Banking Leadership Summit 2026
An intimate forum for banking executives and transformation leaders to uncover how banks can move faster, operate smarter, and create customer value — grounded in real experience.
March 18–19, 2026
Charlotte
Convention Center
Charlotte, North Carolina
Provocative, grounded perspectives from leaders advancing banking’s next chapter across retail, commercial, and enterprise domains.
Hands-on, practitioner-led sessions breaking down real modernization journeys—from AI readiness and data strategy to product agility and customer value. Designed to turn challenges into clear next steps.
Panels built around lived experience—not trends. Honest conversations on what worked, what didn’t, and the impact achieved.
Real examples of how banks are simplifying operations, externalizing complexity, and building value-driven offerings at scale.
Meet the banking and technology leaders sharing real-world insights at the upcoming Banking Leadership Summit. More speakers to be announced.
The Banking Leadership Summit brings together senior banking leaders to explore how unbound modernization enables speed, transparency, trust, and growth, in an AI-powered era. Over two days, we examine how banks are redefining value for customers and businesses, and how architecture, operating models, and intelligence must evolve to keep pace.
Wednesday, March 18, 2026 – A full day focused on the forces reshaping banking, including evolving customer expectations, pricing and liquidity pressures, competitive dynamics, and what these mean for modernization strategies that deliver measurable value and trust.
A strategic framing of the moment banks are navigating today, and the themes that will shape discussions over the next two days, including trust, value, modernization, and growth.
As trust becomes a primary driver of choice and loyalty, banks are being forced to rethink how value is created and delivered. This keynote explores the strategic implications of rising expectations for transparency, personalization, and fairness, and how these forces are redefining growth and differentiation across retail and commercial banking.
As banks face pressure to modernize at speed, architecture decisions are becoming business decisions. This session explores how banks are shifting modernization to the value layer, enabling faster innovation, stronger data foundations, AI readiness, and more consistent pricing and value execution without replacing the core.
Customer expectations have changed, and banks are being pushed to serve customers differently across channels, products, and moments that matter. This session explores how banks are evolving from product-led engagement to relationship- and ecosystem-based value delivery, and what that shift means for trust, loyalty, pricing fairness, and long-term growth.
Client Case Study
Retail Case Study: Launching Relationship-Centric Offers at Speed
Learn how Valley Bank is advancing retail product and pricing agility through a cleaner product catalog, faster configuration, and stronger governance. Discover how this foundation enables the launch of relationship-centric offers with greater speed and clarity—simplifying eligibility, automating workflows, and accelerating time to market without sacrificing transparency or control.
Industry Deep Dive
Deposit Intelligence for Smarter Pricing and Growth
In today’s competitive environment, a cohesive, bank-wide deposit strategy has become a critical lever for profitability and growth. Examine how leading banks are using data-driven intelligence to optimize pricing, strengthen margin performance, and respond more effectively to changing customer expectations across retail and commercial segments.
Emerging Models
Subscription Banking: From Concept to Competitive Advantage
As banks look for new ways to drive durable, fee-based growth, subscription models are emerging as a powerful lever across small business, commercial, and treasury services. Explore how banks are rethinking product packaging, pricing, and delivery through subscription and bundled offerings, with a particular lens on SMB as an early proving ground.
A practical framework for commercial modernization. Expect a deep dive into how banks are modernizing end-to-end rate management and account analysis to improve pricing consistency, strengthen liquidity discipline, empower relationship managers, and protect revenue integrity across the commercial lifecycle.
Industry Deep Dive
Discover how banks are transforming disclosure management from a back-office compliance function into a governed capability that reduces risk, accelerates time-to-market, and supports revenue-generating product and pricing strategies. Learn how structured, component-based frameworks protect trust while enabling responsible growth across digital channels.
Client Case Study
Retail Transformation Case Study: Deposit-Led Growth Through Disciplined Relationships
Learn how Webster Bank is driving deposit-led primacy through disciplined growth, balancing acquisition with deeper relationships while evolving products, pricing, loyalty, and personalization over time.
Use Case
Optimizing Campaign Offers Before Launch
Learn how banks can anticipate customer interest and inform pricing and offer design decisions prior to launch—enabling more confident decision-making, optimized pricing strategies, accelerated time to market, and reduced revenue risk before execution.
Explore how consolidation is reshaping modernization priorities, including integration economics, customer migration, architectural readiness, pricing consistency, and long-term competitiveness.
Continue the conversation at Merchant & Trade, located on the 19th floor of the Kimpton Tryon Park Hotel in Uptown Charlotte. Just a six-minute walk from the Charlotte Convention Center, this rooftop venue offers panoramic skyline views and an elevated culinary experience.
Enjoy curated cocktails featuring North Carolina crafted spirits, Charlotte-brewed beers, and chef-led bar bites from Farid Ahmed, known for blending classic French technique with global influence.
Thursday, March 19, 2026 – A half-day focused on the architectures, operating models, and AI-enabled capabilities banks need to scale modernization safely and translate trust into sustained growth.
A brief reset on where Day 1 left off and how Day 2 will focus on building, sequencing, and scaling the capabilities required to move from strategy to execution.
A forward-looking view of profit pools, cost pressures, transparency expectations, and the strategic risks and opportunities shaping banking over the next several years.
As conversational and embedded channels reshape enterprise architecture, this session focuses on the data, governance, and architectural foundations required to embed AI into banking workflows with security, reliability, and trust.
Explore where AI is delivering real value in banking and when the risk of AI is worth it. As banks move from oversight to scaled autonomy, this discussion focuses on what can be automated safely, how conversational and agentic AI are evolving from answering to acting, and what guardrails are required to ensure transparency, explainability, and trust at enterprise scale.
A candid discussion on what Primacy 2.0 looks like in today’s banking environment, and how banks are aligning loyalty, personalization, and engagement around a broader, trust-first definition of customer value.
Partner Use Case
Examine a real-world use case of how a bank’s marketing organization is modernizing its engagement architecture by integrating platforms such as Adobe (Workfront, Journey Optimizer, Account Opening) with a centralized value and decisioning layer.
Pricing Deep Dive
Indexed Pricing in a Volatile Rate Environment
A deep dive into how banks are improving rate responsiveness and pricing governance to manage liquidity, competitiveness, and margin performance as benchmark rates move.
Explore how banks are structuring modernization across architecture and operating models to enable scalable pricing agility, loyalty, and AI—without fragmentation, operational drag, or regulatory risk.
“The AI-focused sessions were engaging and highly relevant to today’s challenges.”
“The customer value and loyalty themes sparked meaningful discussion.”
“The discussion on rethinking the banking operating model offered fresh perspectives and real strategic value.”
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