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Speakers on Banking and Finance

Learn from leading speakers on Banking and Finance sharing their perspectives, experience and insights.

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Colin Crowley
SVP, Customer Experience and Playwright at Albert
adoption, agency (philosophy), amazon (company), attention, autocomplete, automation, brand, categorization, chatbot, computer, concept, conversation, creativity, customer engagement, customer experience, customer relationship management, decision-making, design, direct-to-consumer, email, empathy, experiment, feeling, food safety, gmail, health, human, idea, insurance, intelligence, internet bot, investor, language, loyalty program, meal, mind, nerve, online chat, operationalization, organization, point of sale, price, productivity, quality assurance, reason, retail, robotic process automation, social media, software , spreadsheet, subscription business model, sympathy, ticketmaster, time, touchpoint, understanding, unmanned aerial vehicle, upselling, vehicle insurance
Jerri Helms
Vice President Digital Marketing and Analytics at HarperCollins Christian Publishing
advertising, amazon (company), analytics, bank, behavior, brand, capital one, chatbot, concept, conversation, cooperative, credibility, customer experience, customer relationship management, dashboard (business), decision-making, digital marketing, domino's pizza, education, expert, facebook, goal, goodreads, google ads, harpercollins, instagram, internal communications, leadership, long tail, marketing strategy, mobile app, online banking, personalization, pleasure, reason, sales, search engine optimization, social media, team, time, touchpoint, value proposition
Megan Merrick
Vice President Customer Experience at Happier Living
advertising, amazon (company), analytics, brand, chatbot, customer experience, customer relationship management, dashboard (business), expert, facebook, goodreads, google ads, harpercollins, instagram, internal communications, leadership, marketing strategy, pleasure, sales, search engine optimization, social media, team, touchpoint
Nicholas Michel
Research & Customer Experience Manager at RR Donnelly
analytics, apple inc., behavior, best practice, bias, brand, communication, conversation, database, decision-making, emotion, facebook, feeling, focus group, human, image segmentation, interview, market segmentation, motivation, negativity bias, perception, reason, research, thought
Deba Sahoo
SVP, Head of Product for Customer Journeys at Fidelity Investments
ai, ai4, ai4 2020, alexander tsyplikhin, alphadyne asset management, analytics, apple inc., artificial, artificial intelligence, automation, bank, business value, computer science, credibility, customer engagement, customer experience, customer relationship management, customer satisfaction, deba sahoo, design, digital transformation, fidelity, fidelity investments, finance, financial modeling, financial services, goal, google, graphcore, high-frequency trading, human, ibm, infidelity, intelligence, invest, investing, investment management, ioana boier, john finneran, kanye west, leadership, learning, learning curve, likelihood function, long tail, machine, machine learning, microsoft powerpoint, ml, monte carlo method, omnichannel, pattern recognition, pleasure, prediction, predictive analytics, recycling, risk, robotics, sales, sinequa, state street, strategic management, team, time, time series, unstructured data, victor martinez, world wide web
Carley Childress
Founder, CEO at Macorva
attention, brand, customer experience, customer satisfaction, customer service, data transmission, digital transformation, future, innovation, insurance, net promoter, omnichannel, organization, personalization, reality, reason, research, response rate (survey), software , symbol, tabletop role-playing game, tax, text messaging, time
K.V. Dipu
President at Bajaj Allianz General Insurance Company
amazon alexa, attention, bank, barcode, chatbot, conversation, customer experience, customer satisfaction, digital transformation, empathy, generation z, interactive voice response, language, machine learning, millennials, mind, mobile phone, nature, omnichannel, reason, research, self-service, translation, youtube
Kamesh Moola
Digital Strategy Leader at Barclays
amazon alexa, attention, bank, barcode, chatbot, conversation, customer experience, customer satisfaction, digital transformation, empathy, generation z, interactive voice response, language, machine learning, millennials, mind, mobile phone, nature, omnichannel, reason, research, self-service, translation, youtube
