BANK + FINTECH
12-13 April 2018 - New York

About B+F meet up

Learn from Citigroup and other banks how to collaborate with fintech and include new solutions in the business lines.

Connect with thought leaders, regulator, fintech and peers to partner on innovation and provide a global and unique customer experience that no one else will provide.

Innovate through API, open banking and partnership.

Speakers Download Brochure

Thought leadership talks about reinventing retail banking in collaboration Bank+Fintech: fellows, visionaries, banker peers, experts, fintech will interact and build together new thinking about future of business models, customer relationships, new real time day in a life and omnichannel customer journeys.

Bank+Fintech will provide break through ideas and connections to partner and implement the new opportunities that digital, open banking and cutting edge technologies (AI, ML, blockchain…) can practically bring you to get to the next helm.

James Allgrove

Head of US East Coast of Stripe


Keith Armstrong

Co-Founder & COO of Abe.ai


Vincent Bastid

CEO of Efma


As CEO of Efma, Vincent Bastid is responsible for leading the organisation and setting its strategic direction, to maximise the benefits for its 3,300 retail financial services members, the largest retail banking network in the world. He joined the business in 2015, bringing a huge amount of industry high tech and finance industry experience. Immediately prior to joining Efma, he was Head of Benchmark and Prospective for the retail banking distribution at BNP Paribas, where he identified new revenue streams and service models based on cutting edge technologies. Vincent also spent more than 20 years at American high tech companies: ten years at Microsoft, leading marketing in education, finance, retail and services industries in France; three years at Apple Europe; and ten years at Texas Instruments, where he was in charge of the worldwide strategy for consumer products. Vincent graduated from business school and gives lectures (HEC). He has also written a number of mathematics and programming books for students.

Inaki Berenguer

CEO and Co-Founder of CoverWallet


Inaki is the CEO & co-founder of CoverWallet, a tech startup reinventing insurance for small businesses.

Before, Inaki was the CEO & co-founder of Contactive, a big data platform acquired by Thinkingphones. Prior to that he was the CEO & co-founder of Pixable (50 employees, 10M users), an intelligent social photo aggregator startup acquired for $30M by SingTel, the second largest telecom operator in the world. He has also worked at McKinsey and at Microsoft Corporate Strategy. He is the recipient of the British Council, Fulbright, La Caixa, and Rafael del Pino fellowships and is the inventor of 4 patents.

Inaki holds Master and PhD degrees in Engineering from Cambridge University (UK), an MBA from the Massachusetts Institute of Technology (MIT), and spent two years as a Fulbright Scholar (M.A.) at Columbia University, NY.

Assaf Binstock

CEO & Co-Founder of BeeEye


William Borghetti

Co-founder & CEO of APiO


Andrew Boyajian

Head of Banking, North America of TransferWise


Mike Butler

President & CEO of Radius Bank


Since joining the Bank in 2008, Mike has transformed Radius into a leader in the financial services industry, one focused on delivering superior customer service and leading-edge technology to its clients.

Mike is an experienced executive with an extensive background in all facets of commercial and consumer banking.

Prior to joining Radius, he served as President, National Consumer Finance at KeyCorp in Cleveland, Ohio.

He is a graduate of Providence College and the ABA’s Stonier Graduate School of Banking.

Matthieu Cardinal

Vice President, FinTech Development and Corporate Affairs of Finance Montréal


Matthieu Cardinal is Vice President, FinTech Development and Corporate Affairs at Finance Montreal. He heads the FinTech Development unit of the organization and works to develop Montreal’s FinTech scene locally and internationally. He manages the Montreal FinTech Station and is Co-President of the Canada FinTech Forum organizing committee. Mr. Cardinal is also responsible for the corporate development strategy of Finance Montreal and its institutional member relations.

He entered the organization in 2013 and successively occupied the functions of Director of Corporate Communications and Vice President, Strategic Partnerships. Mr. Cardinal has 15 years of experience in investor relations and financial communications. He started his career as an economic researcher in the financial media industry, notably at the Canadian Broadcasting Corporation. He also worked in investor relations for the TMX Group and Quebecor Media. Mr. Cardinal is an MBA graduate from HEC Montréal.

