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"Risk is at the heart of any Fintech" - Trupti Natu "Fintech Startup Risk Management: How It Differs in Web 3.0 from Web 2.0" presented by Trupti Natu during the 2022 U.S. Fintech Symposium. Below is a highlight video of Trupti's presentation. To view the entire presentation (and other presentations), please consider becoming a U.S. Fintech Symposium Member today!
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 TreaSolution is happy to announce that Fintech Futures has become an official marketing partner of the 2022 U.S. Fintech Symposium!
FinTech Futures is a premier digital publishing platform and the definitive source of news and analysis for the worldwide fintech community. We are the go-to, trusted resource for industry buyers, sellers, developers, integrators, regulators, and other specialists across the sector, big and small. Our website attracts over 100,000 visitors per month with over 200,000 page views and our daily newsletter is delivered to over 35,000 key decision-makers in the financial services and technology sectors. The brand is active across the key B2B social media platforms, with over 50,000 followers on Twitter (@FinTech_Futures) and over 54,000 followers on LinkedIn. FinTech Futures also publishes The Banking Technology magazine, a print and online publication founded in London in 1983. The magazine, published ten times a year, is a trusted brand for fintech professionals an enjoys a worldwide distribution. Read the April 2022 version of Banking Technology magazine by clicking here!  Financial Institutions are continually turning to FinTechs for collaboration when bring new offerings to the market. In this session, Capco, Backbase, Jumio and FinXact will talk about the challenges and achievements around integrating partnership solutions holistically for clients across the financial services spectrum including credit unions, regional banks and global financial institutions. Key Panel Discussion Takeaways:
 TreaSolution is happy to announce that Episode Six has become a Knowledge + Networking Sponsor of the 2022 U.S. Fintech Symposium! The U.S. Fintech Symposium will be held on May 3rd & 4th in Orlando, Florida. Episode Six will be sponsoring a Knowledge + Networking session, speaking at the event and company representatives will be exhibiting so attendees can learn more about their payment technology & payment platform. About Episode SixEpisode Six is a payments technology company that gives banks, fintechs and brands the freedom to design and bring leading digital payment propositions to market with unmatched speed. From issuer processing to digital wallet – across deposits, credit, savings, and loyalty rewards – and account management, Episode Six power clients’ payments journeys with the most flexible and adaptable platform on the market today, providing highly configurable products with user-driven tools and technology to stay ahead of, and respond to, customer demand and market shifts. Episode Six’s platform is purpose-built to transfer value of any kind – fiat currency, cryptocurrencies, brand value points, gold, and more. Episode Six operates globally across 24 countries with an expanding team located in the U.S., Europe, Japan, Singapore, Hong Kong, and Australia.
 TreaSolution is happy to announce that Verafin will be a Gold Sponsor of the 2022 U.S. Fintech Symposium this May in Orlando. Verafin representative will be attending and exhibiting at the U.S. Fintech Symposium. Also, we will be announcing an Verafin fintech webinar in the near future!
About Verafin The Verafin Financial Crime Management platform is a cross-institutional, cloud-based solution utilizing the latest advances in artificial intelligence and machine learning. Their smart evidence and risk-rated Fraud and BSA/AML alerts remove the traditionally siloed approach between BSA/AML and fraud departments, allowing institutions to work more efficiently, and our Information Sharing capabilities allow you to conduct collaborative investigations with other institutions, saving time and resources during investigations. Learn more by talking with Verafin representatives at the U.S. Fintech Symposium and/or visiting: https://verafin.com/ We're happy to announce that Crue, Fintech Finance and FinTech Magazine have become official marketing partners of the 2022 U.S. Fintech Symposium!  Crue (Fintech Marketing by Envisonit) helps clients turn complex challenges into transacting customers. With over a decade of success driving growth for fintechs, Crue understand the complexities clients face and the speed of the industry. So Crue constructs a dedicated team of specialists who speak your language and have a track record of acquiring active customers. Click here to learn more about Crue!  Fintech Finance works with renowned executives in the industry to provide key decision-makers globally within leading financial services organizations with reliable and accurate intelligence on emerging trends and breakthrough technologies, helping them to make informed decisions. Fintech Finance produces boundless video episodes looking at range of topics within financial services, as well as monthly printed publications, with a constant stream of online news plus coverage from attending some of the most prominent events within the sector. Click here to learn more about Fintech Finance!  FinTech Magazine is the Digital Community for the Financial Technology (FinTech) industry. FinTech Magazine covers banks, challenger banks, payments, technology platforms, digital currencies and financial services - connecting the world’s largest community of banking and fintech executives. FinTech Magazine focuses on fintech news, key fintech interviews, fintech videos, along with an ever-expanding range of focused fintech white papers and webinars. Click here to learn more about Fintech. Magazine! What to become a Marketing Partner of the U.S. Fintech Symposium? Contact Us to Learn More!
