
Every bank is testing AI. The harder question is where agents can take on real operational work without creating new risk.
In banking, that means the document-heavy processes that run the business: KYC files, onboarding packets, lending documents, credit agreements, servicing requests, approvals, policies, and audit records. These are the workflows where people still read the file, compare fields across systems, route exceptions, and prove why the file moved forward.
In this session, Matt Midson will share a practical view of where agents can help front-office, operations, risk, and compliance teams answer questions, review files, route exceptions, and prepare approvals inside governed workflows. He’ll cover how to choose the right workflows, connect agents to the content they need, and design the controls required to use AI in production.
Join this session to learn how to:
Identify document-heavy banking workflows where agents can help move files from intake through review, exception handling, and approval
Connect AI to the content, approvals, and exception paths that move banking work forward
Design permissions, human review, and audit trails into agentic workflows from the start
2:40pm - 3:45pm
The Provocation Tables
3:50pm - 4:20pm
Radical Perspectives
4:25pm - 4:55pm
Radical Perspectives
7:15pm - 10:00pm
Offsite Evening Experience
7:00am - 8:15am
Breakfast
8:15am - 8:20am
MOC Opening
8:20am - 9:50am
Mission Tracks: The Reckoning
Continuing your mission tracks, having built the blueprint we now enter the reckoning – a decisive phase where insights are rigorously challenged and crystallised into solution-led outcomes.
Track 1: Modernization Without Disruption
Track 2: Intelligent Banking Where It Counts
Track 3: Turning Customer Context into Banking Advantage
Track 4: Trust, Transparency, and Resilience in a High-Risk Environment
9:55am - 10:25am
Ecosystem Exchanges
10:30am - 11:00am
Radical Perspectives
11:05am - 11:35am
Radical Perspectives
12:15pm - 12:45pm
MOC Closing
Why attend?
Connect with like-minded senior leaders for a curated agenda, focused on tackling your current business critical challenges and driving industry forward.
Be a part of exclusive shared learning, horizon scanning and actionable insights enabling organizations to deliver transformative strategies.
Build meaningful relationships with solution providers matched to your business priorities to help accelerate your projects and deliver your objectives.
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