CBA Webinars

CBA Team Contact

Maren Colon
mcolon@consumerbankers.com
202-552-6394

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  • Loan Stacking: The Problem and Patented Solution

    Contains 1 Component(s) Recorded On: 10/13/2016

    The webinar covers the definition of loan stacking, as well as an explanation of how it happens and why it's so difficult to prevent. The loan transaction process is broken down to show how and when loan stacking can happen and introduces the Temporary Account Record solution.

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    PRESENTER:

    Craig Lukavec, Product Manager, Clarity Services

    ABOUT THE WEBINAR:

    The webinar covers the definition of loan stacking, as well as an explanation of how it happens and why it's so difficult to prevent. The loan transaction process is broken down to show how and when loan stacking can happen and introduces the Temporary Account Record solution. The solution is explained in detail, including why it works better than real-time reporting. Not only does the solution help prevent loan stacking; it can also help lenders manage their compliance needs if proposed CFPB regulations are applicable to their business.

    THIS WEBINAR WILL COVER:

    1. What is loan stacking?
    2. Introduction of Temporary Account Record solution.
    3. How solution works and why it's better than typical real-time reporting.

    TOP 3 BENEFITS TO ATTENDEES:

    1. Prevent rising defaults by learning to identify loan stacking.
    2. Protect revenue and investors by using Temporary Account Record during underwriting.
    3. Compliance assistance with proposed CFPB regulations.

    Craig Lukavec

    Product Manager, Clarity Services, Inc.

    Craig Lukavec is an expert in real-time tradeline reporting and methodology. Currently, Craig serves as product manager with Clarity Services and is responsible for the creation and development of several underwriting, compliance and tradeline products.

    With over 20 years of financial industry experience in both the private and public sectors, Craig has served in senior leadership positions, created new, innovative products, and enhanced many processes in leading global corporations.

  • CEO Insights for Home Equity Portfolio Growth

    Contains 1 Component(s) Recorded On: 10/06/2016

    As home values rebound in much of the country, banks are taking a renewed interest in their home equity portfolios.

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    PRESENTERS:

    Rutger van Faassen, VP of Lending at Nomis Solutions
    Shaun Richardson, SVP at Icon Advisory Group

    ABOUT THE WEBINAR:

    As home values rebound in much of the country, banks are taking a renewed interest in their home equity portfolios. Ironically, stubbornly low rates and other factors are leading to portfolio run off even as consumer interest grows. To stop the balance outflow and grow a sustainable home equity portfolio, banks are leveraging their CEO (customer engagement optimization) to understand customer behavior at every stage of the account lifecycle.

    THIS WEBINAR WILL COVER:

    1. The key trends and insights impacting home equity lending
    2. How to influence customer behavior to improve results at all stages of the home equity lending relationship
    3. Why customers are choosing marketplace lenders

    TOP 3 BENEFITS TO ATTENDEES:

    1. Learn how to stop portfolio runoff by addressing every stage of the customer life cycle
    2. Gain industry insights that will help you build a profitable home equity portfolio
    3. Be inspired to introduce a spirit of innovation in your home equity lending strategy

    Rutger van Faassen

    Vice President of Consumer Lending, Informa

    As VP of Consumer Lending, Rutger works with clients by providing them with actionable insights from the unique data assets Informa generates about the competitive lending landscape both qualitative and quantitative. He brings broad experience in international retail lending to Informa clients.

    Rutger recently joined Informa from Nomis Solutions, where he was Vice President of Lending, helping lenders globally implement lending price optimization solutions that generated proven benefits. Prior to joining Nomis in 2008, Rutger worked at ABN AMRO Mortgage Group. During his ten years at ABN AMRO, Rutger was also responsible for setting up mortgage businesses in different global markets.