Akamai Technologies Becomes the Networking Lounge Sponsor of the 2022 U.S. Fintech Symposium3/25/2022  TreaSolution is happy to announce that Akamai Technologies will be the exclusive Networking Lounge Sponsor of the 2022 U.S. Fintech Symposium in Orlando. AKamai's sponsorship will help provide a dedicate professional networking space at the U.S. Fintech Symposium for attendees to meeting, have meetings and develop business opportunities. Akamai will also be demonstrating their industry thought-leadership by delivering a session at this year's conference. Additionally, Akamai's representatives will be exhibiting at the conference so attendees can learn more about the world's most distributed compute platform! About Akamai TechnologiesAkamai powers and protects life online. Leading companies worldwide choose Akamai to build, deliver, and secure their digital experiences — helping billions of people live, work, and play every day. With the world’s most distributed compute platform — from cloud to edge — we make it easy for customers to develop and run applications, while we keep experiences closer
to users and threats farther away. Learn more about Akamai’s security, compute, and delivery solutions at akamai.com and akamai.com/blog, or follow Akamai Technologies on Twitter and LinkedIn. New Session Announcement: What Banks Can Learn from Fintechs to Maximize Growth in the Digital Era3/25/2022  The pandemic accelerated the digital transformation across all types of industries, and there is perhaps no fiercer competition than that between banks and fintech companies. As fintech services continue to rise in prominence, incumbent banks are increasingly compelled to provide innovative products and services to customers to remain competitive in the digital era. As a former entrepreneur and self-proclaimed “OG of fintech” with extensive experience incubating new products and businesses at notable global banks, including Citi and JPMorgan Chase, Alex offers a unique perspective to help financial institutions create new offerings and differentiate their business from its peer set. He possesses vast expertise on the topics of retail banking, wealth management, digital growth distribution, new monetization and engagement strategies. At the U.S. Fintech Symposium, Alex will share his insights on the lessons that banks can draw from fintechs, such as developing products/services that are more directly aimed at the customer’s needs, leveraging API and partnership strategies, how nontraditional business models can generate further growth, and how banks can better foster an overall culture of innovation. He can also share advice and common pitfalls he’s learned from working with entrepreneurs in Citi Ventures’ D10X program, which incubates new products and businesses designed to generate new, organic growth for Citi. Alex Sion Biography Alex joined Citi Ventures in 2018. He is the former Global Consumer Bank Head of the D10X program, which incubates new products and businesses designed to generate new, organic growth for Citi. Prior to joining Citi, Alex was the General Manager of Mobile for JP Morgan Chase, responsible for Chase Mobile Banking and mobile channel governance for the Consumer and Community Banking Group. Prior to JPMC, Alex co-founded Moven, the world’s first mobile “neobank” and an award-winning, globally recognized fintech pioneer which has nearly 2 million global users and raised over $20M in venture financing during Alex’s tenure. Alex has been a financial services practice leader at both CapGemini and Sapient, and has advised large financial institutions, startup organizations, and industry groups. Alex has a B.A. from Yale University. He is on the Advisory Board of Cell Trust, an innovator in secure mobile messaging, and was an adjunct professor of Digital Marketing at the Georgetown School of Continuing Studies. He serves on the innovation council of BAI and the digital leadership council of American Banker, and is a frequent conference speaker. Alex lives in Brooklyn, NY with his wife and two kids.  Panel Discussion Description:
Can partnering in the fintech industry be a revenue multiplier? Is there a strategic benefit for financial institutions to partner with fintech solutions providers? How can fintech partnerships be structured? This panel discussion with discuss the dynamic state of partnering in the fintech and financial services industry! About Karen Bailey Karen Bailey leads Microsoft’s Global Financial Services Partner Ecosystem Strategy with responsibilities for ensuring that Microsoft has a robust ecosystem of partners that provide solutions to all sectors of FSI including Banking, Capital Markets, and Insurance. Karen brings over 30 years of experience in technology including 20 years as a technology executive for large financial institutions. Prior to her time at Microsoft, she services as the Retail CIO for Brown & Brown and was responsible for the digital transformation of all elements of the retail insurance business. Before joining Brown & Brown, Karen served in several leadership roles of business and technical transformations for organizations such as Bank of America and Wachovia/Wells Fargo. Karen started her career leading large infrastructure implementations, training hundreds of infrastructure engineers as a former CCIE/CCSI and writing technical certification courses. She brings a unique blend of deep industry understanding, business acumen, and technical competence to her engagements with customers and partners alike. Karen has a Master of Business Administration from Auburn University.  Networking is a critical component of any successful conference. Therefore, the U.S. Fintech Symposium will be hosting (among other networking events) four fintech "Knowledge + Networking" session in the main conference ballroom. Each Knowledge + Networking session will be comprised of four distinct time periods:
Knowledge + Networking Sponsoring Companies
 As Financial Institutions modernize their remote onboarding and online authentication methods, making them more secure and user-friendly (a trend further spurred by the recent pandemic), many realize they are left with outdated customer authentication systems in their physical premises. Consequently, identity fraud and impersonation occurring within the space that they instinctively call “home” can certainly represent a source of concern. Most of us instinctively realize that biometrics technology offers an obvious response to these challenges, capable of joining convenience and security at the highest levels… but can it just be imposed on the customer base, or is it a matter of ensuring a smooth transition from previously used authentication methods, which walk-in customers are already familiar with? Can it also be a matter of dealing with scepticism and reluctancy about a biometric scan occurring in a physical space – when perhaps the very same customers unlock their phone with their finger dozens of times a day, or dash though airports using Clear? Jean-Philippe would like to touch on these topics with you, including a final question: what about neo-banks, who generally do not need traditional branches? Can partnering in the fintech industry be a revenue multiplier? Is there a strategic benefit for financial institutions to partner with fintech solutions providers? How can fintech partnerships be structured? This panel discussion with discuss the dynamic state of partnering in the fintech and financial services industry!  About Scott Lenoir With over 30 years in banking and financial services, Scot Lenoir is a passionate and seasoned financial services expert forging the way of fintech. His expertise ranges from payments, Banking as a Service (“BaaS”), financial technology and many more facets of the ever-changing financial landscape. Scot has overseen banking shift from a traditional, retail-first model to a model that provides the foundation for challenger banks to offer revolutionary access to financial services. He’s had a first-hand influence on the industry’s direction and is always driving for innovation. Lenoir founded Evolve Bank & Trust in 2004 and currently serves as the Chairman of Evolve Bank & Trust and Chief Executive Officer of Evolve Bancorp, Inc. Evolve is recognized as a global leader in the payments and BaaS industry delivering unique solutions and innovative technology strategies for our partners. In particular, the Open Banking division operates as a tech powerhouse, enabling hundreds of fintech platforms to launch unique financial products to many different end users. Under his leadership, Evolve has been recognized on the list of Inc. 5000 fastest growing companies while also being voted Top Workplace eight times in a row. He graduated from the University of Memphis.  About Atif Saddiqi Atif Siddiqi is the founder and CEO of Branch, which helps businesses accelerate payments and empower working Americans. Businesses turn to Branch for a more cost-effective, faster way to pay workers. Workers and independent contractors that sign up with Branch can receive a zero-fee bank account, free instant access to earned wages, rewards, and personal finance tools to help them manage their cash flow between paychecks. Atif started the company in 2015 as an Entrepreneur in Residence at Idealab, an incubator based in Pasadena, California, after seeing technology for hourly workers had not changed since his first hourly job. As the application gained traction among employees across the country, Branch was selected to participate in the inaugural class of the Techstars Target Retail Accelerator program. Continuing its growth in Minneapolis, Minnesota, Branch has been honored with a Webby Award — Best Financial Services, Fintech Breakthrough Award, Gartner Eye on Innovation: Financial Services, and Star Tribune’s Top Workplaces in Minnesota. Atif has been recognized as one of Employee Benefit News’ Top 20 Digital Innovators in Benefits and EY Entrepreneur of the Year: Heartland. Atif holds a B.A. in Economics and an M.B.A. from the University of Southern California.  The payments industry is changing rapidly. It seems like every week there is a new innovation, technology, provider, rail, etc. During the State of Payments Panel Discussion the panelists will be discussing the latest payment development, technologies and strategies. Mark your calendars. Don't miss this important conversation!
