Financial Institutions Roundtable
The Future of Client Experience in Community Banking & Credit Unions
Financial Institutions Roundtable
The Future of Client Experience in Community Banking & Credit Unions
October 21, 2026 – 1 to 2 PM ET.
Facilitated by Diego de Aragão, Former SVP of Finance Data Science & AI Enablement at Citi
An invitation-only discussion for leaders from credit unions and community banks exploring how data, AI, and a unified view of the client can drive growth, retention, and stronger client relationships.
Why Attend?
Client expectations continue to evolve. Members and customers increasingly expect their financial institution to understand their needs, anticipate opportunities, and deliver relevant guidance at the right moment.
Yet many community financial institutions face the same challenge: the information needed to create exceptional client experiences often exists across multiple systems, departments, and channels, making it difficult to act on when it matters most.
This executive roundtable will bring together leaders from community banks and credit unions to discuss how they are addressing these challenges and what role data, analytics, and AI can play in creating more connected, personalized, and trusted client experiences.
Discussion Themes
Growing Relationships Through Better Client Understanding: How can institutions better recognize client needs, life events, and opportunities to deepen relationships?
Retention Through Experience: What are the earliest signals that a client relationship is at risk, and how can institutions intervene before disengagement becomes attrition?
Building a Client-Centric Data Foundation: How can organizations create a more complete understanding of the client across products, channels, and departments?
Practical AI for Financial Services: Where can AI improve client experiences today, and what governance, transparency, and human oversight are required to build trust?
Facilitated by Diego de Aragão
Former SVP of Finance Data Science & AI Enablement at Citi and Executive Advisor to NovaceneAI, Diego brings more than 15 years of experience leading data, analytics, and AI initiatives within some of the world’s largest financial institutions.
Having led enterprise-scale programs across treasury, finance, analytics, and AI, Diego combines deep financial-services expertise with practical experience helping organizations turn emerging technologies into measurable business outcomes.
A frequent speaker at CDAO Financial Services, MachineCon, CFO & FP&A Summits, and CDO Magazine events, Diego is recognized for his ability to connect business strategy, data foundations, governance, and AI adoption in highly regulated environments.
Who Should Attend
- CEOs and Executive Leaders
- Chief Experience Officers
- Chief Digital Officers
- Chief Data & Analytics Officers
- Retail Banking Leaders
- Member Experience Leaders
- Technology & Innovation Leaders
- Growth and Retention Leaders
What You’ll Leave With
- Practical ideas from peers facing similar challenges
- New perspectives on client growth and retention
- Real-world lessons on AI adoption in financial services
- A better understanding of how leading institutions are approaching client experience transformation
- Connections with fellow leaders across the community financial services sector
