2025 AGENDA
This year we will be exploring the themes:
Building Financial Services to Endure
focuses on creating strong digital foundations, covering topics like digital banking, payment rails, and crypto solutions, with an emphasis on compliance and risk management.
Value-as-a-Service
explores ways to enhance fintech offerings through innovations like AI, Open Finance, and fraud prevention, helping businesses turn value propositions into revenue.
Financing Fintechs Future
provides strategies for founders and investors to secure funding, scale operations, and build successful teams in a competitive venture capital environment.
Dominating Distribution
focuses on achieving growth through embedded finance, real-time payments, and strategic partnerships, with insights on customer acquisition and loyalty.
Navigating Uncertainty
covers how fintech leaders can adapt to economic challenges, regulatory changes, and shifting consumer behaviors.
There are no sessions that match your request
Registration Open
Registration Open
Monday 10 March 10:00 AM - 7:00 PM Venetian Ballroom C-D
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Innovate 360 by J.P. Morgan Payments
Innovate 360 by J.P. Morgan Payments
Explore the transformative power of innovation in payments and financial services at Innovate 360 by J.P. Morgan Payments. This mini-summit features cutting-edge insights, actionable strategies, and thought leadership from industry experts shaping the future of fintech. Through engaging speeches, dynamic panels, and interactive discussions, attendees will uncover the latest advancements in APIs, embedded finance, trust frameworks, and identity-driven payments. Join us to unlock new possibilities, tackle emerging challenges, and drive growth in the ever-evolving digital economy.
Sponsored by J.P. Morgan
Monday 10 March 12:30 PM - 2:00 PM Venetian Ballroom F-K
Sponsored Content
Explore the transformative power of innovation in payments and financial services at Innovate 360 by J.P. Morgan Payments. This mini-summit features cutting-edge insights, actionable strategies, and thought leadership from industry experts shaping the future of fintech. Through engaging speeches, dynamic panels, and interactive discussions, attendees will uncover the latest advancements in APIs, embedded finance, trust frameworks, and identity-driven payments. Join us to unlock new possibilities, tackle emerging challenges, and drive growth in the ever-evolving digital economy.
Sponsored by J.P. Morgan
Venetian Ballroom F-K US/PacificShare
Innovate 360 by J.P. Morgan Payments
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Explore the transformative power of innovation in payments and financial services at Innovate 360 by J.P. Morgan Payments. This mini-summit features cutting-edge insights, actionable strategies, and thought leadership from industry experts shaping the future of fintech. Through engaging speeches, dynamic panels, and interactive discussions, attendees will uncover the latest advancements in APIs, embedded finance, trust frameworks, and identity-driven payments. Join us to unlock new possibilities, tackle emerging challenges, and drive growth in the ever-evolving digital economy.
Sponsored by J.P. Morgan
Innovate 360 x J.P. Morgan Payments: Chairperson’s Welcome Remarks
Innovate 360 x J.P. Morgan Payments: Chairperson’s Welcome Remarks
Monday 10 March 12:30 PM - 12:35 PM Venetian Ballroom F-K
Sponsored Content
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Innovate 360 x J.P. Morgan Payments: Chairperson’s Welcome Remarks
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Speakers
Global Head of Sales, e-Commerce & Technology, J.P. Morgan Payments
Speaker
Panel: The Embedded Finance Revolution: Seamless, Secure, and Scalable
Panel: The Embedded Finance Revolution: Seamless, Secure, and Scalable
As businesses adopt embedded finance to streamline customer experiences, this panel explores how integrated payment technologies are driving efficiency, customer satisfaction, and growth. Our industry leaders will share insights on embedding financial services into ecosystems, emphasizing the role of security and compliance in delivering frictionless, secure transactions. Learn how embedded finance can transform operations and elevate digital platforms to new heights.
Monday 10 March 12:35 PM - 1:00 PM Venetian Ballroom F-K
Sponsored Content
As businesses adopt embedded finance to streamline customer experiences, this panel explores how integrated payment technologies are driving efficiency, customer satisfaction, and growth. Our industry leaders will share insights on embedding financial services into ecosystems, emphasizing the role of security and compliance in delivering frictionless, secure transactions. Learn how embedded finance can transform operations and elevate digital platforms to new heights.
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Panel: The Embedded Finance Revolution: Seamless, Secure, and Scalable
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Executive Director - Technology, MMBSI, J.P. Morgan
Speakers
Head of product: Payments, Banking, Lending, Bill.com
Co-Founder & President, Alloy
As businesses adopt embedded finance to streamline customer experiences, this panel explores how integrated payment technologies are driving efficiency, customer satisfaction, and growth. Our industry leaders will share insights on embedding financial services into ecosystems, emphasizing the role of security and compliance in delivering frictionless, secure transactions. Learn how embedded finance can transform operations and elevate digital platforms to new heights.
Moderator
Speakers
Panel: Mastering the Fintech Ecosystem: From Innovative Startups to Industry Leaders
Panel: Mastering the Fintech Ecosystem: From Innovative Startups to Industry Leaders
Meet us at the transformative crossroads, where startups and small businesses evolve into industry giants. Discover how to seamlessly pitch to payment stakeholders and overcome the unique challenges faced by founders. Uncover strategies for scaling your business and maintaining relevance in a rapidly changing landscape. Gain invaluable insights from industry leaders, including J.P. Morgan Payments, on forging powerful partnerships and anticipating the future of fintech. Join us to unlock the potential of your business and thrive at every stage of growth.
Monday 10 March 1:00 PM - 1:20 PM Venetian Ballroom F-K
Sponsored Content
Meet us at the transformative crossroads, where startups and small businesses evolve into industry giants. Discover how to seamlessly pitch to payment stakeholders and overcome the unique challenges faced by founders. Uncover strategies for scaling your business and maintaining relevance in a rapidly changing landscape. Gain invaluable insights from industry leaders, including J.P. Morgan Payments, on forging powerful partnerships and anticipating the future of fintech. Join us to unlock the potential of your business and thrive at every stage of growth.
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Panel: Mastering the Fintech Ecosystem: From Innovative Startups to Industry Leaders
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MD, Global Head of eCommerce Solutions, J.P. Morgan
Speakers
Meet us at the transformative crossroads, where startups and small businesses evolve into industry giants. Discover how to seamlessly pitch to payment stakeholders and overcome the unique challenges faced by founders. Uncover strategies for scaling your business and maintaining relevance in a rapidly changing landscape. Gain invaluable insights from industry leaders, including J.P. Morgan Payments, on forging powerful partnerships and anticipating the future of fintech. Join us to unlock the potential of your business and thrive at every stage of growth.
Moderator
Speakers
Presentation: From Wall Street to Code: How Payments is Betting Big on Developers and APIs
Presentation: From Wall Street to Code: How Payments is Betting Big on Developers and APIs
Join us for an exciting session where we explore how J.P. Morgan Payments is revolutionizing its product delivery model by embracing the pivotal role of payment APIs in today's software development landscape. Discover the rising influence of developers in the financial services sector and the need to welcome the opportunities and challenges of crafting APIs within a global banking powerhouse. We'll also spotlight real-world success stories from Routable, showcasing how top FinTech innovators are harnessing APIs to launch groundbreaking products in just weeks. Don't miss this chance to gain insights and inspiration from industry leaders at the forefront of fintech innovation!
Monday 10 March 1:20 PM - 1:35 PM Venetian Ballroom F-K
Sponsored Content
Join us for an exciting session where we explore how J.P. Morgan Payments is revolutionizing its product delivery model by embracing the pivotal role of payment APIs in today's software development landscape. Discover the rising influence of developers in the financial services sector and the need to welcome the opportunities and challenges of crafting APIs within a global banking powerhouse. We'll also spotlight real-world success stories from Routable, showcasing how top FinTech innovators are harnessing APIs to launch groundbreaking products in just weeks. Don't miss this chance to gain insights and inspiration from industry leaders at the forefront of fintech innovation!
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Presentation: From Wall Street to Code: How Payments is Betting Big on Developers and APIs
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Speakers
Executive Director, Financial Technology Coverage, J.P. Morgan
CEO, Routable
Executive Director, Product Leader for Digital Channels and Connectivity, J.P. Morgan
Join us for an exciting session where we explore how J.P. Morgan Payments is revolutionizing its product delivery model by embracing the pivotal role of payment APIs in today's software development landscape. Discover the rising influence of developers in the financial services sector and the need to welcome the opportunities and challenges of crafting APIs within a global banking powerhouse. We'll also spotlight real-world success stories from Routable, showcasing how top FinTech innovators are harnessing APIs to launch groundbreaking products in just weeks. Don't miss this chance to gain insights and inspiration from industry leaders at the forefront of fintech innovation!
Speakers
Interview: From Startup to Scale: Navigating Financial Risks with Confidence
Interview: From Startup to Scale: Navigating Financial Risks with Confidence
Join our experts from J.P. Morgan Payments and ValidiFI as they discuss essential strategies for protecting financial flows during the growth journey. Learn how to build trust frameworks, mitigate fraud, and secure your startup’s reputation as it matures into a successful business. Gain actionable insights into risk management that will keep your operations secure while maintaining investor confidence.
Monday 10 March 1:35 PM - 1:55 PM Venetian Ballroom F-K
Sponsored Content
Join our experts from J.P. Morgan Payments and ValidiFI as they discuss essential strategies for protecting financial flows during the growth journey. Learn how to build trust frameworks, mitigate fraud, and secure your startup’s reputation as it matures into a successful business. Gain actionable insights into risk management that will keep your operations secure while maintaining investor confidence.
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Interview: From Startup to Scale: Navigating Financial Risks with Confidence
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Speakers
CEO, ValidiFI
Treasury, Payments, Trust & Safety Product Solutions Specialist Lead, J.P. Morgan
Join our experts from J.P. Morgan Payments and ValidiFI as they discuss essential strategies for protecting financial flows during the growth journey. Learn how to build trust frameworks, mitigate fraud, and secure your startup’s reputation as it matures into a successful business. Gain actionable insights into risk management that will keep your operations secure while maintaining investor confidence.
Speakers
Innovate 360 x J.P. Morgan Payments: Chairperson’s Closing Remarks
Innovate 360 x J.P. Morgan Payments: Chairperson’s Closing Remarks
Monday 10 March 1:55 PM - 2:00 PM Venetian Ballroom F-K
Sponsored Content
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Innovate 360 x J.P. Morgan Payments: Chairperson’s Closing Remarks
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MD, Global Head of eCommerce Solutions, J.P. Morgan
Speaker
Networking Break
Networking Break
Monday 10 March 2:00 PM - 2:30 PM Venetian Ballroom E-L
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Networking Break
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Panel: Delivering Personalization at Scale for Every Era of the Banking Customer Journey
Panel: Delivering Personalization at Scale for Every Era of the Banking Customer Journey
Banking and fintech solutions must evolve to meet the needs of diverse customer demographics, including Gen X, Gen Z, Millennials, and Baby Boomers. In this session, we will showcase fintech innovations that enable hyper-personalized banking experiences across all stages of the customer journey. Join this panel to learn how to enhance customer experience through personalization, gaining insights into customer preferences, changing banking trends, and understanding the importance of user-centric innovation to deliver tailored financial services for every demographic.
Monday 10 March 2:30 PM - 3:10 PM Titian 2201A - 2301B
Value as a Service
Banking and fintech solutions must evolve to meet the needs of diverse customer demographics, including Gen X, Gen Z, Millennials, and Baby Boomers. In this session, we will showcase fintech innovations that enable hyper-personalized banking experiences across all stages of the customer journey. Join this panel to learn how to enhance customer experience through personalization, gaining insights into customer preferences, changing banking trends, and understanding the importance of user-centric innovation to deliver tailored financial services for every demographic.
Titian 2201A - 2301B US/PacificShare
Panel: Delivering Personalization at Scale for Every Era of the Banking Customer Journey
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Speakers
Banking and fintech solutions must evolve to meet the needs of diverse customer demographics, including Gen X, Gen Z, Millennials, and Baby Boomers. In this session, we will showcase fintech innovations that enable hyper-personalized banking experiences across all stages of the customer journey. Join this panel to learn how to enhance customer experience through personalization, gaining insights into customer preferences, changing banking trends, and understanding the importance of user-centric innovation to deliver tailored financial services for every demographic.
Speakers
Panel: New Payment Demands Driving Paytech Innovation
Panel: New Payment Demands Driving Paytech Innovation
Consumer and business payment demands are driving rapid innovation in paytech, pushing banks and fintechs to develop cutting-edge payment technologies. In this session, we will cover the latest trends and innovations in paytech, including real-time payments, digital wallets, tap-to-pay, account-to-account transactions, cryptocurrency, and cross-border payments. Join this panel to find out how these advancements are shaping the future of payments, enhancing customer experience, and creating new opportunities for growth and efficiency.
Monday 10 March 2:30 PM - 3:10 PM Veronese 2401A - 2501B
Value as a Service
Consumer and business payment demands are driving rapid innovation in paytech, pushing banks and fintechs to develop cutting-edge payment technologies. In this session, we will cover the latest trends and innovations in paytech, including real-time payments, digital wallets, tap-to-pay, account-to-account transactions, cryptocurrency, and cross-border payments. Join this panel to find out how these advancements are shaping the future of payments, enhancing customer experience, and creating new opportunities for growth and efficiency.
Veronese 2401A - 2501B US/PacificShare
Panel: New Payment Demands Driving Paytech Innovation
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Co-Founder & CEO, Ansa
Consumer and business payment demands are driving rapid innovation in paytech, pushing banks and fintechs to develop cutting-edge payment technologies. In this session, we will cover the latest trends and innovations in paytech, including real-time payments, digital wallets, tap-to-pay, account-to-account transactions, cryptocurrency, and cross-border payments. Join this panel to find out how these advancements are shaping the future of payments, enhancing customer experience, and creating new opportunities for growth and efficiency.
Speakers
Panel: Using Connected Commerce to Unlock New Revenue Streams for Banks
Panel: Using Connected Commerce to Unlock New Revenue Streams for Banks
Connected commerce is emerging as a transformative force for banks, offering new ways to generate revenue. In this session, we will explore how banks are leveraging connected commerce to create marketing channels for SMB and enterprise customers. By utilizing granular customer data, banks can surface hyper-tailored ads, generating revenue from attributable sales or traffic. This panel will demonstrate how connected commerce can serve as a future model, particularly as traditional revenue streams face pressure. Join this panel to learn strategies for integrating connected commerce into your business model and unlocking new revenue streams in a competitive financial landscape.
Monday 10 March 2:30 PM - 3:10 PM Bellini 2001A - 2101B
Dominating Distribution
Connected commerce is emerging as a transformative force for banks, offering new ways to generate revenue. In this session, we will explore how banks are leveraging connected commerce to create marketing channels for SMB and enterprise customers. By utilizing granular customer data, banks can surface hyper-tailored ads, generating revenue from attributable sales or traffic. This panel will demonstrate how connected commerce can serve as a future model, particularly as traditional revenue streams face pressure. Join this panel to learn strategies for integrating connected commerce into your business model and unlocking new revenue streams in a competitive financial landscape.
Bellini 2001A - 2101B US/PacificShare
Panel: Using Connected Commerce to Unlock New Revenue Streams for Banks
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Speakers
VP, Product, Enterprise Payments, Huntington Bank
Head, Digital Commerce, TD Bank
SVP, Head of North America Visa Commercial Solutions, Visa
MD, Global Head eCommerce Solutions, Citi
Connected commerce is emerging as a transformative force for banks, offering new ways to generate revenue. In this session, we will explore how banks are leveraging connected commerce to create marketing channels for SMB and enterprise customers. By utilizing granular customer data, banks can surface hyper-tailored ads, generating revenue from attributable sales or traffic. This panel will demonstrate how connected commerce can serve as a future model, particularly as traditional revenue streams face pressure. Join this panel to learn strategies for integrating connected commerce into your business model and unlocking new revenue streams in a competitive financial landscape.
Speakers
Panel: History Repeats Itself: How Fintechs Are Seizing Business Lending Opportunities From Banks
Panel: History Repeats Itself: How Fintechs Are Seizing Business Lending Opportunities From Banks
As traditional banks grapple with servicing SMBs amidst consolidation and stringent regulations, the gates have opened for fintechs to step in with innovative lending solutions. In this session, we will discuss the implementation challenges and success stories in small business lending, highlighting examples in embedded lending and new lending business models, exploring how fintechs leverage real-time data from payment systems to underwrite SMBs more accurately and efficiently than traditional methods. Join this panel to learn how fintechs are transforming the SMB lending landscape, the strategies they employ to overcome challenges, and how these innovations can benefit both SMBs and traditional banks.
Monday 10 March 3:15 PM - 3:55 PM Bellini 2001A - 2101B
Dominating Distribution
As traditional banks grapple with servicing SMBs amidst consolidation and stringent regulations, the gates have opened for fintechs to step in with innovative lending solutions. In this session, we will discuss the implementation challenges and success stories in small business lending, highlighting examples in embedded lending and new lending business models, exploring how fintechs leverage real-time data from payment systems to underwrite SMBs more accurately and efficiently than traditional methods. Join this panel to learn how fintechs are transforming the SMB lending landscape, the strategies they employ to overcome challenges, and how these innovations can benefit both SMBs and traditional banks.
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Panel: History Repeats Itself: How Fintechs Are Seizing Business Lending Opportunities From Banks
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Speakers
Founder & CEO, Renton & Co
As traditional banks grapple with servicing SMBs amidst consolidation and stringent regulations, the gates have opened for fintechs to step in with innovative lending solutions. In this session, we will discuss the implementation challenges and success stories in small business lending, highlighting examples in embedded lending and new lending business models, exploring how fintechs leverage real-time data from payment systems to underwrite SMBs more accurately and efficiently than traditional methods. Join this panel to learn how fintechs are transforming the SMB lending landscape, the strategies they employ to overcome challenges, and how these innovations can benefit both SMBs and traditional banks.