Marianne Crowe

Vice President of Payment Strategies of Federal Reserve Bank of Boston


Marianne Crowe is Vice President of Payment Strategies at the Federal Reserve Bank of Boston. Her primary responsibilities include overseeing industry analysis and applied research on digital and mobile retail payments, standards and security initiatives. She leads the Mobile Payments Industry Workgroup, representing mobile payment stakeholders focused on eliminating barriers to successful adoption of mobile and digital retail payments in the U.S. She is also a payments liaison supporting the Federal Reserve’s Secure Payments Taskforce, and a member of the Boston Fed’s Management Council.

Prior Fed responsibilities include Vice President and Payments Liaison for the Consumer Payments Research Center, Vice President of Retail Business Development and Emerging Payments, and Assistant Vice President for Check Image Services and Check Operations. Before joining the Fed in 2001, Marianne held project and operations management positions in MIS, IT and Check Operations at Bank of Boston.
Marianne has an MBA from Babson College and a BA from Regis College.

Atish Davda

Founder, CEO of EquityZen


Atish is the CEO of EquityZen. He has personally felt the pains of administering equity compensation at private companies, as both manager and employee. He studied an unmet opportunity by matching cash-poor, equity-rich shareholders like himself, with investors who have cash and want equity. In early 2013, he co-founded EquityZen with friends Shri and Phil to help companies capitalize on this reality.

Atish began his career as an equity investor at AQR Capital, a multi-strategy quantitative hedge fund, where he put into practice his Finance and Computer Engineering training from Penn’s Wharton School of Business. Prior to EquityZen, Atish was VP Product at Ampush, a big-data advertising technology firm. He launched SF-based Ampush’s New York office as first engineer of what is now a 100+ employee firm, and successfully procured the coveted Facebook Preferred Marketing Developer (PMD) membership.

Raymond Davis

Chairman Emeritus of Umpqua Bank/Pivotus Ventures


Raymond P. Davis President & Chief Executive Officer Umpqua Holdings Corporation, Portland, Oregon Ray Davis, President and CEO of Umpqua Holdings Corporation, is at the forefront of change in the financial industry. He is leading the charge with innovative delivery systems and pushing the Oregon-based financial services company into uncharted waters by embracing technology and adding a successful brokerage subsidiary to its mix of offerings.

Umpqua Holdings Corporation is the parent company of Umpqua Bank and the full-service brokerage firm Strand, Atkinson, Williams &York. Davis joined South Umpqua Bank in 1994 and launched an aggressive expansion and cutting-edge retail-banking strategy. Umpqua Bank quickly climbed from third to first in its home market and has rapidly expanded to 127 banking locations between Sacramento, Calif. and Bellevue, Wash., along the Oregon and Northern California Coast and in Central Oregon. In 1998 Davis took the company public on the NASDAQ exchange and created a financial services holding company, Umpqua Holdings Corporation. In 1999, the holding company acquired Oregon’s second-largest full-service investment firm, Strand, Atkinson, Williams & York, to enhance Umpqua’s range of product offerings. Under Davis’ leadership, Umpqua Bank has grown from $140 million in assets in 1994 to more than $7 billion today. His innovative strategy has driven the company’s strong organic growth and supported eleven successful bank mergers. National publications including the Wall Street Journal, the New York Times, Fast Company, Business Week, Business 2.0 and Newsweek have acknowledged the bank’s strategy and growth.

In addition, numerous industry and statewide publications have highlighted Umpqua Bank’s many successes under Davis’ tenure. He was recently recognized as one of high finance’s 25 most influential people by U.S. Banker Magazine. Davis firmly believes that he is in the retail business and often staffs his new banks with former retail workers trained in customer service and cross-selling. “What I sell are financial products and services, and I’d better be good at it,” says Davis. He reinvented Umpqua Bank’s image, building avant-garde mini-banks that are more “bank store” than branch, featuring merchandising, eye-catching displays, and a computer café. Before joining Umpqua Bank, Davis served as president of the U.S. Banking Alliance, headquartered in Atlanta. In that position, he provided support and expertise to about 500 community banks nationwide, helping them to compete against the Goliaths of the industry.

