Agenda

Leveraging Technology to Power Customer-Centric Growth

Trust and customer relationships remain banking’s most durable competitive advantage but sustaining and scaling those relationships now depends on technology. At a time of regulatory pressure, margin compression, and heightened expectations for seamless experiences, financial institutions must turn digital investments into measurable growth. 

RBTA 2026 brings together senior banking leaders to examine how modern platforms, AI-driven personalization, payments innovation, and value-added services can deepen engagement, unlock new revenue streams, and strengthen trust. The agenda will focus on translating technology modernization into frontline impactimproving customer experience, accelerating revenue velocity, increasing share of wallet, and positioning banks and credit unions to compete with both traditional and emerging players. 

Our program agenda will address the following important topics shaping 2026:

The Evolution of Customer Expectations

Personalization and Trust

Data-driven personalization is a powerful growth tool—but only when customers trust you with their data. This session will explore how banks can deliver hyper-personalized experiences across servicing, offers, and financial wellness initiatives while reinforcing trust.

The Blurred Lines of Small Business

Small Business increasingly want consumer-grade digital experiences with commercial-grade capabilities, and they’re turning to embedded finance platforms when banks fall short. This session will examine how leading banks are reorganizing around SMB needs, which capabilities matter most, and where embedded finance platforms are capturing small business relationships.

Consumer Branch Expectations and Needs

As branches evolve from transaction centers to advisory hubs, understanding consumer expectations is critical. This session will explore how leading institutions balance automation with expertise, transform staff capabilities, and position branches as community trust anchors for fraud prevention and financial wellness support.

Digital Self-Service Evolution

As branch operation costs rise, self-service channels require a strategic approach centered on innovation and reinvention. This session will cover how institutions are redefining their approach to retail banking hardware by leveraging software and digital banking channels to lower branch-related costs and improve operational efficiency without compromising on customer experience.

Technology & Platform Enablement

Digital Decisioning and Onboarding

Account opening and onboarding are where banks win or lose customers before the relationship even begins. This session will examine vendor landscape shifts, how AI is accelerating document verification and risk assessment, and strategies for harmonizing onboarding experiences across consumer and business segments without compromising on speed or accuracy.

Balancing Security and Frictionless Customer Service

As financial institutions face increasingly complex fraud threats, it becomes critical to balance anti-fraud measures with high customer experience expectations, as a single negative experience drive customers away. This session will explore how AI-powered fraud detection, behavioral biometrics, and real-time authentication can combat deepfakes and account takeover while maintaining seamless, low-friction customer experiences.

AI Implementation and Strategy

AI has the potential to change every aspect of the way we bank, and the pace of change is faster than any technology development that has come before. It is essential that banks harness the power of AI to transform everything from customer service to financial modelling, and this session will cover how banks can power up their AI strategies from experimentation to execution.

Platform Partnerships & Integration Strategies

Fintech partnerships and third-party platforms are essential to staying competitivebut they introduce real complexity and riskThis session will explore how leading institutions design scalable partnership and integration frameworks that enable faster innovation without sacrificing control.

Conference Schedule

Monday, June 8, 2026
3:00 PM - 4:30 PM Women in Retail Banking Networking Reception and Panel
4:00 PM - 4:30 PM Arrival and Registration
4:30 PM - 5:30 PM Innovation Showcase Presentations
5:30 PM - 7:00 PM Welcome Reception
Tuesday, June 9, 2026
8:00 AM - 8:45 AM Breakfast
9:00 AM - 9:15 AM Welcome, Housekeeping, What to Expect
9:15 AM - 9:35 AM Industry Keynote
9:35 AM - 9:55 AM Sponsor Plenary
9:55 AM - 10:15 AM Datos Keynote: Retail Banking Consumer Financial Behavior Study
10:15 AM - 10:35 AM Sponsor Plenary
10:35 AM - 11:00 AM Networking Break
11:00 AM - 12:00 PM Track 1: Personalization and Trust
Track 2: Digital Decisioning & Onboarding
12:00 PM - 1:00 PM Lunch & Roundtable Discussions
1:00 PM - 2:00 PM Track 1: The Blurred Lines of Serving Small Business
Track 2: Balancing Security and Frictionless Customer Service
2:00 PM - 2:15 PM Movement Break
2:15 PM - 3:15 PM Track 1: Consumer Branch Expectations and Needs
Track 2: AI Implementation & Strategy
3:15 PM - 3:45 PM Expo Exploration Break
3:45 PM - 4:45 PM Track 1: Digital Self-Service Evolution
Track 2: Partnership & Integration Platforms
4:45 PM - 4:55 PM Datos Close / Thank You
4:55 PM - 6:00 PM Networking Reception

*Subject to change