Speakers
Panel: Revolutionizing Rewards and Loyalty Programs Through Data and Customer-Centric Innovation
Panel: Revolutionizing Rewards and Loyalty Programs Through Data and Customer-Centric Innovation
AI, APIs, advanced data analytics, and customer-centric innovation are helping banks and fintechs transform rewards and loyalty programs. In this session, we will examine how these technologies revolutionize customer engagement for financial institutions. Join this panel to learn next-generation techniques for creating tailored, data-driven rewards and loyalty programs that cater to unique customer preferences, and explore how these initiatives can enhance customer experiences, satisfaction, and retention.
Monday 10 March 3:15 PM - 3:55 PM Titian 2201A - 2301B
Value as a Service
AI, APIs, advanced data analytics, and customer-centric innovation are helping banks and fintechs transform rewards and loyalty programs. In this session, we will examine how these technologies revolutionize customer engagement for financial institutions. Join this panel to learn next-generation techniques for creating tailored, data-driven rewards and loyalty programs that cater to unique customer preferences, and explore how these initiatives can enhance customer experiences, satisfaction, and retention.
Titian 2201A - 2301B US/PacificShare
Panel: Revolutionizing Rewards and Loyalty Programs Through Data and Customer-Centric Innovation
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Speakers
AI, APIs, advanced data analytics, and customer-centric innovation are helping banks and fintechs transform rewards and loyalty programs. In this session, we will examine how these technologies revolutionize customer engagement for financial institutions. Join this panel to learn next-generation techniques for creating tailored, data-driven rewards and loyalty programs that cater to unique customer preferences, and explore how these initiatives can enhance customer experiences, satisfaction, and retention.
Speakers
Panel: Taking Advantage of Opportunities Presented by the Evolution of Digital B2B Payments
Panel: Taking Advantage of Opportunities Presented by the Evolution of Digital B2B Payments
The digitization of B2B payments presents new opportunities for businesses to streamline operations, enhance processes, and drive growth. In this session, we will explore advancements in automation, blockchain, and AI-driven solutions, demonstrating how these innovations transform payment systems, improve efficiency, reduce costs, and foster expansion. Join this panel to gain tactics on how to capitalize on these opportunities to optimize workflows, enhance security, and gain a competitive edge.
Monday 10 March 3:15 PM - 3:55 PM Veronese 2401A - 2501B
Dominating Distribution
The digitization of B2B payments presents new opportunities for businesses to streamline operations, enhance processes, and drive growth. In this session, we will explore advancements in automation, blockchain, and AI-driven solutions, demonstrating how these innovations transform payment systems, improve efficiency, reduce costs, and foster expansion. Join this panel to gain tactics on how to capitalize on these opportunities to optimize workflows, enhance security, and gain a competitive edge.
Veronese 2401A - 2501B US/PacificShare
Panel: Taking Advantage of Opportunities Presented by the Evolution of Digital B2B Payments
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Speakers
MD, Deloitte Consulting
The digitization of B2B payments presents new opportunities for businesses to streamline operations, enhance processes, and drive growth. In this session, we will explore advancements in automation, blockchain, and AI-driven solutions, demonstrating how these innovations transform payment systems, improve efficiency, reduce costs, and foster expansion. Join this panel to gain tactics on how to capitalize on these opportunities to optimize workflows, enhance security, and gain a competitive edge.
Speakers
Networking Break
Networking Break
Monday 10 March 4:00 PM - 4:30 PM Venetian Ballroom E-L
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Networking Break
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KEYNOTE SESSION: Welcome to Fintech Meetup 2025
KEYNOTE SESSION: Welcome to Fintech Meetup 2025
Monday 10 March 4:30 PM - 4:40 PM Venetian Ballroom F-K
Keynote
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KEYNOTE SESSION: Welcome to Fintech Meetup 2025
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Chairman, Fintech Meetup
Speaker
KEYNOTE SESSION: Michael Rhodes, CEO, Ally Financial
KEYNOTE SESSION: Michael Rhodes, CEO, Ally Financial
Monday 10 March 4:40 PM - 5:00 PM Venetian Ballroom F-K
Keynote
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KEYNOTE SESSION: Michael Rhodes, CEO, Ally Financial
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Speakers
Speakers
KEYNOTE SESSION: Nigel Morris, Managing Partner, QED
KEYNOTE SESSION: Nigel Morris, Managing Partner, QED
Monday 10 March 5:00 PM - 5:20 PM Venetian Ballroom F-K
Keynote
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KEYNOTE SESSION: Nigel Morris, Managing Partner, QED
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Speakers
Speakers
KEYNOTE SESSION: Ryan Breslow, Founder & Chairman, Bolt
KEYNOTE SESSION: Ryan Breslow, Founder & Chairman, Bolt
Monday 10 March 5:20 PM - 5:40 PM Venetian Ballroom F-K
Keynote
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KEYNOTE SESSION: Ryan Breslow, Founder & Chairman, Bolt
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Founder & Chairman, Bolt
Speaker
KEYNOTE SESSION: Kevin Maloney, CEO, iTrustCapital
KEYNOTE SESSION: Kevin Maloney, CEO, iTrustCapital
Monday 10 March 5:40 PM - 6:00 PM Venetian Ballroom F-K
Keynote
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KEYNOTE SESSION: Kevin Maloney, CEO, iTrustCapital
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CEO, iTrustCapital
Speaker
Fintech Meetup Welcome Reception
Fintech Meetup Welcome Reception
Sponsored byTyfone
Monday 10 March 5:45 PM - 9:00 PM Venetian Ballroom E-L
Sponsored byTyfone
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Fintech Meetup Welcome Reception
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Sponsored byTyfone
Breakfast & Networking
Breakfast & Networking
Tuesday 11 March 7:00 AM - 8:30 AM Venetian Ballroom E-L
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Breakfast & Networking
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Registration Open
Registration Open
Tuesday 11 March 7:00 AM - 6:00 PM Venetian Ballroom C-D
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Registration Open
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Panel: Unleashing Open Finance's Transformative Potential for Banking and Payments
Panel: Unleashing Open Finance's Transformative Potential for Banking and Payments
Open Finance is the new driving force behind financial product innovation, presenting vast opportunities for expanding financial possibilities and experiences. In this session, we will explore the expansion of Open Banking ecosystems, the commercial opportunities that arise from Open Finance, and the role of data providers and API fintechs in driving this innovation. Join this panel to learn how to leverage Open Finance to unlock new financial products and services, enhance customer experiences, and capitalize on emerging commercial opportunities.
Tuesday 11 March 8:30 AM - 9:10 AM Titian 2201A - 2301B
Value as a Service
Open Finance is the new driving force behind financial product innovation, presenting vast opportunities for expanding financial possibilities and experiences. In this session, we will explore the expansion of Open Banking ecosystems, the commercial opportunities that arise from Open Finance, and the role of data providers and API fintechs in driving this innovation. Join this panel to learn how to leverage Open Finance to unlock new financial products and services, enhance customer experiences, and capitalize on emerging commercial opportunities.
Titian 2201A - 2301B US/PacificShare
Panel: Unleashing Open Finance's Transformative Potential for Banking and Payments
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Open Finance is the new driving force behind financial product innovation, presenting vast opportunities for expanding financial possibilities and experiences. In this session, we will explore the expansion of Open Banking ecosystems, the commercial opportunities that arise from Open Finance, and the role of data providers and API fintechs in driving this innovation. Join this panel to learn how to leverage Open Finance to unlock new financial products and services, enhance customer experiences, and capitalize on emerging commercial opportunities.
Speakers
Panel: Where Are the Fintech VCs Placing Their Bets in 2025?
Panel: Where Are the Fintech VCs Placing Their Bets in 2025?
The investment scene in fintech for 2025 is becoming increasingly selective and strategic. VCs are focusing on fintechs that promise profitability, utilize AI, and address pressing issues like financial inclusion and security enhancements. In this session, top VCs will share insights on key trends influencing their investment choices. We will explore the growing interest in Gen AI-based fintechs, the impact of new consumer regulations, and the resurgence of cryptocurrencies and CBDCs, driven by increasing trust in blockchain technology. Additionally, VCs will advise fintechs on how to attract investment by demonstrating clear paths to profitability and focusing on solving real customer challenges. Join this panel to learn where fintech VCs are placing their bets, discover the qualities they seek in potential investments, and understand how to leverage these insights and tactics for success.
Tuesday 11 March 8:30 AM - 9:10 AM Veronese 2401A - 2501B
Financing Fintech’s Future
The investment scene in fintech for 2025 is becoming increasingly selective and strategic. VCs are focusing on fintechs that promise profitability, utilize AI, and address pressing issues like financial inclusion and security enhancements. In this session, top VCs will share insights on key trends influencing their investment choices. We will explore the growing interest in Gen AI-based fintechs, the impact of new consumer regulations, and the resurgence of cryptocurrencies and CBDCs, driven by increasing trust in blockchain technology. Additionally, VCs will advise fintechs on how to attract investment by demonstrating clear paths to profitability and focusing on solving real customer challenges. Join this panel to learn where fintech VCs are placing their bets, discover the qualities they seek in potential investments, and understand how to leverage these insights and tactics for success.
Veronese 2401A - 2501B US/PacificShare
Panel: Where Are the Fintech VCs Placing Their Bets in 2025?
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Speakers
General Partner Fintech Next Fund, Fintech Next
The investment scene in fintech for 2025 is becoming increasingly selective and strategic. VCs are focusing on fintechs that promise profitability, utilize AI, and address pressing issues like financial inclusion and security enhancements. In this session, top VCs will share insights on key trends influencing their investment choices. We will explore the growing interest in Gen AI-based fintechs, the impact of new consumer regulations, and the resurgence of cryptocurrencies and CBDCs, driven by increasing trust in blockchain technology. Additionally, VCs will advise fintechs on how to attract investment by demonstrating clear paths to profitability and focusing on solving real customer challenges. Join this panel to learn where fintech VCs are placing their bets, discover the qualities they seek in potential investments, and understand how to leverage these insights and tactics for success.
Speakers
Panel: Winning Partnership Models in BaaS
Panel: Winning Partnership Models in BaaS
Bank-fintech partnerships offer significant benefits, but increased scrutiny in the BaaS space has created considerable obstacles, necessitating effective, compliant, and mutually beneficial collaborations. In this session, we will explore various approaches to partnering in the BaaS space, highlighting successful models and strategies for overcoming regulatory and operational challenges. Join this panel to learn best practices for collaboration, risk management, and leveraging each partner’s strengths to drive innovation and growth, enhancing service offerings and creating new opportunities in the BaaS ecosystem.
Tuesday 11 March 8:30 AM - 9:10 AM Bellini 2001A - 2101B
Building Financial Services to Endure
Bank-fintech partnerships offer significant benefits, but increased scrutiny in the BaaS space has created considerable obstacles, necessitating effective, compliant, and mutually beneficial collaborations. In this session, we will explore various approaches to partnering in the BaaS space, highlighting successful models and strategies for overcoming regulatory and operational challenges. Join this panel to learn best practices for collaboration, risk management, and leveraging each partner’s strengths to drive innovation and growth, enhancing service offerings and creating new opportunities in the BaaS ecosystem.
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Panel: Winning Partnership Models in BaaS
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EVP, Chief Business Officer - Platform & Enterprise, FIS
Bank-fintech partnerships offer significant benefits, but increased scrutiny in the BaaS space has created considerable obstacles, necessitating effective, compliant, and mutually beneficial collaborations. In this session, we will explore various approaches to partnering in the BaaS space, highlighting successful models and strategies for overcoming regulatory and operational challenges. Join this panel to learn best practices for collaboration, risk management, and leveraging each partner’s strengths to drive innovation and growth, enhancing service offerings and creating new opportunities in the BaaS ecosystem.
Speakers
Interview: Building Diverse and Durable Funding Ecosystems in Fintech
Interview: Building Diverse and Durable Funding Ecosystems in Fintech
To thrive in today’s evolving financial landscape, fintech lenders must diversify and strengthen their funding platforms. With the private credit market projected to grow from $1.5 trillion to $4.5 trillion over the next five years, there are significant opportunities for innovation and expansion. In this session, Brooke Major-Reid, Chief Capital Officer at Affirm, will explore how fintech companies are strategically leveraging emerging asset classes like private credit to build resilient funding ecosystems. Discover best practices for expanding your funding capabilities, managing risks, and capitalizing on opportunities in this rapidly evolving sector. Join this case study interview with Brooke to gain actionable insights into creating a funding strategy that drives growth and stability for lenders.
Tuesday 11 March 9:15 AM - 9:35 AM Veronese 2401A - 2501B
Dominating Distribution
To thrive in today’s evolving financial landscape, fintech lenders must diversify and strengthen their funding platforms. With the private credit market projected to grow from $1.5 trillion to $4.5 trillion over the next five years, there are significant opportunities for innovation and expansion. In this session, Brooke Major-Reid, Chief Capital Officer at Affirm, will explore how fintech companies are strategically leveraging emerging asset classes like private credit to build resilient funding ecosystems. Discover best practices for expanding your funding capabilities, managing risks, and capitalizing on opportunities in this rapidly evolving sector. Join this case study interview with Brooke to gain actionable insights into creating a funding strategy that drives growth and stability for lenders.
Veronese 2401A - 2501B US/PacificShare
Interview: Building Diverse and Durable Funding Ecosystems in Fintech
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To thrive in today’s evolving financial landscape, fintech lenders must diversify and strengthen their funding platforms. With the private credit market projected to grow from $1.5 trillion to $4.5 trillion over the next five years, there are significant opportunities for innovation and expansion. In this session, Brooke Major-Reid, Chief Capital Officer at Affirm, will explore how fintech companies are strategically leveraging emerging asset classes like private credit to build resilient funding ecosystems. Discover best practices for expanding your funding capabilities, managing risks, and capitalizing on opportunities in this rapidly evolving sector. Join this case study interview with Brooke to gain actionable insights into creating a funding strategy that drives growth and stability for lenders.
Speakers
Interview: Is Software Eating the World, or is Fintech Eating Software?
Interview: Is Software Eating the World, or is Fintech Eating Software?
Fintech and software are converging, transforming business operations and financial management. What was once separate is now integrated, redefining business models and customer expectations. In this session, Camilla Matias, COO of Brex, will explore how fintech is not just enhancing software but reshaping it—driving automation, optimizing workflows, and unlocking new growth opportunities. Join us to discover how Brex are leveraging this shift to gain a competitive edge and what the future holds for fintech-driven software innovation.
Tuesday 11 March 9:15 AM - 9:35 AM Venetian Ballroom F-K
Dominating Distribution
Fintech and software are converging, transforming business operations and financial management. What was once separate is now integrated, redefining business models and customer expectations. In this session, Camilla Matias, COO of Brex, will explore how fintech is not just enhancing software but reshaping it—driving automation, optimizing workflows, and unlocking new growth opportunities. Join us to discover how Brex are leveraging this shift to gain a competitive edge and what the future holds for fintech-driven software innovation.
Venetian Ballroom F-K US/PacificShare
Interview: Is Software Eating the World, or is Fintech Eating Software?
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Fintech and software are converging, transforming business operations and financial management. What was once separate is now integrated, redefining business models and customer expectations. In this session, Camilla Matias, COO of Brex, will explore how fintech is not just enhancing software but reshaping it—driving automation, optimizing workflows, and unlocking new growth opportunities. Join us to discover how Brex are leveraging this shift to gain a competitive edge and what the future holds for fintech-driven software innovation.
Speakers
Panel: How Fintechs Are Leveraging Compliance as a Competitive Advantage in an Increasingly Scrutinized BaaS Market
Panel: How Fintechs Are Leveraging Compliance as a Competitive Advantage in an Increasingly Scrutinized BaaS Market
Bank-fintech partnerships demonstrating robust compliance programs can gain a significant competitive advantage in the BaaS market. In this session, we will showcase how they are leveraging advanced compliance tools and Regtech advancements to excel, highlighting effective risk and compliance strategies that not only meet regulatory requirements but also drive business success. Join this panel to learn practical approaches and strategies to using compliance as a competitive edge to win in the BaaS market.
Tuesday 11 March 9:15 AM - 9:55 AM Bellini 2001A - 2101B
Building Financial Services to Endure
Bank-fintech partnerships demonstrating robust compliance programs can gain a significant competitive advantage in the BaaS market. In this session, we will showcase how they are leveraging advanced compliance tools and Regtech advancements to excel, highlighting effective risk and compliance strategies that not only meet regulatory requirements but also drive business success. Join this panel to learn practical approaches and strategies to using compliance as a competitive edge to win in the BaaS market.
Bellini 2001A - 2101B US/PacificShare
Panel: How Fintechs Are Leveraging Compliance as a Competitive Advantage in an Increasingly Scrutinized BaaS Market
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CEO & Founder, Themis
Bank-fintech partnerships demonstrating robust compliance programs can gain a significant competitive advantage in the BaaS market. In this session, we will showcase how they are leveraging advanced compliance tools and Regtech advancements to excel, highlighting effective risk and compliance strategies that not only meet regulatory requirements but also drive business success. Join this panel to learn practical approaches and strategies to using compliance as a competitive edge to win in the BaaS market.