Linda Duncombe

Global Head of Growth, Chief Marketing Officer


Linda Duncombe, Managing Director, is the Global Head of Growth and Chief Marketing Officer for Citi FinTech, where she oversees Citi FinTech’s Marketing, Client Experience, Insights and Acceleration. She leads the Citi Design team, a unique function that integrates the Citi FinTech and Consumer organizations to deliver a radically simple, connected digital and mobile experience for Citi’s clients and drives consistent business growth for the Consumer Bank. Additionally, Linda also leads Citi’s global activity for FinTech Acceleration which includes the strategy of expanding our partnership with the developer community.

Prior to joining Citi FinTech Linda was the Global Head of Social, Content and Digital Marketing for the Global Consumer Bank, where Linda was responsible for championing brand consistency and digital acceleration across Citi’s lines of business globally, overseeing the digital partnerships, global acquisition strategy, social media and content marketing efforts.

Prior to her move to the U.S. in 2015, Duncombe served as the Head of Customer Franchise at Citi Australia, where she was instrumental in helping transform the organization into a customer-first business. She oversaw every aspect of the customer experience in the Australia market, including strategy development, data analytics, business learning, complaint resolution, seamless service initiatives and customer communications. In addition, she spearheaded brand development, customer marketing, digital acquisition and servicing – and was responsible for managing Citi’s Australian partnerships and sponsorships portfolio, including the highly regarded Citibank Dining Program.

Prior to joining Citi, Linda spent over 20 years at National Australia Bank, where she worked in Business Banking, Private Banking and Consumer Banking, holding various sales, strategy and marketing roles. With her proven track record in leading people, inspiring performance and driving positive change, Linda has received several industry recognitions, including the Asia Pacific Citibank (APAC) Marketing Award (2012 Q3 and Q4); Annual Marketing Award for the Mobile App, specifically the Dining Program feature (2011); and the Asian Banking Best Internet Banking Award (2011 and 2012).

Matthew Fifield

Innovation Officer of OCC


Matt is an Innovation Officer at the Office of the Comptroller of the Currency (OCC).

In this role, Matt is responsible for implementing the OCC’s innovation framework. He has served in this capacity since November 2017.

Prior to this role, Matt was part of Large Bank Supervision, serving as a bank examiner at J.P. Morgan Chase where he focused on asset management and fiduciary activities since 2015.

Prior to his work at the OCC, Matt was a manager in the Wealth and Asset Management Advisory practice at Ernst and Young where he was responsible leading advisory teams in assisting wealth and asset management clients with strategic planning and operational execution. He has also worked as an implementation manager in Global Transaction Services at Citi and as the director of information management at Algorithmic Trading Management (a start-up software firm). Matt also served as a Naval Flight Officer in the US Navy.

He holds a BS in Economics from the US Naval Academy and an MBA from the University of Texas at Austin.

Zachary Gipson

Chief Innovation Officer of USAA


Rochelle Gorey

Co-Founder, CEO & President of SpringFour


Rochelle Nawrocki Gorey is co-founder and CEO of SpringFour, Inc. SpringFour is a Certified B Corporation and social impact FinTech company located in Chicago. Used by leading financial institutions, fintech companies, and nonprofits, SpringFour’s platform increases financial wellness opportunities by connecting consumers to financial health resources. With over 10,000 curated resources available in all 50 states, SpringFour helps improve consumers’ cash flow and payment performance while saving our subscribers millions in servicing costs and missed payments.

Under Rochelle’s leadership, SpringFour became a Certified B Corporation, of which only 2200 such organizations exist worldwide, won the 2015 Promontory Financial Group’s Empowerment Award for Financial Innovation, was a finalist for Google for Entrepreneur’s program for Women Founders and was selected for the WiSTEM program at 1871, Chicago’s Center for Technology and Entrepreneurship and was chosen as the Top Venture for the Points of Light Civic Accelerator Spring 2017 program. SpringFour was one of six fintech companies chosen for the BMO Harris/1871 Fintech Partnership Program and in 2017 was a finalist for the BAI Global Innovation Award for its work with U.S. Bank, Chicago’s Fifty on Fire Award and the Midwest Women in Tech’s Fintech Award. In 2018, SpringFour was named By FinXTEch/Bank Director as a finalist for the Most Innovative Solution of the Year for its work with U.S. Bank.

