All Sessions.

104 sessions found

Panel

The Automated Bank

Scaling Customer Experience with AI and Workflow Automation: Banks are using AI to deliver faster, more personalized service at scale—while keeping cost-to-serve under control. This panel looks at what’s working in production across onboarding, servicing, proactive financial health, and segment-specific journeys, and how teams measure impact (NPS, containment, conversion, churn) without compromising trust or compliance.

Panel

Trust, Verified

The Infrastructure of Prevention: Fraud is shifting from brute force to persuasion—social engineering, account takeovers, and synthetic IDs across banking, lending, and wealth. This session explores the modern prevention stack—ID verification, device and behavioural signals, and KYC/AML—designed to stop bad actors without adding friction that breaks approvals or the customer experience.

Panel

Deal Makers

The M&A Ecosystem in Canadian Finance: This panel explores the comprehensive financing environment in Canada from sponsors’ and acquirers’ perspectives. Discussion topics include public markets, strategies for raising capital, and closing transactions, offering insights into the entire deal process.

Panel

From Data to Action

Closing the Execution Gap: Financial institutions have invested heavily in data, analytics, and AI—but turning insight into timely customer action is still hard. This panel looks at what’s blocking real-world execution (tech, compliance, operating models) and what’s working across personalization, acquisition, cross-sell, and engagement.