2025 agenda. Day 3Friday, 9 May 2025 - PT (Pacific Time, GMT-08:00)

As rates rise and switching increases, brand is becoming a strategic asset again. This talk looks at the link between brand strength and core metrics like acquisition cost, pricing power, and even cost of funds — and what makes the most effective brands in banking stand apart.

The future regulatory landscape will likely push for more collaboration between regulators and fintech’s to foster innovation while safeguarding consumers and the financial system. The FDIC is expected to introduce new rules for banks in partnerships with fintech’s, demanding better record-keeping and owner identification procedures. With everything that has been happening you may be wondering; how can you feel prepared for these potential new rules? In this address, we'll explore how to smoothly navigate the evolving regulatory landscape and find a partner who can support your growth.

As the B2B fintech sector expands and the need for embedded finance solutions grows, the process of verifying and continuously monitoring business customers is becoming increasingly critical — not just for managing risk, but for delivering better customer experiences. This session will also explore how these verification strategies can enhance customer journeys and experiences, ensuring that banks and fintechs not only meet regulatory demands and reduce risk, but also deliver seamless, trustworthy interactions to their business customers.

Kyle Mack, CEO of Middesk will delve into:

• The importance of ongoing oversight in maintaining compliant business interactions and managing risk without compromising customer experience.
• Advanced strategies for in-depth business customer verification that go beyond basic compliance checks to support faster and more reliable business operations.
• Identification methods that enhance the verification process, reduce friction, and prevent customer drop-off.
• The integration of enhanced and alternative data sources and how they can improve accuracy and insight in risk assessment and strengthen the customer experience.

These interactive discussion tables, each led by an industry expert, will allow you to explore some of the hottest topics in the industry. Choose from:

Creating Trust and Loyalty Through AI-Enhanced CX - Jon Lakefish, Founder, Lakefish Group

The Global Economic & Geopolitical Outlook & The Direction Of Travel For The US Economy - Manas Chawla, CEO, London Politica

How Can Banks Optimize The Three Pillars Of Banking - Deposits, Loans, and Money Movement? Steven Ramirez, CEO, Beyond The Arc

How Can Incumbent Banks Compete With New Competitors & Big Tech Companies? - Rutger van Faassen, Chief, InformationBanker