Ms. Gorey has more than 20 years of experience in public policy, government relations, homeownership and asset building fields through her consulting and employment. She has a bachelor’s degree from James Madison College of Michigan State University and a Masters in Urban Planning and Policy from the University of Illinois at Chicago.

Ms. Gorey resides in the Chicago area with her husband and two daughters and enjoys traveling, road biking, and Michigan sunsets.

Eric MacNicoll

Executive Director, Financial Services Industry of Exagens


Eric is a 25+ year financial services industry veteran with a history of envisioning and leading technological innovation and implementation. Eric is passionate about the customer experience and recognizes the value of how a relationship with the customer creates ongoing loyalty and strengthens engagement as well as impact to the bottom line.
During his tenure at Desjardins (largest credit union in north America $260 B asset size), Eric managed through the doubling of the web transactions to over a billion a year with 3 million plus active users in less than 5 years and most recently saw that growth rate doubled in the rapid adoption of mobile. He spearheaded the development of one the first mobile banking application in Canada by a financial institution, the first apple watch application by a financial institution in North America and an innovation zone on Desjardins.com
Eric is currently Executive Director, Financial Services Industry for exagens where he serves as the bridge between the financial industry and the company, helping customers address digital challenges as well as providing key industry feedback for exagens to continue developing innovative products and services to meet those needs.

He will share his journey of achieving excellence in humanizing the digital channels as a case study of best practices as well as hurdles to overcome.

Jim Marous

Owner and Publisher of Digital Banking Report, Co-Publisher of The Financial Brand


Named as one of the most influential people in banking and a top 5 Fintech influencer to follow, Jim Marous is an internationally recognized financial industry strategist, co-publisher of The Financial Brand and the owner and publisher of the Digital Banking Report.

Marous advises on innovation, portfolio growth, customer experience, marketing strategies, channel shift, payments and digital transformation within the financial services industry. As a sought after industry speaker, author and recognized authority on disruption in the financial services industry, Marous has been featured by CNBC and CNN, The Wall Street Journal, New York Times, The Financial Times, The Economist, The American Banker, Accenture and the Irish Tech News and has spoken to audiences worldwide.

Jim has also advised the White House on banking policy and is a regular contributor and guest host for the Breaking Banks broadcast hosted by Brett King.

He can be followed on Twitter and LinkedIn.

Kimarie Matthews

Senior Vice President, Social Care & Capabilities of Wells Fargo


Kimarie Matthews is Senior Vice President, Social Care & Capabilities at Wells Fargo & Company.  She built Wells Fargo’s customer service in social media from the ground up, a channel that is now setting the bar for next generation customer care experiences.  Her team continually innovates on ways to improve the ease and convenience of service, from chatbot pilots to the introduction of authentication and service resolution in third party platforms like Facebook and Twitter.

She is focused on pioneering the future of customer care by championing seamless, omni-channel service experiences, bringing the human touch in to digital conversations and enabling automation where it can deliver customer success.  Prior to joining Wells Fargo, she has held customer experience and digital leadership positions at Bank of America and WeddingChannel.com.  She started her career as a management consultant with Accenture.  She is a graduate of Stanford University and lives in Burlingame, California, with her husband and two sons.

Ben Morales

CEO of QCash


Tommy Nicholas

CEO of Alloy


Tommy is the CEO and co-founder of Alloy which builds the best compliance software for technology enabled banks and fintech companies. Alloy helps financial institutions transition the traditional manual processes involved with customer onboarding and makes them data-driven and automated.

This gives customers better experiences by reducing the time and effort it takes to get new bank accounts and loans while reducing back office costs and regulatory risks for the FI. Alloy has raised $4m in venture capital from some of the top seed funds in New York City (Primary Ventures, Eniac Ventures, Techstars, Partnership for NYC).

Before starting Alloy, Tommy attended the University of Virginia and worked as a product lead and software engineer. He worked on everything from AR experiences for large museums to consumer facing websites.

