Join Kinective CEO Stephen Baker as he unveils our bold vision for transforming banking operations and reveals how we're reimagining what's possible for financial institutions. Stephen will share our strategic journey, the evolution of our intelligent Banking Operations Platform, and how we simplify access to technology that unlocks innovation—enabling institutions to modernize operations, connect enterprise systems, and activate data intelligence to deliver better banking experiences.

Stephen will share how we've built our entire mission around empowering financial institutions to thrive in an increasingly competitive landscape. Through advanced technology that removes complexity rather than adding it, we're helping institutions accelerate their digital transformation while staying true to their core mission of serving customers and communities with excellence.

To be announced soon!

Join Kinective Chief Product Officer Dan Snyder as he reveals the strategic vision driving our intelligent Banking Operations Platform. Dan will share how our comprehensive product strategy is reshaping what's possible in banking technology, demonstrating how strategic acquisitions and breakthrough technology development are creating unprecedented value for financial institutions.

Discover the unique capabilities that set our platform apart in the market and explore the exciting product roadmap that will continue to push the boundaries of banking operations innovation. This deep dive into our technology evolution will show you not just what we've built, but where we're heading next. 

You've implemented eSignatures—but are you truly maximizing their potential? Most institutions stop at basic digital signing, missing the transformative power of intelligent workflows that can automate entire document processes from creation to archive. This advanced session reveals how to evolve beyond simple signature capture to create sophisticated, rules-based workflows that eliminate manual handoffs, reduce processing time, and ensure compliance at every step. Discover how leading institutions are using workflow automation to transform loan origination, account opening, and compliance processes into seamless digital experiences that delight customers while dramatically improving operational efficiency.

Key Takeaways: 

• Advanced workflow strategies that go far beyond basic eSignature functionality
• Rules-based automation techniques for complex document processes
• Integration approaches that connect workflows to core banking systems
• Real-world examples of institutions transforming operations through workflow automation 

Cash inventory management shouldn't require detective work. Most institutions struggle with fragmented cash data scattered across multiple systems, making it nearly impossible to get real-time insights into their physical cash positions across all locations and devices. This session demonstrates how Kinective creates a unified cash inventory command center that provides unique visibility and enhanced control over all devices and systems touching cash usage and management within your institution.

From ATMs and teller stations to cash recyclers and vault management, learn how to achieve complete visibility into cash inventory levels, automate cash reporting, and gain the real-time insights needed for confident cash management decisions. Discover how leading institutions are moving from reactive cash inventory management to proactive cash optimization through integrated visibility solutions that encompass every cash touchpoint.

Key Takeaways: 

• Comprehensive visibility and control over all cash-handling devices and systems
• Real-time cash inventory monitoring and reporting across all institutional touchpoints
• Automated cash intelligence that enables proactive inventory management decisions
• Implementation approaches for unified cash inventory management and visibility solutions 

You're drowning in data but starving for insights. Most institutions track hundreds of metrics but struggle to identify which ones actually drive business outcomes and customer satisfaction. This session cuts through the noise to reveal how next-generation data intelligence is driving a new era of insights, transforming raw operational data into strategic advantage.

Learn how data-driven institutions are moving beyond vanity metrics to focus on indicators that predict customer behavior, operational efficiency, and financial performance. Discover frameworks for establishing meaningful KPIs, leveraging advanced analytics capabilities, and building a culture where intelligent data analysis guides strategic action and drives measurable results.

Key Takeaways:

• Framework for identifying metrics that truly drive business outcomes
• Next-generation data intelligence strategies for meaningful operational insights
• Dashboard design principles that enable quick, informed decision-making
• Real-world examples of institutions using advanced analytics to improve performance and customer satisfaction 

Implementing eSignatures isn't just about technology—it's about ensuring bulletproof legal compliance that withstands regulatory or external source scrutiny. This comprehensive session covers everything compliance teams need to know about the eSignature regulatory landscape, from demonstrable consent requirements under the ESIGN Act to establishing audit procedures that protect your institution.

Discover the specific compliance requirements for pledging documents, learn best practices for maintaining compliant documentation, and understand how to build processes that satisfy both regulators and auditors. Walk away with practical frameworks, checklists, and best practices that ensure your eSignature implementations meet the highest standards of legal and regulatory adherence. 