Oliver Nono
Director, Enterprise Customer Success, AMER at Zendesk
accessibility, analytics, best practice, crowdsourcing, customer experience, customer service, end user, expert, goal, google, information, inquiry, inventory, mobile app, product lifecycle, qualitative research, retail, search engine, search engine optimization, self-service, strategy guide, touchpoint, trustpilot
Seth Crawford
Senior Vice President and General Manager, Precision Ag & Digital at AGCO Corporation
agricultural machinery, agriculture, brand, co-creation, computer, customer experience, customer satisfaction, downtime, empathy, farmer, feeling, fertilizer, goal, innovation, kwaito, microsoft windows, mind, over-the-air programming, pain, question, sales, telemetry, top-down and bottom-up design, touchpoint
Rajan Bansi
Head at RBC InvestEase
advertising, amazon (company), analytics, bank, big data, brand, co-creation, credit, credit card, customer experience, digital identity, economic bubble, emotion, eureka effect, expert, feeling, finance, governance, interest, investment management, investor, knowledge, leadership, learning, loan, machine learning, market (economics), mind, money laundering, online chat, option (finance), organizational culture, pleasure, predictive modelling, privacy, psychology, reason, risk, social media, videotelephony
Kent Lawson
Healthcare CX, Design & Innovation at Blue Cross Blue Shield
aesthetics, art, blue cross blue shield association, brand, business, competitive advantage, culture, customer experience, design, emotion, failure, leadership, lean startup, market (economics), market share, mind, mobile app, nature, nothing, patient, prototype, question, servant leadership, startup company
Rick Parrish
Vice President and Principal Analyst at Forrester Research
aesthetics, art, blue cross blue shield association, brand, business, competitive advantage, culture, customer experience, design, emotion, failure, leadership, lean startup, market (economics), market share, mind, mobile app, nature, nothing, patient, prototype, question, servant leadership, startup company
Adriana Vazquez
Head of CX, Core Operations at Logitech
brand, chatbot, communication, customer experience, customer relationship management, empathy, expert, information, infrastructure, intelligence, inventory, jaybird (company), learning, logitech, mind, mindset, privacy, reason, risk, sales, telecommuting, translation, ultimate ears
Katrina Schiedemeyer
Sr. Customer Experience Center of Excellence (Supply Chain) at Danone
analytics, consultant, customer experience, dashboard (business), digital transformation, email, empowerment, expert, feeling, mobile app, oshkosh corporation, psychology, qr code, questionnaire, real-time computing, research, six sigma, spreadsheet, supply chain, target corporation, team, telecommuting, volunteering, world wide web
Eric Fullerton
Senior Director Product Marketing at project44
advertising campaign, brand, bread, cloud computing, consumer behaviour, customer experience, customer relationship management, dashboard (business), demand, digital transformation, grubhub, internet, king arthur baking, mobile app, omnichannel, online advertising, online and offline, online shopping, personalization, point of sale, retail, sourdough, text messaging, virtual museum
Dennis Wakabayashi
Chief Collaboration Officer at WakabayasHI
amazon (company), attention, brand, conversation, courage, creativity, customer experience, design, distributed workforce, empathy, facebook, force, information, internet, logistics, mind, reason, ritual, self-reflection, supply chain, touchpoint, use case
Dan Maross
Chief Operating Officer at Sharesy
amazon (company), attention, brand, conversation, courage, creativity, customer experience, design, distributed workforce, empathy, facebook, force, information, internet, logistics, mind, reason, ritual, self-reflection, supply chain, touchpoint, use case
Heloise Ardley
Founder at School for Rebels
amazon (company), attention, brand, conversation, courage, creativity, customer experience, design, distributed workforce, empathy, facebook, force, information, internet, logistics, mind, reason, ritual, self-reflection, supply chain, touchpoint, use case
Daniel Rodriguez
Customer Service as Revenue Driver at Simplr
amazon (company), behavior, black friday (shopping), brand, budget, business-to-business, chatbot, christmas and holiday season, consumer behaviour, customer experience, customer satisfaction, cyber monday, instagram, internet celebrity, mobile app, omnichannel, online shopping, reality, retail, shopify, social media, truth, twitter, zappos
