FDX’s Don Cardinal on how secure, standardized data drives automation
Standardizing data is often the first step of any automation venture, and the Financial Data Exchange (FDX) is looking to...
Mike Allen – Director, Program Management, Office, First Financial Bank
Deva Annamalai – Head of Payment Solutions Consulting, Fiserv
Sudev Balakrishnan – Chief Product Officer, STASH
Jeremy Balkin – Chief Innovation Officer, HSBC
Jeff Bray – Executive Vice President, Technology and Operations, Seacoast Bank
Tapodyuti Bose – Global Head, Data and Digital Channels, Treasury and Trade Solutions, Citi
Denny Boyle – Managing Director, Fintech, Silicon Valley Bank
Matt Carbonara – Managing Director, Fintech Investing, Citi Ventures
Don Cardinal – Managing Director, FDX
Alex Carriles – Head of Online Banking, BBVA Compass
Adam Carson – West Coast FinTech Lead, Point72 Ventures
Abhijit Chaudhary – GM, Direct to Consumer Products, Green Dot
Alyson Clarke – Principal Analyst, Forrester Research
Tim Clewley – Senior Vice President, Numerated
Vanessa Colella – Chief Innovation Officer, Head of Citi Ventures, Head of Citi Productivity, Citi
Michael Demissie – Head of Advanced Solutions, BNY Mellon
Erica Dorfman – Vice President of Cash, Brex
Amala Duggirala – Enterprise Chief Operations & Technology Officer, Regions Bank
Rich Estock – Senior Manager, Treasury Management, nCino
Allysun Fleming – Treasury Management Head of Client Experience, Wells Fargo
Lisa Frazier – Head of Innovation, Wells Fargo
Phillip Goldfeder – Senior Vice President Public Affairs, Cross River Bank
Hari Gopalkrishnan – Managing Director, Client Facing Platforms Technology, Bank of America
Anthony Glover – Executive Vice President, US Head of Retail Banking, HSBC Bank
Allysun Fleming – Treasury Management Head of Client Experience, Wells Fargo
Lisa Frazier – Head of Innovation, Wells Fargo
Phillip Goldfeder – Senior Vice President Public Affairs, Cross River Bank
Hari Gopalkrishnan – Managing Director, Client Facing Platforms Technology, Bank of America
Anthony Glover – Executive Vice President, US Head of Retail Banking, HSBC Bank
Rob Guilfoyle – Chief Executive Officer, Abe AI
Ashish Gupta – Chief Credit Officer, Prosper Marketplace
Chris Harris – Senior Payments Strategist, Silicon Valley Bank
Bess Healy – Senior Vice President & Chief Technology Officer, Synchrony
Jesse Honigberg – Technology Chief of Staff, Cross River Bank
Justin Hunsaker – Head of Omnichannel Experience, KeyBank
Sean Hunter – Chief Information Officer, OakNorth
Chris Hutchins – Head of Financial Advice Automation, Wealthfront
Ruben Izmailyan – Founder & Chief Executive Officer, Budgit, Inc.
Timur Kalimov – Senior Vice President, Business, HyperScience
John Kamin – Executive Vice President & Chief Information Officer, Provident Bank
Joel Kashuba – Senior Vice President, Design & Innovation, Fifth Third Bank
Himi Khan – Senior Vice President, Business Development, Clinc
Imran Khan – Head of Digital Experience, TD
Ganesh Krishnan – Enterprise Chief Information Officer, PNC Bank
Matthew Lattman – Vice President – Discover Personal Loans
Mary Kate Loftus – Senior Vice President, Director of Digital, M&T Bank
Herman Man – Chief Product Officer, BlueVine
Benjamin Maxim – Assistant Vice President of Digital Strategy & Innovation, MSU Federal Credit Union
Mike McCrary – Vice President of LSBX, Lincoln Savings Bank
Jordan McKee – Principal Analyst, Digital Payments, 451 Research
Michael Meinoff – Executive Vice President & Chief Information Officer, Associated Bank
Kenneth Meyer – Chief Information Office, Digital Channels & Innovation, Truist
Moin Moinuddin – Vice President of Engineering, Simple Finance
Camilla Morais – Vice President of Operations, Brex Inc.
Keren Moynihan – CEO, Boss Insights
Sathish Muthukrishnan – Chief Information Data and Digital Officer, Ally Financial Inc.