Key Takeaways: 

• ESIGN Act compliance requirements and demonstrable consent best practices 
• Audit procedures and documentation standards for regulatory protection 
• Specialized compliance considerations for pledging eSignature documents 
• Implementation frameworks that ensure bulletproof legal adherence 

You're using one or more of Kinective's solutions—but are you aware of all the additional solutions or new capabilities that have been added to the Kinective Banking Operations Platform? Most institutions start with one solution and aren't fully aware of the expanded potential now available across the complete Banking Operations Platform. This comprehensive session reveals how Branch Automation, Document Workflow, Digital Connectivity, and Data Intelligence work in harmony to elevate customer experiences, streamline operations, and unlock powerful insights into your institutional performance and customer relationships.

Discover additional untapped capabilities and innovation available to you, learn how you can connect the dots across all four pillars, and walk away with a strategic roadmap for expanding your platform utilization. See how strategic platform expansion can multiply the value of your current investment while addressing new operational challenges. 

Key Takeaways: 

• Complete overview of new solutions and capabilities across all four platform pillars 
• Strategic framework for evaluating which additional solutions align with your priorities 
• Integration approaches that create synergies between your current and future platform investments 
• Data intelligence strategies for gaining deeper customer and operational insights 

Today's customers expect seamless experiences whether they're banking online, on mobile, or in your branch. But too often, branch visits feel disconnected from digital channels, creating friction that frustrates customers and wastes valuable relationship-building opportunities. This session reveals how to transform branch operations through digital-first strategies that align every touchpoint.

Discover how digital teller enablement, automated workflows, and intelligent process design can turn routine transactions into memorable moments that strengthen customer relationships and differentiate your institution. Learn from institutions that have successfully reimagined their branch experience while improving operational efficiency and employee satisfaction. 

Key Takeaways: 

• Digital-first strategies that create seamless cross-channel experiences
• Digital teller enablement techniques that enhance both efficiency and service quality
• Workflow automation approaches that free staff to focus on relationship building
• Real-world examples of branch transformations that improved customer satisfaction and operational metrics

You're using one or more of Kinective's solutions—but are you aware of all the additional solutions or new capabilities that have been added to the Kinective Banking Operations Platform? Most institutions start with one solution and aren't fully aware of the expanded potential now available across the complete Banking Operations Platform. This comprehensive session reveals how Branch Automation, Document Workflow, Digital Connectivity, and Data Intelligence work in harmony to elevate customer experiences, streamline operations, and unlock powerful insights into your institutional performance and customer relationships.

Discover additional untapped capabilities and innovation available to you, learn how you can connect the dots across all four pillars, and walk away with a strategic roadmap for expanding your platform utilization. See how strategic platform expansion can multiply the value of your current investment while addressing new operational challenges. 

Key Takeaways: 

• Complete overview of new solutions and capabilities across all four platform pillars 
• Strategic framework for evaluating which additional solutions align with your priorities 
• Integration approaches that create synergies between your current and future platform investments 
• Data intelligence strategies for gaining deeper customer and operational insights 

Your institution generates massive amounts of data every day—from transactions and customer interactions to operational metrics and loan portfolio data. But most of it sits in silos, creating myopic reports that tell you what happened rather than guiding what should happen next. This session reveals how to transform scattered enterprise data into a unified intelligence engine that drives strategic decisions, identifies emerging opportunities, and predicts customer needs before they're expressed.

Discover how leading institutions are applying AI and machine learning to gain competitive advantages, improve risk management, boost operational efficiency, enhance employee productivity, and create personalized customer experiences that deepen relationships and drive growth. 

Key Takeaways: 

• Strategies for unifying data across disparate systems and platforms 
• Practical AI and machine learning applications for banking operations 
• Framework for building predictive analytics that inform strategic decisions 
• Real-world examples of data intelligence driving competitive advantages and operational improvements 

Paper-based notarization for loan closings, account opening, and other banking transactions is becoming a competitive disadvantage, creating delays, errors, and frustrated customers who expect digital-first experiences. This comprehensive session demystifies Remote Online Notarization (RON) and eNotary solutions, providing practical guidance for seamless implementation.

Learn how leading institutions are transforming their notarization processes, reducing cycle times, and improving customer satisfaction while ensuring full regulatory compliance. Discover the technology requirements, legal considerations, and operational strategies needed to successfully deploy RON and eNotary solutions that deliver measurable results from day one. 

