Attendees Include
Attendees Include

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.


2021 Speakers

The BTF 2021 CX Summit will feature 20+ speakers across two days. See below for confirmed speakers.

Rajkumar Venkatesan

Professor - Darden Business School

Kyle Hoback

Director, Intelligent Automation - Workfusion

Kaaren Hanson

Chief Design Officer, Consumer & Community Banking - JPMorgan Chase & Co

Jyoti Menon

Director, Head of Digital Wallets, eCommerce, and Bill Pay - Citi

Justin Cohen

Head of Banking - Avant

Bolun Li

CEO - Zogo

Adam Westley

Director, Strategic Partners Financial Services - Smart Communications

Matt Thompson

VP, Global Marketing - Soprano

Barry Kirby

SVP - CuneXus

Bob Horsman

EVP - First American Bank

Pierre Quemard

Senior Manager, Innovation Principal - Finastra

Jonathan Katz

Head of Bank & FI Solutions - Linear Financial Technologies

Julie Cox

VP of Financial Services - sheerID

Josh Linder

Principal Value Consultant - OpenText

Sanjib Kalita

Editor in Chief - Money 20/20

Tero Lappalainen

Founder - Bankify

Har Rai Khalsa

Chief Executive Officer - MK Decision

Alyona Medelyan

CEO - Thematic Inc.

Kamesh Moola

Senior Vice President, Digital Innovation & Customer Experience - Barclays

Rajan Bansi

President & CEO - RBC InvestEase

Maja Neable

Chief Marketing Officer - Banking at BMO

Matthieu Soulé

Head of Innovation Lab - BNP Paribas Group

Pam Haller

Chief Digital Experience & Marketing Officer, EVP - Royal Credit Union

Jennifer Borchardt

Vice President, Omnichannel Experience & Strategy, Wealth Management - U.S. Bank

Brian Kale

Director of Customer Success - Novo

Dhruv Mehrotra

Managing Director, Product Mangement - Silicon Valley Bank

Melissa Gonzalez

Senior Vice President- Financial Center & Market Growth Strategy

Paul Mullins

EVP, Head of Customer, Wealth and Personal Banking - HSBC

Matthew Balcerek

Head of Customer Experience - Finch

Kareem Kombarji

Senior Vice President, Global Head of Sales Productivity & Digital Enablement - Citi Commercial Bank

Aaron Wollner

Chief Marketing Officer - Quontic

Tim Mills

Senior Vice President, Emerging Payments Strategy - Regions Bank

Mark Ruddock

CEO - Nuula

Victoria Dravneek

SVP, Personalization and Loyalty Strategy - Bank of America

Emmelda Lawrence

Business Online and Mobile Banking - Freemont Bank

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Topics Covered

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

About Us

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