Speakers
Panel: Using API-Driven Fintech to Revolutionize Lending and Credit
Panel: Using API-Driven Fintech to Revolutionize Lending and Credit
The traditional lending and credit landscape faces significant challenges in meeting the needs of modern consumers, creating opportunities for API-driven fintech solutions to revolutionize the industry. In this session, we will explore opportunities in alternative data, the evolving regulatory landscape, and innovative credit score alternatives that are transforming consumer credit. Join this panel to learn about the benefits of cash flow underwriting and data democratization, and gain insights into how these advancements can enhance lending practices and improve access to credit.
Tuesday 11 March 9:15 AM - 9:55 AM Titian 2201A - 2301B
Value as a Service
The traditional lending and credit landscape faces significant challenges in meeting the needs of modern consumers, creating opportunities for API-driven fintech solutions to revolutionize the industry. In this session, we will explore opportunities in alternative data, the evolving regulatory landscape, and innovative credit score alternatives that are transforming consumer credit. Join this panel to learn about the benefits of cash flow underwriting and data democratization, and gain insights into how these advancements can enhance lending practices and improve access to credit.
Titian 2201A - 2301B US/PacificShare
Panel: Using API-Driven Fintech to Revolutionize Lending and Credit
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Co-Founder & CEO, Nova Credit
SVP, Consumer Chief Lending Officer, PenFed Credit Union
The traditional lending and credit landscape faces significant challenges in meeting the needs of modern consumers, creating opportunities for API-driven fintech solutions to revolutionize the industry. In this session, we will explore opportunities in alternative data, the evolving regulatory landscape, and innovative credit score alternatives that are transforming consumer credit. Join this panel to learn about the benefits of cash flow underwriting and data democratization, and gain insights into how these advancements can enhance lending practices and improve access to credit.
Speakers
Pitch: Fintech Meetup 2025 Startup Pitch Round 1
Pitch: Fintech Meetup 2025 Startup Pitch Round 1
Fintech Meetup’s Startup Pitch competition, in partnership with Commerce Ventures, is our search to find the next greatest, most innovative, and game-changing fintechs. In this session, the first group of six early-stage startups will showcase their innovative technologies addressing pivotal challenges in fintech. Each participant will have six minutes to deliver their pitch and answer the judges’ questions. The judges will then evaluate the pitches, and the winning startup will progress to the Startup Pitch Finale on the Main Stage.
Tuesday 11 March 9:15 AM - 9:55 AM Hall C - Expo
Financing Fintech’s Future
Fintech Meetup’s Startup Pitch competition, in partnership with Commerce Ventures, is our search to find the next greatest, most innovative, and game-changing fintechs. In this session, the first group of six early-stage startups will showcase their innovative technologies addressing pivotal challenges in fintech. Each participant will have six minutes to deliver their pitch and answer the judges’ questions. The judges will then evaluate the pitches, and the winning startup will progress to the Startup Pitch Finale on the Main Stage.
Hall C - Expo US/PacificShare
Pitch: Fintech Meetup 2025 Startup Pitch Round 1
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Speakers
CEO, Shiboleth Inc
MD, National Head of Payment Banking & Southwest US/Canada Innovation Economy, J. P. Morgan
CEO, Conductiv, Inc.
Partner & Co-Chair, Digital Currency & Blockchain & FinTech practices, Goodwin Procter
SVP - Digital Partnerships, Fintechs and Enablers in North America, Mastercard
CEO, Kaaj
Fintech Meetup’s Startup Pitch competition, in partnership with Commerce Ventures, is our search to find the next greatest, most innovative, and game-changing fintechs. In this session, the first group of six early-stage startups will showcase their innovative technologies addressing pivotal challenges in fintech. Each participant will have six minutes to deliver their pitch and answer the judges’ questions. The judges will then evaluate the pitches, and the winning startup will progress to the Startup Pitch Finale on the Main Stage.
Speakers
Frank Medrano
MD, National Head of Payment Banking & Southwest US/Canada Innovation Economy
J. P. Morgan
Frank Medrano
MD, National Head of Payment Banking & Southwest US/Canada Innovation Economy
J. P. Morgan
Interview: Beyond the First Billion: Scaling Fintech Products Through Effective Distribution
Interview: Beyond the First Billion: Scaling Fintech Products Through Effective Distribution
Launching a fintech product is one thing—scaling it in a crowded market is another. With rising customer acquisition costs, increasing competition, and evolving regulations, fintechs must rethink distribution to sustain growth. Embedded finance, strategic partnerships, and platform integrations are now essential to reaching new customer segments and driving adoption. Renaud Laplanche, CEO of Upgrade, will share insights from scaling multi-billion-dollar products, highlighting how fintechs can expand reach while balancing innovation, regulatory constraints, and profitability. He’ll explore how distribution networks, embedded finance, and partnerships unlock new growth opportunities in industries beyond traditional financial services. This session will reveal strategies for aligning product innovation with distribution, acquiring customers in new contexts, and leveraging partnerships for expansion. Whether launching or scaling, you’ll gain actionable insights to drive adoption, retention, and long-term success.
Tuesday 11 March 9:35 AM - 9:55 AM Venetian Ballroom F-K
Dominating Distribution
Launching a fintech product is one thing—scaling it in a crowded market is another. With rising customer acquisition costs, increasing competition, and evolving regulations, fintechs must rethink distribution to sustain growth. Embedded finance, strategic partnerships, and platform integrations are now essential to reaching new customer segments and driving adoption. Renaud Laplanche, CEO of Upgrade, will share insights from scaling multi-billion-dollar products, highlighting how fintechs can expand reach while balancing innovation, regulatory constraints, and profitability. He’ll explore how distribution networks, embedded finance, and partnerships unlock new growth opportunities in industries beyond traditional financial services. This session will reveal strategies for aligning product innovation with distribution, acquiring customers in new contexts, and leveraging partnerships for expansion. Whether launching or scaling, you’ll gain actionable insights to drive adoption, retention, and long-term success.
Venetian Ballroom F-K US/PacificShare
Interview: Beyond the First Billion: Scaling Fintech Products Through Effective Distribution
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Launching a fintech product is one thing—scaling it in a crowded market is another. With rising customer acquisition costs, increasing competition, and evolving regulations, fintechs must rethink distribution to sustain growth. Embedded finance, strategic partnerships, and platform integrations are now essential to reaching new customer segments and driving adoption. Renaud Laplanche, CEO of Upgrade, will share insights from scaling multi-billion-dollar products, highlighting how fintechs can expand reach while balancing innovation, regulatory constraints, and profitability. He’ll explore how distribution networks, embedded finance, and partnerships unlock new growth opportunities in industries beyond traditional financial services. This session will reveal strategies for aligning product innovation with distribution, acquiring customers in new contexts, and leveraging partnerships for expansion. Whether launching or scaling, you’ll gain actionable insights to drive adoption, retention, and long-term success.
Speakers
Panel: Globalization and Guardrails: The Path Forward For Open Finance
Panel: Globalization and Guardrails: The Path Forward For Open Finance
The global advancement of Open Finance faces regulatory challenges and opportunities, requiring banks, fintechs, aggregators, and regulators to navigate a complex, evolving landscape. This session will bring together insights from global Open Banking and Finance stakeholders to discuss how Open Banking and the 1033 Regulation will impact the future of Open Finance. Join this panel to gain valuable insights from global market lessons, understand the implications of regulatory changes for the industry and your business, and explore strategies for the successful expansion of the US Open Finance ecosystem.
Tuesday 11 March 10:00 AM - 10:40 AM Titian 2201A - 2301B
Value as a Service
The global advancement of Open Finance faces regulatory challenges and opportunities, requiring banks, fintechs, aggregators, and regulators to navigate a complex, evolving landscape. This session will bring together insights from global Open Banking and Finance stakeholders to discuss how Open Banking and the 1033 Regulation will impact the future of Open Finance. Join this panel to gain valuable insights from global market lessons, understand the implications of regulatory changes for the industry and your business, and explore strategies for the successful expansion of the US Open Finance ecosystem.
Titian 2201A - 2301B US/PacificShare
Panel: Globalization and Guardrails: The Path Forward For Open Finance
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Co-CEO, Belvo
The global advancement of Open Finance faces regulatory challenges and opportunities, requiring banks, fintechs, aggregators, and regulators to navigate a complex, evolving landscape. This session will bring together insights from global Open Banking and Finance stakeholders to discuss how Open Banking and the 1033 Regulation will impact the future of Open Finance. Join this panel to gain valuable insights from global market lessons, understand the implications of regulatory changes for the industry and your business, and explore strategies for the successful expansion of the US Open Finance ecosystem.
Speakers
Panel: How to Prepare Fintechs For the New Era of Bank Partnerships
Panel: How to Prepare Fintechs For the New Era of Bank Partnerships
With increasing pressures on banks and financial institutions to innovate and build in-house, forming successful partnerships with these regulated entities is becoming more challenging. In this session, we will discuss strategies for building and maintaining strong, long-lasting relationships with fintechs, emphasizing the importance of continuous monitoring for partnership health. Join this panel to learn actionable strategies for preparing fintech-bank partnerships, with a specific focus on understanding what banks need and expect. These experts will share insights and best practices to help fintechs navigate the complexities of collaborating with banks and FIs, ensuring long-term collaboration and maximizing commercialization opportunities.
Tuesday 11 March 10:00 AM - 10:40 AM Bellini 2001A - 2101B
Building Financial Services to Endure
With increasing pressures on banks and financial institutions to innovate and build in-house, forming successful partnerships with these regulated entities is becoming more challenging. In this session, we will discuss strategies for building and maintaining strong, long-lasting relationships with fintechs, emphasizing the importance of continuous monitoring for partnership health. Join this panel to learn actionable strategies for preparing fintech-bank partnerships, with a specific focus on understanding what banks need and expect. These experts will share insights and best practices to help fintechs navigate the complexities of collaborating with banks and FIs, ensuring long-term collaboration and maximizing commercialization opportunities.
Bellini 2001A - 2101B US/PacificShare
Panel: How to Prepare Fintechs For the New Era of Bank Partnerships
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SVP Innovation, Fintech Partnerships & Investments, U.S. Bank
Head of Sales Engagement - Home Lending Transformation, Wells Fargo
Managing Director, Something FINteresting
Global Head - Strategic Partnerships, TTS, Citi
Head of Fintech Partnerships, Global Banking, JPMorgan Chase & Co.
With increasing pressures on banks and financial institutions to innovate and build in-house, forming successful partnerships with these regulated entities is becoming more challenging. In this session, we will discuss strategies for building and maintaining strong, long-lasting relationships with fintechs, emphasizing the importance of continuous monitoring for partnership health. Join this panel to learn actionable strategies for preparing fintech-bank partnerships, with a specific focus on understanding what banks need and expect. These experts will share insights and best practices to help fintechs navigate the complexities of collaborating with banks and FIs, ensuring long-term collaboration and maximizing commercialization opportunities.
Speakers
Panel: Improving Customer Acquisition and Loyalty with Embedded Finance
Panel: Improving Customer Acquisition and Loyalty with Embedded Finance
Banks and fintechs must employ stronger distribution strategues to meet, acquire and retain customers while adapting to shifting business and revenue models. In this session, we will discuss how a platform approach can create seamless financial experiences that enhance customer acquisition and retention. They will explore the benefits of embedding financial services into non-financial platforms to boost customer engagement and drive long-term loyalty. Join this panel to learn strategies for integrating embedded finance into your business model, enhancing customer engagement, and fostering lasting customer loyalty.
Tuesday 11 March 10:00 AM - 10:40 AM Veronese 2401A - 2501B
Dominating Distribution
Banks and fintechs must employ stronger distribution strategues to meet, acquire and retain customers while adapting to shifting business and revenue models. In this session, we will discuss how a platform approach can create seamless financial experiences that enhance customer acquisition and retention. They will explore the benefits of embedding financial services into non-financial platforms to boost customer engagement and drive long-term loyalty. Join this panel to learn strategies for integrating embedded finance into your business model, enhancing customer engagement, and fostering lasting customer loyalty.
Veronese 2401A - 2501B US/PacificShare
Panel: Improving Customer Acquisition and Loyalty with Embedded Finance
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Speakers
MD, Head of Connectivity Solutions & Embedded Finance, Wells Fargo
Head of Embedded Finance, Citizens
Principal, Flagship Advisory Partners
Head of Connected Commerce, Citi Retail Services
Banks and fintechs must employ stronger distribution strategues to meet, acquire and retain customers while adapting to shifting business and revenue models. In this session, we will discuss how a platform approach can create seamless financial experiences that enhance customer acquisition and retention. They will explore the benefits of embedding financial services into non-financial platforms to boost customer engagement and drive long-term loyalty. Join this panel to learn strategies for integrating embedded finance into your business model, enhancing customer engagement, and fostering lasting customer loyalty.
Speakers
Panel: New Era CFOs Need New Era Tools to Power Their Businesses
Panel: New Era CFOs Need New Era Tools to Power Their Businesses
The Office of the CFO has evolved beyond compliance and reporting to become a strategic driver of growth and innovation. This panel explores the cutting-edge advancements shaping the modern CFO tech stack, including AI, SaaS, and emerging technologies like crypto. Discover how generative Generative AI is revolutionizing decision-making, streamlining operations, and opening new paths for sustainable growth. Gain insights into balancing complexity with functionality by adopting tools that simplify processes and deliver actionable insights. From AI-driven accounting automation to leveraging Open Finance APIs and crypto solutions, this session will equip finance leaders with the strategies and technologies to thrive in the ever-changing financial landscape.
Tuesday 11 March 10:00 AM - 10:40 AM Venetian Ballroom F-K
Value as a Service
The Office of the CFO has evolved beyond compliance and reporting to become a strategic driver of growth and innovation. This panel explores the cutting-edge advancements shaping the modern CFO tech stack, including AI, SaaS, and emerging technologies like crypto. Discover how generative Generative AI is revolutionizing decision-making, streamlining operations, and opening new paths for sustainable growth. Gain insights into balancing complexity with functionality by adopting tools that simplify processes and deliver actionable insights. From AI-driven accounting automation to leveraging Open Finance APIs and crypto solutions, this session will equip finance leaders with the strategies and technologies to thrive in the ever-changing financial landscape.
Venetian Ballroom F-K US/PacificShare
Panel: New Era CFOs Need New Era Tools to Power Their Businesses
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CEO & Founder, Metronome
The Office of the CFO has evolved beyond compliance and reporting to become a strategic driver of growth and innovation. This panel explores the cutting-edge advancements shaping the modern CFO tech stack, including AI, SaaS, and emerging technologies like crypto. Discover how generative Generative AI is revolutionizing decision-making, streamlining operations, and opening new paths for sustainable growth. Gain insights into balancing complexity with functionality by adopting tools that simplify processes and deliver actionable insights. From AI-driven accounting automation to leveraging Open Finance APIs and crypto solutions, this session will equip finance leaders with the strategies and technologies to thrive in the ever-changing financial landscape.
Speakers
Pitch: Fintech Meetup 2025 Startup Pitch Round 2
Pitch: Fintech Meetup 2025 Startup Pitch Round 2
Fintech Meetup’s Startup Pitch competition, in partnership with Commerce Ventures, is our search to find the next greatest, most innovative, and game-changing fintechs. This session will see the second group of 6 early-stage startups showcase their innovative technologies addressing pivotal challenges in fintech. Each participant will have 6 minutes to deliver their pitch and answer the judges’ questions. A final evaluation by the judges will see the winning Startup progress to the Startup Pitch Finale on the Main Stage.
Tuesday 11 March 10:00 AM - 10:40 AM Hall C - Expo
Financing Fintech’s Future
Fintech Meetup’s Startup Pitch competition, in partnership with Commerce Ventures, is our search to find the next greatest, most innovative, and game-changing fintechs. This session will see the second group of 6 early-stage startups showcase their innovative technologies addressing pivotal challenges in fintech. Each participant will have 6 minutes to deliver their pitch and answer the judges’ questions. A final evaluation by the judges will see the winning Startup progress to the Startup Pitch Finale on the Main Stage.
Hall C - Expo US/PacificShare
Pitch: Fintech Meetup 2025 Startup Pitch Round 2
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Speakers
CEO, 1Konto
MD, National Head of Payment Banking & Southwest US/Canada Innovation Economy, J. P. Morgan
SVP - Digital Partnerships, Fintechs and Enablers in North America, Mastercard
Co-Founder & CEO, TAZI AI
Fintech Meetup’s Startup Pitch competition, in partnership with Commerce Ventures, is our search to find the next greatest, most innovative, and game-changing fintechs. This session will see the second group of 6 early-stage startups showcase their innovative technologies addressing pivotal challenges in fintech. Each participant will have 6 minutes to deliver their pitch and answer the judges’ questions. A final evaluation by the judges will see the winning Startup progress to the Startup Pitch Finale on the Main Stage.
Speakers
Frank Medrano
MD, National Head of Payment Banking & Southwest US/Canada Innovation Economy
J. P. Morgan
Frank Medrano
MD, National Head of Payment Banking & Southwest US/Canada Innovation Economy
J. P. Morgan
Meetings Session 1 (Pre-Scheduled Only)
Meetings Session 1 (Pre-Scheduled Only)
Tuesday 11 March 10:45 AM - 12:30 PM Hall C - Expo
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Meetings Session 1 (Pre-Scheduled Only)
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Lunch
Lunch
Tuesday 11 March 12:30 PM - 2:00 PM Hall C - Expo
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Lunch
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Fintech Meetup 2025 AI Spotlight
Fintech Meetup 2025 AI Spotlight
AI-driven fintechs are reshaping the financial industry, solving complex challenges, and unlocking new opportunities. In this AI Spotlight session, leading AI-focused companies take center stage to showcase how their cutting-edge solutions are transforming banking, payments, and financial services. Each 20-minute spotlight features an AI innovator tackling real-world industry pain points—from automating workflows and enhancing customer experiences to optimizing risk management and fraud detection. The AI Spotlight offers a high-profile platform to demonstrate thought leadership and cutting-edge advancements in AI. Join us for a series of dynamic presentations that highlight the most pressing challenges in fintech today—and the AI-driven solutions shaping the future.
