ABOUT DAVE
Dave DeFazio is Chief Strategy Officer at StrategyCorps and a keynote speaker who turns real stories from the road into a hopeful, practical view of where banking is headed. His sessions reach state bankers associations, credit union leagues and industry conferences across the country.
At StrategyCorps, Dave helps banks and credit unions turn checking into a source of primacy, profitability and growth, working with institutions of every size on the products and relationships customers use every day.
On stage, Dave is known for real stories from the road, a little pop culture and the occasional family cameo, with the newest fintech apps showing up as examples along the way. He's the kind of person who downloads banking apps for fun on weekends and can't stop talking about them at the dinner table. He's presented at state bankers associations, credit union leagues and payments and fintech conferences, and his talks are built so a banker in any town can feel inspired and leave with ideas to act on.
His 2027 sessions follow one question. As technology and AI take on more of the customer's financial life, who owns the relationship? Dave's answer is practical, optimistic and made for community banks and credit unions.
Three sessions are in rotation for next year, each one built around stories your audience will actually remember.
When the Smartest Apps Stop Asking and Start Acting
Money apps are learning to predict what customers need and handle it before anyone asks, and Dave uses stories from the road to show what that could mean for the relationships community institutions have built. Bankers leave inspired and ready to act.
From Insight to Action
Dave breaks down how the biggest banks win with offers, rewards and data, then shows how a community bank or credit union can run the same plays at its own size. Attendees take home a short list they can start on Monday.
How AI Could Change Who Chooses, Buys and Banks
When a customer's AI agent starts comparing rates, switching cards and making purchases, who owns the relationship? Dave picks up where Banking on Autopilot leaves off and shows what community institutions can do to stay visible, trusted and chosen.
Dave's talks follow how technology and fintech keep reshaping the way people choose where to bank. The latest chapter asks what happens when software starts making those choices for them.
01
What makes a customer choose one financial relationship over another.
02
New apps solve one need at a time and quietly take up more of the relationship.
03
Financial services get connected and contextual, and lean less on the banking app.
04
AI assistants move from recommending to buying, switching and transacting.
When a customer's AI agent starts making financial decisions, who owns the relationship?
Real moments from time on the road with bankers make big ideas easy to remember and easy to retell.
A hopeful read on where banking is headed that leadership teams keep talking about after the session.
Entertaining enough to keep phones down, useful enough to bring back to the leadership team.
He sticks to what's happening right now and gives bankers in everyday towns something to act on.
"Excellent and thought provoking presentation."
"Fabulous! Dave was very entertaining and informative."
Stages Dave has spoken on
Dave is happy to tailor a session to your attendees, from a main-stage keynote to a working breakout.
WHERE DAVE'S WORK COMES FROM
Checking is a lever for primacy, profitability and growth when it's powered by data and value-added design, and Dave leads strategy at StrategyCorps, where banks and credit unions put that idea to work through value-added checking, subscription-style bundles and smarter relationship pricing. His sessions come from watching what customers do every day across hundreds of institutions.
Learn more about StrategyCorpsTell us a little about your program and we'll follow up with session options and a custom abstract.
