What We Do
Welcome to the Banking Transformation Forum’s inaugural Customer Experience Summit! We bring together business leaders and technologists from the country’s leading regional and national banks to facilitate the adoption of consumer experience technology & innovation.
Join us at the banking industry’s most impactful CX technology conference. Together, let’s rethink the customer experience for banking.
The BTF 2021 CX Summit will feature 20+ speakers across two days. See below for confirmed speakers.
Professor - Darden Business School
Director, Intelligent Automation - Workfusion
Chief Design Officer, Consumer & Community Banking - JPMorgan Chase & Co
Director, Head of Digital Wallets, eCommerce, and Bill Pay - Citi
Head of Banking - Avant
CEO - Zogo
Director, Strategic Partners Financial Services - Smart Communications
VP, Global Marketing - Soprano
SVP - CuneXus
EVP - First American Bank
Senior Manager, Innovation Principal - Finastra
Head of Bank & FI Solutions - Linear Financial Technologies
VP of Financial Services - sheerID
Principal Value Consultant - OpenText
Editor in Chief - Money 20/20
Founder - Bankify
Har Rai Khalsa
Chief Executive Officer - MK Decision
CEO - Thematic Inc.
Senior Vice President, Digital Innovation & Customer Experience - Barclays
President & CEO - RBC InvestEase
Chief Marketing Officer - Banking at BMO
Head of Innovation Lab - BNP Paribas Group
Chief Digital Experience & Marketing Officer, EVP - Royal Credit Union
Vice President, Omnichannel Experience & Strategy, Wealth Management - U.S. Bank
Director of Customer Success - Novo
Managing Director, Product Mangement - Silicon Valley Bank
Senior Vice President- Financial Center & Market Growth Strategy
EVP, Head of Customer, Wealth and Personal Banking - HSBC
Head of Customer Experience - Finch
Senior Vice President, Global Head of Sales Productivity & Digital Enablement - Citi Commercial Bank
Chief Marketing Officer - Quontic
Senior Vice President, Emerging Payments Strategy - Regions Bank
CEO - Nuula
SVP, Personalization and Loyalty Strategy - Bank of America
Business Online and Mobile Banking - Freemont Bank
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Customer expectations have changed. New data-driven initiatives must be prioritized to improve the banking experience. Now more than ever, product, innovation, IT, and data leaders must work together to drive new digital strategy through relentlessly client-centric experiences. Join us as we explore the following topics…
- Omnichannel customer experiences
- Hyper-personalization at scale
- Predictive analytics
- Advanced data ecosystems
- Customer onboarding & retention
- Regulatory considerations
- Chatbots & automated assistance
- Video-based interactions
- Empathetic customer engagement
- Customer-focused dashboards
- ESG’s strategic integration
The Banking Transformation Forum “BTF” is a brand new event series featuring hundreds of executives and innovators leading the banking transformation revolution.
Join us for our inaugural year as we unite top banks, fintechs, analysts, media, and service providers from across the country to establish BTF as the go-to event for the global banking transformation movement. Together, let’s build the next decade of banking.
BTF is brought to you by Ai4, the organizer of industry’s most impactful artificial intelligence event. Over the past 3 years, Ai4 has convened 10,000+ industry leaders from the largest and most innovative companies in the world