The Reliance Summit

🏦 The Reliance Summit

The most transformative financial networks in history didn't achieve universal adoption overnight — they began with a small, decisive group of institutions who moved early, moved together, and set the terms the rest of the market ultimately followed.

Zelle. Visa. EWS. Each of these pillars of modern finance succeeded through the same pattern: concentrated early movers who established the standard before the broader market caught up.

That same defining moment is now arriving for customer data sharing. On May 15th, a founding group of institutions will convene to officially unveil the new bank reliance framework — operationalized for the very first time. 🚀

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🎯 Who Should Attend

This summit is purpose-built for strategic leaders across:

• 🏛️ Risk & Compliance
• 📦 Product & Innovation
• 🤝 Partner Banking
• 🧭 Executive & C-Suite Leadership

...who need to understand the imminent operating framework for industry-wide KYC/KYB standards — before the rest of the market follows.

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📖 Background & What's Been Built

Last December, SOLO (solo.one) hosted its inaugural Reliance Summit, bringing together founding members of its customer data sharing network. In the months since, participants have:

• 🔨 Collaboratively developed the initial reusable KYC/KYB standards
• ⚙️ Operationalized their usage within regulated environments
• 📈 Grown network coverage 4x in under six months

This summit brings that work into the public arena for the first time.

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🗓️ What to Expect on May 15th

Join founding bank members, CEOs from top-10 banks and fintechs, and regulators for:

• 📋 Deep dives into compliance standards — understand the full framework
• 🏛️ Direct insights from regulators on current and future use cases
• 💻 Live demos of the new customer UX and product innovations launched across leading fintechs and banks
• 🔍 First public disclosure of details from a regulatory-observed pilot on reusable identity

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👥 Your Fellow Attendees

Expect to be surrounded by CEOs, Presidents, and senior leaders in compliance, innovation, and product from sponsor banks, fintechs, and financial service providers — all directly accountable for what happens when industry standards are decided.

Confirmed attendees will receive a personalized agenda prior to the summit, including relevant working sessions, curated 1:1 networking meetings, and recommended discussion tracks.

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🤝 Hosted By & Sponsors

Proudly hosted by SOLO with support from:

• 🏦 Coastal Community Bank
• 🏦 Choice Bank
• 🏦 Cross River Bank
• 🏦 TransPecos Bank

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📩 Questions?

Reach out to K. Lee Gilliam, Head of Network Growth, at klee@solo.one

Register Now →