Sponsored by Intelygenz, a VASS Company
Tuesday 11 March 12:50 PM - 1:10 PM Veronese 2401A - 2501B
Sponsored Content
AI-driven fintechs are reshaping the financial industry, solving complex challenges, and unlocking new opportunities. In this AI Spotlight session, leading AI-focused companies take center stage to showcase how their cutting-edge solutions are transforming banking, payments, and financial services. Each 20-minute spotlight features an AI innovator tackling real-world industry pain points—from automating workflows and enhancing customer experiences to optimizing risk management and fraud detection. The AI Spotlight offers a high-profile platform to demonstrate thought leadership and cutting-edge advancements in AI. Join us for a series of dynamic presentations that highlight the most pressing challenges in fintech today—and the AI-driven solutions shaping the future.
Sponsored by Intelygenz, a VASS Company
Veronese 2401A - 2501B US/PacificShare
Fintech Meetup 2025 AI Spotlight
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President USA, Intelygenz, a VASS Company
AI-driven fintechs are reshaping the financial industry, solving complex challenges, and unlocking new opportunities. In this AI Spotlight session, leading AI-focused companies take center stage to showcase how their cutting-edge solutions are transforming banking, payments, and financial services. Each 20-minute spotlight features an AI innovator tackling real-world industry pain points—from automating workflows and enhancing customer experiences to optimizing risk management and fraud detection. The AI Spotlight offers a high-profile platform to demonstrate thought leadership and cutting-edge advancements in AI. Join us for a series of dynamic presentations that highlight the most pressing challenges in fintech today—and the AI-driven solutions shaping the future.
Sponsored by Intelygenz, a VASS Company
Speaker
Lunch & Learn: The DEI of Tomorrow: Amplifying Women's Voices
Lunch & Learn: The DEI of Tomorrow: Amplifying Women's Voices
Sponsored by Paytech Women
Tuesday 11 March 1:00 PM - 1:40 PM Bellini 2001A - 2101B
Sponsored Content
Sponsored by Paytech Women
Bellini 2001A - 2101B US/PacificShare
Lunch & Learn: The DEI of Tomorrow: Amplifying Women's Voices
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Chief Executive Officer, Paytech Women
COO, Great Lakes Credit Union
Executive Director, Georgia Fintech Academy
Executive Director, Merchant Partnerships, JPMorganChase
Sponsored by Paytech Women
Speakers
Lunch & Learn: The Role of Open Banking in Shaping Pay by Bank Experiences
Lunch & Learn: The Role of Open Banking in Shaping Pay by Bank Experiences
In today’s era of digital payments, the industry has embraced new technologies across the payments value chain to deliver experiences that are flexible, seamless, and simplified. Yet, when it comes to account-to-account payments, otherwise known as bank transfers or pay by bank, the process has relied mainly on manual data entry of account and routing numbers, a process that’s time-consuming, error-prone and tedious. That’s where open banking comes in. Our panel will explore the experiences, features, and outcomes that U.S. consumers expect when connecting their financial data with third parties to make payments (aka open banking), while highlighting the benefits for businesses and merchants of advancing pay by bank. We will dig into how to optimize pay by bank to meet the demands of digital-savvy users and expand consumer choice while mitigating administrative burden and delivering modern payments experiences.
Sponsored by Visa
Tuesday 11 March 1:00 PM - 1:40 PM Titian 2201A - 2301B
Sponsored Content
In today’s era of digital payments, the industry has embraced new technologies across the payments value chain to deliver experiences that are flexible, seamless, and simplified. Yet, when it comes to account-to-account payments, otherwise known as bank transfers or pay by bank, the process has relied mainly on manual data entry of account and routing numbers, a process that’s time-consuming, error-prone and tedious. That’s where open banking comes in. Our panel will explore the experiences, features, and outcomes that U.S. consumers expect when connecting their financial data with third parties to make payments (aka open banking), while highlighting the benefits for businesses and merchants of advancing pay by bank. We will dig into how to optimize pay by bank to meet the demands of digital-savvy users and expand consumer choice while mitigating administrative burden and delivering modern payments experiences.
Sponsored by Visa
Titian 2201A - 2301B US/PacificShare
Lunch & Learn: The Role of Open Banking in Shaping Pay by Bank Experiences
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Speakers
In today’s era of digital payments, the industry has embraced new technologies across the payments value chain to deliver experiences that are flexible, seamless, and simplified. Yet, when it comes to account-to-account payments, otherwise known as bank transfers or pay by bank, the process has relied mainly on manual data entry of account and routing numbers, a process that’s time-consuming, error-prone and tedious. That’s where open banking comes in. Our panel will explore the experiences, features, and outcomes that U.S. consumers expect when connecting their financial data with third parties to make payments (aka open banking), while highlighting the benefits for businesses and merchants of advancing pay by bank. We will dig into how to optimize pay by bank to meet the demands of digital-savvy users and expand consumer choice while mitigating administrative burden and delivering modern payments experiences.
Sponsored by Visa
Speakers
Panel: Acquire, Exit, or IPO: Expansion Opportunities for Scaling Fintechs
Panel: Acquire, Exit, or IPO: Expansion Opportunities for Scaling Fintechs
As the fintech industry matures, the focus is shifting from hypergrowth to strategic, profitable expansion. In this evolving landscape, mature fintechs with established stability, strong market positions, and long-term strategies are considering options to acquire, exit, or pursue an IPO. In this session, we’ll explore essential strategies for fintechs navigating these opportunities, including the value of building on a stable core business before expanding and the impact of programmatic M&A in forming mutually beneficial partnerships. We’ll examine how fintechs are adapting to today’s challenges through targeted growth, selective alliances, and focused M&A to unlock greater value. Join us to gain insights into the key trends driving the next chapter of fintech growth, the impact of resilience across various verticals and growth stages on expansion opportunities, and the diverse pathways available—from acquisitions and strategic exits to IPOs and SPACs—as fintechs scale in a shifting financial landscape.
Tuesday 11 March 1:00 PM - 1:40 PM Hall C - Expo
Financing Fintech’s Future
As the fintech industry matures, the focus is shifting from hypergrowth to strategic, profitable expansion. In this evolving landscape, mature fintechs with established stability, strong market positions, and long-term strategies are considering options to acquire, exit, or pursue an IPO. In this session, we’ll explore essential strategies for fintechs navigating these opportunities, including the value of building on a stable core business before expanding and the impact of programmatic M&A in forming mutually beneficial partnerships. We’ll examine how fintechs are adapting to today’s challenges through targeted growth, selective alliances, and focused M&A to unlock greater value. Join us to gain insights into the key trends driving the next chapter of fintech growth, the impact of resilience across various verticals and growth stages on expansion opportunities, and the diverse pathways available—from acquisitions and strategic exits to IPOs and SPACs—as fintechs scale in a shifting financial landscape.
Hall C - Expo US/PacificShare
Panel: Acquire, Exit, or IPO: Expansion Opportunities for Scaling Fintechs
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Speakers
Global Head of Citi Ventures, Citi
Operating Partner, Searchlight Capital
President, Athena Capital
As the fintech industry matures, the focus is shifting from hypergrowth to strategic, profitable expansion. In this evolving landscape, mature fintechs with established stability, strong market positions, and long-term strategies are considering options to acquire, exit, or pursue an IPO. In this session, we’ll explore essential strategies for fintechs navigating these opportunities, including the value of building on a stable core business before expanding and the impact of programmatic M&A in forming mutually beneficial partnerships. We’ll examine how fintechs are adapting to today’s challenges through targeted growth, selective alliances, and focused M&A to unlock greater value. Join us to gain insights into the key trends driving the next chapter of fintech growth, the impact of resilience across various verticals and growth stages on expansion opportunities, and the diverse pathways available—from acquisitions and strategic exits to IPOs and SPACs—as fintechs scale in a shifting financial landscape.
Speakers
Fintech Meetup 2025 AI Spotlight
Fintech Meetup 2025 AI Spotlight
AI-driven fintechs are reshaping the financial industry, solving complex challenges, and unlocking new opportunities. In this AI Spotlight session, leading AI-focused companies take center stage to showcase how their cutting-edge solutions are transforming banking, payments, and financial services. Each 20-minute spotlight features an AI innovator tackling real-world industry pain points—from automating workflows and enhancing customer experiences to optimizing risk management and fraud detection. The AI Spotlight offers a high-profile platform to demonstrate thought leadership and cutting-edge advancements in AI. Join us for a series of dynamic presentations that highlight the most pressing challenges in fintech today—and the AI-driven solutions shaping the future.
Sponsored by interface.ai
Tuesday 11 March 1:10 PM - 1:30 PM Veronese 2401A - 2501B
Sponsored Content
AI-driven fintechs are reshaping the financial industry, solving complex challenges, and unlocking new opportunities. In this AI Spotlight session, leading AI-focused companies take center stage to showcase how their cutting-edge solutions are transforming banking, payments, and financial services. Each 20-minute spotlight features an AI innovator tackling real-world industry pain points—from automating workflows and enhancing customer experiences to optimizing risk management and fraud detection. The AI Spotlight offers a high-profile platform to demonstrate thought leadership and cutting-edge advancements in AI. Join us for a series of dynamic presentations that highlight the most pressing challenges in fintech today—and the AI-driven solutions shaping the future.
Sponsored by interface.ai
Veronese 2401A - 2501B US/PacificShare
Fintech Meetup 2025 AI Spotlight
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Speakers
CEO, interface.ai
AI-driven fintechs are reshaping the financial industry, solving complex challenges, and unlocking new opportunities. In this AI Spotlight session, leading AI-focused companies take center stage to showcase how their cutting-edge solutions are transforming banking, payments, and financial services. Each 20-minute spotlight features an AI innovator tackling real-world industry pain points—from automating workflows and enhancing customer experiences to optimizing risk management and fraud detection. The AI Spotlight offers a high-profile platform to demonstrate thought leadership and cutting-edge advancements in AI. Join us for a series of dynamic presentations that highlight the most pressing challenges in fintech today—and the AI-driven solutions shaping the future.
Sponsored by interface.ai
Speaker
Fintech Meetup 2025 AI Spotlight
Fintech Meetup 2025 AI Spotlight
AI-driven fintechs are reshaping the financial industry, solving complex challenges, and unlocking new opportunities. In this AI Spotlight session, leading AI-focused companies take center stage to showcase how their cutting-edge solutions are transforming banking, payments, and financial services. Each 20-minute spotlight features an AI innovator tackling real-world industry pain points—from automating workflows and enhancing customer experiences to optimizing risk management and fraud detection. The AI Spotlight offers a high-profile platform to demonstrate thought leadership and cutting-edge advancements in AI. Join us for a series of dynamic presentations that highlight the most pressing challenges in fintech today—and the AI-driven solutions shaping the future.
Sponsored by HighPeak
Tuesday 11 March 1:30 PM - 1:50 PM Veronese 2401A - 2501B
Sponsored Content
AI-driven fintechs are reshaping the financial industry, solving complex challenges, and unlocking new opportunities. In this AI Spotlight session, leading AI-focused companies take center stage to showcase how their cutting-edge solutions are transforming banking, payments, and financial services. Each 20-minute spotlight features an AI innovator tackling real-world industry pain points—from automating workflows and enhancing customer experiences to optimizing risk management and fraud detection. The AI Spotlight offers a high-profile platform to demonstrate thought leadership and cutting-edge advancements in AI. Join us for a series of dynamic presentations that highlight the most pressing challenges in fintech today—and the AI-driven solutions shaping the future.
Sponsored by HighPeak
Veronese 2401A - 2501B US/PacificShare
Fintech Meetup 2025 AI Spotlight
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Speakers
CEO and Founder, HighPeak
AI-driven fintechs are reshaping the financial industry, solving complex challenges, and unlocking new opportunities. In this AI Spotlight session, leading AI-focused companies take center stage to showcase how their cutting-edge solutions are transforming banking, payments, and financial services. Each 20-minute spotlight features an AI innovator tackling real-world industry pain points—from automating workflows and enhancing customer experiences to optimizing risk management and fraud detection. The AI Spotlight offers a high-profile platform to demonstrate thought leadership and cutting-edge advancements in AI. Join us for a series of dynamic presentations that highlight the most pressing challenges in fintech today—and the AI-driven solutions shaping the future.
Sponsored by HighPeak
Speaker
KEYNOTE SESSION: Tuesday's Opening Remarks
KEYNOTE SESSION: Tuesday's Opening Remarks
Tuesday 11 March 2:00 PM - 2:05 PM Venetian Ballroom F-K
Keynote
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KEYNOTE SESSION: Tuesday's Opening Remarks
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Chairman, Fintech Meetup
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KEYNOTE SESSION: Mastering Digital Banking Experiences with Challenger Banking Strategies
KEYNOTE SESSION: Mastering Digital Banking Experiences with Challenger Banking Strategies
The latest advancements in neobanks and digital banking present significant opportunities to enhance customer experience, satisfaction, and loyalty. In this Keynote session, Colin Walsh, Founder & CEO, Varo Bank will discuss specific examples of successful challenger banking strategies, showcasing how they have mastered digital banking experiences. Join this Keynote Interview to learn practical strategies for enhancing digital banking services and boosting customer acquisition and retention.
Tuesday 11 March 2:05 PM - 2:25 PM Venetian Ballroom F-K
Keynote
The latest advancements in neobanks and digital banking present significant opportunities to enhance customer experience, satisfaction, and loyalty. In this Keynote session, Colin Walsh, Founder & CEO, Varo Bank will discuss specific examples of successful challenger banking strategies, showcasing how they have mastered digital banking experiences. Join this Keynote Interview to learn practical strategies for enhancing digital banking services and boosting customer acquisition and retention.
Venetian Ballroom F-K US/PacificShare
KEYNOTE SESSION: Mastering Digital Banking Experiences with Challenger Banking Strategies
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Speakers
The latest advancements in neobanks and digital banking present significant opportunities to enhance customer experience, satisfaction, and loyalty. In this Keynote session, Colin Walsh, Founder & CEO, Varo Bank will discuss specific examples of successful challenger banking strategies, showcasing how they have mastered digital banking experiences. Join this Keynote Interview to learn practical strategies for enhancing digital banking services and boosting customer acquisition and retention.
Speakers
KEYNOTE SESSION: New Drivers in Institutional and Retail Investing
KEYNOTE SESSION: New Drivers in Institutional and Retail Investing
Discover how the private investment landscape is being revolutionized in this must-attend keynote, as a powerhouse panel of transformative investment platform leaders unveils the game-changing forces reshaping institutional and retail investing—unlocking bold strategies to thrive in the era of digital assets, decentralized finance, and innovative financial solutions.
Tuesday 11 March 2:25 PM - 3:05 PM Venetian Ballroom F-K
Keynote
Discover how the private investment landscape is being revolutionized in this must-attend keynote, as a powerhouse panel of transformative investment platform leaders unveils the game-changing forces reshaping institutional and retail investing—unlocking bold strategies to thrive in the era of digital assets, decentralized finance, and innovative financial solutions.
Venetian Ballroom F-K US/PacificShare
KEYNOTE SESSION: New Drivers in Institutional and Retail Investing
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Speakers
CEO, Betterment
Discover how the private investment landscape is being revolutionized in this must-attend keynote, as a powerhouse panel of transformative investment platform leaders unveils the game-changing forces reshaping institutional and retail investing—unlocking bold strategies to thrive in the era of digital assets, decentralized finance, and innovative financial solutions.
Speakers
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Meetings Session 2 (Pre-Scheduled Only)
Meetings Session 2 (Pre-Scheduled Only)
Tuesday 11 March 3:10 PM - 4:55 PM Hall C - Expo
Meetup
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Meetings Session 2 (Pre-Scheduled Only)
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Happy Hour
Happy Hour
Tuesday 11 March 5:00 PM - 6:00 PM Hall C - Expo
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Happy Hour
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Tech Talks: Rapidfire Innovation Presentations!
Tech Talks: Rapidfire Innovation Presentations!
Get a fast and focused look at the latest fintech innovations at Fintech Meetup Techtalks—a dynamic session featuring six 6-minute presentations from leading fintech companies. In this one-hour session, 6 companies will take the stage to deliver quick, impactful pitches on their technology, products, and solutions. It’s the perfect opportunity to explore cutting-edge advancements and connect with key industry players—all in a high-energy format.
Sponsored by FelderaI XOPAY Savvy Money Spidr Resistant AI
Tuesday 11 March 5:00 PM - 6:00 PM Hall C - Expo
Sponsored Content
Get a fast and focused look at the latest fintech innovations at Fintech Meetup Techtalks—a dynamic session featuring six 6-minute presentations from leading fintech companies. In this one-hour session, 6 companies will take the stage to deliver quick, impactful pitches on their technology, products, and solutions. It’s the perfect opportunity to explore cutting-edge advancements and connect with key industry players—all in a high-energy format.
Sponsored by FelderaI XOPAY Savvy Money Spidr Resistant AI
Hall C - Expo US/PacificShare
Tech Talks: Rapidfire Innovation Presentations!
