We're unveiling a new operating model for banks. Be there as it happens.
Where the AI-native future takes center stage
See what shipped
Network-focused
Leave with proof
Executive experience

Not your typical
conference
No vendors selling their products.
Lots of time to network with other leaders.
From silos to orchestration: where agentic process automation actually fits
Every ops team has automation. None talk to each other. We introduce the APA Domain Matrix - a framework mapping where Agentic Process Automation adds value. Then we go deep on a real wealth operations workflow so you leave with a playbook, not a pitch.
Closing
From cost center to growth engine - Commercial banking
Where do you place your next bet? Pressure-test use cases that trigger action - from entitlements to portal consolidation to RM enablement - against what peers are prioritizing. Leave with a validated roadmap of what to tackle first and what comes next.
Board transportation to ENGAGE evening experience
Beyond touchpoints: orchestrating the full customer lifecycle - CLO & Conversational banking
Banks have data and automation, but they lack coordination. Customer Lifetime Orchestrator enables one coherent action per customer, per moment, across their entire lifetime. Not more messages, but better decisions.

Engage is where it all comes together. Progressive leaders, real implementations, and the realities behind them. That’s what makes the discussions and networking valuable.

Nashville, Tennessee




























