Rebecca Mann
Global Head of Enterprise Partnerships, Commercial Development
Western Union
Doug Roerden
Head of Experience Design
FM Global
Stephen Schroth
Head of Digital Consumer Banking & Global Experience Design
KeyBank
Deba Sahoo
SVP and Head of Product for Customer Journeys
Fidelity Investments
Jesse Honigberg
SVP, Technology Chief Of Staff
Cross River
Phil Goldfeder
SVP Public Affairs
Cross River
Mike Balsam
VP, Digital Manager, Wealth Digital and Innovation
Wells Fargo
Priya Sajja
VP, Product Strategy
BNY Mellon
Chuck Rohrig
Director, Senior Experience Owner
USAA
David Olenchalk
Director, Platform Manager, Global Wealth Management
Bank of America Merrill Lynch
Rilla Delorier
Independent Board Director
Coastal Community Bank
Jeffery Kendall
CEO
Nymbus
Alarice Lonergan
Partner, Global Business Services (GBS) Digital Strategy & iX
IBM iX
Patrick Kehoe
EVP Product Management
Messagepoint
Janet Jaiswal
SVP of Marketing
ZineOne
Antonina Skrypnyk
Head of Financial Services Lab, Client Partner
Softserve
Guru Bhat
Vice President, Omni-Channel and, Customer Success Platform
PayPal
Peter Ku
VP & Chief Industry Strategist – Financial Services
Informatica
Hunter Young
Founder/President
HIFI Agency
Joe Palmer
President
iProov, Inc.
12:00 pm - 12:05 pm
12:00 pm - 12:05 pm
12:05 pm - 12:35 pm
12:05 pm - 12:35 pm
Mike Balsam, VP, Digital Manager, Wealth Digital and Innovation, Wells Fargo
Antonina Skrypnyk, Head of Financial Services Lab, Client Partner, Softserve
As the banking industry continues to deal with disruptions, financial institutions are looking for ways to be a competitive force in the marketplace. This requires an innovation strategy with a meaningful vision towards the future; and as consumer and employee needs continue to change, digital transformation will only be successful if your entire organization fully embraces innovation.
12:35 pm - 12:55 pm
12:35 pm - 12:55 pm
Patrick Kehoe, EVP Product Management, Messagepoint
12:55 pm - 1:15 pm
12:55 pm - 1:15 pm
Jesse Honigberg, SVP, Technology Chief Of Staff, Cross River
Phil Goldfeder, SVP Public Affairs, Cross River
1:15 pm - 1:35 pm
1:15 pm - 1:35 pm
Jeffery Kendall, CEO, Nymbus
Rilla Delorier, Independent Board Director, Coastal Community Bank
Hunter Young, Founder/President, HIFI Agency
How can banks and credit unions leverage new growth opportunities when digital is now the default? It begins by finding a niche to connect your organization to the communities you serve, while deploying intentional innovation to generate new revenue streams.
Our speakers put words into action as they provide attendees with the roadmap needed for this digital journey.