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Speakers
Co-Founder and General Partner, ResilienceVC
Get a fast and focused look at the latest fintech innovations at Fintech Meetup Techtalks—a dynamic session featuring six 6-minute presentations from leading fintech companies. In this one-hour session, 6 companies will take the stage to deliver quick, impactful pitches on their technology, products, and solutions. It’s the perfect opportunity to explore cutting-edge advancements and connect with key industry players—all in a high-energy format.
Sponsored by FelderaI XOPAY Savvy Money Spidr Resistant AI
Speaker
Lunch & Learn: Navigating Fintech’s Crossroads: Challenges, Opportunities & the AI Advantage
Lunch & Learn: Navigating Fintech’s Crossroads: Challenges, Opportunities & the AI Advantage
Fintech companies are navigating a rapidly evolving macroeconomic landscape. Interest rates are shifting, regulatory oversight is tightening, and venture investment remains subdued—but opportunities are still emerging. While late-stage capital is harder to secure, early-stage deals continue to move forward. At the same time, AI is proving to be a transformative force, driving efficiency in customer interactions, productivity, and finance-specific applications. For fintech leaders, the key challenge is clear: how to make smart spending decisions while maintaining growth and financial resilience.
This discussion will dive into the strategies fintech companies are using to manage burn, extend runway, and position themselves for long-term success. We’ll break down the latest shifts in VC funding, explore AI’s role in both broad and industry-specific applications, and examine the financial tools shaping the next phase of growth. Topics will include spend management, venture debt, embedded payments, and the evolving CFO tech stack.
Join top fintech operators, investors, and founders as we unpack where the market is headed, how companies are adapting to shifting investor priorities, and what role AI will play in defining the future of financial technology.
Wednesday 12 March 1:00 AM - 1:40 AM Bellini 2001A - 2101B
Fintech companies are navigating a rapidly evolving macroeconomic landscape. Interest rates are shifting, regulatory oversight is tightening, and venture investment remains subdued—but opportunities are still emerging. While late-stage capital is harder to secure, early-stage deals continue to move forward. At the same time, AI is proving to be a transformative force, driving efficiency in customer interactions, productivity, and finance-specific applications. For fintech leaders, the key challenge is clear: how to make smart spending decisions while maintaining growth and financial resilience.
This discussion will dive into the strategies fintech companies are using to manage burn, extend runway, and position themselves for long-term success. We’ll break down the latest shifts in VC funding, explore AI’s role in both broad and industry-specific applications, and examine the financial tools shaping the next phase of growth. Topics will include spend management, venture debt, embedded payments, and the evolving CFO tech stack.
Join top fintech operators, investors, and founders as we unpack where the market is headed, how companies are adapting to shifting investor priorities, and what role AI will play in defining the future of financial technology.
Bellini 2001A - 2101B US/PacificShare
Lunch & Learn: Navigating Fintech’s Crossroads: Challenges, Opportunities & the AI Advantage
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Moderator
CEO, Beyond the Arc
Speakers
Managing Director, Silicon Valley Bank
Head of Global Product Sales & Delivery, SVB, a Division of First Citizens Bank
Fintech companies are navigating a rapidly evolving macroeconomic landscape. Interest rates are shifting, regulatory oversight is tightening, and venture investment remains subdued—but opportunities are still emerging. While late-stage capital is harder to secure, early-stage deals continue to move forward. At the same time, AI is proving to be a transformative force, driving efficiency in customer interactions, productivity, and finance-specific applications. For fintech leaders, the key challenge is clear: how to make smart spending decisions while maintaining growth and financial resilience.
This discussion will dive into the strategies fintech companies are using to manage burn, extend runway, and position themselves for long-term success. We’ll break down the latest shifts in VC funding, explore AI’s role in both broad and industry-specific applications, and examine the financial tools shaping the next phase of growth. Topics will include spend management, venture debt, embedded payments, and the evolving CFO tech stack.
Join top fintech operators, investors, and founders as we unpack where the market is headed, how companies are adapting to shifting investor priorities, and what role AI will play in defining the future of financial technology.
Moderator
Speakers
Breakfast & Networking
Breakfast & Networking
Wednesday 12 March 7:00 AM - 8:30 AM Venetian Ballroom E-L
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Breakfast & Networking
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Registration Open
Registration Open
Wednesday 12 March 7:00 AM - 6:00 PM Venetian Ballroom C-D
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Registration Open
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Panel: Accelerating Digital Transformation in Regional & Community Banks, and Credit Unions
Panel: Accelerating Digital Transformation in Regional & Community Banks, and Credit Unions
To thrive in today’s competitive banking landscape, smaller financial institutions must embrace digital transformation. In this session, we will outline the essential building blocks for a successful digital transformation strategy, focusing on effective partner recruitment, technology implementation, and continued innovation. Join this panel to learn how banks and credit unions transition from legacy systems to fintech solutions, managing existing technology considerations, evaluating new technologies and building new and improved digital business and consumer banking experiences.
Wednesday 12 March 8:30 AM - 9:10 AM Bellini 2001A - 2101B
Building Financial Services to Endure
To thrive in today’s competitive banking landscape, smaller financial institutions must embrace digital transformation. In this session, we will outline the essential building blocks for a successful digital transformation strategy, focusing on effective partner recruitment, technology implementation, and continued innovation. Join this panel to learn how banks and credit unions transition from legacy systems to fintech solutions, managing existing technology considerations, evaluating new technologies and building new and improved digital business and consumer banking experiences.
Bellini 2001A - 2101B US/PacificShare
Panel: Accelerating Digital Transformation in Regional & Community Banks, and Credit Unions
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Speakers
Director Markets & Lending Digital, Wells Fargo
Advisor, FinScan, Lag20 Consulting Ltd
Chief Risk & Compliance Officer, Nymbus
To thrive in today’s competitive banking landscape, smaller financial institutions must embrace digital transformation. In this session, we will outline the essential building blocks for a successful digital transformation strategy, focusing on effective partner recruitment, technology implementation, and continued innovation. Join this panel to learn how banks and credit unions transition from legacy systems to fintech solutions, managing existing technology considerations, evaluating new technologies and building new and improved digital business and consumer banking experiences.
Speakers
Panel: Building a Game-Changing Card Program That Drives Growth and Lasting Impact
Panel: Building a Game-Changing Card Program That Drives Growth and Lasting Impact
In an increasingly competitive market, launching a successful card program requires more than just issuing plastic—it demands innovation, differentiation, and a deep understanding of customer needs. This panel brings together industry leaders who have successfully built and scaled modern card programs. They’ll share insights on what it takes to stand out, from product design and rewards structures to customer acquisition and loyalty strategies. Learn about the key considerations, potential pitfalls, and strategic decisions that can make or break a new card program. Whether you’re exploring your first launch or looking to enhance an existing offering, this discussion will provide valuable perspectives on building a program that drives engagement and long-term success.
Wednesday 12 March 8:30 AM - 9:10 AM Veronese 2401A - 2501B
Dominating Distribution
In an increasingly competitive market, launching a successful card program requires more than just issuing plastic—it demands innovation, differentiation, and a deep understanding of customer needs. This panel brings together industry leaders who have successfully built and scaled modern card programs. They’ll share insights on what it takes to stand out, from product design and rewards structures to customer acquisition and loyalty strategies. Learn about the key considerations, potential pitfalls, and strategic decisions that can make or break a new card program. Whether you’re exploring your first launch or looking to enhance an existing offering, this discussion will provide valuable perspectives on building a program that drives engagement and long-term success.
Veronese 2401A - 2501B US/PacificShare
Panel: Building a Game-Changing Card Program That Drives Growth and Lasting Impact
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Speakers
Co-Founder & CEO, Vexi
Head of Cards & BaaS Operations, First International Bank & Trust
In an increasingly competitive market, launching a successful card program requires more than just issuing plastic—it demands innovation, differentiation, and a deep understanding of customer needs. This panel brings together industry leaders who have successfully built and scaled modern card programs. They’ll share insights on what it takes to stand out, from product design and rewards structures to customer acquisition and loyalty strategies. Learn about the key considerations, potential pitfalls, and strategic decisions that can make or break a new card program. Whether you’re exploring your first launch or looking to enhance an existing offering, this discussion will provide valuable perspectives on building a program that drives engagement and long-term success.
Speakers
Panel: Successful Applications of AI in Banking & Payments
Panel: Successful Applications of AI in Banking & Payments
Discover how AI is transforming banking and payments in this engaging panel discussion featuring industry leaders and innovators. From fraud detection and risk management to hyper-personalized financial services and real-time transaction optimization, explore how AI is driving efficiency, security, and customer engagement in the banking and payments ecosystem. Gain insights into real-world applications, overcoming implementation challenges, and the evolving regulatory landscape. Learn how financial institutions are leveraging AI to enhance decision-making, streamline operations, and unlock new revenue opportunities—all while ensuring compliance and ethical AI use.
Wednesday 12 March 8:30 AM - 9:10 AM Titian 2201A - 2301B
Value as a Service
Discover how AI is transforming banking and payments in this engaging panel discussion featuring industry leaders and innovators. From fraud detection and risk management to hyper-personalized financial services and real-time transaction optimization, explore how AI is driving efficiency, security, and customer engagement in the banking and payments ecosystem. Gain insights into real-world applications, overcoming implementation challenges, and the evolving regulatory landscape. Learn how financial institutions are leveraging AI to enhance decision-making, streamline operations, and unlock new revenue opportunities—all while ensuring compliance and ethical AI use.
Titian 2201A - 2301B US/PacificShare
Panel: Successful Applications of AI in Banking & Payments
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Speakers
Expert Partner, Global Head of FinTech, Bain & Company
VP, Enterprise Payments Growth, PayPal
Senior Economic Advisor & Economist, Federal Reserve Bank of Philadelphia
Founder, Unconventional Ventures
Discover how AI is transforming banking and payments in this engaging panel discussion featuring industry leaders and innovators. From fraud detection and risk management to hyper-personalized financial services and real-time transaction optimization, explore how AI is driving efficiency, security, and customer engagement in the banking and payments ecosystem. Gain insights into real-world applications, overcoming implementation challenges, and the evolving regulatory landscape. Learn how financial institutions are leveraging AI to enhance decision-making, streamline operations, and unlock new revenue opportunities—all while ensuring compliance and ethical AI use.
Speakers
Panel: What the US Can Learn from Global Markets’ Adoption of Real-Time Payments
Panel: What the US Can Learn from Global Markets’ Adoption of Real-Time Payments
The US payments landscape is poised for transformation, yet the adoption of Real-Time Payments (RTP) lags behind other global markets. In this session, we will evaluate the issues, successes, and ROI of implementing Real-Time Payments, offering insights from global successes to guide and inspire the US market. Join this Main Stage panel to learn actionable strategies for driving RTP adoption in the US, leveraging global insights to overcome challenges and enhance the efficiency and effectiveness of our payments industry.
Wednesday 12 March 8:30 AM - 9:10 AM Venetian Ballroom F-K
Certain Uncertainty
The US payments landscape is poised for transformation, yet the adoption of Real-Time Payments (RTP) lags behind other global markets. In this session, we will evaluate the issues, successes, and ROI of implementing Real-Time Payments, offering insights from global successes to guide and inspire the US market. Join this Main Stage panel to learn actionable strategies for driving RTP adoption in the US, leveraging global insights to overcome challenges and enhance the efficiency and effectiveness of our payments industry.
Venetian Ballroom F-K US/PacificShare
Panel: What the US Can Learn from Global Markets’ Adoption of Real-Time Payments
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Speakers
CEO, ACI Worldwide
The US payments landscape is poised for transformation, yet the adoption of Real-Time Payments (RTP) lags behind other global markets. In this session, we will evaluate the issues, successes, and ROI of implementing Real-Time Payments, offering insights from global successes to guide and inspire the US market. Join this Main Stage panel to learn actionable strategies for driving RTP adoption in the US, leveraging global insights to overcome challenges and enhance the efficiency and effectiveness of our payments industry.
Speakers
Panel: Breaking Borders: How Top Banks are Winning Customers with Cross-Border Payment Innovation and Partnerships
Panel: Breaking Borders: How Top Banks are Winning Customers with Cross-Border Payment Innovation and Partnerships
The digitization of cross-border payments presents a critical opportunity for financial institutions to enhance efficiency and customer experience. In this session, we will discuss how they are leveraging innovation and interoperability to revolutionize cross-border payments, exploring opportunities in international payment solutions and identifying potential partnership opportunities. Join this Main Stage panel to gain insights into the future of cross-border payments, discover innovative strategies, and learn how to capitalize on emerging opportunities in this dynamic fintech category.
Wednesday 12 March 9:15 AM - 9:55 AM Venetian Ballroom F-K
Dominating Distribution
The digitization of cross-border payments presents a critical opportunity for financial institutions to enhance efficiency and customer experience. In this session, we will discuss how they are leveraging innovation and interoperability to revolutionize cross-border payments, exploring opportunities in international payment solutions and identifying potential partnership opportunities. Join this Main Stage panel to gain insights into the future of cross-border payments, discover innovative strategies, and learn how to capitalize on emerging opportunities in this dynamic fintech category.
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Panel: Breaking Borders: How Top Banks are Winning Customers with Cross-Border Payment Innovation and Partnerships
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Speakers
Founder & CEO, FXC Intelligence
Managing Director, Head of Cross Border Payments, Citi
Executive Director, J.P. Morgan
MD & Head of GTB Business Transformation, TD Securities
The digitization of cross-border payments presents a critical opportunity for financial institutions to enhance efficiency and customer experience. In this session, we will discuss how they are leveraging innovation and interoperability to revolutionize cross-border payments, exploring opportunities in international payment solutions and identifying potential partnership opportunities. Join this Main Stage panel to gain insights into the future of cross-border payments, discover innovative strategies, and learn how to capitalize on emerging opportunities in this dynamic fintech category.
Speakers
Panel: Creating Value & Driving Loyalty in Small Business Banking & Finance
Panel: Creating Value & Driving Loyalty in Small Business Banking & Finance
SMBs require integrated financial solutions that not only support their growth but foster loyalty and create lasting value. As fintech merges with traditional finance, new opportunities arise for financial institutions to enhance SMB experiences and build meaningful, long-term relationships. This panel will delve into how banking and fintech providers can elevate their offerings to deliver Value-as-a-Service for SMBs. We’ll explore innovative financial solutions that address the unique challenges of small businesses, from efficient financial management to enriched customer interactions. Our experts will discuss how emerging technologies, like API integrations and AI-driven personalization, are helping financial services evolve from transactional support to transformative partnerships. Join us to discover how you can redefine your financial products to drive loyalty and growth, optimize solutions for evolving SMB needs, and create compelling, value-driven customer journeys that ensure SMBs thrive in an increasingly competitive market.
Wednesday 12 March 9:15 AM - 9:55 AM Bellini 2001A - 2101B
Building Financial Services to Endure
SMBs require integrated financial solutions that not only support their growth but foster loyalty and create lasting value. As fintech merges with traditional finance, new opportunities arise for financial institutions to enhance SMB experiences and build meaningful, long-term relationships. This panel will delve into how banking and fintech providers can elevate their offerings to deliver Value-as-a-Service for SMBs. We’ll explore innovative financial solutions that address the unique challenges of small businesses, from efficient financial management to enriched customer interactions. Our experts will discuss how emerging technologies, like API integrations and AI-driven personalization, are helping financial services evolve from transactional support to transformative partnerships. Join us to discover how you can redefine your financial products to drive loyalty and growth, optimize solutions for evolving SMB needs, and create compelling, value-driven customer journeys that ensure SMBs thrive in an increasingly competitive market.
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Panel: Creating Value & Driving Loyalty in Small Business Banking & Finance
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Speakers
Co-Founder & CPO, Gusto
SMBs require integrated financial solutions that not only support their growth but foster loyalty and create lasting value. As fintech merges with traditional finance, new opportunities arise for financial institutions to enhance SMB experiences and build meaningful, long-term relationships. This panel will delve into how banking and fintech providers can elevate their offerings to deliver Value-as-a-Service for SMBs. We’ll explore innovative financial solutions that address the unique challenges of small businesses, from efficient financial management to enriched customer interactions. Our experts will discuss how emerging technologies, like API integrations and AI-driven personalization, are helping financial services evolve from transactional support to transformative partnerships. Join us to discover how you can redefine your financial products to drive loyalty and growth, optimize solutions for evolving SMB needs, and create compelling, value-driven customer journeys that ensure SMBs thrive in an increasingly competitive market.
Speakers
Panel: Everything You've Ever Wanted to Know About Enterprise GTM Strategy
Panel: Everything You've Ever Wanted to Know About Enterprise GTM Strategy
As many infrastructure providers and vendors move upstream, targeting enterprise clients has become crucial for substantial revenue growth. With just a few enterprise clients, the revenue potential often outweighs the effort of serving multiple smaller customers struggling to scale. In this session, leaders will guide B2B fintechs through the critical steps of launching a GTM effort tailored for enterprise success. We will delve into the importance of identifying the best product-market fit, defining the ideal customer profile, and ensuring your fintech can meet the demands of enterprise clients. Join this panel to learn actionable strategies for building a robust GTM enterprise strategy, targeting high-value clients, and setting your fintech.
Wednesday 12 March 9:15 AM - 9:55 AM Veronese 2401A - 2501B
Dominating Distribution
As many infrastructure providers and vendors move upstream, targeting enterprise clients has become crucial for substantial revenue growth. With just a few enterprise clients, the revenue potential often outweighs the effort of serving multiple smaller customers struggling to scale. In this session, leaders will guide B2B fintechs through the critical steps of launching a GTM effort tailored for enterprise success. We will delve into the importance of identifying the best product-market fit, defining the ideal customer profile, and ensuring your fintech can meet the demands of enterprise clients. Join this panel to learn actionable strategies for building a robust GTM enterprise strategy, targeting high-value clients, and setting your fintech.