Alia Abaya
Director Community Impact and Member Experience at Alterna Savings
asset, canada, community, credit union, customer, economic development, evaluation, experience, gas, goal, ideation (creative process), imagination, information, intrinsic value (ethics), investment, map, organization, psychological resilience, resource, root, skill, space, team, understanding, united states
Hillary Law
Executive Vice President & Chief Experience Officer at JSC Federal Credit Union
adolescence, american dream, bank, behavior, brand, corporate social responsibility, customer experience, dream, framing (social sciences), goal, history, internal communications, leadership, market analysis, marketing strategy, millennials, mindset, narrative, problem solving, research, synergy, target market, team, verbal identity
Jeff Epstein
Vice President of Marketing and Strategy at Comm100
automation, brand, chatbot, communication, customer experience, customer relationship management, facebook, google search, luck, millennials, online banking, online chat, payment card industry data security standard, personal identification number, reason, regulatory compliance, retail, small talk, supermarket, target audience, target corporation, twitter, videotelephony, world wide web
Kelli Davis
Assistant Vice President Member Support at Cabrillo Credit Union
automation, brand, chatbot, communication, customer experience, customer relationship management, facebook, google search, luck, millennials, online banking, online chat, payment card industry data security standard, personal identification number, reason, regulatory compliance, retail, small talk, supermarket, target audience, target corporation, twitter, videotelephony, world wide web
Barbara A. Barry
Chief Experience Officer at Nuvision Federal Credit Union
apple inc., automated teller machine, bank, cash, contactless payment, credit card, customer experience, financial technology, financial transaction, know your customer, loyalty program, money, money laundering, payment, regulatory compliance, retail, shopping, shopping mall, social distancing, supermarket, team, the home depot, time management, walmart, wire transfer
Donna Embry
Senior Vice President, Global Payments Strategy at Evolve Bank & Trust
apple inc., automated teller machine, bank, cash, contactless payment, credit card, customer experience, financial technology, financial transaction, know your customer, loyalty program, money, money laundering, payment, regulatory compliance, retail, shopping, shopping mall, social distancing, supermarket, team, the home depot, time management, walmart, wire transfer
Mark Wanish
Digital Technology Executive at TIAA
adobe inc., brand, chatbot, cloud computing, concept, customer experience, customer relationship management, database, direct marketing, email, google play, mind, mindset, president's choice, president's choice financial, privacy law, programmer, retail, salesforce, sms, software , telecommunication, thought, touchpoint, value proposition
Ramzi Rahbani
VP of Product at ExperiencePoint
adobe inc., amusement park, brand, chatbot, cloud computing, competition, concept, culture, customer experience, customer relationship management, data, database, digital transformation, digitization, direct marketing, disneyland, email, empowerment, entertainment, goal, google play, innovation, leadership, learning, meaning of life, mind, mindset, nature, post-traumatic stress disorder, president's choice, president's choice financial, privacy law, programmer, question, resistor, retail, salesforce, sms, software , telecommunication, thought, touchpoint, value proposition
Patrick Kehoe
Executive Vice President, Product Management at Messagepoint (formally Prinova)
a delicate balance (play), brand, collaboration, communication, communications management, consumer behaviour, customer relationship management, email, emotion, machine learning, mail, natural environment, news, online and offline, page layout, personal data, privacy, readability, self-service, sms, system, world wide web
Tara Brady
Director of Member Experience at Affinity Federal Credit Union
analytics, automated teller machine, bank, brand, business, business intelligence, cash, chief operating officer, communication, credit, credit card, customer experience, dashboard (business), mobile banking, onboarding, online banking, sales, self-service, strategic planning, strategy, the onion, touchpoint, venmo
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