Helene Panzarino

Managing Director of Rainmaking


Helene is Managing Director for Rainmaking Colab. Originally a commercial banker, Helene is a highly experienced Investment Readiness Consultant, Programme Director and Exited Entrepreneur. She has successfully created and launched the Inaugural Programme of Education and Events for the UK FinTech trade body, Innovate Finance. Since January 2017, she has been the Lead Fellow on a world-first FinTech Pathway in a Masters in Tech Entrepreneurship Degree for UCL, a visiting Fellow on the Imperial College Business School MSc in Finance, and co-creator and lead delivery partner on the Imperial College FinTech Executive Education Programme. Helene was named a Top 10 Influencer in SME Funding in 2016 and is the author of Business Funding for Dummies.

Jason Peoples

Director of Strategic Partnerships of Backbase


Jason Peoples is a veteran technology leader with over 18 years of experience that started in the early days of Internet Startups where he was an executive team member at Interland Web Hosting, now Web.com.

Jason has held multiple executive level positions at various companies before joining Backbase where he is now responsible for the expansion of the Backbase footprint in the Americas through strategic partnerships.

Yolande Piazza

Chief Executive Officer of Citi Fintech


Efma’s Chairwoman, Yolande Piazza is the CEO of Citi FinTech, a unit in Citi’s Global Consumer Bank charged with delivering a radically simple, connected customer experience on mobile. Through co-creation with customers, an agile operating model and next generation technology, Citi FinTech is transforming how Citi designs, builds, creates, and delivers mobile features and capabilities for millions of customers. Yolande is a member of the Global Consumer Bank Management Committee.
In 2016, Citi FinTech introduced a new set of features for U.S. Retail Bank clients, making Citi the first global bank to integrate banking, money movement and wealth management on mobile.

A nearly thirty-year veteran of Citi, Yolande has held several key technology leadership roles, most recently Chief Operating Officer (COO) of Citi FinTech. As COO, she was responsible for the day-to-day operations of Citi FinTech and leading Citi’s Consumer Innovation Labs. Prior to Citi FinTech, Yolande served as Chief Administrative Officer for Global Consumer Banking Operations & Technology for seven years, providing value-added services and benefits to internal clients, as well as developing, implementing and managing a number of transformation initiatives to improve results and cost efficiency. She has held several senior roles, including SVP of Online Applications & Services for Diners Club International and CIO of Student Loans Corporation.
In 2014, Yolande founded the “Future Women in IT” program, which aims to inspire middle and high school girls to pursue careers in technology and reduce the misconception that “I.T. Is not for me”. The program has reached more than 20,000 girls across the United States since inception.

In 2017, she joined the UN Women Global Innovation Coalition for Change (GICC), a dynamic partnership between UN Women and key representatives from the private sector, academia and nonprofit institutions focused on developing the innovation market to work better for women and to accelerate the achievement of gender equality and women’s empowerment.
Yolande co-led the Citi Operations & Technology Women’s Council and has been recognized for her achievements as part of the 2014 YWCA-NYC Academy of Women Leaders and as an honoree for United Way of Northeast Florida’s Women in Local Leadership (WILL) Up Close & Personal Program. In 2017, she was featured on American Banker’s “Women to Watch” list and Bank Innovation’s Most Innovative CEOs in Banking.

Assaf Pilo

VP Sales of SecuredTouch


Assaf has been managing technology sales for 17 years. During the last 12 years his career focus is in Cyber Security and Fraud Detection Solutions.

Assaf has spent most of his sales career working with large and enterprise international customers in the Finance, eCommerce, Saas, Media and Telecom verticals.

Kazuya Sakakibara

Executive Officer, Payment Business and Product Development unit of Jibun Bank


Joined Jibun Bank Corporation in 2011 from other internet only bank in Japan with an experience of financial business using internet channel. Elected as “50 promising young leaders in the Asia Pacific and Gulf regions” at the Asian Banker summit 2008 Chartered Member of the Securities Analysts Association of Japan.

