Who Attends

Banking’s Leading Transformation Event

Banking Transformation Summit unites 800+ leaders, innovators, and decision-makers for two dynamic days in Charlotte, NC.

Connect, collaborate, and unlock the power of AI and digital transformation with insights from 100 industry-leading speakers driving real change in banking.

Attendee Stats

3 out of every 4 attendees works for a bank or credit union

68% of attendees are VP level or above

66% of the audience represent institutions with over $1 billion in assets

90% of attendees are involved in digital transformation, technology, CX, or innovation strategy

81% of attendees work at a U.S. based financial institution, including retail banks, credit unions, and digital challengers

You'll be in Great Company

From 80+ Unique Banks and Credit Unions to Industry Innovators.

Personas and Job Titles

From digital transformation leaders to product innovators, our audience is made up of senior decision-makers driving change across banking. Explore the key personas shaping the future of the industry.

Persona

Description

Job Title Keywords

The Digital Transformer

Senior leader modernising core banking platforms and customer journeys.

Digital Transformation, Transformation, Modernisation, Core Banking, Platform, Journey, CX, Experience, Delivery, Customer, Agile, Change, Innovation, Strategy, Enterprise, Product, Service Design, Business Transformation, Technology, Channel

The Tech Navigator

Oversees IT architecture, integrations, and cloud; key in vendor decisions.

Technology, IT, Architecture, Cloud, Infrastructure, Platform, Engineering, DevOps, Integration, Network, Cybersecurity, Enterprise Architecture, Solutions, Systems, Application, Technical Strategy, Operations, Digital Infrastructure, Security, Modernisation

The Innovation Champion

Looks for new tech, runs pilots, drives change culture.

Innovation, Fintech, Ventures, Incubation, Lab, Pilot, Emerging Technology, Disruption, Digital, Transformation, Growth, R&D, Product Discovery, Strategy, Partnerships, Startups, Acceleration, Ecosystem

The Risk Regulator

Ensures projects meet regulatory requirements; cautious but crucial.

Compliance, Risk, Legal, Regulatory, Governance, Policy, Controls, Operational Risk, Financial Crime, Conduct, Ethics, ESG, Regulation, Sanctions, Internal Audit, Assurance, Risk Strategy, Fraud, AML, Supervisory

The Data-Driven Operator

Uses data & AI to improve efficiency, reduce cost, and personalise offerings.

Data, Analytics, AI, Machine Learning, Insights, Intelligence, Predictive, Automation, Decision Science, Information, Algorithm, Engineering, Science, Forecasting, Customer Intelligence, BI, Operational Analytics, Optimisation, Personalisation, Data Strategy

The Experience Designer

Focused on CX, omnichannel delivery, and resolving customer friction.

Customer Experience, UX, Omnichannel, Digital Experience, Journey, Service Design, Design Thinking, Engagement, Brand, Customer Strategy, Product Experience, Human-Centred, Innovation, Touchpoints, Digital Channels, Client Experience, Marketing, Retention, Customer Insights, Experience Innovation

The Product Moderniser

Designs and modernises financial products for digital-first users.

Product, Lending, Mortgages, Cards, Banking-as-a-Service, Payments, Core Banking, Product Strategy, Digital Product, Deposits, Product Development, Innovation, Open Banking, Embedded Finance, Fintech, Design, Modernisation, Proposition, Value Creation, Commercial

Who Attends

You'll be in Great Company

Personas and Job Titles

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