July 28 | 2:00PM ET

Identity Marketing – How Leading Financial Services Brands are Personalizing Market Outreach to Identify and Acquire New Customers

Marketing leaders at financial services orgs are facing an uphill battle when it comes to getting the right message to the right customer. An obvious strategy to get over the hump is to spray and pray or double your marketing efforts. However there is an obvious problem with this tactic – double the efforts = double the cost + time.

Delivering the right message to the right shopper at the right time is the ideal situation. To do that effectively, marketing leaders are relying on technologies such as AI/ML to find and identify new customer wants/needs. During this interactive roundtable we will discuss how to capture and identify the right data to effectively and easily target your customer.

Goal – VIP promotions to consumer community

• Instantly verify who is who
• Identity Marketing
• Target Marketing
• Bringing retail acumen to the bank
• Customer loyalty program

Agenda

2:00PM Eastern – 60 Minutes

• Moderator: Julie Cox, VP, Financial Services, SheerID

Intended Audience

• CMO
• Marketing Technology Leadership
• Digital Account Creation
• Head of Loyalty Programs

August 11 | 2:00PM ET

Transforming Mortgage Processing with Artificial Intelligence & Machine Learning

During a time of dropping interest rates and all-time high mortgage application volumes, firms are struggling to deliver quick and seamless onboarding and service experience to their customers. These widespread uncertainties highlight the need for Artificial Intelligence and scalable digital infrastructure within the industry.

In fact, 55% of mortgage executives say AI will make their firm and the overall industry more competitive. These technologies can enable hyper-personalized customer experiences, reduce manual tasks, and improve long turn-around times – providing transparency to customers on the status of an application.

Join this interactive roundtable discussion to gain insight into how financial services firms are adopting Big Data Analytics, Cloud, Artificial Intelligence and Machine Learning to unleash the true potential of their workforce and revolutionize customer experience in the process.

Agenda

2:00PM Eastern – 60 Minutes

• Moderator: Bhaskar Kalita, Head – FSI, Quantiphi

Intended Audience

• Business: Head of Business (Mortgage Underwriters), Chief underwriting officers
• IT: CIO, Chief Data & Analytics Officer, VP of Data, Chief IT officers
• Data Office: CDO/ CDAO, Head of Data
• Head of Operations and Loan Processing Office

August 17 | 2:00PM ET

Loan Servicing: How Leaders Are Orchestrating Customer Conversations Post Pandemic

As part of our on-going roundtable program where we provide business and technology leaders with a candid peer-to-peer learning environment, this roundtable discussion will provide a Q3 2021 snapshot of the ways that lenders have evolved loan servicing throughout the pandemic. It’s been a tumultuous year filled with financial hardship, operational changes, and new technologies. Many facets of the loan servicing process are undergoing major change, from digital self-service tools, to chatbots, engaging customers on a variety of new channels.

This discussion will explore how the industry is continuing to provide a fast and frictionless loan servicing experience while reducing contact center burden, managing the shift to work from home, and supporting customers who continue to face financial challenges.

Agenda

2:00PM Eastern – 60 Minutes

• Moderator: Adam Westley, Director, Strategic Partnerships, Smart Communications

Intended Audience

• Senior loan servicing leaders
• Head of Loan Servicing
• EVP Consumer Servicing
• SVP Servicing Operations
• Head of Digital
• Head of Contact Center / Call Center Operations

September 15 | 1:25PM ET

Data Management Risk

Data risk has become an increasing concern in all industries, with the rise of new data technologies such as AI and cloud-based storage. Strong data management, coupled with a deep understanding of the related risks, is crucial.span>

The speed at which data is produced by organizations, coupled with multiple storage and access points, mean that it’s not always clear who has access to the data. Join your peers to discuss how this risk is being managed at organizations nationwide.

In this interactive roundtable, you’ll discuss:

• Data risk challenges, and how to mitigate them
• Where are the biggest threats coming from, both internally and externally?
• Strategies for managing data risk
• How effective data management can lead to competitive advantages

Agenda

1:25PM Eastern – 60 Minutes

• Moderator: TBA

Intended Audience

• Risk Management Leaders
• Head of Risk Management
• Head of Model Risk
• MD/SVP/EVP Risk Management

September 15 | 2:40PM ET

Digitization Risk: Challenges and Opportunities

The digital transformation that’s occurring throughout banks is not just forward facing. Digitizing the back and middle office is as crucial as offering digital banking options for customers. Legacy systems and processes can be heavily manual or paper-based, leading to issues with a digital front end. Back-end operations and internal processes must fully support a digital environment that effectively identifies and fulfills individual customer needs based on their actions and behaviors.

While updating legacy systems, whether through replacement or API-based strategies, poses challenges, teasing out the opportunities this upgrade can provide your bank is a key driver of successful banks. Join financial industry leaders as they discuss how risk can be avoided and mitigated through moving toward whole office digitization.

In this interactive roundtable, you’ll discuss:

• Beyond the app: Understanding the scope of digitization and where the risks emerge
• Identifying the areas where digitization opens up risk, and strategies to manage this
• How to identify the digitization opportunities that maximize growth and minimize risk
• Effective strategies to overcome risk-related issues associated with digitization

Agenda

2:40PM Eastern – 60 Minutes

• Moderator: TBA

Intended Audience

• Risk Management Leaders
• Head of Risk Management
• Head of Model Risk
• MD/SVP/EVP Risk Management

September 16 | 2:20PM ET

Managing Business Goals with Risk Management Mandate

Aligning the business goals of the bank with managing risk has never been more challenging. Faced with new competition in the form of neobanks, and a push for growth with new and existing customers, banks are rapidly adopting digital strategies. But the need to manage risk remains key.

From protecting the bank from credit risk in expanding to new customers, to preventing fraud when offering new digital channels, the speed with which banks are evolving exposes you to new and existing risks. Join this roundtable to discuss these two driving forces and how banks are finding the balance between them.

In this interactive roundtable, you’ll discuss:

• Strategies to update legacy risk protocols that hamper growth, without raising risk profiles
• Supporting business goals while managing risk levels
• How the role of risk management is shifting as digital transformation continues
• Where risk managers add value and insight in the business decisions

Agenda

2:20PM Eastern – 60 Minutes

• Moderator: TBA

Intended Audience

• Risk Management Leaders
• Head of Risk Management
• Head of Model Risk
• MD/SVP/EVP Risk Management