KinetiCore™ User Group Session Descriptions

 

Looking for more details before choosing your sessions?

We’ve got you covered. Review the session information below to discover the topics and takeaways that matter most to you.

Monday Officer Meeting & General Session (optional)

Meeting with Core Officers

1-2:30 p.m. | Crestone Ballroom

One representative from your bank is invited to participate in a special discussion with the group’s officers on Monday afternoon, either in person or remotely. Share your perspective on bylaws, governance and the future direction of the KinetiCore™ User Group.

 

Voice of the Client: What's Working, What's Not and What's Next

3-5 p.m. | Crestone Ballroom

We want to hear about your experience working with SHAZAM, including what's working well, where you're encountering challenges and how we can better support you. Discussion topics may include implementation, client support, service delivery, communication and the overall client experience. Your feedback will help us better understand your priorities and identify opportunities to enhance our products, services and support.

Who should attend: 
Anyone who works with SHAZAM products, services, support teams or relationship managers, including operations, administrators, digital bankers and executive stakeholders.

Tuesday General Sessions

Wow! We Can Do That?!

10:30-11:45 a.m. | Crestone Ballroom

Think you know everything your SHAZAM solutions can do? Think again. Discover hidden gems, underused features and practical tips that can help your institution work smarter and more efficiently. We'll answer frequently asked questions, address common challenges and showcase capabilities that are often overlooked. No matter your experience level, you'll leave with actionable ideas, time-saving techniques and plenty of "Wow! I didn't know we could do that!" moments.

 

Balancing Fraud Prevention and Cardholder Experience

3:30-4:30 p.m. | Crestone Ballroom

Fraud threats are evolving rapidly, requiring debit card issuers to balance strong security measures with a seamless cardholder experience. Learn how criminals exploit card data, how emerging payment trends are reshaping risk and how alerts, blocks, authentication tools and detection systems can strengthen fraud mitigation efforts.

Attendees will gain practical decision-making frameworks and strategies to help their institutions stay ahead of social engineering scams, card-not-present fraud and other emerging threats.

Tuesday Breakout Sessions

KinetiCore™ Teller: Expert Insights and User Feedback

1:15-2 p.m. | Crestone Ballroom

2:15-3 p.m. | Crystal B

Gain actionable insights and best practices for KinetiCore™ Teller. Engage in a collaborative discussion with subject matter experts and help influence future enhancements through your feedback.

 

Navigating Loans: Part I and Part II

1:15-2 p.m. | Crystal B (Part I)

2:15-3 p.m. | Aspen Room (Part II)

Join our team of loan subject matter experts as they answer common loan-related questions, discuss key support trends and share practical guidance to help you navigate loan processes with confidence. In this two-part series, you'll gain valuable insights into frequently encountered challenges, discover self-service tools and resources, and learn strategies to resolve issues more efficiently. You'll leave with actionable takeaways to support your loan operations and drive success.

 

Online Account Application Working Session: Shaping Digital Account Opening Priorities

1:15-2 p.m. | Aspen Room

Join us for a collaborative discussion about the future of digital account opening. We'll explore your institution's priorities, competitive needs and expectations for online account acquisition, from enhanced online applications to fully digital onboarding. We'll also gather feedback on identity verification, KYC/BSA/AML processes, vendor integrations, operational workflows and reporting requirements. Your input will help guide future priorities and investments across the KinetiCore™ and DigiHive™ digital banking platforms.

Who should attend: 
Professionals responsible for digital account opening strategy, competitive priorities, operational requirements, vendor preferences and customer onboarding goals.

 

Conversions from Nicola Core™ to KinetiCore™ Made Easy

1:15-2 p.m. | Crystal A

Session description coming soon.

 

AccountLaunch® Focus Group: Improving the Account Opening Experience

2:15-3 p.m. | Crestone Ballroom

Review potential AccountLaunch workflow enhancements and provide feedback on mockups or prototypes. Your insights will help us validate user needs, identify pain points and better understand which improvements would have the greatest impact on account origination and maintenance processes.

Who should attend: 
Anyone responsible for account origination, account maintenance, deposit operations, branch operations or workflow administration and is interested in helping to shape the future of AccountLaunch.

Wednesday General Sessions

Voices & Vision: An Open Forum with SHAZAM Leadership

9-9:50 a.m. | Crestone Ballroom

What's top of mind for you? Join leaders from SHAZAM's Product, Sales, Support, Implementation and Operations teams for an interactive Q&A session. Whether you have questions about products, services, industry challenges, future plans or your experience working with SHAZAM, this is your opportunity to engage directly with the people helping shape our direction.

 

Year in Review: Platform Product Releases and Key Updates

2:30-3:15 p.m. | Crestone Ballroom

This session highlights recent AccountLaunch and KinetiCore™ Teller platform updates and showcases new and enhanced functionality available for your institution to implement.

Wednesday "Ask an Expert Sessions

Shape What's Next in DigiHive™ Digital Banking

11:15 – Noon | Crystal A
1:30–2:15 p.m. | Crystal A

Join DigiHive™ product experts for an interactive discussion focused on your questions, challenges and opportunities. Share feedback on upcoming initiatives, discuss feature priorities and help guide the future evolution of DigiHive™ digital banking to better meet your institution's needs.

 

Deposit & Loan Parameters/Configurations

11:15 – Noon | Crestone Ballroom

1:30–2:15 p.m. | Crestone Ballroom

Learn about the key deposit and loan parameters, product configurations, and system settings that support your banking products. We'll cover which settings require configuration, how they affect product performance, and why they play an important role in processing, compliance, reporting and customer service.

 

Document Management: Workflows, Practical Tips and Q&A

11:15 – Noon | Crystal B

1:30–2:15 p.m. | Crystal B

Join DocuCommand® experts for a practical walkthrough of workflows, best practices and common troubleshooting scenarios. Learn how to streamline document management processes and get answers to your "How do I ... ?" questions during a live Q&A session.

 

Self-Service Spotlight: Top Support Questions Answered

11:15 – Noon | Aspen Room

1:30–2:15 p.m. | Aspen Room

Explore the issues most frequently raised with our KinetiCore™ client support team and learn where to find answers in SHAZAM Access. We'll highlight self-service resources and opportunities that can help reduce wait times and improve efficiency.

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