Hear high-value presentations from leading fintechs, technology providers, and strategic partners, delivering actionable insights built specifically for banks and credit unions. Industry leaders will showcase real-world case studies, proven strategies, emerging technologies, and measurable results that tackle today’s largest roadblocks for growth.
Instructor: Marcell King, Partner and Head of Portfolio Company Strategies at Demopolis Equity Partners / Nuuvia
Core Themes: Lifecycle Marketing, Product Design, Customer Engagement, Growth Strategy
Why you should attend:
The traditional segmentation models used in financial marketing are failing. This session will show you how to design bespoke products around financial moments throughout the entire financial journey — not just broad demographics. See how this empathy-driven approach to product design transforms engagement into lifetime loyalty with demonstrable results.
You’ll learn a practical framework to design products around critical financial moments — how to co-create solutions, prioritize underserved segments, and quantify success through LTV vs. short-term vanity metrics.
This session will teach banking executives:
Instructor: Kacey Kaderly, Director of Digital Strategy at image.works
Core Themes: Digital Marketing Strategy, AIO, Data Analytics, ROI Measurement
Why you should attend:
It doesn’t take a big bank’s budget to compete in search and social today. You just need the right strategy.
This session will uncover how community institutions are using Google’s AI inventory (Performance Max, DemandGen, AI Max for Search) alongside Meta and LinkedIn ads to capture attention — without overspending.
Attendees will gain practical, data-driven insights into what’s working now, how to get the most from every dollar, and how to confidently measure ROI. From signal-based targeting to compliance-friendly tracking, this session will help you turn your digital marketing into a growth engine.
This session will teach banking executives:
Instructor: Abigail Rendin Sidawi, Managing Director at Olson Zaltman
Core Themes: Gen Z, Behavioral Science, Customer Acquisition, Brand Strategy
Why you should attend:
To grow Gen Z relationships, financial marketers must understand the emotional and unconscious factors driving their choices.
This session will use behavioral science to reveal how this generation truly thinks, what they value, and why they behave the way they do — specifically with respect to money and their financial lives. You’ll explore how brands tap into how Gen Z thinks to influence their behavior with actionable tips and tactics to create lifelong customers, including real-life examples showing exactly how these strategies work in practice.
This session will teach banking executives:
Instructor: Ted Brown, Cofounder at Digital Onboarding
Core Themes: Customer Journey, Onboarding, Retention, Engagement Strategy
Why you should attend:
Opening an account takes less than three minutes, but keeping that account active, engaged, and loyal is where the real challenge begins. As the friction of switching decreases, silent churn is becoming a growing risk for banks and credit unions.
This session challenges the traditional “onboarding” mindset and reimagines it as a continuous engagement journey, showing how a holistic strategy can drive long-term growth, retention, and deeper member relationships. You’ll see how leading community institutions are transforming early touch points into powerful relationship drivers by combining smarter communication, behavioral insights, and personalized education to gain lifelong advocates.
This session will teach banking executives:
Instructor: Dan Marks, President at Infusion Marketing Group
Core Themes: Data Analytics, ROI Measurement, Marketing Strategy, Balance Sheet Growth
Why you should attend:
Learn how data-driven FIs use benchmarking and robust attribution to pinpoint the precise impact their marketing activities are having in driving specific accounts, balances, and retention.
In this session, CMOs will share how they’re practically applying analytics to move the needle. You’ll hear how financial marketers are holding strategic, data-driven conversations with their CFOs and boards, with case studies revealing strategies that create true growth.
This session will teach banking executives:
Instructor: Gabe Krajicek, CEO at Kasasa
Core Themes: Non-Interest Income, Product Strategy, Digital Banking, Customer Engagement
Why you should attend:
Community banks and credit unions are watching traditional fee income erode while their cost of funds has risen. The institutions that will win in this environment aren’t those that squeeze a few more dollars from overdraft or nuisance fees, but the ones that reimagine non-interest income as value-add subscription-style services people actually want.
In this session, you’ll learn how to pivot from transactional, penalty-based fees to modern, consumer-friendly revenue streams that deepen engagement and loyalty. We’ll explore real-world examples of bundled protections, rewards, and digital services that generate recurring non-interest income — without creating reputational or regulatory risk.
This session will teach banking executives:
Instructor: David Acevedo, President at 360 View
Instructor: Chelsea Daniel, National Sales Representative at 360 View
Core Themes: Personalization, CRM, Data Strategy, Customer Experience
Why you should attend:
Today’s customers expect experiences that feel truly personalized — tailored, relevant, and intuitive. In this session, we’ll explore how financial institutions can transform everyday interactions into meaningful moments by using customer data more intelligently. You’ll learn practical strategies for delivering personalized experiences across marketing, onboarding, service, and relationship management — at scale and without adding operational burden.
We’ll also illustrate how modern CRM technology makes this attainable for institutions of all sizes, showing real examples of what personalization looks like in action. Join us to discover what personalization looks like in practice — and how your institution can streamline operations by automating workflows that support personalization at scale.
This session will teach banking executives:
Instructor: Sai Rangachari, Chief Product Officer at Temenos
Core Themes: Digital Experience, AI, Core Modernization, Payments
Why you should attend:
The way digital experiences are built is fundamentally changing. AI is shifting design from static journeys to dynamic, personalized interactions that adapt in real time to user behavior and intent.
This session explores how organizations are rethinking digital experience design – moving beyond traditional UX models to AI-powered experiences that are faster to build, easier to scale, and more responsive to customer needs. Attendees will gain insight into what this shift means for product teams, marketers, and technology leaders.
This session will teach banking executives: