Scott Steinberg · Consultant, Analyst and Business Strategist
Like top finance keynote speakers know, financial services audiences are unusually hard to impress: heavily regulated, repeatedly told technology will transform them, and still running core systems older than most of the room. A useful keynote, breakout or training workshop session respects that and gets specific about what is actually changing. Scott Steinberg has delivered sessions for institutions including Mastercard, Chase, Bank of America, Schwab and Discover.
Keynote speaker talks, breakouts, executive briefings and training workshops on change, leadership, innovation, disruption, creativity, resilience, AI in financial services, digital banking, payments, wealth and advisory change, customer experience, competing with fintech entrants, and more!
Financial audiences vary enormously between a retail bank, a wealth advisory conference and a payments event. Each of these gets built for the specific room.
Financial institutions are being sold AI by every vendor in the market while operating under supervisory expectations that most of those vendors have never encountered.
Celebrity finance keynote speaker programs cover what is genuinely deployed in the sector now, what adoption requires given model risk and audit expectations, and how to assess what is being pitched.
Customers compare their bank to every other app on their phone, and the comparison set was never other banks.
Sessions address what expectations have been set elsewhere, where institutions can realistically meet them, and which gaps actually cost relationships.
Payments has absorbed more change than any other part of financial services, and each shift rearranged who captures the economics.
Talks by famous finance keynote speakers cover instant payment adoption, embedded finance, wallet dynamics and where value is moving between the parties in a transaction.
Advisors face a client base with different expectations, more information and considerably more skepticism about fees than the generation before it.
Sessions address what advisory looks like when clients arrive informed, how technology changes the practice, and where human judgment still commands a premium.
The relationship between institutions and fintech entrants has cycled from threat to partnership to something more complicated, and the current shape is genuinely unsettled.
Programs with our finance keynote speakers look at where new entrants have actually taken share, where they have not, and how partnership arrangements are working in practice.
Younger customers form financial habits through channels and sources the industry does not control and largely does not monitor.
Outings touch on future generations and where financial decisions are actually being influenced now and what institutions can do about a trust relationship formed elsewhere.
Financial confidence is low across every measure, and institutions frequently address it with education programs that reach the people who need them least.
Talks look at what actually builds confidence, drawing on work with organizations including the National Foundation for Credit Counseling.
Institutions face hiring competition from technology firms, an aging specialist workforce and roles changing faster than training programs adapt.
Our global futurist finance keynote speakers look at what is genuinely changing about roles in financial services and what retention requires in this market.
Content is developed based on your program and audience, including what compliance requires reviewing, which is worth flagging early rather than late.
A main-stage session for industry conferences, user events and annual meetings.
A closed meeting for leadership working through what these shifts mean for a specific institution.
Built for the field rather than head office, addressing what changes for people in front of clients.
A discussion-led format for boards examining technology and market change over a longer horizon.
Scott Steinberg is a futurist keynote speaker, strategic consultant and business trends expert with over 25 years of experience advising more than 3,000 businesses and brands, from startups to government agencies and Fortune 500 firms.
He is the author of over 30 books and has published more than five thousand articles covering technology, marketing, leadership, innovation, advertising and digital transformation. He appears regularly on ABC, CBS, CNN and NBC.
He has led seminars, keynotes and training programs for organizations including Wells Fargo, the PGA Tour, Century 21, Ford, Dell and Procter & Gamble, and has been recognized by the International Association for Scholastic Excellence, Fortune and the 21st Century Icon Awards.
Banks and credit unions, payments companies, credit card execs, wealth and advisory firms, industry associations and conference audiences. Sessions have been delivered for organizations including Mastercard, Chase, Bank of America, Schwab, Discover and the National Association of Personal Financial Advisors.
Sessions avoid specific investment recommendations, product endorsements and anything requiring a licensed capacity. Where your compliance function requires content review, that is straightforward but needs building into the timeline rather than raised the week of the event.
Yes, and they need different sessions. Head office audiences want strategy and market direction; advisor audiences want what changes in front of a client next quarter. Building for the wrong one is the most common failure at these events.
As technical as the room warrants, and no further. Most financial audiences want to know what is deployable under their constraints and how to evaluate vendor claims, not how a model is architected.
Yes, and there is a dedicated practice for it at www.FuturistsSpeakers.com, since the member-owned model raises questions that bear extensive research and discussion as well.
Send the date, location, audience makeup and program theme. If content review is required by your compliance function, allow for it in the timeline.
Event date and location, audience makeup including whether advisors or institution staff, session length, program theme, and any content review requirements. Virtual and hybrid delivery are available.