Meeting with Core Officers

1 – 2:30 p.m. 

One representative from your bank will be able to attend a special discussion with the group’s officers on Monday afternoon (in person or remotely). Share your perspective on bylaws, governance and the future direction of the user group.

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

3-5 p.m.

We want to hear about your experience partnering with SHAZAM. What's working, where you're experiencing challenges and how we can better support you. Topics may include implementation, client support, service delivery, communication and overall client experience. Your feedback will help us understand what's most important to you and identify opportunities for improvement.

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

Wow! We Can Do That?!

10:30 – 11:45 a.m.

Think you know everything your SHAZAM solutions can do? Think again. Discover hidden gems, underutilized features and practical tips that can help your institution work smarter and more efficiently. We'll share answers to frequently asked questions, address common challenges and showcase frequently overlooked capabilities. 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.

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. 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.

KinetiCore Teller: Expert Insights and User Feedback

1:15 – 2 p.m. or 2:15 – 3 p.m.

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: Parts I and II

1:15 – 2 p.m. and 2:15 – 3 p.m.

Join our team of loan subject matter experts as they answer common loan-related questions, address 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 path to loan success.

Online Account Application Working Session: Shaping Digital Account Opening Priorities

1:15 – 2 p.m.

Join us for a collaborative session 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 KinetiCore™ and DigiHive™.

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

AccountLaunch™ Focus Group: Improving the Account Opening Experience

2:15 – 3 p.m.

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

Who should attend: Anyone responsible for account origination, account maintenance, deposit operations, branch operations or workflow administration who wants to help shape the future of AccountLaunch™.

Voices & Vision: An Open Forum with SHAZAM Leadership

9 – 9:50 a.m.

What’s top of mind for you? Join leaders from SHAZAM's Product, Sales, Support, Implementations, 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.

This session highlights recent AccountLaunch and Teller platform updates and showcases the new and updated functionality you can implement.

Shape What's Next in DigiHive™ Digital Banking

11:15 – 12 p.m. or 1:30– 2:15 p.m.

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 to better meet your institution's needs.

Deposit & Loan Parameters/Configurations

11:15 – 12 p.m. or 1:30– 2:15 p.m.
Learn about the key deposit and loan parameters, product configurations and system settings that drive your banking products. We'll cover which core settings require configuration, how they affect product performance and why they play an important role in accurate processing, compliance, reporting and customer service.

Document Management: Workflows, Practical Tips and Q&A

11:15 – 12 p.m. or 1:30– 2:15 p.m.

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 Q&A session.

Self-Service Spotlight: Top Support Questions Answered

11:15 – 12 p.m. or 1:30– 2:15 p.m.

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