Cash Flow
Intelligence

Summit 2026

Presented by
September 10, 2026
New York City
about

What is the Cash Flow Intelligence Summit?

AI is reshaping credit decisions, macro uncertainty is testing portfolio resilience, and cash flow intelligence has moved from emerging differentiator to competitive necessity. What began as a tool for smarter origination decisions is now being deployed across the entire customer lifecycle: fraud detection, line management, early intervention, retention, and beyond.

The Cash Flow Intelligence Summit brings together the senior executives driving this evolution. Now in its third year, this invitation-only gathering convenes 200+ credit risk and consumer lending leaders from the nation's top financial institutions for a focused day of peer exchange, case studies, and frank dialogue about where the industry is headed — and how to lead through it.

The experience

What You'll Experience

01

Use cases gaining traction

Hear from leaders deploying cash flow intelligence beyond origination: across fraud detection, line management, early intervention, and retention

02

Supercharged analytical models

Explore how artificial intelligence is transforming the way financial data is analyzed, modeled, and acted upon across the credit decision journey

03

Infrastructure & connectivity tools

Evaluate the latest tools to deliver coverage, flexibility, and ease-of-use with multi-source data orchestration and intelligent routing

04

Regulatory compliance considerations

Understand the evolving regulatory landscape and how to maintain compliance as cash flow data becomes embedded across the customer lifecycle

05

Market safety and soundness

Trade notes on how external pressures are reshaping portfolio strategy and where cash flow intelligence is proving its value in volatile conditions

06

Connect with leading lenders

Put down the notebook and engage with 200+ of the most innovative credit risk and consumer lending executives from the nation's largest institutions

SEPTEMBER 10, 2026

Schedule of the Day

Breakfast & Registration

8am - 9am

Keynote & Mainstage Programming

9am - 12pm

Networking Lunch

12:30pm - 1pm

Keynote & Mainstage Programming

1pm - 2pm

Breakout Sessions

2pm - 3pm

Keynote & Mainstage Programming

3pm - 5pm

Networking Cocktails

5pm - 6pm