On May 15th, 2024, discover how next-gen FIs are partnering with fintech to accelerate innovation.

Join over 500 banks, credit unions and fintechs in our networking hall building partnerships. The expert panels will take a deep dive into Core Modernization, BaaS, Embedded, AI, New-to-Canada and much more.

(See last year’s sold-out Bankers Summit.)

Speakers

  • Amit Sadhu

    SVP, Risk

  • Gayle Ramsay

    Head, Everyday Banking, Segment & Customer Growth

  • Hanna Zaidi

    Chief Compliance Officer

  • Joshuah Lebacq

    Principal, Venture Capital

  • Jeff Adamson

    Co-founder

  • Aallison Van Rooijen

    VP Consumer Credit

  • YG Leboeuf

    Founder CEO

  • Lauren Thompson

    VP Specialty Finance

  • Yvette Wu

    CEO | Founder

  • Andrew Moor

    CEO

  • Belinda Truong

    FP&A Lead

  • Jennifer Arnold

    CEO

  • Armando Benitez

    MD & Head AI & Quantitative Engineering

  • Nicole Hunter

    Chief Commercial Officer

Sponsors

Agenda

8:00am - 6:00 pm

Registration

Continental Breakfast

Freshly Squeezed Orange Juice, Fruit Yoghurt, Butter Croissants & Fruit Danishes, Deviled Hen’s Egg, Market Fresh Fruit Salad & Berries

Freshly Brewed Coffee & Selection of Teas

Network Hall Concurrent

Network

Use the Bankers Summit App to setup meetings in the networking hall throughout the day. Numbers in the app correspond with numbers on the networking tables.

Panel

Future Proofing: Building a Modern Technology Stack

Canadian banks are experiencing wholesale transformation. To gain a competitive edge, banks need to reimagine their entire ecosystem – from product design, customer service, IT infrastructure, workflows, data management, to employee working habits. This session explores a wide range of issues banks face today, and outlines how they can prepare for the opportunities of tomorrow. This is a must attend session for CIOs and CTOs.

Panel

Card Games: Opportunities & Risks for Issuers, Processors & Networks

Debit and credit cards continue to be sticky with consumers and profitable for banks and fintechs. But with real-time payments around the corner and increasing regulatory scrutiny on the sector, how can issuers, processors, and networks continue to stay ahead?

Break

Morning Schmooze

Freshly Brewed Coffee & Assorted Specialty Teas

Panel

Border to Bank and Beyond

Canada has the highest rate of immigration in the G7. This is the largest revenue opportunity that Canadian financial institutions have ever faced. But how do you target, qualify, KYC, and open accounts for prospects with no credit bureau, no SIN, and who perhaps haven’t even landed in the country? Meet the fintechs and banks solving this problem.

Panel

In the Eye of the Storm: Solving Cloud Migration Issues

There are huge barriers to moving Canada’s financial services industry to the cloud, but they are outweighed by the cybersecurity and compliance risks to not doing so. We breakdown how banks should approach a migration and the pitfalls to avoid.

Lunch

Lunch

TASTE OF THE DANFORTH

Grilled Flatbread & Sumac Hummus, Chopped Green Salad, Mezze Platter, Grilled & Marinated Vegetables, Lemon & Oregano Chicken Legs, Braised Lamb Shoulder, Roasted Sumac Cauliflower, Pomegranate, Garlic, Tahini

Baklava & Fresh Fruit, Freshly Brewed Coffee & Selection of Teas

Panel

Open Sesame: The Opportunity for the Banks

Canada has been kicking the open banking can down the road for years. 2024 is the year we finally are seeing a shift. How can Canadian banks take advantage of the API economy and turn open finance into a revenue driver?

Panel

Identity Unmasked: Innovations in Digital ID, KYC & AML

Fintech has totally shifted the way Canadians engage with financial services. Regulators have taken notice… and so have bad actors. How can banks and fintechs create trusted online experiences with forcing too much friction? This session will take a look at the biggest changes in digital ID, KYC, & AML.

Panel

How is Fintech Reshaping Business Banking?

The suite of financial products available for corporate and small business customers has become more comprehensive than ever. However, many of their needs still remain unmet, representing a significant opportunity. This session will explore how banks and fintechs are filling those gaps with new and innovative solutions.

Network

Afternoon Break

Freshly Brewed Coffee & Assorted Specialty Teas

Panel

Scoring with AI: The Future of Lending?

AI makes adjudication faster, cheaper and more comprehensive. But with it comes significant compliance and technology risk. This session will analyze how AI is disrupting credit decisioning and keeping CROs up at night.

Awards

Finance Award Winners Announced

The Tiffany & Co Award presented to individuals and companies:

  • EQ Bank

    Sponsored by EQ Bank

Network

Al Fresco Drinks

Outside with a view of the downtown cityscape, network with peers with cold wine and beer.

Details

Date

May 15th, 2024

Time

8:00 am – 6:00 pm

Venue

The Quay, 100 Queens Quay E 3rd Floor, Toronto, ON M5E 1V3

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