AI, CX, and the Battle for Deposits Discussed by Fall's Platform's Powerful Panelists: Emphasizing Strength in Unity
The tech-centric world of finance is gearing up for an exciting event, "our platformFall," taking place in New York from September 8 to 10. Here's a sneak peek at the Power Panels that promise insightful discussions and thought-provoking ideas.
On Wednesday, September 8 at 4:35pm, Jason Henrichs, CEO of Alloy Labs, will moderate a Power Panel discussion on the intriguing topic of using AI, GenAI, and Agentic AI in financial services. The panel will feature Sam Kilmer, Fred Campbell, Sathish Muthukrishnan, Inwha Huh, and Assaf Baciu.
The following day, Wednesday, September 10, at 10:15am, a panel on the importance of deposits will be moderated by Penny Crosman. The discussion will focus on strategies for attracting deposits and partnering with fintechs to grow deposits in the current environment. Participants include Patricia Montesi, Founder & CEO, Qolo; Josh Williams, CBO & Head of Partnerships, Seattle Bank; Christopher Hollins, Head of Treasury Management, Sales, & Delivery, SVB, a Division of First Citizens Bank; and Mary Miklethum, Senior Vice President, US Bank.
At 2:00pm on the same day, a Power Panel on partnerships will be moderated by Jason Mikul. The discussion will delve into the build, buy, or partner conundrum, the risks in partnering, and what makes a partnership successful for both the fintech and the financial institution involved. Notable participants include Shruti Patel, Chief Product Officer, Business Banking, US Bank; Sherry Graziano, Head of Digital and Care Center Banking, Truist Financial Corporation; and Terry O'Nei'l, Head of Connected Commerce, Retail Services, Citi.
A customer experience Power Panel, moderated by Rutger Van Faassen, is scheduled for Wednesday, September 10 at 9:20am. This panel will discuss the contemporary banking customer's needs and how AI can help institutions engage, personalize, and build trust with their customers and members.
In the afternoon of the same day, at 2:45pm, a special offer for platformFall attendees to book rooms at the New York Marriott Marquis with exclusive rates and rooms available only to attendees has been announced. Rooms are going fast, so attendees are encouraged to book their stay through the platformFall hub.
Another Power Panel, scheduled for Monday, September 8 at 4:35pm, will focus on safeguarding customers' assets and companies' reputations from fraud threats. Robin Weiss, Senior Technology Advisor, RLW Advisory LLC, will moderate this discussion.
Lastly, an embedded finance panel discussion, featuring Rodrigo Suarez, Norah Coelho, and Lauren McCollom, is scheduled for Tuesday, September 9 at 4:40pm as a general session. The fraud protection panel discussion, with Myrto Koimtzoglou, Sadeque Ahmed, and Jas Randhawa as participants, is also scheduled for the same day at 4:40pm.
For more detailed information about the topics and speakers for these Power Panels, please visit the official event website or archives for the September 2021 session. Don't miss out on this opportunity to learn, network, and engage with industry leaders in the heart of New York!
- The event 'our platformFall' highlights the intersection of technology and finance, showcasing discussions on embedded finance along with other topics like investing, lifestyle, business, and partnerships.
- On September 10, the customer experience Power Panel will explore how AI can help financial institutions engage, personalize, and build trust with their customers, demonstrating technology's impact on the finance sector.
- The embedded finance panel, featuring Rodrigo Suarez, Norah Coelho, and Lauren McCollom, will take place on September 9, underlining the increasing importance of this approach in the fintech industry, further embedding technology in finance.
