Join Us for an Exclusive Breakfast!

Featuring Ron Shevlin, Chief Research Officer, Cornerstone Advisors

Tuesday, October 28, 2025 |  7:15-8:15 AM PST

The Venetian Sands Expo 

MR 2705 

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The Fraud Experience: A Key Banking Relationship Differentiator

A survey of more than 2,000 Americans who have experienced fraudulent activity on their payment cards (debit and credit) in the past five years found that their level of satisfaction with the fraud resolution experience impacts their future use of the card involved and their relationship with the card issuer. To understand more about the research—and ways that financial institutions can improve their dispute and resolution process—join this breakfast with Ron Shevlin, Chief Research Officer at Cornerstone Advisors and the Quavo Team. 

Ron Shevlin 

Chief Research Officer, Cornerstone Advisors 

Ron Shevlin heads up Cornerstone Advisors’ fintech research efforts and authors many of its studies. He has been a management consultant for over 30 years, working with leading financial services, consumer products, retail, and manufacturing firms worldwide. Before joining Cornerstone, Shevlin was a researcher and consultant for Aite Group, Forrester Research, and Nolan, Norton & Co. He is the author of the book Smarter Bank, writes the Fintech Snark Tank blog on Forbes, and hosts the What’s Going On in Banking podcast. Shevlin is ranked among the top banking and fintech thought leaders globally and is a frequent keynote speaker at banking and fintech industry events and bank and credit union board of directors’ meetings. 

Build SaaS Non-SaaS
Flexibility
  • Simple changes can cost thousands
  • Regulatory and business demands change quickly
  • Automated improvements via vendor-managed patches
  • Reduces burden on IT team
  • Major infrastructure changes required
  • Additional costs associated with system improvements
Compliance
  • Requires full-time specialists
  • Costly patches and releases
  • Software updates ensure compliance
  • Managed by provider to stay competitive
  • Frequent updates needed for compliance
  • New workflows required for mandates
Data
  • Creating a reporting hub is expensive
  • Determining useful metrics is complex
  • Comes with free reporting tools
  • Innovative partnerships enhance insights
  • Basic reporting with limited customization
  • Data-driven insights require extra work
Expertise
  • Internal team may lack expertise
  • Results in technology mirroring old inefficiencies
  • Designed by industry experts
  • Built from experience with top institutions
  • Dedicated IT team needed for improvements
  • Creates strain on internal resources
Time
  • Multi-year journey to develop
  • Peers discuss costs and timelines
  • 6-month onboarding average
  • Clients see efficiency gains monthly
  • Lengthy onboarding process
  • Immediate benefits not guaranteed
Cost
  • High upfront investment
  • Unplanned IT costs increase budget
  • Subscription model with predictable expenses
  • Reduces need for hardware investment
  • Hardware and infrastructure costs
  • Ongoing maintenance required

How To Get There

  • Enter the Venetian Expo Center through the main entrance on Level 1.
  • Once inside, proceed straight ahead (or follow the signs) to locate the elevators or escalators up to Level 2. They should be fairly visible in the lobby / foyer area.
  • Take the elevator or escalator to Level 2.
  • When you exit on Level 2, you will be in or near the Bassano meeting room corridor. The Bassano rooms are numbered 2601‑2710.
  • Look for signage for Bassano 2700‑series meeting rooms.
  • Walk along the Bassano corridor to room 2705. Usually rooms are in numerical order, so you’ll pass 2701, 2702, ‑‑ etc., until you reach 2705.

Request to Join!

Space is limited, reserve your spot today to join us in Vegas! This exclusive event is open only to senior leaders from issuing financial institutions.

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