Hemal Nagarsheth – Associate Partner, Kearney
Nakul Narayan – Head of Solutions, Brex
Cort O’Haver – President and Chief Executive Officer, Umpqua Holdings Corporation
Matt Oppenheimer – Co-Founder & Chief Executive Officer, Remitly
Raj Panisetty – Senior Vice President, Technology Executive, Wells Fargo
Josh Pape – Executive Vice President and Chief Banking Officer, Citizens Bank of Edmond
Leslie Parrish – Senior Analyst, Aite Group
Karen Pascoe – Senior Vice President, Experience Design, Digital Payment & Labs, Mastercard
Pam Perdue – Chief Compliance Officer, Heritage Southeast Bank
Duane Punnewaert – Senior Director, Cervello
Pran Punniamoorthy – Vice President of Engineering, Stash
Ian Putter – Head of Unified Finance and Development, Standard Bank
Matt Richardson – Senior Vice President, Head of Product Solutions, Citizens Bank
Shawn Rose – Chief Digital Officer, Scotiabank
Seth Ross – Senior Vice President Business Development, Green Dot
Philip Ryan – Director of Communication, CCG Catalyst Consulting Group
Emilio Rueda – SVP, Operations Administration & Automation Support, BBVA
Ohad Samet – Chief Executive Officer, TrueAccord
Ben Schack – Head, US Digital Partnerships, BMO Financial Group
Craig Schleicher – Senior Vice President and Head of Innovation, City National Bank
Stephen Schroth – Head Digital Consumer Banking & Global Experience Design, KeyBank
RJ Sherman – Vice President of Innovation, Citizens Bank
Alex Sion – Director and D10X Co-head, Global Consumer Bank, Citi Ventures, Citi
Ben Smith – Head of Banking, Unqork
Nathan Snell – Chief Innovation Officer, nCino
Ben Soccorsy – Senior Vice President, Head of Digital Payments, WFVC, Wells Fargo
Ken Stoneman – Intelligent Automation Director, PNC
Michael Strahan – Vice President, Contact Center Solutions, Lifesize
Kelly Switt – Senior Director of Financial Services Strategy, Red Hat
Rami Thabet – VP Digital Products, RBC
Manavpreet Thiara – Technology Executive, Digital, Automation and Process Simplification, TD Bank
Chris Tremont – Executive Vice President, Radius Bank
Clayton Weir – Co-Founder, Product and Strategy, FISPAN
Stephen Welling – Executive Vice President & Director of Retail Banking, Cadence Bank
Joanne Wyper – Executive Vice President, Head of Operations, Citizens Commercial Bank
Managing Director
FDX
Don Cardinal is managing director of the Financial Data Exchange (FDX). Cardinal leads FDX by engaging with FDX members across the financial services and Fintech ecosystem in the U.S. and Canada to develop and implement the FDX API technical standard and to promote FDX’s five principles for permissioned data sharing: Control, Access, Transparency, Traceability & Security. Since its launch in October 2018 with 21 founding members, Cardinal has grown the nonprofit standards body to over 170 member organizations and 12 million consumers have been migrated to the FDX API.
Standardizing data is often the first step of any automation venture, and the Financial Data Exchange (FDX) is looking to...
Banks and fintechs are moving away from credential-based data sharing as they migrate to API-based solutions. Don Cardinal, managing director...
Treasury Management Head of Client Experience
Wells Fargo
Allysun Fleming is a senior vice president and head of client experience for treasury management at Wells Fargo. Allysun leads the implementation and make-it-easy teams, responsible for transforming the customer experience through a series simplification and digitization efforts. She also oversees all end-to-end processes supporting commercial banking onboarding to help build a consistent, optimized experience.
Prior to this role, Allysun was responsible for expanding cross-border solutions for customers across the bank through partnerships and for go-to market strategies for international products. She also supported business banking deposit strategies as a product manager in the business deposits group, and led financial planning and analysis for the Florida region through the Wells Fargo and Wachovia integration.
Head of Digital Experience
TD
Imran Khan leads TD’s North American digital experience and is president and CEO of UGO Mobile Solutions, a TD Bank Group company focused on accelerating new innovations into the marketplace. His teams focus on enriching the lives of customers, colleagues and communities. Prior to this role, Imran held various executive roles within TD’s Digital and Marketing groups.
He has also held senior leadership roles at Deloitte Consulting and Critical Path Inc., where he led the creation of several leading global digital experiences.
