Exploring Implications of Big M&A on Charlotte & Financial Services Industry

April 9, 2019

Date & Time

April 9, 2019 9:30 PM - 11:30 PM

Location

Levvel HQ

101 North Tryon

Suite 15

Charlotte, NC 28246

Registration

Register by April 9, 2019 12:00 AM

On February 7, 2019 Charlotte and the Banking Industry woke up to the announcement that a new bank would be forming and headquartered in Charlotte. Not the overnight rise of a Challenger Bank, but a throwback to banking days of old: M&A. For the banking industry, it was the biggest announcement in over a decade for an industry where M&A had been the norm prior to the financial crisis. For Charlotte, it was a major win and strengthens the presence of two strong regional banks.

But the world is different this time. Technology is an integral part of daily banking—“Fintech” is the new branch, and digital innovation and technology platforms were named drivers of the regional bank mash-up. How will this classic merger of two super-regional banks play out? What does it mean for traditional mid-tier banks? Should the Top 5 Banks be concerned? What about the digital-only banks? … The industry awaits the answers that will come with the arrival of the entity dubbed “The Premier Financial Institution.”

Join Finsiders on Tuesday, April 9 for a dialogue with industry and city leaders to explore implications of the first big M&A post-crisis on both the City of Charlotte and the Financial Services Industry.

Giveaway: As if the discussion weren’t a thrill enough, your attendance will enter you in a drawing to win free skydiving from iFLY. iFly is Charlotte’s only indoor skydiving facility. Divers experience the sensation of free fall inside the indoor wind tunnel. The lucky winner (and their friend) will enjoy two training dives, and then a virtual reality dive over the Swiss Alps or Hawaii.

Note: When you arrive at Levvel’s new offices, talk to the security desk and they will walk you to the elevator and send you up.

Meet the speakers

Scott Harkey

Chief Strategy Officer

Jim Marous

International Fintech Commentator

Raja Bose

Partner, Transformation Services—Consumer Banking Global Lead, Genpact

Meet the speakers

Scott Harkey
Chief Strategy Officer

Scott Harkey is Levvel's Chief Strategy Officer while also leading the Payments and Financial Services work. He has 15 years of banking experience including leading the technology team that implemented digital wallet products at Bank of America along with 10 years of technology merger integration and IT operations outsourcing work at Wells Fargo. Scott brings a unique “insider” point of view combined with a proven track record of delivery to banks, technology providers, and merchants exploring the digital payments space.

Jim Marous
International Fintech Commentator

Named as one of the most influential people in banking and a Top 5 Fintech Influencer to Follow, Jim Marous is an internationally recognized financial industry strategist, co-publisher of The Financial Brand and the owner and publisher of the Digital Banking Report. Marous advises on innovation, portfolio growth, customer experience, marketing strategies, channel shift, payments and digital transformation within the financial services industry.

Raja Bose
Partner, Transformation Services—Consumer Banking Global Lead, Genpact

Raja specializes in creating new operating models and scaling them to create global businesses that contribute meaningfully to profitability. She currently consults to top consumer banking organizations to assist them transform their operations to fundamentally change how they engage with their customers and enable their growth agendas. At a previous role, she launched the first-ever digital commerce offering at a large US national bank and in doing so, I am listed as co-inventor on 13 patents focusing on digital commerce.

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