The Financial Brand Insights - Forum 2022 Digital

Agenda Details

TUESDAY, NOVEMBER 15TH 15

TUESDAY, NOVEMBER 15TH 15

7:00 AM - 7:00 PM

9:00 AM - 10:15 AM

Level 2 Promenade

Level 3 Ironwood Ballroom

Forum 2022 Info & Help Desk Open If you have any questions or need assistance, the Registration Desk will remain open throughout the day until 7:00 pm.

Forum University: Innovation Masterclass Learn cutting-edge leadership skills and new management strategies from professors at two of the most prestigious business schools in the world — Harvard and Yale. This pair of keynotes is a rare opportunity to learn advanced strategies and best practices in innovation — how to build a culture of innovation and inspire creativity throughout your organization.

7:30 AM - 9:00 AM

Level 1 Forum 2022 Marketplace Exhibit Hall

Networking Breakfast & Complimentary Espresso Enjoy a hearty breakfast and pick up complimentary Starbucks espresso beverages. Full breakfast menu includes hot dishes with eggs and bacon, fruits, cereals, and fresh juices. Vegetarian and gluten free options available.

Duncan Wardle The former Head of Innovation & Creativity at Disney , and Innovation Professor at Yale University will show you how to drive cultural change with new tools that can transform anyone into an innovative leader. Suneel Gupta This best-selling author and Professor of Digital Strategy at Harvard University will teach your team how to move ideas forward by inspiring people with a captivating vision, and give you immediately actionable techniques to spark engagement and accelerate innovation.

Duncan Wardle

7:30 AM - 8:45 AM

Level 3 Starvine Meeting Rooms

Power Breakfast Sessions Enjoy a full breakfast buffet as the banking industry’s most experienced solutions providers share their insights in these sponsored educational sessions. These presentations are open to all attendees. Seating is limited, and available on a first-come, first-serve basis. Powering an FI Ecosystem: Leveraging Transaction Data to Drive Strategy and ROI Join Nate Shahan , Vice President, Product Management with Segmint, An Alkami Company, and a panel of banking executives, to see how transaction data can reshape your business model with on-time analytics, actionable intelligence, and personalized targeted content. You’ll learn how to enrich data to build models and automate predictions that minimize churn, increase cross-selling, and maximize the bottom line. Supercharging Digital Transformation with the Power of an Open Banking Platform Bryan Wilken , SVP/Chief Information & Operations Officer at Bank Midwest discusses how they have adopted out-of-the-box solutions to quickly adapt to changing needs and deliver next generation banking experiences. You’ll learn how to build, partner, and buy pre-integrated apps through a vibrant and ever-growing Fintech ecosystem. All leading to smarter business decisions and fresh solutions that increase engagement, trust, and wallet share. Maximizing the Marketing Potential of Your Branch Experience Mitch Kane , Founder & CEO of Kane Graphical will show you how to align your financial institution’s unique voice, brand, and demographics to deploy relevant in-branch marketing messages with the flexibility to evolve over time. See how to implement on-brand messaging in six different branch zones, including best practices to maximize the experience in each zone and how to create standards guidelines that ensure consistency in your branches.

Suneel Gupta

10:30 AM - 11:30 AM

Level 3

Concurrent Breakout Sessions

CX Strategies to Humanize Banking in the Digital Age Speakers: • Dipanjan Chatterjee, Principal Analyst/Financial Vertical • Peter Wannemacher, VP/Principal Analyst at Forrester Digital Transformation 2.0: Advanced Strategies for Tangible Outcomes Speakers: • Jim Burson, Managing Director at Cornerstone Advisors • Amanda Swanson, Director at Cornerstone Advisors

Ironwood Ballroom

Juniper 1

Innovative Digital Marketing Strategies for Acquisition, Growth & Retention Speaker: Lincoln Parks, Digital Marketing Expert & Banking Thought Leader The Future of Retail Delivery in Banking: Balancing Branches and Digital Channels Panel Discussion: • Carla Trombly, Branch & ATM Channel Optimization at Synovus Bank • Chris Gill, Market Planning & Insights at U.S. Bank • Brian Scott, Chief Growth Officer at PSCU • Kristin Korzekwa, Managing Director, Financial Services Industry at Deloitte • Gina Bleedorn, Chief Experience Officer at Adrenaline

Juniper 2+3

Juniper 4

18

19

THE FINANCIAL BRAND INSIGHTS FORUM 2022

THE FINANCIAL BRAND INSIGHTS FORUM 2022

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