Close Encounters
of the Fintech Kind

Discover how fintech apps are taking over the minds of today’s consumers and changing the definition of financial advice.


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, Dave has found great success and satisfaction in exploring the intersection of data, marketing, and technology.

Now’s your opportunity to have Dave, an award-winning speaker and presenter, present live demonstrations of trending apps like Robinhood, Cash App, SoFi, and Affirm to help your audience better understand the new features that are increasing competitive pressures on today’s banking products. He’ll also share ongoing research which explains the trends—including which mobile features matter most to each generation, from zoomers to boomers.

Finally, Dave will examine how fintech companies like Acorns are leveraging the subscription society (think Amazon Prime, Costco, Netflix, Spotify) and pioneering new recurring revenue-generating models for financial products and services.


How leading fintech apps are using data in unique ways to create new categories of banking products.
Which new features from fintech apps are expanding the definition of financial advice.
How the biggest banks are changing their products to respond to the evolving fintech landscape.
The newest subscription pricing strategies for financial service products.

Dave DeFazio
Partner | StrategyCorps


Meet Dave

Armed with a passion for banking strategy, StrategyCorps partner Dave DeFazio has found great success and satisfaction in exploring the intersection of data, marketing, and technology.

Dave’s extensive financial services experience and continuous research in the field help him ensure that each product and service meets the needs of today's financial institutions. At StrategyCorps, he 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.

He has spoken at a number of industry events, including Finovate, The Financial Brand Forum, BAI Retail Delivery Conference, the ABA Bank Marketing and Retail Conference, multiple Bank Director Magazine conferences, Credit Union Leadership Convention, National Directors and CEOs Leadership Conference, and many state association events. His engaging, entertaining sessions are so popular that, in many cases, Dave has been asked to return year after year.

Dave graduated from Ohio Wesleyan University with a B.A. in Economics and Mathematics. In 2002, he was named partner at StrategyCorps, the industry-leading provider of consumer checking-related analytical and mobile reward solutions that help financial institutions optimize financial productivity and enhance member engagement.