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The topics we cover foster knowledgeable and candid discussions that help financial institutions leapfrog the competition and drive bottom line results.

A New Era in Banking: Why Financial Services Will Never Be the Same

Increased choice and decreased switching costs have changed the financial industry forever. Consumers can search for a loan on Google and get tens of thousands of results. At the same time the number of banks and credit unions is rapidly declining. What should financial institutions do? This presentation outlines how to get ahead.

The 5th Age of Banking

Digital has laid the foundation for the most important stage in banking's history – The Age of Advanced Analytics. This presentation will guide you and your team through the major inflection point currently facing the financial services industry and illustrate how change is inevitable. Equip your institution to win in the new age.

The Nobility of Banking: An Advocacy Based Approach

IWhen we start from a place of advocacy — privileging actions that alleviate financial stress instead of compounding it — decisions in banking become far easier. We no longer try to get people into loans that are bigger than they can afford. We don’t push fees on users without being very clear beforehand about how the fees will work. When everything we do is centered on helping end users we realize that banking is a noble endeavor, something that can ultimately stave off financial depression and alleviate the stress so many people feel in their everyday lives.

The Power of Data: Weapons of Math Destruction

Data has the power to improve the world or make it far worse. We will end up with the former instead of the latter when we choose to use it in the best interests of our users. To do this, we must make sure that we never cross the “don’t be creepy” line and that we always think about ways we can be more helpful in providing guidance. This way we can avoid the destructive possibilities that data could spring on us.

Fault & Responsibility

If someone drops off a baby on your doorstep in the middle of the night, it’s not your fault — but it is your responsibility. The same is true of caring for the financial wellness of your customers. It’s not your fault that they are in trouble. However, it is your responsibility to help them. They need guidance to get them to financial strength.

Tomorrow’s World: AI-Powered Banking Technology

What does the future of financial services hold in store for users? Like in our modern retail and entertainment interactions, artificial intelligence (AI) is the future of financial services. AI-powered financial tools will become integrated into our everyday activities. People will likely be interacting with their bank without even realizing it. Your financial institution will be seamless and behind the scenes, using artificial intelligence and machine learning to educate and to make financial decisions easier than ever, creating even more user loyalty.

Rumor has It: The Mortality of Banking

Rumors of the death of the banking industry have been greatly exaggerated. This presentation examines the likely size and shape of the banking industry using new research that suggests technology will open up new opportunities to know and serve your customers. In tomorrow’s world, banking will be even more tightly integrated into a range of everyday activities by combining data, technology, and artificial intelligence to empower the world to be financially stronger.

Mobile-First Evolution: Banking on the Move

We are now at a new inflection point with mobile. Mobile is such an integral part of how we function in today’s world, that organizations must have an exceptional mobile app experience in order to remain viable. Simply put, because mobile apps are so pervasive, the definition of a good banking app is no longer being the best compared to other banking apps, consumers expectations for usability is defined by consumer experiences from top brands like Apple and Spotify. And as the desktop continues to lose relevance, we are on the cusp of a tsunami of wearables and IoT, requiring a faster iteration and a flexible API framework in order to stay ahead.

Clean Data is the Foundation of AI-Driven Technology

Consumers expect highly engaging experiences across all of their devices. And delivering on their growing demands starts with clean data. Clean data is at the foundation of everything—from AI-driven chatbots and machine learning tools to analytical reports and targeted marketing. If your data isn’t clean and properly categorized, AI-driven solutions fall short, alerts are inaccurate, and personalized marketing is anything but personal.