For regional financial institutions, modernization isn’t just about keeping up—it’s about moving ahead with confidence, purpose, and compliance. In today’s evolving financial ecosystem, smaller institutions are uniquely positioned to thrive by embracing digital transformation that is secure, scalable, and centered on people. With smaller IT budgets, regional institutions must be strategic—freeing up their tech stack to innovate and leveraging cost-effective SaaS solutions that reduce complexity while enhancing agility.
Key themes we’ll explore
Grow Bigger
Drive growth with new, market-relevant products and deeper consumer engagement—without adding complexity or cost.
Scale Faster
Streamline operations with automation, cloud-based platforms, and AI—boosting efficiency while safeguarding performance.
Stay Compliant & Secure
Navigate shifting regulations and rising threats with built-in controls, proactive risk management, and secure, scalable data practices.
What You’ll Learn
• Make Space for Innovation: Accelerate time to market with offerings that resonate in your community and align with digital-first behavior—powered by AI, analytics, unified data access, and modern payment rails.
• Elevate Experience: Deliver seamless, personalized consumer experiences that build loyalty and trust.
• Stay Secure and Compliant: Learn how to modernize securely, build consumer trust, and prepare for evolving threats with scalable, compliant solutions.
• Thrive Amid Competition: Discover how regional financial institutions can compete effectively with larger institutions and fintechs by leveraging agility, community focus, and smart technology investments.
Meet the Speakers
Sundeep Kapur
Advisor to Financial Institutions, Educator & Founder – Digital Credence
Sundeep Kapur is an educator and the founder of Digital Credence, specializing in helping brands develop effective OMNI-Channel and OPTI-Channel strategies. With 25 years of experience in corporate America as a business and technology consultant, he now focuses on teaching best practices for consumer engagement across industries like retail, finance, sports, and education. His expertise lies in multi-channel consumer engagement, emphasizing relevance and consistency to drive brand success. He researches the future of financial institutions, focusing on seven key areas including digital transformation, security, AI, and mobile banking. Sundeep is also a FinTech researcher, keynote speaker, writer, and yoga teacher. He holds degrees in Economics (B.A.),Computer Science (B.S.), and an MBA.
Sai Rangachari
Chief Product Officer, Temenos
Sai is an innovative technology and banking executive with over 20 years of experience, and an in-depth knowledge of the U.S. financial landscape from start-ups to leadership roles in Tier 1 U.S. banks and established U.S. financial technology vendors. With a proven track record in cloud-based and SaaS solutions, he has consistently driven product quality, customer centricity and innovation. Sairam’s leadership in developing transformative products has helped organizations elevate customer experience, improve operational efficiency and accelerate growth. As Managing Director at JPMorgan, he led the bank’s digital channels platform and open banking strategy. At Fidelity National Information Services Inc. (FIS), as Chief Product Officer for Banking and Payments he spearheaded cloud banking initiatives and growth in the payments business. During his time at Capital One, Sairam launched next-generation digital origination and servicing platforms increasing origination volumes and customer engagement. Most recently, he founded and led the product and technology function at Tandym, a digital payment wallet provider.
Watch on-demand webinar – Register now:
This webinar is designed to help regional financial institutions unlock sustainable growth while maintaining the trust, compliance, and personal service that define their value.