Nov 17 - 18, 2025 | Charlotte Convention Center, NC
Banking. Transformed.
“An event not to be missed” – HSBC
Banking Transformation Summit is the region’s most influential event, uniting banking leaders with the companies redefining the future of financial services.
Over two days in Charlotte, 800 attendees will hear from 100+ visionary speakers and engage in a high-impact programme of panels, case studies, and interactive discussions focused on the biggest challenges and opportunities in banking.
At the heart of the summit are 100 TableTalks – Banking’s Biggest Roundtable Event – designed to spark real conversations, foster meaningful connections, and deliver actionable insights for the next step in your transformation journey.
AI is rewriting the rules. Transformation is non-negotiable.
Stage 1
AI in Banking
AI is transforming every layer of banking – from risk and compliance to customer experience and decision-making. This stage is your front-row seat to the biggest leap the industry has ever faced.
We’ll explore:
GenAI in action: Real deployments in banking, beyond the hype
From chatbots to agentic AI – what’s real, what’s next
Hyper-personalised CX at scale – without losing the human touch
AI co-pilots for fraud detection, onboarding and decisioning
Navigating explainability, audit trails, and regulatory expectations
You’ll walk away with:
Real-world examples of AI success in banking
A roadmap for safe and scalable implementation
Strategies to boost efficiency and service without disruption
Stage 2
Banking Transformation
This stage goes deep into what real transformation looks like. From cloud migration to compliance reform, hear how traditional banks are rebuilding around data, speed, and smarter CX.
We’ll explore:
Core system upgrades and cloud-first architecture
CX transformation that’s compliant, scalable, and actually works
Turning data into action — insights that drive real-time decisions
Balancing risk and innovation in a highly regulated environment
Partnering with fintechs for speed, flexibility, and fresh thinking
You’ll walk away with:
Peer-led case studies to benchmark your strategy
Clear steps to accelerate digital progress with confidence
From planning to execution – the next steps for your transformation journey
100+ Speakers
Past Visionary Speakers Included
Darius Wise
President / CEO
Red Rocks Credit Union
Barkha Saxena
Chief Data Officer
Chime
Jasmeet Singh Bhatia
Decision Science Team Lead
Truist
Terryn Lawrence
Chief Sustainability Officer, North America
Rabobank
Jeff Hibbard
Chief Digital Officer
Truliant Federal Credit Union
Gladson Baby
Vice President & Director of Intelligence Automation
Fifth Third Bank
Fernanda Del Castillo
Director, AI Governance
Mastercard
Sachin Tandon
Principal, Global Banking
Amazon Web Services
Shaun Taylor
Chief Financial Officer Americas
Standard Chartered Bank
Geneviève Piché
Managing Director / Head of Sustainable Finance and Advisory
Shaping the Future of Banking: Meeting modern customer expectations and driving digital transformation to stay competitive.
Innovating and Evolving: Creating new products, services, and business models to cater to digital-native customers and a more competitive sector.
The Fintech Landscape: Exploring the changes on the horizon and leveraging partnerships and external ecosystems to foster innovation and disruption.
Leading Cultural Change: Fostering an innovative, adaptable workplace that retains talent and drives sustainable growth.
AI, Data and Automation
AI-Driven Transformation: Leveraging AI and GenAI to enhance customer experiences, reshape banking services and personalize products.
Data-Focused Strategies: Utilizing data and AI to optimize security, risk management, and customer journeys.
Operational Automation: Transforming core banking processes and overcoming legacy systems with automation to enhance performance and optimize operations.
The Bank of 2030: Building a financial institution fit for the future and preparing for AI-driven disruptions and evolving consumer expectations.
Why Attend
Top 3 Reasons to Attend
1. Stay Ahead of the Curve
Hear from 100+ banking visionaries and innovators as they unpack the biggest shifts in AI, data, CX, and digital transformation. Gain the insights and edge you need to stay competitive in a rapidly changing financial landscape.
2. Build Game-Changing Connections
Network with 800 peers and decision-makers from 100+ banks and credit unions. With 400 roundtables, this is banking’s most dynamic forum for honest conversations, fresh thinking, and powerful partnerships.
3. Accelerate Your Transformation Journey
Whether you’re leading the charge or just getting started, this is your chance to find the tools, ideas, and allies to drive meaningful change. Leave Charlotte ready to take the next step in your banking transformation journey.