CIO/CTO Peer Group Discussion Thursday, May 6, 2025 9:00 a.m.-10:00 a.m. | Virtual event This peer group is exclusively for bank members
AGENDA
Welcome (Kathy Kraninger)
Guest Speaker Presentation (Corey LeBlanc) Topic: AI-Powered Concierge Banking: The End of One-Size-Fits-All Banking Forever See below for more details
Open Discussion (Group) - Relevant Issues - Q&A
AI-Powered Concierge Banking: The End of One-Size-Fits-All Banking Forever Key Premise: With continued financial uncertainty and fraud as growing concerns, banks must go beyond traditional services to build trust and financial security. Concierge banking, powered by AI and personalized insights, can be the key differentiator.
Main Points:
- Why financial security isn’t just about fraud protection, it’s about proactive financial wellness. - The role of AI in providing hyper-personalized banking experiences that anticipate customer needs. - How concierge-style banking fosters deeper relationships and long-term customer loyalty (return of the human touch powered by tech). - Case studies of FS companies successfully integrating high-touch and high-tech solutions. - The competitive advantage of embedding financial security into a premium, tailored service model.
About the Speaker: Corey LeBlanc, Co-Founder, COO, CTO Locality Bank
Corey LeBlanc is a catalyst for CX advancement in the banking industry and a steadfast advocate in the mission to transform small business banking. Previously Corey served six years in the U.S. Air Force and 14 years as CTO and Chief Digital & Innovation Officer at Origin Bank. His career has focused on aligning technology and banking services.
Members of the CIO/CTO Peer Group will automatically receive a calendar invitation with complete meeting access details prior to the scheduled call.
Interested in joining? If you would like to participate in the upcoming CIO/CTO Peer Group discussion and receive information about future peer group events and other exclusive member opportunities, please complete your Peer Group Interest Form (if you haven't already done so).
We look forward to your valuable participation and insights!
Please note: peer group discussions are exclusively available to Bank Members.