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.
BANKING
Focused
fully
digital
Application
Only
networking
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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