Method TechTalk: AI Enablement for Financial Services

Wednesday

,

September

17th

2025

5:00pm

-

7:00pm

EDT

Method TechTalk: AI Enablement for Financial Services

RSVP

About this Tech Talk

This event explores the evolution of product development in the Age of AI, emphasizing the crucial shift from starting with solutions to understanding user needs. We will delve into leveraging systems thinking approaches and service design to comprehend the impacts across people, processes, and technology, ensuring effective solution adoption and objective achievement.

We will cover how both employee and customer roles and needs are evolving, alongside the transformation of product development roles themselves. Furthermore, we will cover how AI is being utilized to research, design, and validate solutions in this new era.

Our Panelists

Michael Lewandowski

Principal

Financial Services Lead

Method

Andy Vitale

Vice President,

Head of Product Design

Taxwell

Networking

&

Meet the Panelist Happy Hour

You're Invited!

Join us virtually or in-person at Method's Charlotte office for an evening of connection, conversation, and fresh insights with Charlotte's financial services and FinTech community.

Enjoy food, drinks, and a casual setting as we explore the latest industry trends, share real-world success stories, and discuss how professional leaders are pushing digital innovation forward.

Network. Learn. Be Inspired. We can't wait to see you there!

RSVP now to save your spot!

RSVPs Closed

Event Details

We're in the Charlotte Plaza building on the 8th floor (Panera on the ground floor). Take the escalator to the second floor and use the elevator bank to the 8th floor. We're happy to validate parking in the Charlotte Plaza deck as well.

Wednesday, September 17th, 2025

Networking: 5 pm - 6 pm ET
Panel Discussion: 6 pm - 7 pm ET

Method Charlotte
201 South College Street Charlotte, NC 28244

Virtual

or

In-Person (Charlotte, NC)

RSVPs Closed

Make better product decisions.

The product trio's guide to a structured and sustainable approach to continuous discovery.

Buy on Amazon

Teresa Torres is an internationally acclaimed author, speaker, and coach. She teaches a structured and sustainable approach to continuous discovery that helps product teams infuse their daily product decisions with customer input. She’s coached hundreds of teams at companies of all sizes, from early-stage start-ups to global enterprises, in a variety of industries. She has taught over 8,500 product people discovery skills through the Product Talk Academy. She’s the author of the book Continuous Discovery Habits and blogs at ProductTalk.org.

“Teresa Torres shows how to truly—and continuously— include customers. This is a must read for every CEO and product team out there.”

– Phil Terry, Founder, Collaborative Gain

Make better product decisions.

The product trio’s guide to a structured and sustainable approach to continuous discovery.

Buy on Amazon

Teresa Torres is an internationally acclaimed author, speaker, and coach. She teaches a structured and sustainable approach to continuous discovery that helps product teams infuse their daily product decisions with customer input. She’s coached hundreds of teams at companies of all sizes, from early-stage start-ups to global enterprises, in a variety of industries. She has taught over 8,500 product people discovery skills through the Product Talk Academy. She’s the author of the book Continuous Discovery Habits and blogs at ProductTalk.org.

“If you haven’t had the good fortune to be coached by a strong leader or product coach, this book can help fill that gap and set you on the path to success.”

– Marty Cagan, Founder, Silicon Valley Product Group

“Teresa Torres shows how to truly—and continuously— include customers. This is a must read for every CEO and product team out there.”

– Phil Terry, Founder, Collaborative Gain

Host

Barrington Red

Author

Barrington Red will be your host, speaking about their experience as an author and editor of several books about the world of events and creating unforgettable experiences.

Our Speakers

Jimmy James

Marketing Operations

Fred Phillips

Sales Operations

Betty Bassinger

Marketing Operations

Get a sneak peak of what to expect.

We can't wait to see you.

Frequently Asked Questions

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Leverage agile frameworks to provide a robust synopsis for high level overviews. Iterative approaches to corporate strategy foster collaborative thinking to further the overall value proposition.

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Organically grow the holistic world view of disruptive innovation via workplace diversity and empowerment.

Are there ID requirements to enter the event?

Organically grow the holistic world view of disruptive innovation via workplace diversity and empowerment.

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Organically grow the holistic world view of disruptive innovation via workplace diversity and empowerment.

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RSVP and join us for an exciting night of networking and discussion.

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