The Trends Defining the Next Chapter of Banking

Webinar Date

July 1, 2026

Scheduled date for the live discussion on trends in banking and fintech.

Webinar Time

12:00 p.m. PDT

Time for the live webinar featuring industry leaders.

§ 01 Executive Snapshot

What: The fintech and banking sectors are entering a new phase influenced by AI and embedded finance.
Who: Key figures include Jody Bhagat, Tiffani Montez, and Jeremy Almond.
Why it matters: These trends are reshaping the banking landscape, affecting how institutions interact with customers and manage their operations.

A live webinar is scheduled for Wednesday, July 1, 2026, at 12:00 p.m. Pacific to discuss emerging trends in banking and fintech.
Panelists include industry leaders such as Jody Bhagat from Engine by Starling, Tiffani Montez from EMARKETER, and Jeremy Almond from Paystand.
Topics will cover AI's role as a banking interface, the value of financial infrastructure, and changing customer expectations.

The rise of AI technology is fundamentally altering consumer interactions with financial institutions, making it a pivotal factor in the industry.
Embedded finance is increasingly integrating services across banks, fintechs, and tech companies, challenging traditional business models.

Immediate consequences for banks and fintechs include the need to adapt to AI-driven customer service models and enhance their infrastructure capabilities.
Long-term implications suggest a shift in strategic focus from customer relationship ownership to infrastructure ownership, potentially redefining competitive advantages in the sector.

Potential regulatory challenges may arise as the integration of AI and embedded finance progresses, necessitating compliance adaptations.
Competition from tech companies entering the financial services space could disrupt traditional banking models and market shares.

The webinar on July 1, 2026, will serve as a key milestone for insights into future trends and strategies in banking.
Observing the adoption rates of AI assistants and embedded finance solutions will indicate the success of these trends in reshaping the industry.

§ 07

What are the key trends currently influencing the banking sector?

The key trends include the rise of AI technology and the integration of embedded finance.

Who are the panelists for the upcoming webinar on banking trends?

The panelists include Jody Bhagat, Tiffani Montez, and Jeremy Almond.

Why is AI considered a pivotal factor in the banking industry?

AI is fundamentally altering consumer interactions with financial institutions, reshaping how they operate.

When is the webinar discussing emerging trends in banking scheduled?

The webinar is scheduled for Wednesday, July 1, 2026, at 12:00 p.m. Pacific.