Dave D_headshot

Tuesday, May 21 @ 2pm PST
in the Ironwood Ballroom

Hosted by Dave DeFazio | StrategyCorps Partner


Dave DeFazio, Principal at StrategyCorps

In the battle for banking relationships, fintechs and neobanks are vying for dominance. And they may be winning. In the last three years, digital banks have the largest growth rates of primary relationships. And now, more Millennials and Gen Z consumers name a digital bank as their primary institution than all of the community banks and credit unions combined.

In this session, you’ll experience live demonstrations of breakthrough apps that are reimagining the digital banking experience, changing consumer behaviors, and fundamentally redefining what “PFI” now means.

This session will teach banking executives:

  • The secret to growth in retail banking, and how it hinges on understanding the emerging digital trends driving consumers’ rapidly shifting attitudes towards the banking products they now prefer
  • How AI-powered chatbots like ‘Erica’ from BofA are evolving at a breakneck pace, and how they are stripping complexity out of the mobile banking experience
  • How challenger banks like MoneyLion use unique fintech features designed for low-income segments, including friendly subscription pricing strategies instead of the penalty-based fee structures that dominate traditional banking
  • What the intersection of retail and payments looks like from Amazon One, an innovative new merchant payment system using a palm print to reinvent the shopping and payment experience


StrategyCorps partner Dave DeFazio downloads banking apps for fun on the weekend and talks about them at dinner with his family. Armed with a passion for banking strategy, StrategyCorps partner Dave has found great success and satisfaction in exploring the intersection of data, marketing, and technology. 

At StrategyCorps, Dave leads and manages the company’s direct sales efforts while working directly with financial institutions to design, build, and implement a variety of checking solutions in an increasingly mobile-centric world. Dave’s extensive financial services experience and continuous research in the field help him ensure each product and service meets the needs of today’s financial institutions


"Excellent and thought
provoking presentation!"

– 2022 BankDirector Acquire or Be Acquired Conference Attendee

“Fabulous! Dave was very
entertaining and informative.”

– 2018 Ohio Bankers League Technology Conference Attendee

"A real eye opener, which is needed at times. Especially in today’s world of digital."

– 2017 IBA Midwest Bank Leaders
Conference Attendee

© 2024 StrategyCorps | Privacy policy