Future Digital Finance Virtual Event

The Virtual Event For Digital Financial Services Executives To Build A World Class Banking Experience

February 25 - 26, 2021 | Starts at 12PM EST

Digital Transformation in Response to
 Accelerated Rates of Change

The next decade of banking will be defined by customers, as well as financial institutions (FIs) with their collaborators in response to an entirely new set of industry challenges. This virtual event explores the investments, partnerships, digital tools, and transformative strategies that will lead FIs to success in 2021 and beyond.

This free virtual event is designed to offer invaluable insights on critical challenges in the digital financial services, as well as trends and strategies that are revolutionizing the industry. Our industry experts will share their experiences about the ways that the finance and banking industry are continuing to respond to the pandemic, optimize CX and transform digitally.

You will gain practical tips for today’s most critical and relevant digital banking challenges, without having to leave your desk. Reserve your FREE seat at this virtual event and level up your playbook in time for 2021.

Leading Content. Zero Cost. Zero Travel.

Hear Firsthand From Seasoned Innovators, at Zero Cost

Listen to leading experts for an honest, unbiased view of what works now and where the future is headed. Every single session is totally free. This is major value at zero cost.

Get Solutions To Your Most Pressing Problems, Always

Hear from your industry peers about their recent successes, as well as solution providers about the leading tools driving the industry forward. If you can't make all of the sessions, no biggie. Everyone registered gets a copy of the on-demand sessions

Watch From Your Own Home, No OOO Needed

Since the event has multiple sessions, you select the material that makes the most sense for you.  Listen in during the live broadcast, or access the session on demand later—once you register, it’s up to you! Enjoy all the perks of a live event from the comfort of your home office.

Our Speakers:

Martin Walker

Martin Walker

Vice President, Digital Experience & Innovation

Sound Credit Union

Dipanjan Das

Dipanjan Das

Senior Director, General Manager of Student Credit Card

Capital One

Michael Huff

Michael Huff

Vice President, Project Management

Associated Credit Union

Brianna Elsass

Brianna Elsass

Managing Director, Head of Digital (US)

BMO Financial Group

Richard Charette

Richard Charette

Associate Vice President - Experience Design (XD) - Research & Strategy

Wells Fargo

Doug Nielson

Doug Nielson

Senior Vice President, Innovation Research & Development

U.S. Bank

Chris Rand

Chris Rand

Virtual Event Producer & Research Manager

Future Digital Finance | WBR Insights

Future Digital Finance Virtual Event Agenda

All Session times displayed in Eastern Time

February 25, 2021 (EST)

  • 11:00 am - 12:00 pm

    11:00 am - 12:00 pm

    Potential topics include:

    1. Accelerating The Shift From In-Person Banking To Digital Interactions 
    2. Developing Your Digital Agenda For 2021 And Beyond 
    3. Talent Management & Remote Work: Evolving Your Organization 
    Learn more
  • 12:00 pm - 12:05 pm

    12:00 pm - 12:05 pm

    Chris Rand, Virtual Event Producer & Research Manager, Future Digital Finance | WBR Insights

  • 12:05 pm - 12:15 pm

    12:05 pm - 12:15 pm

  • 12:15 pm - 12:40 pm

    12:15 pm - 12:40 pm

    Martin Walker, Vice President, Digital Experience & Innovation, Sound Credit Union
    Michael Huff, Vice President, Project Management, Associated Credit Union

    2020 was defined by accelerated rates of change in the industry, driven by the pandemic. This was especially true of consumer habits, and consumer expectations around usage of digital tools and services. This session highlights key factors from those changes and how they should shape FIs’ current approaches to digital transformation.

    Topics of discussion include:

    • Identifying the unique ways consumer habits and expectations have evolved
    • Comparing and contrasting priorities for digital transformation in 2021 versus 2020
    • Lessons learned about which digital tools and investments align with evolving customer preferences
    • Tips and best practices for FI leaders looking to adapt their own digital initiative based on these insights
    Learn more
  • 12:40 pm - 1:00 pm

    12:40 pm - 1:00 pm

  • 1:00 pm - 1:25 pm

    1:00 pm - 1:25 pm

    Dipanjan Das, Senior Director, General Manager of Student Credit Card, Capital One

    As FIs continue to digitize their customer experiences, they need new ways to differentiate those experiences through personalization. This session explores new, more meaningful ways to personalize customer experiences, how to measure their effectiveness and the digital tools they require.