Key Takeaways: 

• Step-by-step implementation strategies for RON and eNotary solutions 
• Regulatory compliance requirements and best practices for digital notarization 
• Technology infrastructure and integration considerations for seamless deployment 
• ROI metrics and performance improvements from successful digital closing transformations 

Your tech stack shouldn't look like Frankenstein's monster—a patchwork of disconnected solutions held together by digital duct tape and prayers. This session exposes the hidden costs of managing multiple solutions requiring complex integrations and different connectivity partners. Each one-off integration creates security vulnerabilities and compliance risks while undermining the foundation needed for effective data warehousing, business intelligence, and data intelligence.  

Explore real-world examples of institutions that consolidated their connectivity approach, reduced security exposure, and achieved seamless data flow across their technology ecosystem. Discover how a unified connectivity strategy transforms operations from reactive firefighting to proactive innovation while dramatically reducing complexity, security risks, and total cost of ownership. 

Key Takeaways: 

• Hidden costs and security risks of fragmented connectivity approaches 
• How integration chaos undermines data warehousing and intelligence initiatives 
• Strategic framework for evaluating unified vs. piecemeal solutions 
• ROI benefits of consolidated connectivity partnerships 

The gap between loan origination and core system boarding creates operational inefficiencies, data entry errors, and customer experience friction. This session explores how automated loan boarding solutions eliminate manual handoffs between loan origination systems and core platforms.

Learn how institutions are streamlining the complete loan journey through seamless integrations with leading LOS providers, reducing processing time, minimizing errors, and improving the borrower experience. Discover implementation strategies, integration approaches, and the operational benefits of connecting your loan origination workflow directly to your core system. 

Key Takeaways: 

• Integration strategies for seamless loan origination to core system connectivity 
• Automation approaches that eliminate manual data entry and processing delays 
• Implementation best practices for automated loan boarding workflows 
• ROI benefits from streamlined loan processing and reduced operational overhead 

Call report preparation shouldn't consume weeks of your team's time every quarter. Manual data collection, validation, and reporting processes are not only time-intensive but prone to errors that can create compliance risks. This session reveals how automated regulatory reporting solutions can transform your call report process from a quarterly burden into a streamlined, accurate, and efficient operation.

Learn how institutions are leveraging automation to reduce preparation time, improve data accuracy, and free up valuable staff resources for more strategic initiatives while ensuring full regulatory compliance. 

Key Takeaways: 

• Automation strategies that dramatically reduce call report preparation time 
• Data validation and accuracy improvement techniques for regulatory compliance 
• Resource optimization approaches that free staff for higher-value activities 
• Implementation roadmap for transitioning from manual to automated reporting processes 

Customer success isn't just a department—it's the foundation of everything we do. Kinective EVP of Customer Experience Chuck McDowell will share how we've reimagined what customer success looks like in banking technology. Chuck will reveal how our customer experience organization creates memorable journeys that begin from your very first interaction with Kinective and continue throughout your entire transformation journey.

Learn how our comprehensive approach to onboarding, ongoing support services, education, and dedicated customer success agents ensures that every institution not only implements our technology successfully but thrives with it long-term. This is about more than support—it's about partnership that drives lasting success. 

The digital document landscape is evolving rapidly, and staying ahead means understanding what's coming next. This exclusive roadmap session provides an insider's look at the breakthrough eSignature and document workflow innovations launching in 2026. From enhanced operations visibility to seamless connectivity integrations, discover how tomorrow's capabilities will transform customer interactions and operational efficiency.

Learn how to prepare your institution for these innovations today, ensuring you're positioned to leverage next-generation document workflows that will separate leaders from followers in the competitive banking landscape.

Key Takeaways: 

• Exclusive preview of 2026 eSignature and document workflow innovations 
• Strategic planning insights for implementing next-generation capabilities 
• Technology preparation strategies to ensure readiness for upcoming features 
• Competitive advantage opportunities through early adoption planning 

Marketing without data intelligence is just expensive guesswork. This session reveals how financial institutions are transforming their marketing approach by leveraging data intelligence to create targeted, personalized campaigns that actually drive results. Learn how to move beyond demographic assumptions to understand customer behavior, predict needs, and deliver the right message at the right moment.

Discover how data-driven marketing strategies are helping institutions improve customer acquisition, increase cross-selling success, and strengthen customer relationships through intelligent, personalized engagement that resonates with today's consumers.

