Webinar
The Bank-Fintech Relationship: What No One Tells You (But Everyone Should Know)
May 29, 2025
1:30pm ET
Webinar
The Bank-Fintech Relationship: What No One Tells You (But Everyone Should Know)
May 29, 2025
1:30pm ET
Webinar
The Bank-Fintech Relationship: What No One Tells You (But Everyone Should Know)
May 29, 2025
1:30pm ET
Webinar
The Bank-Fintech Relationship: What No One Tells You (But Everyone Should Know)
May 29, 2025
1:30pm ET
Overview
Fintechs want speed. Banks need compliance. Somewhere in the middle, partnerships either thrive—or stall out.
In this 45-minute session, leaders from CCBank, iDENTIFY, and Oscilar share their unique perspectives on what it takes to build successful, scalable bank-fintech partnerships. From modernization strategies to shared infrastructure goals, we share the mindset, operational readiness, and collaboration models that set strong partnerships apart.
Learn how CCBank approached modernization in a way that preserves what makes them strong—while making room for smart, strategic innovation. Whether you're a fintech evaluating potential partners or a bank preparing to engage the fintech ecosystem, this session will help you focus on what truly drives successful collaboration.
In this free webinar, we'll cover:
1
Modern infrastructure approaches that satisfy both innovation and regulatory requirements
2
Operational strategies that reduce friction in bank-fintech collaborations
3
Real-world examples of successful partnership models from CCBank's journey
4
Actionable advice from multiple perspectives in the ecosystem
Participants
Saurabh Bajaj
Chief Product officer, Oscilar
Saurabh Bajaj is a distinguished AI-executive and entrepreneur, renowned in risk management and cybersecurity for building and scaling two startup technologies and currently collaborates with Kafka and Confluent founders, developing Oscilar, a groundbreaking Gen AI risk decisioning platform to transform fraud, compliance, and credit risk management, marking a stride towards a more secure digital world.
Saurabh Bajaj
Chief Product officer, Oscilar
Saurabh Bajaj is a distinguished AI-executive and entrepreneur, renowned in risk management and cybersecurity for building and scaling two startup technologies and currently collaborates with Kafka and Confluent founders, developing Oscilar, a groundbreaking Gen AI risk decisioning platform to transform fraud, compliance, and credit risk management, marking a stride towards a more secure digital world.
Saurabh Bajaj
Chief Product officer, Oscilar
Saurabh Bajaj is a distinguished AI-executive and entrepreneur, renowned in risk management and cybersecurity for building and scaling two startup technologies and currently collaborates with Kafka and Confluent founders, developing Oscilar, a groundbreaking Gen AI risk decisioning platform to transform fraud, compliance, and credit risk management, marking a stride towards a more secure digital world.
Saurabh Bajaj
Chief Product officer, Oscilar
Saurabh Bajaj is a distinguished AI-executive and entrepreneur, renowned in risk management and cybersecurity for building and scaling two startup technologies and currently collaborates with Kafka and Confluent founders, developing Oscilar, a groundbreaking Gen AI risk decisioning platform to transform fraud, compliance, and credit risk management, marking a stride towards a more secure digital world.
Saurabh Bajaj
Chief Product officer, Oscilar
Saurabh Bajaj is a distinguished AI-executive and entrepreneur, renowned in risk management and cybersecurity for building and scaling two startup technologies and currently collaborates with Kafka and Confluent founders, developing Oscilar, a groundbreaking Gen AI risk decisioning platform to transform fraud, compliance, and credit risk management, marking a stride towards a more secure digital world.
Lee Easton
President, iDENTIFY
Lee Easton is a data infrastructure entrepreneur and founder of iDENTIFY, a leading bank technology company modernizing how financial institutions extract intelligence from legacy systems. After scaling AeroVision.io for four years, Lee launched iDENTIFY in 2023 to solve one of banking’s most persistent challenges: normalizing fragmented data to unlock insights across risk, compliance, and customer relationships.
Lee Easton
President, iDENTIFY
Lee Easton is a data infrastructure entrepreneur and founder of iDENTIFY, a leading bank technology company modernizing how financial institutions extract intelligence from legacy systems. After scaling AeroVision.io for four years, Lee launched iDENTIFY in 2023 to solve one of banking’s most persistent challenges: normalizing fragmented data to unlock insights across risk, compliance, and customer relationships.
Lee Easton
President, iDENTIFY
Lee Easton is a data infrastructure entrepreneur and founder of iDENTIFY, a leading bank technology company modernizing how financial institutions extract intelligence from legacy systems. After scaling AeroVision.io for four years, Lee launched iDENTIFY in 2023 to solve one of banking’s most persistent challenges: normalizing fragmented data to unlock insights across risk, compliance, and customer relationships.
