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Reimagining Banking:
Unlocking Growth Through Embedded Finance, FDX Standards, and BaaS

⚪ 5 June 2025 | 4 PM

⚪ Dallas, USA

JOIN US THIS JUNE

As the financial services landscape continues to evolve, traditional banks face mounting pressure to modernize infrastructure, improve customer experiences, and deliver faster, more seamless services. With the adoption of the FDX (Financial Data Exchange) standard gaining traction and the rise of embedded finance and Banking-as-a-Service (BaaS) models, institutions are presented with a unique opportunity to future-proof their business and build more resilient, customer-centric ecosystems.

This executive roundtable will convene forward-thinking financial leaders to explore how embracing interoperability, open APIs, and next-generation loan origination and servicing platforms can accelerate growth and streamline operations. From early resolution strategies in lending to rethinking product delivery through embedded finance, the discussion will focus on creating scalable, flexible frameworks that support innovation without compromising compliance.

Strategic partnerships and platform models are critical to this transformation. By collaborating with fintechs and adopting agile technologies, banks can reduce time-to-market, enhance customer retention, and deliver tailored, high-value propositions at scale.

Join us in Dallas on June 5, 2025, to learn how financial institutions are navigating this shift—transforming challenges into opportunities through embedded finance, digital standards like FDX, and innovative service delivery models.

EVENT SNAPSHOT - KEY INSIGHTS

Discover how adopting the FDX standard can unlock secure, scalable data sharing and interoperability across the financial ecosystem.
Explore how embedded finance is redefining the delivery of financial products, enabling banks to meet customers where they are—within digital journeys they already trust and use.
Understand the transformative potential of Banking-as-a-Service (BaaS) in extending reach, accelerating innovation, and launching new financial products without legacy constraints.
Learn strategies for modernizing loan origination and servicing processes, including early resolution tactics that improve borrower outcomes and operational efficiency.
Gain insights into building the right strategic partnerships and technology stacks to support a more agile, customer-first banking model.

Overview Anchor

WHAT TO EXPECT

VIP TREATMENT

Exclusive invitation to the event, followed by a sumptuous networking cocktail reception

EXCLUSIVE BUSINESS EXCHANGE

Grow your industry network and Maximise your business exchange outcomes

AWARD WINNING SOLUTIONS

Witness the innovative solutions that are transforming the industry

CONNECT WITH THE BEST

Knowledge sharing with industry peers, technology experts and innovators

what to expect

forum panel

THE FORUM PANEL

To be Announced

unique format

OUR UNIQUE FORMAT

WHAT BETTER NETWORKING OPPORTUNITY THAN A COCKTAIL-STYLE FUNCTION, WITH DELIGHTFUL CANAPÉS AND A BOTTOMLESS SUPPLY OF DELICIOUS BEVERAGES. DELEGATES CAN EXPECT EXCEPTIONAL SERVICE AND ATTENTION.

NETWORKING COCKTAIL RECEPTION

PANEL DISCUSSIONS

OBSERVE AND PARTICIPATE IN HIGHLY FOCUSED & ENGAGING PANEL DISCUSSIONS WITH YOUR PEERS WHO ARE HAND-PICKED INDUSTRY EXPERTS. HEAR FIRST HAND FROM SENIOR INDUSTRY PRACTITIONERS ABOUT THE CHALLENGES THAT THEY'RE FACING, PREPARING FOR UPCOMING REGULATIONS & BEST PRACTICES THAT ARE MARKET SPECIFIC

GET A FRONT ROW SEAT TO AWARD WINNING SOLUTIONS THAT ARE TRANSFORMING DEPARTMENTS AND THE OPPORTUNITY TO ASK KEY QUESTIONS DIRECTLY TO PRODUCT SPECIALISTS AND PRACTITIONERS WHO ARE ACTUALLY USING THE SOLUTION.

THE SOLUTION PRESENTATION

WHEN ALL IS SAID AND DONE, DELEGATES WILL HAVE THE OPPORTUNITY TO NETWORK, EXCHANGE BUSINESS CARDS AND ARRANGE FOLLOW UP MEETINGS.

NETWORKING & BUSINESS CARD EXCHANGE

ALL DELEGATES WILL HAVE COMPLEMENTARY ACCESS TO FOLLOW UP WEBINARS.

COMPLIMENTARY POST EVENT WEBINAR

EVENT AGENDA

04:00 PM

Registrations + pre-event networking

04:25 PM

Welcome Remarks

4:30 PM

Opening Keynote Session:

Banking Unboxed: The Future of Financial Infrastructure

Explore how embedded finance, open data standards like FDX, and platform-driven models are reshaping the banking experience—from core modernization to customer engagement.

4:50 PM

Panel Discussion:

From Compliance to Competitive Edge: Embracing FDX, BaaS & Embedded Finance

Understand how the FDX standard supports secure, interoperable data sharing and powers embedded financial experiences.
Examine how Banking-as-a-Service is helping traditional institutions scale faster and launch new offerings with fintech-style agility.
Discuss early resolution strategies and digital transformation in loan origination and servicing.
Evaluate the "buy vs. build" dilemma—how strategic partnerships can accelerate innovation while managing cost and risk.
Learn how data-driven experiences and embedded journeys can increase customer retention and revenue streams.

5:40 PM

Focus Session:
Designing the Agile Bank: Lessons in Partnership, Productization & Personalization

A deep dive into how leading institutions are leveraging embedded models, BaaS, and modern servicing platforms to create agile, future-ready banking experiences.

6:00 PM

Closing Remarks

6:05 PM

Drinks reception with canapés