Welcome to North America's
Banking Transformation Summit

THE NEXT STEP IN YOUR
BANKING TRANSFORMATION
JOURNEY

THE NEXT STEP IN YOUR BANKING TRANSFORMATION JOURNEY

Join us in-person in 2023. Until then, enjoy our monthly digital summit programme.

In-Person in 2023
On-Demand
On-Demand Available Now
New York

Discuss the internal and external factors disrupting banking. Gain inspiration and confidence for the next step on your transformation journey.

A New Digital Session Released Every Month

North America's Leading Banking Transformation Event

Do you work for a bank where COVID-19 has seen your digital transformation plans accelerate rapidly but left many questions unanswered?
Digital and online banking; increasing customer expectations; challengers and fintech disrupters; embedded banking and open banking. The sector is evolving rapidly and staying still is no longer an option.
The banks of the future will need to embrace new technology, focus on customer-centricity, and streamline processes.
Banking Transformation Summit discusses the internal and external factors disrupting banking.
No matter where you are on your transformation journey, Banking Transformation Summit provides inspiration and confidence for your next steps.
Register now for our digital summit programme.
Join a community of trailblazers and take the next step in your Banking transformation journey.

The Digital Programme

Monthly digital insights from transformation trailblazers

What will the bank of 2030 look like in North America?

Release Date: April 2022
How is the trend towards digital impacting the banking landscape
Will Increasing customer data be the main driver for transformation across the banking sector?
How will the future of money, transactions and the decline of cash impact banks?
2030 Predictions: What are the key features of our future banks?

How is AI changing the banking landscape in America?

Release Date: June 2022
Real-life use cases - where is AI being used to maximum effect?
How can an increase in AI adoption benefit customer experience?
How to maximise ROI for large tech projects?
Is there still a debate to be had around AI ethics and data ownership?

The impact of changing consumer expectations on banking in the US

Release Date: August 2022
What do modern customers expect from their bank and how is it changing?
Is hyper personalization the key to next-gen customer experiences?
Is omnichannel banking becoming a reality or still a long way off?
What does a seamless customer journey look like in today's digital world?

How is the Open Banking ecosystem reshaping US financial services?

Release Date: October 2022
How does the American approach to Open Banking differ from other jurisdictions?
How is open banking leading to new business models and revenue streams?
How can both fintechs and traditional financial institutions benefit from Open Banking?
How is the wider open finance ecosystem developing?

Digital-first challenger banks vs traditional institutions

Release Date: December 2022
Can challenger banks continue to compete with traditional players?
How important is profitability? Can challengers turn their market disruption into a sustainable business model?
How important is customer trust and brand loyalty and can traditional banks rely on this?
Should the larger banks aim to digitize existing services, buy promising fintechs or build their own?

The impact of changing consumer expectations on banking in the US

Release Date: August 2022
What do modern customers expect from their bank and how is it changing?
Is hyper personalization the key to next-gen customer experiences?
Is omnichannel banking becoming a reality or still a long way off?
What does a seamless customer journey look like in today's digital world?

Previous Contributors

Patricia_Partelow_EY
EY
PATRICIA PARTELOW
Managing Director, Financial Services Consulting
EY
Alex_Yang
ALEX YANG
Global Head of API Strategy and Enablement
Bank of America Merrill Lynch
Anil_Agarwal
ANIL AGRAWAL
SVP, Digital Platforms and Transformation
US Bank
Brian Timmeny
BRIAN TIMMENY
Managing Director & Regional CTO, Americas
Allica BankCiti
Jeremy_Balkin
HSBC logo
JEREMY BALKIN
Head of Innovation
HSBC Bank USA
Preeti_Gupta
Northern_trust
PREETI GUPTA
VP, Enterprise Transformation Lead
Northern Trust
Charles_Schwab
RAUL RODRIGUEZ
Managing Director, Innovation Accelerator
Charles Schwab
Meenakshi_Thanikachalam
MEENAKSHI THANIKACHALAM
Head of Data Strategy, Transformation & Emerging Technologies
Ally Bank
ZEMFIRA KHISAEVA
Head of Technology and Enterprise Strategy
Scotiabank
Adam_Levine
ADAM LEVINE
Co-Head of Digital Partnerships
BNY Mellon

Register Now

Subscribe for FREE to access the latest releases from Banking Transformation Summit
  • “It was a great session with some amazing panelists and insights. I learned a lot.”

    Steven Habbi, Global Head of Brand Design and Management | Group Marketing, HSBC
  • “A great opportunity to get together with interesting folks from across the industry to discuss different perspectives on what might be coming next”

    Mike Cowen, Head of Digital Solutions (UK & Ireland), Mastercard
  • "You guys are pros and have this stuff on lockdown. A great, diverse panel, really nice insights. Looking forward to the next one! "

    David McHenry, Managing Director, Head of Global Treasury and Payments Advisory - EMEA, Silicon Valley Bank
  • “An excellent insightful discussion, with strong key messages delivered. Surely, one of the best I have participated in.“

    Anna Maj, FinTech Leader & Advisor | Senior Lecturer, CFTE | Top 10 Women in Fintech
  • “All sessions had good quality speakers and I like the fast paced Q&A and feeding audience questions into the speakers in a rapid fire format.”

    Sundeep Verma, Director Sales & Business Development, HSBC
  • "Bringing together engaging and knowledgeable speakers to discuss future-focused themes, delivered in an engaging format. MoneyNext’s discussions are always worth a watch!"

    Simon Jones, Chief Customer Officer, ClearBank