Terry O'Neil
Head of Connected Commerce Citi Retail Services
Terry O'Neil is the Head of Connected Commerce for Citi Retail Services. In this role, Terry expands and redefines Citi's suite of point-of-sale financing capabilities to drive growth for Citi and its partners. This includes the expansion of Retail Services' embedded payment capabilities with the launch of the Citi Pay family of products, to boost loyalty and engagement with merchant partners' customers. He also leads the Strategic Fintech Partnerships team for U.S. Personal Banking, operating across Citi to identify, design, and onboard relationships with leading Fintech partners creating innovation and transformational solutions across payments, lending, and digital banking.
2025 AGENDA Sessions
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 - 10:40 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/Pacific
