Agenda
Roundtable Discussions
Our program will feature a series of roundtable discussions, providing attendees with the opportunity to discuss some of the most pressing issues facing banks today.
Retaining Primacy in the Age of Fragmented Banking
Customers are increasingly managing their financial lives across multiple providers, eroding the traditional concept of a “primary bank,” and leaving banks with limited visibility into the full customer relationship. This roundtable will explore how financial institutions can reinforce primacy by delivering personalized, integrated, and trust-driven experiences.
The New Frontier of Small Business Payments
Small businesses are navigating a fundamental shift in how they manage cash flow and operational spend as traditional bank offerings face mounting pressure from agile fintech challengers. This roundtable will explore how financial institutions can reclaim their role as the primary financial partner for small businesses by integrating modern payment rails with sophisticated, data-rich expense management tools that are user friendly for small businesses.
Defending the Digital Wallet: Fraud, Identity, and the Trust Imperative in Modern Payments
As financial institutions continue to expand their digital wallet and instant payment capabilities, they face a dual challenge from meeting customer expectations for seamless, low‑friction digital experiences while countering increasingly sophisticated fraud techniques that exploit these same channels. This roundtable examines how financial institutions can strengthen modern fraud controls without undermining the customer experience, at a time when fraud levels remain historically high across major markets.
Roundtable Discussion: Lessons Learned from Early Generative AI Adoption in Banking
Over the past year, forward-thinking financial institutions have moved beyond the “what if” of generative AI to the practical “what now” of implementation. Early adopters have gained invaluable insights—not just about opportunities, but equally about pitfalls, cultural shifts, and the real cost of transformation. This roundtable brings together banking leaders who have ventured into generative AI deployment to share candid lessons from the front lines.