Innovate Community Banking! Electronic Program
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Thursday, July 14
8:00 – 9:00 Registration & Breakfast – Oasis Courtyard 9:00 – 9:15 Welcome to Innovate Community Banking! – Terrace Room 9:15 – 10:30 General Session: Innovative Banker & Tech Partners Panel – Terrace Room Community bankers must remain vigilant in exploring ways to implement solutions that keep community banks competitive in an ever-changing financial landscape. Creating strong mutually beneficial fintech partnerships has become a key success factor in today’s high-tech, high touch environment. Hear directly from our bankers and tech partners on how they are approaching innovation and the tactics you can apply at your bank. Moderator:
10:50 – 12:20 Presentations/Bios: Round 1: Click for Speaker Bios Round 1 DocFox – Digital Business Account Opening – Terrace Room CLICK HERE FOR PRESENTATION Automated Business account opening, Streamlined for any entity, regardless of complexity. Today almost anything can be completed online and it seems like nearly every process has been digitized, but there’s one notable holdout in financial services: commercial banking. The wave of retail bank digitization has already passed, and now is the time for commercial bankers to seize their chance to get ahead. Today we'll show you how with DocFox you can automate account opening for business banking to gain a competitive edge and way forward. KlariVis – Enterprise-Wide Dashboard & Analytics – Harbor Room CLICK HERE FOR PRESENTATION KlariVis is the only cloud-based, core-agnostic enterprise dashboard and analytics solution built for bankers, by bankers. The KlariVis platform compiles and aggregates high-value, actionable data into an intuitive, interactive dashboard that provides financial institutions of all sizes with timely insights that empower teams, drive profitability, and improve productivity at every level of the organization. ProcessMaker – Automate Complex Workflows – Beach Room CLICK HERE FOR PRESENTATION How do you manage risk with friction? In a digital landscape, customers are more demanding with higher expectations. They expect convenience. But banks must manage the fraud risk inherent in the digital world, where the customer is on the other side of the screen, rather than sitting across the desk in person. While customers expect that opening a deposit account should be easy, the bank must add a bit of friction to address that risk. In this session, we will discuss how to execute a low friction account opening process that mitigates the risk to the financial institution. the organization. 12:20 – 1:40 Buffet Lunch – Oasis Courtyard 1:40 – 3:10 Presentations/Bios: Round 2: Click for Speaker Bios Round 2 Agent IQ – AI Customer Experience – Terrace Room CLICK HERE FOR PRESENTATION Agent IQ makes banking personal again by transforming the digital banking experience through 1:1 customer interactions supplemented by state-of-the-art Conversational AI for banks. Your customers can now communicate with their banker using the digital channel that works best for them. LemonadeLXP – Digital Growth Platform – Harbor Room Video Presentation The Digital Growth Platform for FIS and fintechs. Grow your digital banking business! As more and more customers switch to digital banking, community bankers face some challenges:
Unifimoney – Digital Wealth Management – Beach Room CLICK HERE FOR PRESENTATION Unifimoney is a digital wealth management platform for community financial institutions. It enables those FI’s with an existing traditional wealth management offering to younger less affluent consumers and those FI’s without any wealth management solution to implement one quickly, compliantly and at low cost. Unifimoney offers one of the most comprehensive investment platforms in the market with Robo investing, commission free trading, cryptocurrencies, and precious metals. Unifimoney was selected for the ICBA ThinkTECH Accelerator and is a inaugural sponsor of Bankers Helping Bankers. Associate Members of CCBN. |
3:10 – 3:30 Networking Break
3:30 – 5:00 Presentations/Bios: Round 3: Click for Speaker Bios Round 3 Accrue – Digital Banking Accelerated – Terrace Room CLICK HERE FOR PRESENTATION Core10 is a leading North American-based provider of banking and lending products and services. Core10’s Accrue product provides community banks with turnkey deposit account opening and digital lending solutions for both consumers and businesses. A graduate of the 2022 ICBA ThinkTECH Accelerator, Accrue provides a powerful, configurable lending and banking application designed specifically for community banks looking to accelerate digital innovation. In addition to Accrue, Core10 also provides custom development support, API integration, and SaaS Implementation/Customer Success services to banks, fintechs, and core providers. Core10 operates exclusively in the fintech and financial services industry, bringing expertise garnered from working with top financial technology providers and banks. Core10’s team is well-versed in regulatory and compliance requirements as well as the leading financial trends, giving your team the resources and knowledge to accomplish your goals. StreetShares – Business Lending Transformed – Harbor Room CLICK HERE FOR PRESENTATION Community lenders are increasingly recognizing that the future of digital business lending is here. Learn how financial institutions leverage automation to stay competitive, create an exceptional experience, improve risk management, and drive greater productivity. In this session, you will learn about:
IntelliCredit – Loan Review & Analytics – Beach Room CLICK HERE FOR PRESENTATION IntelliCredit™ is changing the game for credit risk management. With its Smart Loan Review™ Service, IntelliCredit uniquely combines deep credit expertise and an online, real-time portal — so participants can see progress and results as they happen. Banks benefit from huge time savings, process transparency, plus fewer meetings and intrusions. Internal loan review teams can also automate and expedite the reviews they perform using the Smart Loan Review™ App, one of IntelliCredit's cloud-based solutions. Portfolio Analyzer delivers insightful analysis that helps banks identify emerging hotspots and detect risk earlier. In this session, we’ll discuss how these services and solutions enable bankers to stay on top of credit concerns and write their own credit profile scripts — before outside stakeholders do it for them. 5:00 – 7:00 Reception – Oasis Courtyard 
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