Exploring Implications of Big M&A on Charlotte & Financial Services Industry
Date & Time
April 09, 2019
5:30PM - 7:30PM
101 North Tryon, Suite 15 Charlotte, NC, 28246
April 09, 2019
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.
Head of Strategy and Payments, Levvel
Scott Harkey leads the Strategy and Payment Practice at Levvel where he manages the payments efforts with clients that include Global Banks, Digital Wallet Providers, Merchants, Acquirers and startups. Prior to joining Levvel, Scott was a Technology Executive at Bank of America managing the bank’s Digital Wallet technical efforts. This experience, along with 10 years of technology merger integration and IT operations outsourcing work at Wells Fargo, enables Scott to bring a unique “insider” point of view combined with a proven track record of delivery to banks, technology providers, and merchants operating in the digital payments space.
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.
As a sought after keynote speaker, author and recognized authority on disruption in the financial services industry, Marous is a contributor to Forbes and has been featured by CNBC and CNN, The Wall Street Journal, New York Times, The Financial Times, The Economist, The American Banker, Accenture and the Irish Tech News and has spoken to audiences worldwide. Jim has also advised the White House on banking policy and is a regular contributor to several publications and podcasts.
Partner, Transformation Services—Consumer Banking Global Lead, Genpact
I specialize in creating new operating models and scaling them to create global businesses that contribute meaningfully to profitability. I currently consult 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, I 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. Over time, I’ve become acknowledged as an industry subject matter expert on the topic of retail banking transformation and the evolution of the digital bank. I’ve been fortunate enough to speak at numerous industry conferences and have been interviewed by several industry and news publications including American Banker, Bank Technology News, Asian Banker, The Financial Brand and New York Times.