FBF2027 updates
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How to Personalize Banking Experiences Without Crossing the Line
AI gives banks and credit unions unprecedented ability to anticipate customer needs and act on behavioral signals. But the ability to personalize banking interactions is advancing faster than customers’ willingness to accept them. Drawing on new consumer and small business research, this session reveals where personalization builds trust, where it crosses the line, and how…
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Beyond Rate Wars: How to Grow Deposits Without Sacrificing Margin
Too many institutions treat every prospective depositor like rate shoppers — putting price at the center of the conversation before knowing what the customer actually wants. The result can be unnecessarily expensive funding and missed opportunities to deepen relationships. This session shows how banking providers can give marketing greater flexibility without surrendering pricing control, using…
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From Pilot to Production: Scaling AI Personalization in Banking
AI-powered recommendation engines that perform well in development face a much tougher test when deployed inside regulated financial institutions. Sparse customer data, strict latency requirements, compliance reviews and limited testing opportunities can make even promising models impractical at scale. Drawing on real production experience, this session reveals how financial institutions can choose customer signals and…
