

The Reliance Summit
The most important financial networks in modern history did not begin with universal adoption. They began with a small group of actors whose participation alone was enough to create critical mass.
Zelle. Visa. EWS.
Each succeeded because a concentrated set of institutions moved early, moved together, and set the terms the rest of the market would eventually follow.
That group has formed for customer data sharing. They’re convening May 15th to unveil the new bank reliance framework, operationalized for the first time.
This summit is a chance for strategic leadership, risk, compliance, product, and partner banking leaders to understand the imminent operating framework for industry-wide KYC/KYB standards, before the rest of the market follows.
What to Expect:
Last December, SOLO (solo.one) convened its first Reliance Summit with founding members of its customer data sharing network. Since then, they have collaboratively built the initial reusable KYC/KYB standards, operationalized usage in regulated environments, and grew network coverage 4x in under six months.
This summit brings that work to the public. Join founding bank members, CEOs from top 10 banks and fintechs, and regulators to:
Understand the compliance standards
Hear directly from regulators on initial and future use cases
Demo the new customer UX and product developments enabled by the framework, launched across top fintechs and banks
Be the first to hear details of a regulatory-observed pilot on reusable identity
Invited Guests:
You'll be joined by fellow CEOs/Presidents and senior compliance, innovation, and product leaders at sponsor banks, fintechs, and financial service providers who are directly accountable for what happens when standards are decided.
Agenda:
Confirmed attendees will receive a customized agenda prior to the summit with relevant working sessions, 1:1 networking meetings, and recommended discussions.
Hosted by SOLO with support from Coastal Community Bank, Choice Bank, Cross River Bank, and TransPecos Bank.
Questions? Contact K. Lee Gilliam, Head of Network Growth, at [email protected]