Lee Easton
President, iDENTIFY
Lee Easton is a data infrastructure entrepreneur and founder of iDENTIFY, a leading bank technology company modernizing how financial institutions extract intelligence from legacy systems. After scaling AeroVision.io for four years, Lee launched iDENTIFY in 2023 to solve one of banking’s most persistent challenges: normalizing fragmented data to unlock insights across risk, compliance, and customer relationships.
Lee Easton
President, iDENTIFY
Lee Easton is a data infrastructure entrepreneur and founder of iDENTIFY, a leading bank technology company modernizing how financial institutions extract intelligence from legacy systems. After scaling AeroVision.io for four years, Lee launched iDENTIFY in 2023 to solve one of banking’s most persistent challenges: normalizing fragmented data to unlock insights across risk, compliance, and customer relationships.
Andrew Cusick
Chief Business Dev Officer, CCBank
Andrew is currently the Chief Business Development Officer at CCBank overseeing new business development and special projects for the bank. He completed a Global MBA specializing in Entrepreneurship and Business Development. He is an experienced Senior Consultant with expertise in Finance and Operations. Andrew also holds a Business Management degree with an emphasis in Finance and is bilingual in English and French.
Andrew Cusick
Chief Business Dev Officer, CCBank
Andrew is currently the Chief Business Development Officer at CCBank overseeing new business development and special projects for the bank. He completed a Global MBA specializing in Entrepreneurship and Business Development. He is an experienced Senior Consultant with expertise in Finance and Operations. Andrew also holds a Business Management degree with an emphasis in Finance and is bilingual in English and French.
Andrew Cusick
Chief Business Dev Officer, CCBank
Andrew is currently the Chief Business Development Officer at CCBank overseeing new business development and special projects for the bank. He completed a Global MBA specializing in Entrepreneurship and Business Development. He is an experienced Senior Consultant with expertise in Finance and Operations. Andrew also holds a Business Management degree with an emphasis in Finance and is bilingual in English and French.
Andrew Cusick
Chief Business Dev Officer, CCBank
Andrew is currently the Chief Business Development Officer at CCBank overseeing new business development and special projects for the bank. He completed a Global MBA specializing in Entrepreneurship and Business Development. He is an experienced Senior Consultant with expertise in Finance and Operations. Andrew also holds a Business Management degree with an emphasis in Finance and is bilingual in English and French.
Andrew Cusick
Chief Business Dev Officer, CCBank
Andrew is currently the Chief Business Development Officer at CCBank overseeing new business development and special projects for the bank. He completed a Global MBA specializing in Entrepreneurship and Business Development. He is an experienced Senior Consultant with expertise in Finance and Operations. Andrew also holds a Business Management degree with an emphasis in Finance and is bilingual in English and French.
Phil Goldfeder (Moderator)
CEO, American Fintech Council
Phil Goldfeder is a public policy innovator and fintech advocate, serving as CEO of the American Fintech Council, where he champions responsible innovation across financial services. With a career spanning government, banking, and regulatory leadership, Phil brings over two decades of experience advancing pragmatic solutions at the intersection of finance and public interest.
Phil Goldfeder (Moderator)
CEO, American Fintech Council
Phil Goldfeder is a public policy innovator and fintech advocate, serving as CEO of the American Fintech Council, where he champions responsible innovation across financial services. With a career spanning government, banking, and regulatory leadership, Phil brings over two decades of experience advancing pragmatic solutions at the intersection of finance and public interest.
Phil Goldfeder (Moderator)
CEO, American Fintech Council
Phil Goldfeder is a public policy innovator and fintech advocate, serving as CEO of the American Fintech Council, where he champions responsible innovation across financial services. With a career spanning government, banking, and regulatory leadership, Phil brings over two decades of experience advancing pragmatic solutions at the intersection of finance and public interest.
Phil Goldfeder (Moderator)
CEO, American Fintech Council
Phil Goldfeder is a public policy innovator and fintech advocate, serving as CEO of the American Fintech Council, where he champions responsible innovation across financial services. With a career spanning government, banking, and regulatory leadership, Phil brings over two decades of experience advancing pragmatic solutions at the intersection of finance and public interest.
Phil Goldfeder (Moderator)
CEO, American Fintech Council
Phil Goldfeder is a public policy innovator and fintech advocate, serving as CEO of the American Fintech Council, where he champions responsible innovation across financial services. With a career spanning government, banking, and regulatory leadership, Phil brings over two decades of experience advancing pragmatic solutions at the intersection of finance and public interest.
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