John Schulte

Chief Information Officer of Mercantile Bank


Chris Skinner

Non-Executive Director of 11:FS


Chris Skinner is best known as an independent commentator on the financial markets through the Finanser (www.thefinanser.com) and Chair of the European networking forum the Financial Services Club, which he founded in 2004. The Financial Services Club is a network for financial professionals, and focuses on the future of financial services through the delivery of research, analysis, commentary and debate and has regular meetings in London, Edinburgh, Dublin and Vienna. He is the author of nine books covering everything from European regulations in banking through the credit crisis to the future of banking. He is also Chief Executive of Balatro Ltd, a research company, and a co-founder of the website Shaping Tomorrow, as well as a regular commentator on BBC News, Sky News and Bloomberg about banking issues. He is a Judge on many awards programs including the Card Awards and the Asian Banker’s Retail Excellence Awards, as well as having worked closely with leading banks such as HSBC, the Royal Bank of Scotland, Citibank and Société Générale and the World Economic Forum. More can be discovered about Chris Skinner here: http://thefinanser.co.uk/fsclub/chris-skinner/

Peter Soraparu

Senior Advisor, Efma Senior Executive Vice President (Emeritus) American Trust & Savings Bank


Peter A. Soraparu is the Senior Advisor – USA for Efma, and the recently retired Senior Executive Vice President and Head of the Relationship Banking Group at American Trust & Savings Bank in Dubuque, Iowa. Pete brings more than 40 years of banking and communications management experience to Efma.

While at American Trust, he was responsible for developing the bank’s retail, digital and commercial banking strategies and for its retail banking, mortgage lending, consumer lending, Dubuque commercial lending and brokerage services departments.

He was a member of the bank’s Managing, Asset Liability, Compliance and Enterprise Risk Management committees.

Prior to joining American Trust in August, 2007, Pete was the founder and president of PAES Enterprises Ltd., directing domestic and international retail banking, payments and training consulting engagements. He has spoken on a wide range of retail banking issues at numerous global events.

He is also a past retail banking executive at Bank Administration Institute (BAI), Glenview (IL) State Bank and The First National Bank of Chicago.

Pete is a member of the Mobile Payments Industry Workgroup of the Federal Reserve Banks of Boston and Atlanta. He is a graduate of Loyola University Chicago and Pacific Coast Banking School.

Purva Sule

Director, Senior Relationship Manager of Bank of Montreal Financial Group


Purva leads partnership strategies and execution (with a focus on start-ups and fintechs) for BMO’s retail and wealth businesses in the US.

Purva has deep experience in strategy and retail banking. She joined BMO in 2012 as part of the strategy team and headed customer growth for the US retail business before moving to her current role.

Purva started her career as a strategy consultant at McKinsey and co-founded and ran Pipal Research (outsourced research and analytics) for 8 years, before joining BMO.

She has spoken at industry conferences and has also been published. Most recently, she participated in panels at the Chicago Fintech Week, the Big Data Conference in Santa Clara, the BAI retail banking conference in Atlanta and the Kinnektor conference in Green Bay, WI.

Bill Sullivan

Head of Global Financial Services Market Intelligence, Senior Director of Capgemini Financial Services


Bill Sullivan is the Global Head of Capgemini’s Financial Services Market Intelligence Group. He is responsible for Capgemini’s global portfolio of financial services thought leadership and oversees a team of strategy consultants and sector analysts who bring together a wide range of strategic research and analysis capabilities to help Capgemini’s financial services clients across the globe to address complex, strategic issues.

He has over 15 years of strategy and transformation consulting experience in the Financial Services sector having both worked and lived in the U.S., Europe, and Asia. Over the past two decades, Bill has overseen the development of some of the industry’s most recognized and leading thought leadership, including the World Wealth Report, Asia-Pacific Wealth Report, World Retail Banking Report, and World Insurance Report. He was recently named to Financial Brand’s “FinServ25: Most Influential Voices in Banking” and serves on the panel of judges for the “PWM/The Banker Global Private Banking Awards.” Before running the Market Intelligence team in India and the U.S, Bill held a variety of global roles including overseeing Capgemini’s Global Wealth Management Center of Excellence, leading Capgemini’s Global Financial Services Lab in Paris, France, and managing the Americas’ Strategic Research Group based in Cambridge, Massachusetts.