    Shaun Richardson

    Senior Vice President, Informa Financial Intelligence

    Shaun joined Informa Financial Intelligence in 2018 through its acquisition of ICON Advisory Group. In his role as Senior Vice President, he leads the Benchmarking and Applied Analytics Group.  Shaun served as Senior Vice President with ICON from 2005 - 2018 where he was responsible for all analytical offerings across mortgage and consumer lending.  He worked closely with clients to ensure their success consuming insights built upon competitive pricing, originations transactions, and portfolio account data. Prior to joining ICON, Shaun spent 10 years consulting with Fortune 500 companies focused on business strategy and analytics.  He has an M.S. degree in Information Systems and Quantitative Sciences from Texas Tech University. Shaun enjoys spending his free time with his wife and two incredible daughters.

  • To Dial or not to Dial: Best Practices for Contact Strategies that Align with TCPA Regulation

    Contains 1 Component(s) Recorded On: 10/04/2016

    The Telephone Consumer Protection Act (TCPA) is prompting more litigation, and particularly class-action litigation, than ever before. TCPA lawsuits are frequently settled in the millions of dollars. Therefore, strict compliance with all relevant TCPA rules is critical to any business that contacts consumers through telephone technology. <br><br>Join AGG, Charter Spectrum and Equifax as we discuss regulatory updates and share top TCPA-related tips to consider in your customer contact strategies. If you use an automated-dialing system for marketing, collections or any other purpose, you won't want to miss this discussion.

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    PRESENTER(S):

    Robert R. Belair, Partner, Arnall Golden Gregory LLP
    Chris Wilkerson, Enterprise Director - Customer Communications Payment Services, Charter Spectrum
    Bess Lessner, Relationship Manager - PayTV and Media Services, Equifax

    ABOUT THE WEBINAR:

    The Telephone Consumer Protection Act (TCPA) is prompting more litigation, and particularly class-action litigation, than ever before. TCPA lawsuits are frequently settled in the millions of dollars. Therefore, strict compliance with all relevant TCPA rules is critical to any business that contacts consumers through telephone technology.



    Join AGG, Charter Spectrum and Equifax as we discuss regulatory updates and share top TCPA-related tips to consider in your customer contact strategies. If you use an automated-dialing system for marketing, collections or any other purpose, you won't want to miss this discussion.


    THIS WEBINAR WILL COVER:

    1. TCPA Regulatory Overview
    2. Top TCPA-Related Tips for Customer Contact Strategies
    3. Real Life example of how one company successfully managed TCPA related risk



    TOP 3 BENEFITS TO ATTENDEES:

    1. Expert Guidance on TCPA related Contact Strategies
    2. Examples of What to Avoid in Your Contact Strategies
    3. Tips to Strengthen Your Customer Contact Strategies



    ABOUT OUR PRESENTERS:

    Robert R. Belair
    Partner
    Arnall Golden Gregory LLP

    Robert R. Belair is a partner and practice leader of AGG's Privacy and Consumer Regulatory Practice. Mr. Belair is also the Managing Partner of AGG's D.C. office. He is an internationally recognized privacy lawyer with more than three decades of experience and is a frequent writer and speaker on privacy topics. He has received the prestigious national Chambers Rating for his privacy work.
    Mr. Belair focuses his practice on advising clients with respect to all aspects of the privacy policy and compliance cycle. This has included representing clients in privacy and consumer regulatory matters before the Federal Trade Commission (FTC) and the Consumer Financial Protection Bureau (CFPB) and engaging Hill and agency staff on the development of privacy policy. With regard to existing privacy requirements, Mr. Belair has assisted clients to develop comprehensive privacy compliance programs, responded to data breaches, and defended against administrative actions and litigation.



    Chris Wilkerson
    Enterprise Director - Customer Communications Payment Services
    Charter Spectrum

    Extensive experience in Credit and Collection modeling specializing in Video, High Speed Data and Digital Telephone products. Expertise in Credit Collection Standardization, Contact Center management, Vendor management, Risk Mitigation, P&L management, leadership and employee development.



    Bess Lessner
    Relationship Manager - PayTV and Media Services
    Equifax

    Bess manages relationships with the Equifax key Communications and Utility clients, with special focus on the PayTV and Media Services industries. Throughout her career, Bess has focused on all stages of customer relationship formation from market insight and prospecting through debt recovery.
  • Loan Marketing Best Practices

    Contains 1 Component(s) Recorded On: 09/27/2016

    With consumer loans up 18% in two years, you may not be taking full advantage of a booming market.