About Sankat Patel Sankat Patel is Senior Vice President & Director of Strategic Alliances - Treasury Management at Fifth Third Bank. His background includes more than twenty years of experience in Treasury Management, supporting a wide variety of industries. Sankat has lead Fifth Third Bank - National/Large Corporate, Middle Market and Business Banking Treasury Management Sales teams. Throughout his career, Sankat has worked in; operations, project management, implementation, process improvement, acquisition integration and Treasury management sales at various financial institutions. Prior to banking, he was an IT Consultant for the financial services industry. In his current Director role he leads Product teams that drive Strategic Alliances including Merchant solutions, Healthcare payments, Emerging Strategy Retail and the Fifth Third Bank Fintech Solutions (Embedded Payments) Strategy. These teams support over $150 Million in annual business service charges. Sankat is based out of Chicago, IL.  In 2020, almost three-quarters of organizations were the target of a payment fraud attack. These scams are on the rise, and businesses of all sizes are at risk. The key is to stop payment fraud before it even starts. This presentation features speaker Brent Kinman, Senior Vice President , North America of Corcentric, who will discuss:
 TreaSolution is happy to announce that Clausematch will be a Knowledge + Networking Sponsor of the 2022 U.S. Fintech Symposium on May 3rd & 4th in Orlando, Florida!
Clausematch will be sponsoring a Knowledge + Networking session, speaking at the event and company representatives will be exhibiting so attendees can learn more about their award-winning policy management, regulatory change management and compliance platform. About Clausematch ClauseMatch is an award-winning London-based regulatory technology company that enables financial institutions and other regulated companies to comply with their internal corporate governance documentation (standards, procedures, controls). It is a 2014 graduate of the inaugural Barclays accelerator programme, BBVA Open Talent challenge winner, and is in the top RegTech companies selected by CB Insights and Dow Jones. The solution brings unprecedented productivity and transparency for Compliance, Legal, Finance, Operations and Risk teams saving millions in terms of time and resources while significantly reducing risk and providing accountability. The company’s mission is to bring unprecedented transparency, accountability and efficiency to the regulatory implementation and compliance processes, therefore, giving employees more valuable time to spend on things that matter and they enjoy most of all.  The U.S. Fintech Symposium was recently featured by Bizzabo in their "Fintech Conferences: The Best FinTech Events Guide for 2022." Specifically, Bizzabo states the following about the U.S. Fintech Symposium:
"The Symposium offers more than just educational speeches — attendees can also network and make career-boosting connections. The Symposium provides six formal networking sessions, as well as the opportunity to schedule meetings with product and service providers and more." Thank you Bizzabo for featuring the U.S. Fintech Symposium!  The Buy Now Pay later business model has been a growing force in the past year. Factors that are contributed to this growth. We’ve seen a lot of development and competition in BNPL (Apple’s recent partnership with GS to offer BNPL, Square’s acquisition of AfterPay, PYPL dropping late fees for BNPL customers). Do you think we will see more companies adopting the BNPL model?
 This presentation will discuss the compliance requirements that Fintechs need to go-live. Most early-stage Fintechs don’t have staff on-hand who understand what is required from a compliance perspective (i.e., policies/procedures, transaction monitoring for AML & fraud, KYC, etc.). Fintechs need mentorship / guidance in this area as they work with their sponsor bank before going live. Sarah will address these issues, and advise on industry best practices.
New Session Announcement: Fintech Startup Risk Management: How It Differs In Web 3.0 from Web 2.02/2/2022  Risk management is not a support function for a Fintech start-up. It should be at the heart of the business-idea and an integral part of the ethos. However, time and again founders leave risk management it as an afterthought. In this talk, Trupti will discuss why risk is so important for a Fintech start-up and how they should think about risk in the Web 3.0 world.  TreaSolution is happy to announce that Empyrean Solutions will be a Gold Sponsor of the 2022 U.S. Fintech Symposium this May in Orlando. Empyrean Solution representative will be exhibiting at the U.S. Fintech Symposium. Also, we will be announcing an Empyrean Solution fintech webinar in the near future!
About Empyrean Solutions Empyrean Solutions provides balance sheet and financial risk management software for financial institutions, including banks, credit unions, and fintechs. CFOs, treasurers, and financial managers look to Empyrean to provide the infrastructure they use in making decisions on balance sheet strategy, capital deployment, and risk mitigation. Our systems are developed by balance sheet and financial management practitioners to meet rigorous quality standards while achieving complete analytical coverage, ease of use, and speed of calculations. Our asset/liability management solution—Empyrean ALM—is the fastest growing solution in the market today with financial institutions from $500MM to over $200B in total assets on it today. These institutions turn to Empyrean for financial solutions software that help them increase efficiency, reduce operational costs, and more easily manage financial performance. Soon Empyrean will be offering Performance Management software for profitability, budgeting, and planning. With these offerings in place, Empyrean Solutions will have one of the only comprehensive financial management software suites for financial institutions in the market. |
