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Future Tech

Gain practical and tangible insights from those at the forefront of innovation. Harness the technologies that work for your business and customers.

Why attend?

Blockchain, AI, virtual and augmented reality, behavioral science… these buzzwords have all become ubiquitous in recent years. How do you cut through the hype and use these technologies for a better client experience and user journey?

The Future Tech agenda brings you insights from those at the coal face of innovation. Gain practical insights of the real world problems these technologies are solving, and tangible ways that they are improving the user experience and client journey. Helping you to harness the technologies that work for your business and customers.

Critical discussions include:

  • The impact of blockchain and decentralized technology, and assessing new product offerings
  • Leveraging AI for tailored product recommendations and financial advice, and better customer service
  • Unlocking a data strategy that works for you and your customers, using AI and ML
  • The race to the finish line in roboadvisory services, and what we have learned to date

Here's who you will meet:

Attendees already registered include:


  • Allan Gray | Head, Institutional Client Ops
  • American Bankers Association | Director, Business Development
  • American Bankers Association | VP, Business Development
  • Cando Advisors | Writer
  • Capital One | Partner, Growth Ventures
  • Chargehound |商业解决方案领先
  • Charles Schwab | Director, User Experience
  • Clayton Homes | Tech Delivery Manager
  • Coastal Community Credit Union | Chief Comm and Mktg Officer
  • Edward Jones | Partner
  • Evolve Capital Partners | MD, CEO
  • Experian | Director, Strategy & BD
  • Fidelity Investments | Dir Corporate Development
  • Huntington National Bank | SVP
  • Interra Credit Union | VP Operations Support
  • KB Securities | Analyst
  • Maiven | CTO
  • Morgan Stanley | Managing Dir Digital Client Expert
  • Mypoint Credit Union | Director of IS
  • Nova Credit | Business Development
  • NWCUA | VP Strategic Resources
  • Palmer Solutions Consulting | Principal
  • RFi Group | Host & Producer
  • Sound Credit Union | VP Digital
  • Stanford Federal Credit Union | VP of Residential Lending
  • Talentica Software | Director, Business Development
  • TD Securities USA LLC | Managing Director
  • Ulu Ventures | Venture Partner
  • Wells Fargo | Managing Director
  • Wells Fargo | VP, Marketing Capabilities

Five key agenda themes. Focus on what matters most to you.