A look at the calculus behind innovation, both internal and through the fintech ecosystem Identifying key performance metrics Cross-leveraging resources...
Banking giant TD has expanded its AI-backed chatbot platform into the U.S. to better assist its customers during the pandemic. The AI...
Chief Product Officer
BlueVine
Herman is the chief product officer at BlueVine, where he is leading the development of the next generation of BlueVine products and overseeing BlueVine’s product vision, strategy, design and execution. He has spent the past two decades building software and leading product strategy across technology startups and multinational corporations alike. Before BlueVine, he held the role of vice president of product and partnerships at Xero. Herman also previously held several leadership roles at Microsoft across Windows and Azure and received multiple patents for his work across identity, distributed systems and commerce platform initiatives.
CEO
Boss Insights
Keren Moynihan is CEO of Boss Insights, a big data platform that empowers lenders to measure businesses on their merit in addition to collateral. A former commercial banker and joint JD/MBA, she recognized a massive opportunity in the lending space. Awarded a Top 25 Executive Leader in Lending, Keren envisions bridging the need-gap in the lending industry and powering the economic engine of the future: SMBs and commercial businesses.
Senior Analyst
Aite Group
Leslie was one of the initial employees of the Consumer Financial Protection Bureau, a federal financial regulator. Her role entailed engaging with lenders and helping to develop the bureau’s strategy and policies related to small-dollar loans offered by banks, nonbanks, and fintech firms. Later, she authored research publications to inform rule-making efforts on small-dollar loans, overdraft programs, and debt collection. Before her work at the bureau, Leslie spent over 10 years working on public policy issues related to financial services, financial inclusion, and consumer protection. Through this work, she developed expertise in a number of financial products and services, including student loans, mortgages, and unsecured loans marketed to nonprime consumers, as well as in debt relief strategies.
Chief Compliance Officer
Heritage Southeast Bank
Pam Perdue is the senior vice president and chief compliance officer at Heritage Southeast Bank, where she is responsible for leading the company’s compliance organization and activities and ensuring adherence to applicable regulatory guidelines.
Pam has broad expertise in financial and regulatory technology, compliance, training, and auditing gained from more than 30 years of serving in compliance and regulatory roles at financial organizations. An alumna of The Ohio State University, she also holds credentials from the Institute of Certified Bankers, and the Dearborn Financial Institute and professional certifications from the American Institute of Banks, the Dearborn Financial Institute, and the University of Denver securities paralegal program.
Banks and credit unions have a lot to gain from automating compliance and regulatory programs, but they may need to revamp data infrastructure...
Pam Perdue, chief regulatory officer at regulatory technology firm Continuity, pointed out that regulatory activity is currently at five times...
Head of US Digital Partnerships
BMO Financial
Ben is the head of U.S. digital partnerships at BMO Financial Group, where he focuses on identifying and executing on partnership opportunities with fintechs, big techs, incubators, accelerators, industry consortia, and VCs. Ben works with line of business leaders to determine when partnership strategies can best deliver upon business goals, helps identify areas of imminent disruption, and assesses fintech acquisition opportunities. He has a focus on open banking and the opportunities it creates for banks, fintechs, and consumers.
Fintech startups pushing the envelope on automation technology will take the virtual stage to demo their products and services. Attendees...
VP Digital Products
RBC
Rami Thabet is the vice president of digital product at Royal Bank of Canada. In this role, Rami leads the team responsible for envisioning, building and shipping industry leading digital products. He is responsible for RBC’s digital channels, omnichannel experiences and key capabilities such as identity and security and the API platform.
Rami has been with RBC for over 7 years and held various roles in marketing and channel strategy, technology and operations, payments and cards, and Digital. Most recently, Rami led the mobile, tablet and wearables organization and delivered on a number of key capabilities and Canadian firsts in payments, identity and the NOMI Artificial Intelligence platform as well as the creation of RBC’s J.D. Power award winning mobile platform. His team has recently been awarded Celent’s Model Bank of the Year award for delivering personalized client engagement, creating exceptional customer-focused experiences and building digital literacy among employees.
Methods for advancing and measuring chatbot efficacy Creating the seamless handoff of chatbot service engagements to different service channels New...
A look at the calculus behind innovation, both internal and through the fintech ecosystem Identifying key performance metrics Cross-leveraging resources...
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