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Moderated Panel Discussions

Our Datos-moderated panel discussions bring together commercial banking, payments, and treasury executives, technologists, and industry experts to tackle the issues shaping the industry in 2026. Each session delivers real-world experiences, data-driven insights, and actionable strategies that help attendees return to their organizations ready to make better decisions.

AI & Digital Transformation

  • AI & Automation: The operational realities of deploying AI in commercial banking, from buy-versus-build trade-offs and integration challenges to preventing ungoverned “shadow AI” proliferation across business units.
  • AI-Powered Banking Portals: From Clicks to Conversations: How AI is transforming commercial banking portals from traditional menu-driven interfaces to intelligent, conversational experiences, and which AI patterns best serve commercial users’ need for speed, accuracy, and control.

Commercial & Mid-Market Banking

  • SMB/Mid-Market Banking: The operational challenge of building a sustainable mid-market business, from setting realistic technology expectations and right-sizing digital capabilities to overcoming sales compensation structures that push clients toward inappropriate product sets.
  • Back to Basics: How Lockbox, CRM, and Operations Make or Break Client Experience: Why back-office fundamentals are the foundation of commercial banking client experience, and how operational friction in unglamorous systems directly translates to client frustration and churn.
  • Breaking Down Silos: How Treasury and Sales Collaborate to Lead Relationships: What’s preventing earlier treasury management adoption, how to educate internal teams and prospects on treasury capabilities, and practical approaches to building TM pipelines that don’t depend entirely on lending hooks.

Payments

  • Where Is Payment Modernization Going Next? Where banks should focus to create real client value and competitive differentiation, from intelligent payment orchestration and embedded treasury to cross-border solutions and the build-versus-buy decisions around payment hubs and fintech partnerships.
  • Payment Hubs: Navigating the Next Generation: What the future holds for payment hub technology as next-generation solutions emerge, how first-generation hubs are adapting, and how institutions can navigate an increasingly diverse vendor ecosystem.
  • Account Validation: Building Infrastructure for Digital Payment Growth: How the U.S. validation gap undermines digital payment modernization, successful centralized solutions from other regions, and potential pathways toward a unified validation framework.
  • The Cross-Border Payments Dilemma: How banks are navigating the fragmented cross-border payments landscape as commercial clients demand faster, cheaper international options beyond traditional correspondent banking.
  • Beyond the Transaction: How Payment Data Is Becoming the Real Product: Whether payment data analytics creates defensible competitive advantage for banks or simply raises client expectations without clear ROI.
Treasury & Receivables
  • Integrated Receivables: Strategic Advantage or Table Stakes in a Multi-Rail World? How payments diversity creates operational and reconciliation challenges, what treasury clients actually need versus what’s being sold, and the practical realities of modernizing receivables infrastructure.
  • Cash Management: What’s Next: How next-generation digital cash management platforms are being reimagined to meet the demands of modern treasury teams operating in a real-time, multi-banked, global environment.
Supply Chain & Trade Finance
  • Bridging Operations and Finance With Real-Time Supply Chain Visibility: How sharing real-time operational data with financial partners transforms banking relationships from reactive to anticipatory, and how transparency rebuilds trust and unlocks financial agility.
  • Top FAQs in 2026: Datos Insights presents key findings from the year’s most frequently asked questions, fostering dynamic debate on enduring challenges at the intersection of supply chain operations and financial performance.
Partnerships & Strategy
  • Frenemies or Partners? Making Bank-Fintech Collaboration Actually Work: How banks can maximize value from fintech partnerships while maintaining strategic control and client relationships.
  • Monetization of API, Corporate & Fintech Connectivity: How API-driven connectivity eliminates traditional barriers between corporate enterprise systems and banking applications, allowing clients to execute financial operations without switching between disparate platforms.

 

*Subject to change. Sessions may be adjusted before the event.

Roundtable Discussions

Our Datos-moderated roundtables offer an intimate setting where commercial banking and payments leaders can speak candidly with peers facing the same challenges. Each session surfaces real-world experiences, honest benchmarks, and practical strategies. Attendees leave with honest perspectives, new connections, and actionable ideas they can put to work immediately.

Payments & Real-Time

  • Pressure Testing Real-Time Payments: Which commercial use cases are gaining traction versus stalling despite apparent fit, and practical strategies to drive adoption including overcoming the “ACH is good enough” mindset and addressing 24/7/365 operational readiness.
  • Financial Messaging: Building a Future-Ready Payments Ecosystem: The evolution from legacy connectivity models to cloud-native, API-first platforms that support instant payments and real-time cross-border transactions.
Corporate Banking & ERP
  • From ERP Banking to Programmable Workflows: How connecting enterprise and banking applications creates a unified “enterprise cockpit” for seamless financial operations through deep, bidirectional data exchange.
  • The Corporate View of Embedded Finance: What corporations truly need from embedded finance, distinguishing between mission-critical capabilities and “nice-to-have” features, with Datos Insights’ latest findings on corporate users’ expectations.
Onboarding & Operations
  • Commercial Onboarding and Lifecycle Management: Emerging best practices that extend beyond digital account opening to encompass the full client journey, and how banks can close the execution gap between strategic ambitions and operational reality.
  • Fraud & Positive Pay: Moving From Add-On to Required: Shifting Positive Pay from an optional, fee-based service to a core component of commercial deposit accounts as check and ACH fraud continues to grow.

 

*Subject to change. Sessions may be adjusted before the event.

Conference Agenda

*Subject to change