Bill was born in Boston, Massachusetts and graduated with a degree in Economics and Psychology from Tufts University in Medford, Massachusetts. He currently resides in Virginia with his wife and two daughters after living and working in Hyderabad, India from 2009 through 2012. You can follow Bill on Twitter (@WFSullivan3) and LinkedIn.

Peter Wannemacher

Sr. Analyst of Forrester


Peter serves digital strategy leaders at banks, advising them on how to better win, engage, and retain customers. He works with bank executives and their digital teams to challenge thinking and lead change in the banking market. Peter’s strategic frameworks help banks prepare for digital disruption and the future of financial services. He leads Forrester’s ongoing digital banking benchmark research, a series of assessments covering companies’ online banking, tablet banking, mobile banking, and digital sales efforts. This includes a recent global mobile banking benchmark that reviewed 53 banks from 18 countries across six continents.

Peter’s research reports include “The Digital Banking Imperative,” “Bots Aren’t Ready To Be Bankers,” “Millennials Want Financial Advice, With Or Without Humans,” and “Assemble Cross-Functional Teams To Achieve Digital Success.” In addition to speaking at Forrester Forums and events, Peter has been interviewed by various publications, including The New York Times, American Banker, CNBC, The Wall Street Journal, TechCrunch, and NPR.

Previous Work Experience

Prior to becoming an analyst, Peter was a data researcher at Forrester. In that role, he designed surveys and other research, analyzed consumer data, and developed data models. Peter led the development of Forrester’s mobile financial services ROI model and was a key contributor to Forrester’s ongoing customer advocacy work.

Education

Peter holds dual M.S. degrees in advertising and applied statistics research from Boston University as well as a B.A. from Trinity College in Hartford, Connecticut.