Veronese 2401A - 2501B US/PacificShare
Panel: Everything You've Ever Wanted to Know About Enterprise GTM Strategy
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Speakers
Founder & CEO, Orum
As many infrastructure providers and vendors move upstream, targeting enterprise clients has become crucial for substantial revenue growth. With just a few enterprise clients, the revenue potential often outweighs the effort of serving multiple smaller customers struggling to scale. In this session, leaders will guide B2B fintechs through the critical steps of launching a GTM effort tailored for enterprise success. We will delve into the importance of identifying the best product-market fit, defining the ideal customer profile, and ensuring your fintech can meet the demands of enterprise clients. Join this panel to learn actionable strategies for building a robust GTM enterprise strategy, targeting high-value clients, and setting your fintech.
Speakers
Panel: Successful Applications of AI in Lending
Panel: Successful Applications of AI in Lending
Explore how AI is revolutionizing the lending and credit industry in this dynamic panel discussion. This panel features industry experts and leaders from top financial institutions sharing real-world success stories of AI applications in lending. From credit risk assessment to personalized loan offerings, discover how organizations are leveraging AI to enhance decision-making, streamline operations, and deliver superior customer experiences. Learn about the challenges and strategies for implementing AI in lending, including regulatory considerations, data management, and maintaining ethical standards, while achieving tangible business results.
Wednesday 12 March 9:15 AM - 9:55 AM Titian 2201A - 2301B
Value as a Service
Explore how AI is revolutionizing the lending and credit industry in this dynamic panel discussion. This panel features industry experts and leaders from top financial institutions sharing real-world success stories of AI applications in lending. From credit risk assessment to personalized loan offerings, discover how organizations are leveraging AI to enhance decision-making, streamline operations, and deliver superior customer experiences. Learn about the challenges and strategies for implementing AI in lending, including regulatory considerations, data management, and maintaining ethical standards, while achieving tangible business results.
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Panel: Successful Applications of AI in Lending
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Speakers
SVP, Analytics & AI Products, Experian
Explore how AI is revolutionizing the lending and credit industry in this dynamic panel discussion. This panel features industry experts and leaders from top financial institutions sharing real-world success stories of AI applications in lending. From credit risk assessment to personalized loan offerings, discover how organizations are leveraging AI to enhance decision-making, streamline operations, and deliver superior customer experiences. Learn about the challenges and strategies for implementing AI in lending, including regulatory considerations, data management, and maintaining ethical standards, while achieving tangible business results.
Speakers
Panel: Tackling Limited Funding and Plunging Valuations With Investors and Founders
Panel: Tackling Limited Funding and Plunging Valuations With Investors and Founders
The venture market is presenting new challenges for entrepreneurs and investors, particularly in navigating down rounds and managing market valuation issues. In this session, we will discuss the impact of changing dynamics on startups and investment strategies, including identifying startups that build sustainable businesses, the evolution of the venture market, and the current state and future trends of the fintech ecosystem. Join this panel to gain insights and strategies to successfully navigate the shifting landscape of funding and valuation, and learn how to position your business or investments for long-term success.
Wednesday 12 March 9:15 AM - 9:55 AM Hall C - Expo
Financing Fintech’s Future
The venture market is presenting new challenges for entrepreneurs and investors, particularly in navigating down rounds and managing market valuation issues. In this session, we will discuss the impact of changing dynamics on startups and investment strategies, including identifying startups that build sustainable businesses, the evolution of the venture market, and the current state and future trends of the fintech ecosystem. Join this panel to gain insights and strategies to successfully navigate the shifting landscape of funding and valuation, and learn how to position your business or investments for long-term success.
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Panel: Tackling Limited Funding and Plunging Valuations With Investors and Founders
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Speakers
Founder, Launchpad Capital
The venture market is presenting new challenges for entrepreneurs and investors, particularly in navigating down rounds and managing market valuation issues. In this session, we will discuss the impact of changing dynamics on startups and investment strategies, including identifying startups that build sustainable businesses, the evolution of the venture market, and the current state and future trends of the fintech ecosystem. Join this panel to gain insights and strategies to successfully navigate the shifting landscape of funding and valuation, and learn how to position your business or investments for long-term success.
Speakers
Interview: The Future of Consumer Banking: Navigating Digital Transformation and Evolving Expectations
Interview: The Future of Consumer Banking: Navigating Digital Transformation and Evolving Expectations
As consumer expectations evolve, the banking industry is facing unprecedented changes. Digital innovation is not only transforming customer experiences but also reshaping how banks operate, creating opportunities and challenges for both established players and newer entrants in the space. Traditional banks are now competing to deliver faster, more personalized services while navigating the complexities of integrating new technologies. In this session, we will explore how consumer banking is adapting to meet rising expectations, and how digital tools are improving both consumer interactions and banker efficiency. Key topics will include the ability of traditional banks to outpace fintech challengers in the digital realm, and the role of technology in driving customer-centric strategies and operational efficiency within banks. Join us to gain insights into the future of consumer banking, as we discuss how institutions can leverage digital transformation to enhance customer experiences, stay competitive in a rapidly shifting market, and drive long-term success.
Wednesday 12 March 10:00 AM - 10:20 AM Bellini 2001A - 2101B
Building Financial Services to Endure
As consumer expectations evolve, the banking industry is facing unprecedented changes. Digital innovation is not only transforming customer experiences but also reshaping how banks operate, creating opportunities and challenges for both established players and newer entrants in the space. Traditional banks are now competing to deliver faster, more personalized services while navigating the complexities of integrating new technologies. In this session, we will explore how consumer banking is adapting to meet rising expectations, and how digital tools are improving both consumer interactions and banker efficiency. Key topics will include the ability of traditional banks to outpace fintech challengers in the digital realm, and the role of technology in driving customer-centric strategies and operational efficiency within banks. Join us to gain insights into the future of consumer banking, as we discuss how institutions can leverage digital transformation to enhance customer experiences, stay competitive in a rapidly shifting market, and drive long-term success.
Bellini 2001A - 2101B US/PacificShare
Interview: The Future of Consumer Banking: Navigating Digital Transformation and Evolving Expectations
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Speakers
SEVP, Chief Digital Officer, U.S. Bank
Managing Partner, Banking & Payments Group
As consumer expectations evolve, the banking industry is facing unprecedented changes. Digital innovation is not only transforming customer experiences but also reshaping how banks operate, creating opportunities and challenges for both established players and newer entrants in the space. Traditional banks are now competing to deliver faster, more personalized services while navigating the complexities of integrating new technologies. In this session, we will explore how consumer banking is adapting to meet rising expectations, and how digital tools are improving both consumer interactions and banker efficiency. Key topics will include the ability of traditional banks to outpace fintech challengers in the digital realm, and the role of technology in driving customer-centric strategies and operational efficiency within banks. Join us to gain insights into the future of consumer banking, as we discuss how institutions can leverage digital transformation to enhance customer experiences, stay competitive in a rapidly shifting market, and drive long-term success.
Speakers
Panel: Dealing with AI Fighting on Both Sides of Financial Fraud
Panel: Dealing with AI Fighting on Both Sides of Financial Fraud
With the rise of AI and ML technologies, the fight against fraud has intensified, yet fraudsters are equally leveraging these technologies to their advantage. Financial institutions now face the dual challenge of leveraging these technologies to prevent fraud while also combating increasingly sophisticated AI-driven attacks. In this session, we will explore utilizing AI to enhance fraud prevention, improve efficiency, and gain a competitive edge. Discussions will cover implementing advanced fraud and ID solutions and addressing the surge in AI-powered fraudulent activities. Join this panel to navigate the complexities of AI-driven fraud prevention, optimize your banking security operations, and transform fraud prevention from a regulatory obligation into a revenue-driving strategy.
Wednesday 12 March 10:00 AM - 10:40 AM Titian 2201A - 2301B
Value as a Service
With the rise of AI and ML technologies, the fight against fraud has intensified, yet fraudsters are equally leveraging these technologies to their advantage. Financial institutions now face the dual challenge of leveraging these technologies to prevent fraud while also combating increasingly sophisticated AI-driven attacks. In this session, we will explore utilizing AI to enhance fraud prevention, improve efficiency, and gain a competitive edge. Discussions will cover implementing advanced fraud and ID solutions and addressing the surge in AI-powered fraudulent activities. Join this panel to navigate the complexities of AI-driven fraud prevention, optimize your banking security operations, and transform fraud prevention from a regulatory obligation into a revenue-driving strategy.
Titian 2201A - 2301B US/PacificShare
Panel: Dealing with AI Fighting on Both Sides of Financial Fraud
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Speakers
EVP, Open Banking, Americas, Mastercard
Chief Business Officer, Prove
With the rise of AI and ML technologies, the fight against fraud has intensified, yet fraudsters are equally leveraging these technologies to their advantage. Financial institutions now face the dual challenge of leveraging these technologies to prevent fraud while also combating increasingly sophisticated AI-driven attacks. In this session, we will explore utilizing AI to enhance fraud prevention, improve efficiency, and gain a competitive edge. Discussions will cover implementing advanced fraud and ID solutions and addressing the surge in AI-powered fraudulent activities. Join this panel to navigate the complexities of AI-driven fraud prevention, optimize your banking security operations, and transform fraud prevention from a regulatory obligation into a revenue-driving strategy.
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Panel: Reinventing Credit: Responding to New Lending Models
Panel: Reinventing Credit: Responding to New Lending Models
The consumer credit landscape is undergoing a dramatic transformation, driven by regulatory changes and the rise of innovative lending models like BNPL. Traditional credit card issuers face cost pressures and the need to rethink their value propositions in a potentially fee-free future. In this session, we will discuss strategies for monetizing credit card offerings amidst regulatory challenges, such as late fee reductions. The panel will also explore innovations in credit products, including high-end credit cards like Amex, and how issuers can respond to the competitive threat posed by BNPL. Join this Main Stage panel to gain insights into reimagining credit card products to meet evolving consumer needs, engaging younger consumers, and rethinking card economics for sustainable growth.
Wednesday 12 March 10:00 AM - 10:40 AM Venetian Ballroom F-K
Value as a Service
The consumer credit landscape is undergoing a dramatic transformation, driven by regulatory changes and the rise of innovative lending models like BNPL. Traditional credit card issuers face cost pressures and the need to rethink their value propositions in a potentially fee-free future. In this session, we will discuss strategies for monetizing credit card offerings amidst regulatory challenges, such as late fee reductions. The panel will also explore innovations in credit products, including high-end credit cards like Amex, and how issuers can respond to the competitive threat posed by BNPL. Join this Main Stage panel to gain insights into reimagining credit card products to meet evolving consumer needs, engaging younger consumers, and rethinking card economics for sustainable growth.
Venetian Ballroom F-K US/PacificShare
Panel: Reinventing Credit: Responding to New Lending Models
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Speakers
Senior Partner & Co-Head Global Retail Banking Practice, McKinsey & Company
CEO, Sunbit
COO, Plaid
SVP, Consumer Lending Business Leader and Global Head of Alternative Credit Data, TransUnion
Head of Consumer Lending Partnerships, U.S. Bank
SVPt, Verification Services GM of Auto, Consumer Finance, Debt Management & Card Equifax Workforce Solutions, Equifax
The consumer credit landscape is undergoing a dramatic transformation, driven by regulatory changes and the rise of innovative lending models like BNPL. Traditional credit card issuers face cost pressures and the need to rethink their value propositions in a potentially fee-free future. In this session, we will discuss strategies for monetizing credit card offerings amidst regulatory challenges, such as late fee reductions. The panel will also explore innovations in credit products, including high-end credit cards like Amex, and how issuers can respond to the competitive threat posed by BNPL. Join this Main Stage panel to gain insights into reimagining credit card products to meet evolving consumer needs, engaging younger consumers, and rethinking card economics for sustainable growth.
Speakers
Shelly Nischbach
SVPt, Verification Services GM of Auto, Consumer Finance, Debt Management & Card Equifax Workforce Solutions
Equifax
Liz Pagel
SVP, Consumer Lending Business Leader and Global Head of Alternative Credit Data
TransUnion
Shelly Nischbach
SVPt, Verification Services GM of Auto, Consumer Finance, Debt Management & Card Equifax Workforce Solutions
Equifax
Liz Pagel
SVP, Consumer Lending Business Leader and Global Head of Alternative Credit Data
TransUnion
Shelly Nischbach
SVPt, Verification Services GM of Auto, Consumer Finance, Debt Management & Card Equifax Workforce Solutions
Equifax
Panel: The New Founder Playbook: Prioritizing Sustainable Growth and Profitability Over Growth-at-all-Costs
Panel: The New Founder Playbook: Prioritizing Sustainable Growth and Profitability Over Growth-at-all-Costs
In an increasingly volatile funding and investing market, founders must balance rapid scale with long-term profitability to ensure sustainable business success. In this session, we will discuss overcoming obstacles, extending runway, and developing growth strategies that prioritize profitability. They will delve into scaling strategies, strategic acquisitions, and robust risk management. Join this panel to learn how to prioritize sustainable growth, manage risks effectively, and achieve long-term success while navigating market changes and operational challenges.
Wednesday 12 March 10:00 AM - 10:40 AM Hall C - Expo
Financing Fintech’s Future
In an increasingly volatile funding and investing market, founders must balance rapid scale with long-term profitability to ensure sustainable business success. In this session, we will discuss overcoming obstacles, extending runway, and developing growth strategies that prioritize profitability. They will delve into scaling strategies, strategic acquisitions, and robust risk management. Join this panel to learn how to prioritize sustainable growth, manage risks effectively, and achieve long-term success while navigating market changes and operational challenges.
Hall C - Expo US/PacificShare
Panel: The New Founder Playbook: Prioritizing Sustainable Growth and Profitability Over Growth-at-all-Costs
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Speakers
CEO, Better.com
In an increasingly volatile funding and investing market, founders must balance rapid scale with long-term profitability to ensure sustainable business success. In this session, we will discuss overcoming obstacles, extending runway, and developing growth strategies that prioritize profitability. They will delve into scaling strategies, strategic acquisitions, and robust risk management. Join this panel to learn how to prioritize sustainable growth, manage risks effectively, and achieve long-term success while navigating market changes and operational challenges.
Speakers
Meetings Session 3 (Pre-Scheduled Only)
Meetings Session 3 (Pre-Scheduled Only)
Wednesday 12 March 10:45 AM - 12:30 PM Hall C - Expo
Meetup
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Meetings Session 3 (Pre-Scheduled Only)
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Lunch
Lunch
Wednesday 12 March 12:30 PM - 2:00 PM Hall C - Expo
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Lunch
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Lunch & Learn: From PPP to Powerhouse: How NEWITY Became the #1 in SBA Loans Through Fintech Innovation
Lunch & Learn: From PPP to Powerhouse: How NEWITY Became the #1 in SBA Loans Through Fintech Innovation
As fintechs and financial institutions compete to scale SMB lending, the ability to streamline digital loan origination, optimize underwriting, and integrate AI-driven automation is critical to accelerating growth. In this session, NEWITY will share how they used emerging technologies to move from pandemic-born PPP loans to the #1 in SBA loans in the country, handling over 10,000 loan applications per month. They will be joined by Praxent, the strategic fintech consulting experts behind the platform that fueled NEWITY’s rise. Through real-world insights, attendees will learn how NEWITY built a fully digital SMB loan application with an 85% conversion rate, increased underwriting efficiency by 67% through AI-powered decisioning, and reduced customer service tickets by 32% via an intuitive borrower portal. This session will explore how Praxent combined custom technology, thoughtful digital experiences, embedded integrations, and an agile approach so NEWITY could scale quickly while making the lending process seamless for borrowers. Join this session to learn practical strategies for improving digital lending workflows, strengthening underwriting, and positioning fintechs at the forefront of government-backed lending innovation.
Sponsored by Praxent
Wednesday 12 March 1:00 PM - 1:40 PM Veronese 2401A - 2501B
Sponsored Content
As fintechs and financial institutions compete to scale SMB lending, the ability to streamline digital loan origination, optimize underwriting, and integrate AI-driven automation is critical to accelerating growth. In this session, NEWITY will share how they used emerging technologies to move from pandemic-born PPP loans to the #1 in SBA loans in the country, handling over 10,000 loan applications per month. They will be joined by Praxent, the strategic fintech consulting experts behind the platform that fueled NEWITY’s rise. Through real-world insights, attendees will learn how NEWITY built a fully digital SMB loan application with an 85% conversion rate, increased underwriting efficiency by 67% through AI-powered decisioning, and reduced customer service tickets by 32% via an intuitive borrower portal. This session will explore how Praxent combined custom technology, thoughtful digital experiences, embedded integrations, and an agile approach so NEWITY could scale quickly while making the lending process seamless for borrowers. Join this session to learn practical strategies for improving digital lending workflows, strengthening underwriting, and positioning fintechs at the forefront of government-backed lending innovation.
Sponsored by Praxent
Veronese 2401A - 2501B US/PacificShare
Lunch & Learn: From PPP to Powerhouse: How NEWITY Became the #1 in SBA Loans Through Fintech Innovation
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Founder & CEO, Renton & Co
As fintechs and financial institutions compete to scale SMB lending, the ability to streamline digital loan origination, optimize underwriting, and integrate AI-driven automation is critical to accelerating growth. In this session, NEWITY will share how they used emerging technologies to move from pandemic-born PPP loans to the #1 in SBA loans in the country, handling over 10,000 loan applications per month. They will be joined by Praxent, the strategic fintech consulting experts behind the platform that fueled NEWITY’s rise. Through real-world insights, attendees will learn how NEWITY built a fully digital SMB loan application with an 85% conversion rate, increased underwriting efficiency by 67% through AI-powered decisioning, and reduced customer service tickets by 32% via an intuitive borrower portal. This session will explore how Praxent combined custom technology, thoughtful digital experiences, embedded integrations, and an agile approach so NEWITY could scale quickly while making the lending process seamless for borrowers. Join this session to learn practical strategies for improving digital lending workflows, strengthening underwriting, and positioning fintechs at the forefront of government-backed lending innovation.
