November 18 - 19, 2024   |   Charlotte, NC

Banking. Transformed.

"An event not to be missed" - HSBC

Banking Transformation Summit will bring together 500+ banking innovators, representing 70+ banks, and the companies redefining the industry.

Where will you be in November? Leading on AI and Data with a network of industry leaders by your side. Take the next step in your transformation journey at Banking Transformation Summit.

100+ Speakers

Be Inspired by Industry Leaders

Darius Wise

President / CEO

Red Rocks Credit Union

Barkha Saxena

Chief Data Officer

Chime

Jasmeet Singh Bhatia

Decision Science Team Lead

Truist

Terryn Lawrence

Chief Sustainability Officer, North America

Rabobank

Jeff Hibbard

Chief Digital Officer

Truliant Federal Credit Union

Gladson Baby

Vice President & Director of Intelligence Automation

Fifth Third Bank

Fernanda Del Castillo

Director, AI Governance

Mastercard

Sachin Tandon

Principal, Global Banking

Amazon Web Services

Shaun Taylor

Chief Financial Officer Americas

Standard Chartered Bank

Rishu Gandhi

Senior Data Engineer

Wells Fargo

500+

Attendees

100+

Speakers

25

Roundtables

1 in 3

Banks

Who We Are

The No. 1 Banking Tech Event

Banking Transformation Summit is the leading event for banks and tech professionals to learn, connect and shape the future of banking.
We balance a mix of expert minds, curious attendees, interactive learning, first class hospitality and excellent networking opportunities.
“This is an event not to be missed” – HSBC
Audience

“An incredible opportunity to learn, share and network” – Barclays, 2024

The Agenda

Explore the Future of Banking

Digital Transformation

  • Shaping the Future of Banking: Meeting modern customer expectations and driving digital transformation to stay competitive.
  • Innovating and Evolving: Creating new products, services, and business models to cater to digital-native customers and a more competitive sector.
  • The Fintech Landscape: Exploring the changes on the horizon and leveraging partnerships and external ecosystems to foster innovation and disruption.
  • Leading Cultural Change: Fostering an innovative, adaptable workplace that retains talent and drives sustainable growth.

AI, Data and Automation

  • AI-Driven Transformation: Leveraging AI and GenAI to enhance customer experiences, reshape banking services and personalize products.
  • Data-Focused Strategies: Utilizing data and AI to optimize security, risk management, and customer journeys.
  • Operational Automation: Transforming core banking processes and overcoming legacy systems with automation to enhance performance and optimize operations.
  • The Bank of 2030: Building a financial institution fit for the future and preparing for AI-driven disruptions and evolving consumer expectations.

Roundtables

Discuss and Debate with Peers

BTS Roundtable

Discover Banking's biggest roundtable event.

  • Join expert led roundtable discussions
  • Engage in interactive discussions, share your experiences, and learn from your peers.
  • Deep dive into topics to match your interests and challenges.
  • Connect with like-minded professionals and expand your network
  • Walk away with strategies, best practices and innovative solutions

Who Attends

Where Banks Come To Learn What's Next...

Join Data experts, AI visionaries and Digital Transformation leaders from over 70 banks and credit unions.

Banks include:

Industry innovators include:

Networking

Connect and Collaborate

Roundtables

Connect, collaborate, and find common ground. Join industry peers to explore shared challenges and opportunities, exchange insights, and build lasting relationships.

Networking Drinks

Celebrate your learnings and reconnect with colleagues, past and new with complimentary beer, wine and soft drinks.
App

Award Winning App

Search and favour sessions, meet our partners and network with your peers! The app is your key to engaging in live sessions and asking questions.

“Senior leaders, specialists and industry powerhouses everywhere” – Oracle, 2024

Sponsors

Our Transformation Series Partners Include:

FAQs

Your Questions, Answered

What is Banking Transformation Summit?

Banking Transformation Summit is the leading event for banks and tech professionals to learn, connect and shape the future of banking.

This 2 day summit will take place on November 18 – 19 at Charlotte Convention Center, North Carolina.

This year, our programme will address the impact of AI, Data and Digital Transformation, sharing case studies and solutions for the future.

We balance a mix of expert minds, curious attendees, interactive learning, first class hospitality and excellent networking opportunities.

“This is an event not to be missed” – HSBC

When and where will it take place?

Banking Transformation Summit will take place at Charlotte Convention Center, North Carolina on November 18 – 19, 2024.

Venue details can be found here.

How can I attend?

Banks attend for Free! If you represent a bank, you can claim your complimentary ticket here

Work with banks? We’d love you to join us! Our paid ticket solutions are available here

Member of the press? You can apply to attend here

What's included with my ticket?

All tickets to Banking Transformation Summit include:

  • 2 day summit (Nov 18-19)
  • Hear from 100 leading speakers
  • Banking theatres & summit tracks
  • Exhibition showcase area & Demo stage
  • Refreshments throughout incl. barista coffee
  • Buffet Lunch
  • Invite to “After-hours” networking drinks
  • Inclusion in the networking app
  • Searchable attendee list
  • App messaging function
  • MoneyNext Insider (event report)
Who attends?

Our audience is dominated by banks – with over 70 banks represented within the 500 banking tech professionals present.

Banking Transformation Summit boasts the highest concentration of banks per head in the region!

Outside of banks, the audience then includes Fintechs, tech services and consultancies.

The summit excels in connecting banks with like minded professionals and solution providers.

What topics will be covered?

Banking Transformation Summit 2024 will feature 2 topic tracks:

1 – AI, Data and Automation

2 – Digital Transformation

For more information on the tracks click here.

How can I network at Banking Transformation Summit?

Connecting with like minded professionals will take your summit experience to the next level.

The event is built to encourage all attendees to interact with each other.

Our most popular ways to meet fellow attendees include:

  • The App
  • Roundtables
  • Networking drinks
Can I exhibit?

Yes. This is an excellent way to showcase your products and services to a targeted audience of banking professionals.

Please see our partner page for more information.

Alternatively, please contact Kevin Rooney, Commercial Director for further details.

Can I speak at the summit?

Yes! If you would like to speak at the summit then please complete the enquiry form here and our conference team can evaluate your proposal.

Speaker opportunities at the event are in high demand and topics should reflect what our audience are looking to learn.

What are the roundtables?

Banking Transformation Summit hosts Bankings biggest roundtable event!

These sessions are designed to facilitate meaningful conversations, foster collaboration, and address the most pressing challenges and opportunities in the banking industry.

Be an active participant (contributor) or sit back and take in the discussion (observer). There’s a role for you no matter your confidence or experience in a topic!

The roundtables are scheduled throughout the 2 days and align specifically with our focus on AI, Data and Digital Transformation to support the 2 theatre tracks.

Contact us

Have a question for us?

Please complete the short form on our contact us page here.

REPORT

Access 
MoneyNext Insider

Sign up for the report featuring video interviews, articles and inside tips from some of the industries leading contributors. 

MoneyNext Insider is your guide to where transformation is now and where it will be next!

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