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While the financial industry’s reputation continues to be damaged by negative front page news stories on a regular basis, technology is rapidly changing the way financial services are delivered.   New players are entering the market and starting to make an impact.   Traditional financial institutions are changing the way they communicate and market.  Mobile, social media, and big data simultaneously represent significant opportunities and risks.  Our summit will examine how the future industry leaders will earn trust, differentiate from their competition, and strategically use technology to connect with customers, employees, sales channels, media and the government.

We will answer cutting edge questions such as:

  • How will the new sharing economy impact financial services?
  • What are the new mobile payment solutions and how will consumers embrace them?
  • How will leading financial institutions integrate social & digital technologies into customer acquisition & service platforms
  • Why will the industry need to shift from being product marketers to trusted content providers?
  • Who will lead the industry in integrating structured & unstructured data to better understand customers and make better business decisions?

The agenda will consist of several case study presentations in the general auditorium followed by two moderated interactive roundtable discussion groups.

Last year’s event was sold out and featured speakers including Noah Breslow - CEO of OnDeck, David Klein - CEO of CommonBond, David Ray – Corporate Vice President, New York Life Insurance Company, Additional information about last year’s event may be found at the event website.  Please feel free to check out our live and unfiltered attendee feedback and social media coverage via our twitter transcript of our #BDI1 hashtag from the event.

Not sure if you want to exhibit at or attend the The Future of Financial Services Summit & Roundtables? See the panels below to get the information you need to make an informed decision.

All information in Events In America is deemed to be accurate at the time we add it, and we take steps to verify all details and update our records when new information is provided, but as people, events and circumstances change, we caution users to independently confirm all information. and Events In America LLC make no guarantee of accuracy and assume no liability for inaccurate information.

Conference/Event Dates: 11/06/2014 - 11/06/2014
Conference/Event Hours: 8:00 am - 1:00 pm ET
Classification: B2B
Primary Industry: Banking-Money-Finance
Other Industries: Banking-Money-Finance, Business
Venue: The Graduate Center of The City University of NY
Venue Phone: (212) 765-8043
Venue Type: Indoor - Other

Booth Size Booth Cost   Available Amenities
Call for information.   Electricity: n/a
  Water: n/a
  Generator: n/a
  Marketing Vehicles Allowed: Call
Other Booth Sizes Available: n/a

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The Future of Financial Services Summit & Roundtables

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