Agenda

Pete Soraparu Senior Advisor, Efma Senior Executive Vice President (Emeritus) American Trust & Savings Bank Efma/American Trust & Savings Bank - USA
How today’s banking environment has been influenced by the quickening pace of evolution among financial technology companies, and how banking platforms have responded to the challenges and opportunities that the Fintech evolution has provided.
Jim Marous Owner and Publisher of Digital Banking Report, Co-Publisher The Financial Brand - USA
Demonstrating how banks can directly shape their own futures by helping their customers achieve success in theirs.
Raymond Davis Chairman Emeritus Umpqua Bank/Pivotus Ventures - USA
New customer service solution that will permit consumers to communicate with providers through the Apple Message app.
Kimarie Matthews Senior Vice President Wells Fargo - USA
How Citibank has forged its path in integrating its Fintech efforts with collaborative approaches with multiple layers of players in the Fintech space.
Yolande Piazza Chief Executive Officer Citi Fintech - USA
Raymond Davis Chairman Emeritus Umpqua Bank/Pivotus Ventures - USA
Linda Duncombe Global Head of Growth, Chief Marketing Officer Citi Fintech - USA
Zachary Gipson Chief Innovation Officer USAA - USA
Kimarie Matthews Senior Vice President Wells Fargo
Providing a unique perspective on the state of the Fintech industry, how its interaction with banking incumbents has developed to this point, and how it will continue to evolve over the coming years.
Bill Sullivan Head of Global Financial Services Market Intelligence, Senior Director Capgemini Financial Services - USA
A brand new Fintech portal designed for bankers, enabling them to discover the best Fintech companies.
Vincent Bastid CEO Efma - France
Bill Sullivan Head of Global Financial Services Market Intelligence, Senior Director Capgemini Financial Services - USA
How Bank of Montréal (BMO Financial Group) vets its potential Fintech partners and proceeds through proof of concept toward investment, and ultimately management of that investment.
Purva Sule Director, Senior Relationship Manager Bank of Montreal (BMO Group) - USA
Delivering lower-cost short-term borrowing options for consumers.
Ben Morales CEO QCash - USA
Jim Marous Owner and Publisher of Digital Banking Report, Co-Publisher The Financial Brand - USA
Purva Sule Director, Senior Relationship Manager BMO Partners - USA
Ben Morales CEO QCash - USA
Levering bank branch network and telco expertise to offer new premium mobile experience and gain market share
Kazuya Sakakibara Executive Officer, Payment Business and Product Development unit Jibun Bank - Japan
Mercantile Bank + Abe.ai: success along both financial and demonstrative dimensions.
John Schulte Chief Information Officer Mercantile Bank- USA
Keith Armstrong Co-founder & COO Abe.ai - USA
Bank of Montreal + SpringFour: success along both financial and demonstrative dimensions.
Purva Sule Director, Senior Relationship Manager Bank of Montréal - Canada
Rochelle Gorey Co-founder, CEO & President SpringFour - USA
Radius Bank + Alloy: success along both financial and demonstrative dimensions.
Tommy Nicholas CEO Alloy - USA
Mike Butler President & CEO Radius Bank - USA
Backbase: connecting cores and Fintech solutions, seamlessly and seriously
Jason Peoples Director of Strategic Partnerships Backbase - USA
Jim Marous Owner and Publisher of Digital Banking Report, Co-Publisher The Financial Brand - USA
Pete Soraparu Senior Advisor, Efma Senior Executive Vice President (Emeritus) American Trust & Savings Bank Efma/American Trust & Savings Bank - USA
The push toward Open Banking and Open APIs is interesting at the regulatory level, especially as it relates to data sharing with trusted third parties; a potential drag, though, is consumer lack of trust.
Chris Skinner Non-Executive Director 11:FS - UK
How the Mobile Payments Industry Workgroup (MPIW) facilitates interaction between and among banks and other financial services providers, merchants and Fintech companies.
Marianne Crowe Vice President of Payment Strategies Federal Reserve Bank of Boston - USA
Marianne Crowe Vice President of Payment Strategies Federal Reserve Bank of Boston - USA
Mike Butler President & CEO Radius Bank - USA
Tommy Nicholas CEO Alloy - USA
Matthieu Cardinal Vice President, FinTech Development and Corporate Affairs Finance Montréal - Canada
Matthew Fifield Innovation Officer OCC - USA
Two of the most successful companies in today’s Fintech ecosystem chat about their respective journeys and how they have established themselves as reliable partners for bank and other financial services providers.
James Allgrove Head of US East Coast Stripe - USA
Andrew Boyajian Head of Banking, North America TransferWise - USA
This session will lay out the three options that banking executives face: Win like Amazon, win with Amazon, or lose. We’ll look at what this means at a strategic, brand level, and we’ll extend this thinking to the broader question of platformification.
Peter Wannemacher Sr. Analyst Forrester - USA
How Rainmaking Colab helps mature market corporates engage with startups and address real business challenges.
Helene Panzarino Managing Director Rainmaking - UK
Start-up and early stage Fintech companies gather to discuss their challenges, opportunities and successes in determining market needs, approaching and partnering with financial services providers to deliver their solutions and include delegates in this interactive forum.
Atish Davda Founder,CEO EquityZen-USA
Assaf Binstock CEO & Co-Founder BeeEye - Israel
Eric MacNicoll Executive Director, Financial Services Industry Exagens - Canada
Inaki Berenguer CEO and Co-Founder CoverWallet - USA
Assaf Pilo VP Sales SecuredTouch - Israel

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Frequently Asked Question

It brings together bank, fintech and regulator perspectives to meet up and share views on how to successfully collaborate.

Envision the future of banking in an intimate event that gathers thought leaders from the whole ecosystem.
-Find out how key players are already establishing win-win partnerships between bank and Fintech.
-Learn how to implement a frictionless fintegration in your bank and build the right processes.
-Meet peers in leading banks, great fintech and the regulator to figure out how to create more value for the Customer.
-Network with peers and fintech.
-Get an exclusive preview of the brand new FintechVisor portal dedicated to the industry.
-Receive the latest Banking Digital Report from Jim Marous as well as Chris Skinner’s latest book. (free of charge)
US and international senior level bankers and fintech executives.

Reserve your seat now for this high-level meeting with all the parties of the Bank+Fintech ecosystem!

From 600 $
Registration fee

  • Top level bankers
  • Innovative Fintechs
  • Regulator’s perspective
  • Case studies on Fintegration

Venue info

Address: Millennium Hilton New York One UN Plaza 1 United Nations Plaza, New York

Contact: Jezabel Chave

Mail: jezabel@efma.com