1:35 pm - 1:55 pm
1:35 pm - 1:55 pm
Stephen Schroth, Head of Digital Consumer Banking & Global Experience Design, KeyBank
Human Centered Design (HCD) is an approach to problem solving that develops solutions to problems by involving the human perspective in all steps of the problem-solving process. Because design-thinking can be counter to traditional problem solving, introducing it to an organization can be both transformative and culture-changing. While some companies are investing in in-house design studios others are simply using design thinking tools and approaches, In all cases, organizations are realizing bottom line benefits including:
1:55 pm - 2:15 pm
1:55 pm - 2:15 pm
Peter Ku, VP & Chief Industry Strategist – Financial Services, Informatica
Providing exceptional customer experience is par for the course in today’s hyper-competitive financial services industry. Despite ongoing effort to digitize customer facing systems, channels, and business processes to improve customer experience, those investments are at risk from not performing due to long standing data challenges impacting firms of all sizes. Attend this session with Peter Ku, VP & Chief Industry Strategist at Informatica to learn:
3:05 pm - 3:15 pm
3:05 pm - 3:15 pm
3:25 pm - 4:10 pm
3:25 pm - 4:10 pm
Janet Jaiswal, SVP of Marketing, ZineOne
Banking Made Personal: The Transformative Role Of AI In An Era Of Rising Consumer Expectations, Hosted by Janet Jaiswal, SVP, Marketing, ZineOne
4:25 pm - 4:25 pm
4:25 pm - 4:25 pm
12:00 pm - 12:05 pm
12:00 pm - 12:05 pm
12:05 pm - 12:35 pm
12:05 pm - 12:35 pm
Rebecca Mann, Global Head of Enterprise Partnerships, Commercial Development, Western Union
David Olenchalk, Director, Platform Manager, Global Wealth Management, Bank of America Merrill Lynch
Priya Sajja, VP, Product Strategy, BNY Mellon
Fintechs have developed, and continue to develop, new products that can revolutionize the financial services experience, but there is a risk in partnering without first establishing a foundation that puts customers and employees at the forefront. In this session we’ll take a look at strategies that will ensure you’re parenting in order to deploy technology that customers truly want and need.
12:35 pm - 1:05 pm
12:35 pm - 1:05 pm
Alarice Lonergan, Partner, Global Business Services (GBS) Digital Strategy & iX, IBM iX
Guru Bhat, Vice President, Omni-Channel and, Customer Success Platform, PayPal
Trust is a critical component in all customer relationships. Building a relationship of trust means being everywhere for your clients, when and how they need you most. All across the industry, we are seeing digital transformation and capabilities accelerating like never before. Customer journeys are being re-designed to nurture and reinforce the trusted relationship at all times—both implicitly through data, design and experiential choices, and explicitly at key decision moments.
1:05 pm - 1:25 pm
1:05 pm - 1:25 pm
Doug Roerden, Head of Experience Design, FM Global
To truly solve problems and innovate upon opportunities, we must deeply and directly understand the what and why of people's wants and needs...beyond what they can express in words. Your customers' wants and needs are even more vital than the extremely important factors of business viability and technological feasibility. Through the combination of Servant Leadership, Design Thinking, and Human-Centered Research, learn how organizations can harness an abundant supply of qualitative and quantitative human insights to drive compelling solutions and innovations for the people who will actually employ them...or not. Key takeaways include:
1:25 pm - 1:45 pm
1:25 pm - 1:45 pm
Joe Palmer, President, iProov, Inc.
2020 saw an unprecedented shift towards digital banking. Five year roadmaps were condensed into five months, with implications for both user experience and security. With most of the world still banking remotely, the bar has risen on what an inclusive and effortless, secure and compliant banking experience looks like. In this session, iProov will present the findings from research carried out on 20 of the top US banks:
1:45 pm - 2:15 pm
1:45 pm - 2:15 pm
Chuck Rohrig, Director, Senior Experience Owner, USAA
The events of 2020 forced financial institutions to rethink their strategies to ensure consistent customer service and to maintain customer loyalty. Many institutions have quickly shifted to digital, but the right mix of human and technology is still critical. How can you be sure that you’re offering your customers with the experiences that they want and that will ensure their loyalty? In this session you’ll learn about:
2:15 pm - 2:25 pm
2:15 pm - 2:25 pm
2:25 pm - 2:45 pm
2:25 pm - 2:45 pm
Deba Sahoo, SVP and Head of Product for Customer Journeys, Fidelity Investments
In this presentation, Deba will talk about how organizations can be more effective in their digital transformation aspirations by focusing their initiatives on customer journeys and share some real-world & practical perspectives.
2:45 pm - 3:45 pm
2:45 pm - 3:45 pm
Use this intimate setting to discuss the challenges women in finance face and celebrate your successes as a group! You’ll come away feeling inspired, supported, and ready to take on your next big idea. This session is only open to financial services executives.
Space is limited to 15 digital banking executives.
2:45 pm - 3:45 pm
2:45 pm - 3:45 pm
Space is limited to 15 digital banking executives.
3:45 pm - 3:45 pm
3:45 pm - 3:45 pm