    Topics of discussion include:

    • Benchmarking recent progress on personalization – where do you begin 
    • Outlining key techniques to help FI leaders get started with new personalization initiatives
    • Obtaining the right customer data to shape your personalization strategy 
    • Identifying new data-driven strategies to personalize experiences in innovative ways
    • Measuring the effectiveness of your personalization strategy 
    Learn more
  • 1:25 pm - 1:45 pm

    1:25 pm - 1:45 pm

  • 1:45 pm - 2:10 pm

    1:45 pm - 2:10 pm

    Brianna Elsass, Managing Director, Head of Digital (US), BMO Financial Group
    Richard Charette, Associate Vice President - Experience Design (XD) - Research & Strategy, Wells Fargo

    As consumers engage FIs across channels and devices, it has become more difficult to visualize and understand customer journeys, let alone increase the value of their interactions throughout. This session identifies opportunities for creating more meaningful and cohesive customer journeys in light of these new challenges.

    Topics of discussion include:

    • Highlighting key changes in the customer journey as consumer behaviors evolve
    • Identifying roadblocks and pain points to provide a seamless customer journey
    • Learning the fracture points in the customer journey – and how to remove them 
    • Transforming your approach to optimizing the entire digital customer journey – from beginning to end
    Learn more
  • 2:10 pm - 2:30 pm

    2:10 pm - 2:30 pm

  • 2:30 pm - 2:55 pm

    2:30 pm - 2:55 pm

    Dipanjan Das, Senior Director, General Manager of Student Credit Card, Capital One
    Doug Nielson, Senior Vice President, Innovation Research & Development, U.S. Bank

    FI decision makers must keep an eye on the horizon, even as they prioritize the digital strategies that will guide them to success in the near term. This panel discussion features insights into new and emerging digital innovations that may shape FI strategies and technology investments in the years to come.

    Topics of discussion include:

    • Defining innovation – what does it look like within your organization
    • Identifying and removing obstacles to innovation internally 
    • Sharing opportunities and use cases for applying innovation throughout your organization 
    • Learning how to accelerate innovation and digital transformation
    Learn more
  • 2:55 pm - 3:15 pm

    2:55 pm - 3:15 pm

  • 3:15 pm - 3:40 pm

    3:15 pm - 3:40 pm

    Richard Charette, Associate Vice President - Experience Design (XD) - Research & Strategy, Wells Fargo

    The events of 2020 rocked the financial services industry, forcing FIs to make sudden, near-term changes to stay afloat. But many of those changes have long-term implications for FIs’ strategies and investments for years to come. This session explores how insights and changes from 2020 will impact the industry not only in 2021, but for years to come.

    Topics of discussion include:

    • Sharing key lessons from successes and failures when adapting the pandemic
    • Discussing how 2020 successes are shaping specific long-term strategies
    • Highlighting key steps and techniques towards realizing these strategic goals
    • Hypothesizing how these trends will shape the industry for years to come
    Learn more
  • 3:40 pm - 3:45 pm

    3:40 pm - 3:45 pm

    Chris Rand, Virtual Event Producer & Research Manager, Future Digital Finance | WBR Insights

Bringing Together The Best in Digital Banking

What Attendees Are Saying

Inspiring the Financial Community

“Great group, great speakers, and a great set of topics. Recipe for the generation of ideas that will influence the path of retail financial services for decades to come."

Alex Sion
 GM of Mobile Channel
JPMorgan Chase & Co.


“The conference is a great chance to learn and share ideas with great leaders in the digital space. The timing is perfect – I can use these insights on next year’s plan.”

Heidi Capodanno
Director Customer Experience
Union Savings Bank

Interesting Takeaways

“Worthwhile for anyone trying to improve and rethink how things are done through the lens of the Client.”

Cynthia Krause
 SVP, Client Experience

The Future Digital Finance Audience

Future Digital Finance brings together senior financial services professionals responsible for innovation, experience, and digital strategy

Let’s Connect & Create A Custom Experience


Hi, I'm Charlie, the Sponsorship Director for Future Digital Finance Virtual Event. Reach out by clicking the button below and I’ll be in touch within 24 hours. Looking forward to connecting!

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How Our Virtual Events Work

Participating in a virtual event is easy. Once you and your team register, each of you will receive a link to access the presentations. You can also add the event to your Outlook or other calendar as a reminder. You do not need to download or install any software to participate. All you need is Internet access. The sessions will be recorded, and will be available for a limited time afterwards. It’s going to be a great event!

*This event is exclusively for practicing finance executives from appropriate organizations. Solution providers to these organizations and others will not be allowed to attend. Please register with your full company name and your corporate email address or you risk not gaining admittance. WBR reserves the right to not admit registrants based on company type.