Speaker
Phil Ricci
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Phil is an active servant leader, husband, father, executive, mentor, thought leader, and sought-after industry speaker, focusing on the constantly shifting tides of product innovation in the payments, embedded banking, and SaaS industries. He has over twenty-five years of leading and building booming revenue and product teams and organizations in the payments, SaaS, banking, and start-up community.
Phil, a two-time founder, and Black Belt Lean Six Sigma, has been a top executive in product marketing and revenue for companies like Pathward, Xplor Technologies, Clearent, and more, and is currently the President of RCM², where he serves clients as a fractional executive, board member, and consultant. A seasoned marketer, he created the Clearent Connects podcast, has appeared on numerous programs and publications, such as The Green Sheets, Fintech Cowboys, American Banker, and Digital Transactions, among others, and has spoken as a keynote and panelist across the country.
Speaking Topics:
Building a Powerful Revenue-Focused Organization in Banking (SaaS/Payments et al.)
In an era where financial institutions are increasingly driven by technology and innovation, the path to sustainable growth and competitive advantage lies in harnessing the power of a revenue-focused mindset. This engaging talk delves into the strategies and best practices for creating a robust, revenue-driven organization in the banking sector. Still, it can be applied to SaaS (Software as a Service) and payment solutions.
Attendees will gain insights into:
- Understanding Revenue Streams: Learn how to identify and optimize diverse revenue streams within the banking sector, including subscription models, transaction fees, and value-added services.
- Leveraging Technology for Growth: Explore how SaaS platforms and innovative payment solutions can streamline operations, enhance customer experiences, and drive revenue growth.
- Data-Driven Decision Making: Discover the importance of leveraging data analytics to make informed decisions, forecast trends, and tailor offerings to meet customer needs.
- Customer-Centric Strategies: Uncover strategies for building strong customer relationships, improving retention, and fostering loyalty through personalized and value-driven services.
- Aligning Teams with Revenue Goals: Understand how to align organizational structure, incentives, and team dynamics with overarching revenue objectives to ensure cohesive and effective execution.
- Navigating Challenges and Opportunities: Gain practical advice on overcoming common challenges in the banking sector and capitalizing on emerging opportunities to stay ahead of the competition.
This is designed for banking executives, finance professionals, and technology and Sales leaders seeking to transform their organizations into agile, revenue-focused powerhouses. Attendees will leave with actionable strategies and a clear roadmap for driving growth and achieving long-term success in the evolving landscape of banking and financial technology.
As the boundaries between traditional banking and cutting-edge technology blur, the future of business banking is being redefined by the integration of embedded financial solutions and data-driven strategies. This session explores the transformative power of embedded banking, where cash remains a critical product, but data emerges as the true currency driving innovation and growth.
Key takeaways include:
- The Concept of Embedded Banking: Understand the foundational principles of embedded banking and how integrating financial services into non-financial platforms is reshaping the business banking landscape.
- The Evolution of Cash and Data: Delve into how traditional cash transactions are evolving alongside the rise of data as a pivotal asset. Learn how businesses can leverage data to unlock new revenue streams and enhance financial operations.
- Harnessing Data for Competitive Advantage: Explore strategies for utilizing data to gain deep insights into customer behavior, optimize financial products, and make informed strategic decisions.
- Building Future-Ready Business Banking Solutions: Discover the essential components of developing next-generation business banking solutions that seamlessly integrate with consumer technology, providing enhanced convenience and value.
- Case Studies and Success Stories: Examine real-world examples of businesses that have successfully implemented embedded banking and data-driven approaches to achieve remarkable results and gain a competitive edge.
- Navigating Challenges and Opportunities: Gain practical advice on overcoming common obstacles in embedded banking and data utilization, and explore emerging opportunities that can drive innovation and growth.
Designed for banking executives, fintech leaders, and technology innovators, this session offers a forward-looking perspective on how embedded banking and data can revolutionize business banking. Attendees will leave with a clear understanding of how to build and implement strategies that align with the evolving needs of consumers and the future of financial technology.
If There is a Rule, There is an Automation: Building New Reg Tech in an Old Banking Core World
In an industry steeped in tradition and complexity, regulatory technology (Reg Tech) emerges as a game-changer for modernizing compliance processes and enhancing operational efficiency. This session addresses the challenges and opportunities of integrating advanced Reg Tech solutions into legacy banking systems, highlighting how automation can transform regulatory adherence and streamline operations.
Key insights include:
- The Role of Reg Tech in Modern Banking: Gain a comprehensive overview of how Reg Tech is revolutionizing compliance and risk management in the banking sector, providing real-time monitoring, reporting, and analysis.
- Navigating Legacy Systems: Learn about the hurdles of working with outdated banking core systems and discover strategies for integrating cutting-edge Reg Tech solutions without disrupting existing operations.
- Automation as a Solution: Explore how automating rule-based processes can enhance accuracy, reduce manual effort, and minimize compliance risks. Understand the benefits of automation in managing regulatory requirements efficiently.
- Case Studies and Best Practices: Examine successful implementations of Reg Tech in banks with traditional core systems. Discover how these institutions have leveraged technology to modernize their compliance practices and achieve regulatory excellence.
- Future Trends in Reg Tech: Stay ahead of the curve by understanding emerging trends and innovations in Reg Tech, including the role of artificial intelligence, machine learning, and data analytics in reshaping regulatory compliance.
- Overcoming Integration Challenges: Receive practical guidance on addressing common challenges when integrating new Reg Tech solutions with existing banking infrastructure, and learn how to navigate technical and organizational hurdles.
Tailored for compliance officers, banking executives, IT professionals, and Reg Tech innovators, this session provides actionable strategies for bridging the gap between traditional banking systems and modern regulatory technology. Attendees will leave with a clearer vision of harnessing automation to build a more agile, compliant, and efficient banking environment.
Speaking Topics
- Building a Powerful Revenue-Focused Organization in Banking (SaaS/Payments et al.)
- Embedded Banking – Cash is the Product, Data is the Real Currency: Building the Next Generation of Business Banking to Enable Consumer Technology
- If There is a Rule, There is an Automation: Building New Reg Tech in an Old Banking Core World
