BREAKOUT SESSION / TUESDAY / SEPTEMBER 19, 2017 / 1:00 PM

Sharing the sandbox: How fintechs and banks are ‘playing nice’

Traditional FIs are starting to join forces with fintech providers as a strategy for rapidly acquiring digital expertise. For example, last year BBVA bought Holvi, a Finnish banking startup. What should an institution look for in an acquisition? And what is the best way to ensure that a new fintech partner will benefit both the bank and its customers?

PANELISTS

Kent Rawlings | Chief Commercial Officer | nanoPay

Kent Rawlings is the Chief Commercial Officer at nanoPay. Kent has 20+ years experience in the telecommunications industry and brings a great deal of experience and knowledge to his role at nanoPay. Prior to joining nanoPay, Rawlings was the Senior Vice President of Sales with the start-up wireless company, Public Mobile. Kent was responsible for growing all sales and distribution. He built and managed over 50+ corporate stores with 400+ employees and grew the dealer network to over 200 locations.

Jason Shoemaker | Head of Credit Card Digital Product | Avant

Jason Shoemaker is the Head of Credit Card Digital Product at Avant, a Chicago-based online lending platform focused on lowering the barriers and costs of borrowing for customers. As a former EY and Accenture consultant, Jason drives digital product strategy for the mobile and web customer application experience and self-service tools for Avant’s newest product offering. Jason and his team work to bring the latest technology to it’s customers using data to drive the decisions behind what’s built. Prior to Avant, Jason worked at another Chicago startup, building out their customer success team and driving customer-centric development.

Brad Wallace | Principal, Financial Services Digital Advisory | EY

Brad Wallace is a Principal in EY’s Financial Services Digital Advisory practice, primarily focused on digital growth, product innovation, and channel transformation. His skills include business and technology strategy, experience design, new product and service development, channel rationalization, and business and technology innovation. Brad has over 20 years of professional experience with 15 years focused on consumer banking technology, processes, operations, and channels, 8 years in business development, 5 years in new business incubation and startup, and 4 years in mergers and acquisitions.

MODERATOR

Gil Luria | Director of Research | D.A. Davidson

Gil Luria joined D.A. Davidson in March 2017 as Director of Research. Previously Gil was an analyst and head of technology research at Wedbush Securities for 11 years, primarily focused on e-commerce and financial technology companies, having previously covered large U.S. telecommunications companies at Sanford C. Bernstein and as a Manager at Deloitte Consulting. Gil has made frequent appearances at financial technology conferences, along with regular appearances in the media, including CNBC, Bloomberg, Wall Street Journal, The New York Times, and NPR.

Suzanne Cluckey | Editor | ATM Marketplace

Suzanne is an award-winning journalist with a focus on providing clarity and context in her coverage of industry issues. As a writer and editor, Suzanne draws on 30 years of communications experience encompassing a wide range of subjects and disciplines. Her career has spanned corporate communications, strategic marketing and branding, radio and video production, and copywriting and creative direction for both B2B and B2C advertising campaigns. In addition to her current work for ATM Marketplace, Suzanne has written white papers and features for several other Networld Media Group publications, including Mobile Payments Today.

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