Sponsored by Praxent
Speakers
Lunch & Learn: Navigating the New Frontier: How Fintechs Are Adapting to Thrive in a Shifting Regulatory Landscape
Lunch & Learn: Navigating the New Frontier: How Fintechs Are Adapting to Thrive in a Shifting Regulatory Landscape
Fintechs are built on innovation, but today’s rapidly evolving regulatory environment—marked by heightened enforcement, record fines, and a new administration—poses unprecedented challenges. From payments and lending to issuing, adopting cutting-edge technologies now requires navigating a complex web of compliance and risk. How are leading Fintechs and their banking partners adapting to thrive in this new era? In this session, find out what industry experts are doing to grow, innovate, and succeed in a new era of banking regulation.
Wednesday 12 March 1:00 PM - 1:40 PM Titian 2201A - 2301B
Sponsored Content
Fintechs are built on innovation, but today’s rapidly evolving regulatory environment—marked by heightened enforcement, record fines, and a new administration—poses unprecedented challenges. From payments and lending to issuing, adopting cutting-edge technologies now requires navigating a complex web of compliance and risk. How are leading Fintechs and their banking partners adapting to thrive in this new era? In this session, find out what industry experts are doing to grow, innovate, and succeed in a new era of banking regulation.
Titian 2201A - 2301B US/PacificShare
Lunch & Learn: Navigating the New Frontier: How Fintechs Are Adapting to Thrive in a Shifting Regulatory Landscape
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Speakers
Co-Founder & CEO, TabaPay
Fintechs are built on innovation, but today’s rapidly evolving regulatory environment—marked by heightened enforcement, record fines, and a new administration—poses unprecedented challenges. From payments and lending to issuing, adopting cutting-edge technologies now requires navigating a complex web of compliance and risk. How are leading Fintechs and their banking partners adapting to thrive in this new era? In this session, find out what industry experts are doing to grow, innovate, and succeed in a new era of banking regulation.
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Panel: Unlocking and Accelerating Funding for Women and Diverse Founders in Fintech
Panel: Unlocking and Accelerating Funding for Women and Diverse Founders in Fintech
The lack of funding for female and diverse founders remains a significant issue in the fintech industry, hindering innovation and diversity. Addressing this gap is crucial for fostering an inclusive ecosystem that drives growth and equity. In this session, we will explore strategies to improve funding access for women and diverse founders in fintech. Discussions will cover actionable steps to enhance diversity, equity, and inclusion in fintech funding, including successful initiatives and best practices. Join this panel to gain insights into creating a more inclusive funding environment and learn how to support and accelerate the growth of diverse founders in the fintech space.
Wednesday 12 March 1:00 PM - 1:40 PM Hall C - Expo
Financing Fintech’s Future
The lack of funding for female and diverse founders remains a significant issue in the fintech industry, hindering innovation and diversity. Addressing this gap is crucial for fostering an inclusive ecosystem that drives growth and equity. In this session, we will explore strategies to improve funding access for women and diverse founders in fintech. Discussions will cover actionable steps to enhance diversity, equity, and inclusion in fintech funding, including successful initiatives and best practices. Join this panel to gain insights into creating a more inclusive funding environment and learn how to support and accelerate the growth of diverse founders in the fintech space.
Hall C - Expo US/PacificShare
Panel: Unlocking and Accelerating Funding for Women and Diverse Founders in Fintech
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Chief Growth Officer & Head of Transformation Programs, Blankfactor
Founder & CEO, Fintech Is Femme
CEO, Portfolia
The lack of funding for female and diverse founders remains a significant issue in the fintech industry, hindering innovation and diversity. Addressing this gap is crucial for fostering an inclusive ecosystem that drives growth and equity. In this session, we will explore strategies to improve funding access for women and diverse founders in fintech. Discussions will cover actionable steps to enhance diversity, equity, and inclusion in fintech funding, including successful initiatives and best practices. Join this panel to gain insights into creating a more inclusive funding environment and learn how to support and accelerate the growth of diverse founders in the fintech space.
Speakers
KEYNOTE SESSION: Wednesday's Opening Remarks
KEYNOTE SESSION: Wednesday's Opening Remarks
Wednesday 12 March 2:00 PM - 2:05 PM Venetian Ballroom F-K
Keynote
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KEYNOTE SESSION: Wednesday's Opening Remarks
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Chairman, Fintech Meetup
Speaker
KEYNOTE SESSION: Fintech Meetup 2025 Startup Pitch Finale
KEYNOTE SESSION: Fintech Meetup 2025 Startup Pitch Finale
After two rounds of intense competition, the two winning startups will take the Main Stage for the Fintech Meetup 2025 Startup Pitch Finale. These standout startups, selected for their game-changing fintech innovations, will each deliver a refined three-minute pitch in front of the broader audience.
Following their presentations, the judges will share insights and commentary on why these startups stood out from the competition. This is a unique opportunity to hear firsthand what makes an early-stage fintech truly exceptional.
Join us to celebrate the future of fintech as these rising stars showcase their vision on one of the industry’s biggest stages!
Wednesday 12 March 2:05 PM - 2:20 PM Venetian Ballroom F-K
Keynote
After two rounds of intense competition, the two winning startups will take the Main Stage for the Fintech Meetup 2025 Startup Pitch Finale. These standout startups, selected for their game-changing fintech innovations, will each deliver a refined three-minute pitch in front of the broader audience.
Following their presentations, the judges will share insights and commentary on why these startups stood out from the competition. This is a unique opportunity to hear firsthand what makes an early-stage fintech truly exceptional.
Join us to celebrate the future of fintech as these rising stars showcase their vision on one of the industry’s biggest stages!
Venetian Ballroom F-K US/PacificShare
KEYNOTE SESSION: Fintech Meetup 2025 Startup Pitch Finale
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Speakers
MD, National Head of Payment Banking & Southwest US/Canada Innovation Economy, J. P. Morgan
SVP - Digital Partnerships, Fintechs and Enablers in North America, Mastercard
After two rounds of intense competition, the two winning startups will take the Main Stage for the Fintech Meetup 2025 Startup Pitch Finale. These standout startups, selected for their game-changing fintech innovations, will each deliver a refined three-minute pitch in front of the broader audience.
Following their presentations, the judges will share insights and commentary on why these startups stood out from the competition. This is a unique opportunity to hear firsthand what makes an early-stage fintech truly exceptional.
Join us to celebrate the future of fintech as these rising stars showcase their vision on one of the industry’s biggest stages!
Speakers
Frank Medrano
MD, National Head of Payment Banking & Southwest US/Canada Innovation Economy
J. P. Morgan
Frank Medrano
MD, National Head of Payment Banking & Southwest US/Canada Innovation Economy
J. P. Morgan
Frank Medrano
MD, National Head of Payment Banking & Southwest US/Canada Innovation Economy
J. P. Morgan
KEYNOTE SESSION: Scaling Embedded Financial Services for Modern Businesses
KEYNOTE SESSION: Scaling Embedded Financial Services for Modern Businesses
Embedded finance is transforming how businesses offer financial products, enabling seamless payments, lending, and banking experiences within non-financial platforms. But executing large-scale embedded finance partnerships requires more than just technology—it demands alignment between fintech innovators and traditional financial institutions to drive adoption and long-term success. In this Keynote Interview, Tom Bianco, General Manager of Newline by Fifth Third Bank, and Nate Starrett, Global Head of Financial Services Partnerships at Stripe, will discuss how their groundbreaking collaboration is shaping the future of embedded finance. Moderated by Sanjib Kalita, Chairman of Fintech Meetup, the conversation will explore how fintechs and banks can partner to deliver integrated financial solutions and unlock new revenue opportunities across industries. Join this Keynote Interview for an inside look at the strategy behind Stripe and Newline’s embedded finance partnership, the key challenges they’ve tackled, and what their success means for the broader fintech ecosystem.
Wednesday 12 March 2:20 PM - 2:40 PM Venetian Ballroom F-K
Keynote
Embedded finance is transforming how businesses offer financial products, enabling seamless payments, lending, and banking experiences within non-financial platforms. But executing large-scale embedded finance partnerships requires more than just technology—it demands alignment between fintech innovators and traditional financial institutions to drive adoption and long-term success. In this Keynote Interview, Tom Bianco, General Manager of Newline by Fifth Third Bank, and Nate Starrett, Global Head of Financial Services Partnerships at Stripe, will discuss how their groundbreaking collaboration is shaping the future of embedded finance. Moderated by Sanjib Kalita, Chairman of Fintech Meetup, the conversation will explore how fintechs and banks can partner to deliver integrated financial solutions and unlock new revenue opportunities across industries. Join this Keynote Interview for an inside look at the strategy behind Stripe and Newline’s embedded finance partnership, the key challenges they’ve tackled, and what their success means for the broader fintech ecosystem.
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KEYNOTE SESSION: Scaling Embedded Financial Services for Modern Businesses
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Speakers
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Global Head of Financial Services Partnerships, Stripe
Chairman, Fintech Meetup
General Manager, Newline, Fifth Third Bank
Embedded finance is transforming how businesses offer financial products, enabling seamless payments, lending, and banking experiences within non-financial platforms. But executing large-scale embedded finance partnerships requires more than just technology—it demands alignment between fintech innovators and traditional financial institutions to drive adoption and long-term success. In this Keynote Interview, Tom Bianco, General Manager of Newline by Fifth Third Bank, and Nate Starrett, Global Head of Financial Services Partnerships at Stripe, will discuss how their groundbreaking collaboration is shaping the future of embedded finance. Moderated by Sanjib Kalita, Chairman of Fintech Meetup, the conversation will explore how fintechs and banks can partner to deliver integrated financial solutions and unlock new revenue opportunities across industries. Join this Keynote Interview for an inside look at the strategy behind Stripe and Newline’s embedded finance partnership, the key challenges they’ve tackled, and what their success means for the broader fintech ecosystem.
Speakers
KEYNOTE SESSION: Scaling Financial Access: Unlocking Growth Through Emerging Technologies
KEYNOTE SESSION: Scaling Financial Access: Unlocking Growth Through Emerging Technologies
As fintechs and financial institutions navigate an increasingly competitive and fragmented market, leveraging emerging technologies is critical to unlocking new growth opportunities. In this Keynote Interview, Tala CEO & Founder Shivani Siroya will share how AI, machine learning, and blockchain are reshaping financial access for the global majority—the 4 billion people traditionally excluded from mainstream financial systems. Through real-world insights spanning four countries and three continents, Shivani will discuss how Tala is redefining creditworthiness using LLMs and proprietary data, enabling scalable, inclusive, and efficient financial solutions. Attendees will gain strategies for entering new markets, managing complex regulatory environments, and differentiating through embedded finance and alternative data models. Join this Keynote Interview to explore how fintechs can strategically distribute financial products, expand market reach, and drive sustainable global growth in an era where accessibility and scalability are key competitive advantages.
Wednesday 12 March 2:40 PM - 3:00 PM Venetian Ballroom F-K
Keynote
As fintechs and financial institutions navigate an increasingly competitive and fragmented market, leveraging emerging technologies is critical to unlocking new growth opportunities. In this Keynote Interview, Tala CEO & Founder Shivani Siroya will share how AI, machine learning, and blockchain are reshaping financial access for the global majority—the 4 billion people traditionally excluded from mainstream financial systems. Through real-world insights spanning four countries and three continents, Shivani will discuss how Tala is redefining creditworthiness using LLMs and proprietary data, enabling scalable, inclusive, and efficient financial solutions. Attendees will gain strategies for entering new markets, managing complex regulatory environments, and differentiating through embedded finance and alternative data models. Join this Keynote Interview to explore how fintechs can strategically distribute financial products, expand market reach, and drive sustainable global growth in an era where accessibility and scalability are key competitive advantages.
Venetian Ballroom F-K US/PacificShare
KEYNOTE SESSION: Scaling Financial Access: Unlocking Growth Through Emerging Technologies
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Speakers
As fintechs and financial institutions navigate an increasingly competitive and fragmented market, leveraging emerging technologies is critical to unlocking new growth opportunities. In this Keynote Interview, Tala CEO & Founder Shivani Siroya will share how AI, machine learning, and blockchain are reshaping financial access for the global majority—the 4 billion people traditionally excluded from mainstream financial systems. Through real-world insights spanning four countries and three continents, Shivani will discuss how Tala is redefining creditworthiness using LLMs and proprietary data, enabling scalable, inclusive, and efficient financial solutions. Attendees will gain strategies for entering new markets, managing complex regulatory environments, and differentiating through embedded finance and alternative data models. Join this Keynote Interview to explore how fintechs can strategically distribute financial products, expand market reach, and drive sustainable global growth in an era where accessibility and scalability are key competitive advantages.
Speakers
Meetings Session 4 (Pre-Scheduled Only)
Meetings Session 4 (Pre-Scheduled Only)
Wednesday 12 March 3:10 PM - 4:55 PM Hall C - Expo
Meetup
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Meetings Session 4 (Pre-Scheduled Only)
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Registration Open
Registration Open
Thursday 13 March 8:00 AM - 11:00 AM Venetian Ballroom C-D
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Registration Open
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Breakfast & Networking
Breakfast & Networking
Thursday 13 March 8:30 AM - 9:30 AM Venetian Ballroom E-L
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Breakfast & Networking
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Panel: Beyond Commodity: How Stablecoins Are Redefining the Value of Money Transfer
Panel: Beyond Commodity: How Stablecoins Are Redefining the Value of Money Transfer
Stablecoins are reshaping money transfer by offering stability, speed, and cost-efficiency, addressing limitations of traditional payment systems. With applications from lowering remittance fees to simplifying cross-border transactions, stablecoins present unique advantages for both businesses and consumers. This session will examine how stablecoins are transforming cross-border payments and remittances, with real-world examples that highlight their impact. We’ll discuss challenges in adopting stablecoin solutions, best practices, and the role of regulators in maintaining security and compliance in this emerging financial landscape. Discover how stablecoins can unlock new revenue streams, streamline payment processes, and drive digital finance innovation.
Thursday 13 March 9:30 AM - 10:10 AM Titian 2201A - 2301B
Value as a Service
Stablecoins are reshaping money transfer by offering stability, speed, and cost-efficiency, addressing limitations of traditional payment systems. With applications from lowering remittance fees to simplifying cross-border transactions, stablecoins present unique advantages for both businesses and consumers. This session will examine how stablecoins are transforming cross-border payments and remittances, with real-world examples that highlight their impact. We’ll discuss challenges in adopting stablecoin solutions, best practices, and the role of regulators in maintaining security and compliance in this emerging financial landscape. Discover how stablecoins can unlock new revenue streams, streamline payment processes, and drive digital finance innovation.
Titian 2201A - 2301B US/PacificShare
Panel: Beyond Commodity: How Stablecoins Are Redefining the Value of Money Transfer
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Co-Founder & CEO, Bitwave
Stablecoins are reshaping money transfer by offering stability, speed, and cost-efficiency, addressing limitations of traditional payment systems. With applications from lowering remittance fees to simplifying cross-border transactions, stablecoins present unique advantages for both businesses and consumers. This session will examine how stablecoins are transforming cross-border payments and remittances, with real-world examples that highlight their impact. We’ll discuss challenges in adopting stablecoin solutions, best practices, and the role of regulators in maintaining security and compliance in this emerging financial landscape. Discover how stablecoins can unlock new revenue streams, streamline payment processes, and drive digital finance innovation.
Speakers
Panel: How Proposed, Incoming, and Future Regulatory Changes Will Impact Financial Services
Panel: How Proposed, Incoming, and Future Regulatory Changes Will Impact Financial Services
The financial services industry is on the cusp of significant regulatory transformations that will impact everything from payments to liquidity management. With government changes affecting financial regulation, institutions must stay ahead of these developments to maintain compliance and stability. In this session, we will dissect the implications of various regulatory changes, focusing on payments, fee regulation, money transmission, and liquidity management. We will explore how financial services can prepare for the Basel III Endgame, adapt to evolving crypto regulations, and respond to new interpretations from the CFPB regarding BNPL loans and EWA products. Join this panel to gain a comprehensive understanding of the evolving regulatory landscape, learn how to navigate these changes effectively, and discover strategies to ensure your bank or fintech remains compliant and resilient in the face of new regulations.
Thursday 13 March 9:30 AM - 10:10 AM Veronese 2401A - 2501B
Certain Uncertainty
The financial services industry is on the cusp of significant regulatory transformations that will impact everything from payments to liquidity management. With government changes affecting financial regulation, institutions must stay ahead of these developments to maintain compliance and stability. In this session, we will dissect the implications of various regulatory changes, focusing on payments, fee regulation, money transmission, and liquidity management. We will explore how financial services can prepare for the Basel III Endgame, adapt to evolving crypto regulations, and respond to new interpretations from the CFPB regarding BNPL loans and EWA products. Join this panel to gain a comprehensive understanding of the evolving regulatory landscape, learn how to navigate these changes effectively, and discover strategies to ensure your bank or fintech remains compliant and resilient in the face of new regulations.