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    PRESENTERS:

    Stephen Nikitas, Senior Strategy Director, Harland Clarke
    Stephenie Williams, Senior Market Strategist, Lending Solutions, Harland Clarke

    ABOUT THE WEBINAR:

    With consumer loans up 18% in two years*, you may not be taking full advantage of a booming market.

    Join this webcast and learn how to use new business marketing intelligence, like geo targeting, market segmentation, and location and spatial analytics to maximize your loan marketing efforts without disrupting your current processes.

    You'll also learn about new marketing solutions designed to drive loan growth for financial institutions, and how simple enhancements to your current processes may lower costs, increase productivity and produce greater returns.

    * TransUnion 2016 Personal Loan Forecast

    Stephen Nikitas

    Senior Market Strategist, Harland Clarke

    Stephen Nikitas holds more than 30 years’ experience in strategic planning, marketing, public relations and executive speechwriting.  As senior strategist with Harland Clarke Marketing Solutions, Stephen provides consultative services to banks and credit unions, helping them craft marketing and retail strategies and campaigns to take advantage of existing market and financial conditions and to grow targeted portfolios. Stephen speaks on a variety of topics aimed at helping financial institutions grow and prosper, including loan portfolio growth, account holder retention, and turning regulatory issues into opportunities.

    Stephenie Williams

    Senior Market Strategist, Lending Solutions, Harland Clarke

    - 20+ years direct marketing experience in retail and financial services
    - CRM and ROI specialist

  • Customer Financial Health

    Contains 1 Component(s) Recorded On: 09/21/2016

    According to the Center for Financial Services Innovation, more than half of American adults struggle financially on a recurring or occasional basis. To cope, consumers are using alternative sources to meet their financial needs—instead of turning to their banks.

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    MODERATOR:

    David Pommerehn, Senior Counsel and Vice President, CBA

    PRESENTERS:

    John Thompson, Senior Vice President, The Center for Financial Services Innovation (CFSI)
    Victoria Dougherty, Director, Product Strategy, Payments Management Solutions, Fiserv
    Whitney Stewart, SVP, ePayments/ Digital Banking

    ABOUT THE WEBINAR:

    According to the Center for Financial Services Innovation, more than half of American adults struggle financially on a recurring or occasional basis. To cope, consumers are using alternative sources to meet their financial needs—instead of turning to their banks.

    To more proactively support your customers, it is time to empower them to keep their financial health intact through point in time awareness, payment options and the ability to anticipate and avoid problems. Join this panel of industry experts to discuss how to bolster your customers' financial health while driving new growth, greater loyalty and new revenue streams for your institution.

    THIS WEBINAR WILL COVER:

    1. Consumers' financial struggles with recurring and unexpected obligations
    2. Regulations and consumer liquidity
    3. Financial health solutions at the intersection of banking, awareness, technology and products

    TOP 3 BENEFITS TO ATTENDEES:

    1. Gain better understanding of the issues in the marketplace
    2. Understand new ways to help keep your customers' financially healthy
    3. Explore solutions that will drive customer financial health and institutional loyalty

    ABOUT OUR PRESENTERS:

    David Pommerehn
    Senior Counsel and Vice President
    CBA

    David Pommerehn is Senior Counsel and Vice President. His expertise covers a wide range of legal, legislative and regulatory issues associated with the areas of consumer financial services. He is the CBA lead for deposits and payment issues as well as small business banking issues and manages CBA's Deposits and Payments and Small Business Banking Committees.

    Prior to joining CBA in 2008, David served as a defense attorney for the State of Maryland and as counsel to several non-profit financial services companies.

    David is an active member of the American and Maryland Bar Associations. He received his B.A. from the University of Maryland and his J.D. from the University of Baltimore School of Law.