Key Takeaways:

• Data intelligence strategies that transform marketing effectiveness and ROI
• Customer behavior analysis techniques for more targeted campaign development
• Personalization approaches that improve engagement and conversion rates
• Implementation frameworks for building data-driven marketing capabilities

Core system migrations represent one of the most critical—and risky—decisions a financial institution can make. With project timelines stretching months and budgets reaching millions, the stakes couldn't be higher. Join industry consultants and core migration strategists as they share battle-tested strategies, hidden pitfalls to avoid, and the crucial decisions that separate successful migrations from costly disasters. You'll walk away with a practical playbook for navigating vendor negotiations, managing stakeholder expectations, and ensuring your migration delivers the operational improvements you're counting on—not just a new system that recreates old problems.

Key Takeaways:

• Pre-migration planning strategies that prevent costly surprises
• Stakeholder management techniques for keeping projects on track
• Post-migration optimization tactics that maximize your ROI

Digital transformation has been the banking industry's favorite buzzword for years—so why are we still talking about it? If everyone's been "digitally transforming" for the past decade, shouldn't we be done by now? This candid session cuts through the transformation fatigue to explore what's really happening behind all the hype. Through honest peer discussions, we'll examine what digital transformation actually means to your institution today, celebrate the genuine wins you've achieved, confront the persistent challenges that keep tripping everyone up, and plot a realistic path forward. Because if we're going to keep talking about digital transformation, let's at least make it count.

Key Takeaways:

• Diverse perspectives on what digital transformation actually means in practice
• Real-world prioritization strategies for digital transformation initiatives
• Honest assessment of transformation successes, challenges, and lessons learned
• Framework for defining digital transformation goals that align with institutional strategy

Artificial Intelligence in banking isn't just a technology discussion—it's become a strategic crossroads that divides the industry. This candid panel brings together representatives from across the AI adoption spectrum: early adopters sharing their implementation journeys, institutions actively experimenting with pilot programs, organizations developing strategic AI roadmaps, and yes—those who remain skeptical about AI's place in banking. Through honest dialogue, explore the real-world experiences, concerns, successes, and failures that are shaping AI decisions across financial institutions. This isn't about promoting AI adoption—it's about understanding the full spectrum of perspectives and helping you determine where your institution should stand. 

Key Takeaways: 

• Real perspectives from institutions across the complete AI adoption spectrum 
• Honest assessment of AI implementation successes, challenges, and failures 
• Strategic considerations for developing your institution's AI position 
• Practical insights from both AI advocates and skeptics in banking 

The universal associate model is generating buzz across the industry—but is it right for your institution? This exploratory session takes an honest, balanced look at universal associate strategies in action. Through real-world case studies and candid discussions, we'll examine what's actually working in today's branches, what's falling short of expectations, and why some institutions are thriving with this model while others are struggling. Discover the critical factors that determine success or failure, understand the true costs and benefits, and learn how to evaluate whether universal associate strategies align with your institution's culture, customer base, and operational goals. 

Key Takeaways: 

• Balanced analysis of universal associate successes and failures in real institutions 
• Critical success factors that separate thriving implementations from struggling ones 
• Framework for evaluating whether universal associate models fit your institution 
• Honest assessment of costs, benefits, and cultural considerations for implementation 

The most powerful insights come from peers who've walked the path before you. This exclusive customer panel brings together Kinective Sign users to share the implementations that delivered the biggest impact across their institutions. From streamlining loan processes and transforming compliance workflows to enabling remote operations and improving customer experiences, hear real stories from real institutions about what worked, what didn't, and what they'd do differently. This isn't vendor marketing—it's honest, peer-to-peer discussion about practical strategies, unexpected benefits, and lessons learned from successful Kinective Sign deployments that are driving measurable business transformation. 

Key Takeaways: 

• Real-world implementation strategies that delivered measurable business impact 
• Honest assessment of challenges, solutions, and lessons learned from peer institutions 
• Practical tips for maximizing Kinective Sign value across different business processes 
• Actionable insights for accelerating your own digital transformation initiatives 

Session description coming soon...

Fraud continues to be a challenging factor in the world of banking, with sources and types evolving rapidly in today's digital landscape. Technology vendors offer promising solutions, but what's the real-world experience of institutions fighting fraud on the front lines?

This collaborative panel brings together risk management professionals and security experts to discuss the fraud challenges financial institutions are facing today and share how they've used technology to fight the good fight. Through candid discussion, explore practical strategies, implementation experiences, and lessons learned from institutions actively working to stay ahead of emerging fraud threats using technology solutions.

Key Takeaways: 

• Current fraud challenges and emerging threat patterns facing financial institutions
• Real-world experiences with fraud prevention and detection technology implementations
• Practical strategies for leveraging technology in fraud prevention efforts
• Collaborative insights and best practices from fraud-fighting professionals