Veronese 2401A - 2501B US/PacificShare
Panel: How Proposed, Incoming, and Future Regulatory Changes Will Impact Financial Services
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Speakers
Partner, Mitchell Sandler PLLC
Deputy Commissioner, California DFPI Office of Financial Technology Innovation (OFTI), California Department of Financial Protection & Innovation (DFPI)
Founder & CEO, iLEX Consulting Group
Senior Economic Advisor & Economist, Federal Reserve Bank of Philadelphia
The financial services industry is on the cusp of significant regulatory transformations that will impact everything from payments to liquidity management. With government changes affecting financial regulation, institutions must stay ahead of these developments to maintain compliance and stability. In this session, we will dissect the implications of various regulatory changes, focusing on payments, fee regulation, money transmission, and liquidity management. We will explore how financial services can prepare for the Basel III Endgame, adapt to evolving crypto regulations, and respond to new interpretations from the CFPB regarding BNPL loans and EWA products. Join this panel to gain a comprehensive understanding of the evolving regulatory landscape, learn how to navigate these changes effectively, and discover strategies to ensure your bank or fintech remains compliant and resilient in the face of new regulations.
Speakers
Christina Tetreault
Deputy Commissioner, California DFPI Office of Financial Technology Innovation (OFTI)
California Department of Financial Protection & Innovation (DFPI)
Christina Tetreault
Deputy Commissioner, California DFPI Office of Financial Technology Innovation (OFTI)
California Department of Financial Protection & Innovation (DFPI)
Panel: Tackling the Complexities of Modern Payment Fraud
Panel: Tackling the Complexities of Modern Payment Fraud
With the rapid growth of real-time payments (RTP), FedNow, and peer-to-peer (P2P) transactions, fraudsters are finding new ways to exploit these systems, especially given the irreversibility and immediacy of such payments. Financial institutions are under increasing pressure to protect customers while maintaining a frictionless experience. This session will dive into advanced topics in payment fraud, including sophisticated social engineering tactics, coercion-based authorized push payment (APP) fraud, and the rising threat of wholesale and cross-border payment fraud. We’ll also discuss how real-time and account-to-account (A2A) transactions create specific vulnerabilities, and how AI-driven fraud detection and industry collaboration can mitigate these risks. Join us to explore advanced strategies for enhancing fraud detection, securing both domestic and cross-border transactions, and implementing effective industry collaboration to address emerging threats.
Thursday 13 March 9:30 AM - 10:10 AM Bellini 2001A - 2101B
Building Financial Services to Endure
With the rapid growth of real-time payments (RTP), FedNow, and peer-to-peer (P2P) transactions, fraudsters are finding new ways to exploit these systems, especially given the irreversibility and immediacy of such payments. Financial institutions are under increasing pressure to protect customers while maintaining a frictionless experience. This session will dive into advanced topics in payment fraud, including sophisticated social engineering tactics, coercion-based authorized push payment (APP) fraud, and the rising threat of wholesale and cross-border payment fraud. We’ll also discuss how real-time and account-to-account (A2A) transactions create specific vulnerabilities, and how AI-driven fraud detection and industry collaboration can mitigate these risks. Join us to explore advanced strategies for enhancing fraud detection, securing both domestic and cross-border transactions, and implementing effective industry collaboration to address emerging threats.
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Panel: Tackling the Complexities of Modern Payment Fraud
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Payments Strategist, Gefferie Group
VP, Product Management & Head of AirKey, Capital One
CEO & Co-Founder, DataVisor
With the rapid growth of real-time payments (RTP), FedNow, and peer-to-peer (P2P) transactions, fraudsters are finding new ways to exploit these systems, especially given the irreversibility and immediacy of such payments. Financial institutions are under increasing pressure to protect customers while maintaining a frictionless experience. This session will dive into advanced topics in payment fraud, including sophisticated social engineering tactics, coercion-based authorized push payment (APP) fraud, and the rising threat of wholesale and cross-border payment fraud. We’ll also discuss how real-time and account-to-account (A2A) transactions create specific vulnerabilities, and how AI-driven fraud detection and industry collaboration can mitigate these risks. Join us to explore advanced strategies for enhancing fraud detection, securing both domestic and cross-border transactions, and implementing effective industry collaboration to address emerging threats.
Speakers
Panel: How to Build Secure and Effective Onboarding Experiences in Banking
Panel: How to Build Secure and Effective Onboarding Experiences in Banking
Effective onboarding is vital for banks to foster strong customer relationships and enhance satisfaction from the first interaction. Ensuring a secure and smooth onboarding process is paramount for driving customer loyalty and cross-selling opportunities. In this session, we will discuss strategies for implementing robust, secure, and user-friendly onboarding processes. Topics will include leveraging new tools like biometrics for identity verification, automating KYC updates for compliance, and educating customers on security and fraud prevention. Join this panel to learn actionable strategies for enhancing your bank’s onboarding process, ensuring security and compliance, and balancing regulatory requirements with an efficient customer experience.
Thursday 13 March 10:15 AM - 10:55 AM Bellini 2001A - 2101B
Building Financial Services to Endure
Effective onboarding is vital for banks to foster strong customer relationships and enhance satisfaction from the first interaction. Ensuring a secure and smooth onboarding process is paramount for driving customer loyalty and cross-selling opportunities. In this session, we will discuss strategies for implementing robust, secure, and user-friendly onboarding processes. Topics will include leveraging new tools like biometrics for identity verification, automating KYC updates for compliance, and educating customers on security and fraud prevention. Join this panel to learn actionable strategies for enhancing your bank’s onboarding process, ensuring security and compliance, and balancing regulatory requirements with an efficient customer experience.
Bellini 2001A - 2101B US/PacificShare
Panel: How to Build Secure and Effective Onboarding Experiences in Banking
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Moderator
Advisor, Skavi Dev / Secure Technology Alliance
Speakers
Head of Branch Banking, Western Alliance Bank
Co-Founder & CEO, Cable
Effective onboarding is vital for banks to foster strong customer relationships and enhance satisfaction from the first interaction. Ensuring a secure and smooth onboarding process is paramount for driving customer loyalty and cross-selling opportunities. In this session, we will discuss strategies for implementing robust, secure, and user-friendly onboarding processes. Topics will include leveraging new tools like biometrics for identity verification, automating KYC updates for compliance, and educating customers on security and fraud prevention. Join this panel to learn actionable strategies for enhancing your bank’s onboarding process, ensuring security and compliance, and balancing regulatory requirements with an efficient customer experience.
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Speakers
Panel: How to Navigate Macroeconomic and Geopolitical Shifts in Financial Services
Panel: How to Navigate Macroeconomic and Geopolitical Shifts in Financial Services
The financial services industry is facing unprecedented challenges due to fluctuating interest rates, regulatory changes, geopolitical tensions, and negative global economic trends. In this session, we will discuss strategies and approaches for navigating these complex changes. They will explore how to adapt business models, manage risks, and capitalize on new opportunities in this dynamic environment. Join this panel to gain valuable insights into staying resilient and competitive amid macroeconomic and geopolitical uncertainties.
Thursday 13 March 10:15 AM - 10:55 AM Veronese 2401A - 2501B
Certain Uncertainty
The financial services industry is facing unprecedented challenges due to fluctuating interest rates, regulatory changes, geopolitical tensions, and negative global economic trends. In this session, we will discuss strategies and approaches for navigating these complex changes. They will explore how to adapt business models, manage risks, and capitalize on new opportunities in this dynamic environment. Join this panel to gain valuable insights into staying resilient and competitive amid macroeconomic and geopolitical uncertainties.
Veronese 2401A - 2501B US/PacificShare
Panel: How to Navigate Macroeconomic and Geopolitical Shifts in Financial Services
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Speakers
Chief Economist, North America, Experian
Financial Sector Specialist, The World Bank
Chief Economist, Head of the Mastercard Economics Institute, Mastercard
Partner & Head of FinTech, Berkshire Global Advisors
The financial services industry is facing unprecedented challenges due to fluctuating interest rates, regulatory changes, geopolitical tensions, and negative global economic trends. In this session, we will discuss strategies and approaches for navigating these complex changes. They will explore how to adapt business models, manage risks, and capitalize on new opportunities in this dynamic environment. Join this panel to gain valuable insights into staying resilient and competitive amid macroeconomic and geopolitical uncertainties.
Speakers
Panel: How Traditional Banks Can Deliver Value and Transformation in the Tokenization Era
Panel: How Traditional Banks Can Deliver Value and Transformation in the Tokenization Era
Traditional banks are at a crossroads, facing the urgent need to rebuild trust in the digital asset market. The transformative potential of tokenization offers a way forward, enabling banks to create new asset classes, enhance liquidity, and streamline complex transactions. In this session, we will dive into how traditional banks can harness tokenization to deliver unparalleled value. We will explore real-world examples of successful partnerships in the digital assets space, the intricacies of implementing tokenization projects, and the pivotal role of regulators in ensuring security and compliance. Join this panel to discover how to leverage tokenization to revolutionize your financial services, unlock new revenue streams, and position your institution at the forefront of digital transformation.
Thursday 13 March 10:15 AM - 10:55 AM Titian 2201A - 2301B
Value as a Service
Traditional banks are at a crossroads, facing the urgent need to rebuild trust in the digital asset market. The transformative potential of tokenization offers a way forward, enabling banks to create new asset classes, enhance liquidity, and streamline complex transactions. In this session, we will dive into how traditional banks can harness tokenization to deliver unparalleled value. We will explore real-world examples of successful partnerships in the digital assets space, the intricacies of implementing tokenization projects, and the pivotal role of regulators in ensuring security and compliance. Join this panel to discover how to leverage tokenization to revolutionize your financial services, unlock new revenue streams, and position your institution at the forefront of digital transformation.
Titian 2201A - 2301B US/PacificShare
Panel: How Traditional Banks Can Deliver Value and Transformation in the Tokenization Era
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Speakers
Founder & Editor-in-Chief, FF News
Head of North America, Digital Assets & Financial Markets, Northern Trust
Director, TD Securities
Traditional banks are at a crossroads, facing the urgent need to rebuild trust in the digital asset market. The transformative potential of tokenization offers a way forward, enabling banks to create new asset classes, enhance liquidity, and streamline complex transactions. In this session, we will dive into how traditional banks can harness tokenization to deliver unparalleled value. We will explore real-world examples of successful partnerships in the digital assets space, the intricacies of implementing tokenization projects, and the pivotal role of regulators in ensuring security and compliance. Join this panel to discover how to leverage tokenization to revolutionize your financial services, unlock new revenue streams, and position your institution at the forefront of digital transformation.
Speakers
Panel: Battling Increasingly Sophisticated Cybersecurity Threats in Banking
Panel: Battling Increasingly Sophisticated Cybersecurity Threats in Banking
The complexity and frequency of cybersecurity threats are escalating, presenting significant risks to infrastructure and operations. Addressing these sophisticated threats requires robust strategies and cutting-edge technologies. In this session, we will discuss key concerns such as digital identity authentication, operational risk management, and best practices for ensuring robust cybersecurity measures. We will also explore the role of AI and machine learning in forecasting and mitigating risks. Join this panel to learn actionable strategies for defending against advanced cyber threats, enhancing your risk management practices, and leveraging AI technologies to protect your organization in a volatile economic environment.
Thursday 13 March 11:00 AM - 11:40 AM Bellini 2001A - 2101B
Building Financial Services to Endure
The complexity and frequency of cybersecurity threats are escalating, presenting significant risks to infrastructure and operations. Addressing these sophisticated threats requires robust strategies and cutting-edge technologies. In this session, we will discuss key concerns such as digital identity authentication, operational risk management, and best practices for ensuring robust cybersecurity measures. We will also explore the role of AI and machine learning in forecasting and mitigating risks. Join this panel to learn actionable strategies for defending against advanced cyber threats, enhancing your risk management practices, and leveraging AI technologies to protect your organization in a volatile economic environment.
Bellini 2001A - 2101B US/PacificShare
Panel: Battling Increasingly Sophisticated Cybersecurity Threats in Banking
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Moderator
Partner, Oliver Wyman
Speakers
Chief Product & Innovation Officer, CompoSecure
Co-Founder & CEO, Reality Defender
CEO, Cyphlens
The complexity and frequency of cybersecurity threats are escalating, presenting significant risks to infrastructure and operations. Addressing these sophisticated threats requires robust strategies and cutting-edge technologies. In this session, we will discuss key concerns such as digital identity authentication, operational risk management, and best practices for ensuring robust cybersecurity measures. We will also explore the role of AI and machine learning in forecasting and mitigating risks. Join this panel to learn actionable strategies for defending against advanced cyber threats, enhancing your risk management practices, and leveraging AI technologies to protect your organization in a volatile economic environment.
Moderator
Speakers
Panel: Compliance or Collapse: What Fintechs Need to do to Get it Right
Panel: Compliance or Collapse: What Fintechs Need to do to Get it Right
Compliance is critical to the success and longevity of any fintech, but navigating the challenges of regulations and partnerships can be tricky. Missteps can lead to costly bank shutoffs or even threaten the survival of your business. In this session, we will explore the most pressing compliance issues for fintechs, including how to handle tough due diligence, the risks of ‘just-in-time’ compliance, and strategies for hiring the right compliance officer. We’ll also discuss the decision between pursuing a license or relying on bank partnerships and how to build a robust compliance framework to avoid regulatory pitfalls. Join this panel to gain actionable insights on fortifying your compliance defenses, maintaining strong bank relationships, and ensuring your fintech stays on the path to growth and success.
Thursday 13 March 11:00 AM - 11:40 AM Veronese 2401A - 2501B
Certain Uncertainty
Compliance is critical to the success and longevity of any fintech, but navigating the challenges of regulations and partnerships can be tricky. Missteps can lead to costly bank shutoffs or even threaten the survival of your business. In this session, we will explore the most pressing compliance issues for fintechs, including how to handle tough due diligence, the risks of ‘just-in-time’ compliance, and strategies for hiring the right compliance officer. We’ll also discuss the decision between pursuing a license or relying on bank partnerships and how to build a robust compliance framework to avoid regulatory pitfalls. Join this panel to gain actionable insights on fortifying your compliance defenses, maintaining strong bank relationships, and ensuring your fintech stays on the path to growth and success.
Veronese 2401A - 2501B US/PacificShare
Panel: Compliance or Collapse: What Fintechs Need to do to Get it Right
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Speakers
Managing Partner, de Risk Partners LLC
CPO, First International Bank & Trust/Kotapay
SVP, Head of Compliance, TAB Bank
Compliance is critical to the success and longevity of any fintech, but navigating the challenges of regulations and partnerships can be tricky. Missteps can lead to costly bank shutoffs or even threaten the survival of your business. In this session, we will explore the most pressing compliance issues for fintechs, including how to handle tough due diligence, the risks of ‘just-in-time’ compliance, and strategies for hiring the right compliance officer. We’ll also discuss the decision between pursuing a license or relying on bank partnerships and how to build a robust compliance framework to avoid regulatory pitfalls. Join this panel to gain actionable insights on fortifying your compliance defenses, maintaining strong bank relationships, and ensuring your fintech stays on the path to growth and success.
Speakers
Panel: Regulating Crypto: Taking Stock and Looking Ahead
Panel: Regulating Crypto: Taking Stock and Looking Ahead
The challenges and opportunities presented by stablecoins, particularly in payments and cross-border transactions, highlight the urgency for clear regulatory frameworks. With prominent firms working to launch stablecoins, regulatory focus on these digital assets is expected to intensify in 2025. In this session, we will delve into the current state of crypto regulation, examining the ambiguity caused by the lack of standardized global frameworks and the emergence of new regulatory hubs. They will also explore the regulatory scrutiny on DeFi, enforcement actions by US regulators, and the impact of institutional efforts to introduce Bitcoin and Ethereum ETFs. Join this panel to understand the regulatory landscape’s impact on the crypto market, learn about the key regulatory challenges and opportunities ahead, and discover how financial institutions can drive regulatory progress and innovation in the crypto space.
Thursday 13 March 11:00 AM - 11:40 AM Titian 2201A - 2301B
Value as a Service
The challenges and opportunities presented by stablecoins, particularly in payments and cross-border transactions, highlight the urgency for clear regulatory frameworks. With prominent firms working to launch stablecoins, regulatory focus on these digital assets is expected to intensify in 2025. In this session, we will delve into the current state of crypto regulation, examining the ambiguity caused by the lack of standardized global frameworks and the emergence of new regulatory hubs. They will also explore the regulatory scrutiny on DeFi, enforcement actions by US regulators, and the impact of institutional efforts to introduce Bitcoin and Ethereum ETFs. Join this panel to understand the regulatory landscape’s impact on the crypto market, learn about the key regulatory challenges and opportunities ahead, and discover how financial institutions can drive regulatory progress and innovation in the crypto space.
Titian 2201A - 2301B US/PacificShare
Panel: Regulating Crypto: Taking Stock and Looking Ahead
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Speakers
The challenges and opportunities presented by stablecoins, particularly in payments and cross-border transactions, highlight the urgency for clear regulatory frameworks. With prominent firms working to launch stablecoins, regulatory focus on these digital assets is expected to intensify in 2025. In this session, we will delve into the current state of crypto regulation, examining the ambiguity caused by the lack of standardized global frameworks and the emergence of new regulatory hubs. They will also explore the regulatory scrutiny on DeFi, enforcement actions by US regulators, and the impact of institutional efforts to introduce Bitcoin and Ethereum ETFs. Join this panel to understand the regulatory landscape’s impact on the crypto market, learn about the key regulatory challenges and opportunities ahead, and discover how financial institutions can drive regulatory progress and innovation in the crypto space.
Speakers