    Victoria Dougherty
    Director, Product Strategy, Payments Management Solutions
    Fiserv

    Victoria Dougherty, Director of Payment Management Solutions at Fiserv, has over 20 years of experience in the financial services industry. Her expansive background includes management roles at both financial institutions and technology providers. At Fiserv, she is responsible for the Immediate Funds product that makes risk-free accelerated funds availability a reality for forward-thinking financial institutions and their customers.

    John Thompson
    Senior Vice President
    The Center for Financial Services Innovation (CFSI)

    As the leader of CFSI's Program Team, John is responsible for CFSI's research consulting, and innovation practices. Within these practices, a cross-functional team of professionals works to generate CFSI's industry thought leadership and consumer research, to foster promising innovations that advance consumer financial health, and to work with companies in direct engagements to more profitably serve consumers with high-quality financial products. The intersections of financial services business models and client impact in facilitating financial health is what brought John to CFSI

    Whitney Stewart
    SVP
    ePayments/ Digital Banking

    Whitney Stewart is responsible for Fiserv's ePayments Product Management teams and the work they are doing to create an integrated payment solution across their money movement services.

    Whitney, who has more than 20 years of technology and financial services industry experience, joined Fiserv in May 2014. Prior to joining Fiserv, Whitney was the VP, Product Management at Higher One where she focused on building her expertise in millennial payment behavior and preferences as well as payment acceptance technologies for Higher Ed. She has also served as SunTrust Bank's Mass Market Consumer Segment Executive, where she managed the banks' segment strategy as well as the bank's value added services product organization which included debit, prepaid, overdraft and all other consumer fee income products. Prior to joining SunTrust, Whitney ran Discover Network's Brand and Communications organization for Discover Financial Services. She has also held senior management positions in Marketing, Product Management, and Business Strategy at Carreker, Bank of America, eFunds Corporation and Deluxe Corporation.

  • Digital Transformation in Banking: Strategies for Achieving a Bank-wide Transformation

    Contains 1 Component(s) Recorded On: 09/15/2016

    Today banks are challenged to up their game as customers' expectations are being shaped by their experience with non-banking products and service providers.

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    PRESENTERS:

    Dan Latimore, Sr. Vice President, Celent Banking
    Darren Collins, Global Director, Banking Industry, Kofax from Lexmark
    Bruce Harney, Global Banking Industry Manager, Kofax from Lexmark

    ABOUT THE WEBINAR:

    Today banks are challenged to up their game as customers' expectations are being shaped by their experience with non-banking products and service providers. At the same time digital disruptors are attracting customers interested in obtaining products and services via the simplest and most convenient journey.

    Retaining and attracting customers in this increasingly competitive market requires a plan for digitally transforming the bank from the front office through the middle and back-office and across product lines.

    Join us as this Celent and Kofax webinar provides:

    • A view into the current state of digitization in banking
    • A basis for supporting your digital transformation initiatives
    • Benefits achieved by banks who have embraced digital transformation
    • A strategy for building a digital transformation plan that achieves short term results while providing a roadmap for long term success

    Dan Latimore

    Sr. Vice President, Celent Banking

    Daniel W. Latimore, CFA, is the Senior Vice President of Celent's Banking practice and is based in the firm's Boston office. With a wide range of experience in industry and as a consultant, he brings examples from outside financial services to help banks improve their customer relationships, with a particular emphasis on the importance of technology and culture.

    Dan's coverage areas include the banking ecosystem, digital and omnichannel banking, and innovation. He has a passionate interest in behavioral economics and exploring why consumers and humans make the decisions they make, and what the implications are for banks.

    Darren Collins

    Global Director, Banking Industry, Kofax from Lexmark

    Darren Collins has over 15 years of experience in the Financial Services sector. Through transformational strategies, he has enabled organisations to increase their responsiveness to customers, provide better customer service, gain a competitive advantage and better grow their businesses while reducing operating costs. Darren joined Kofax from Lexmark in November 2014 from EMC, the data storage, information security, virtualization, analytics and cloud computing provider, where he was EMEA Practice Lead for Financial Services.

    At Kofax from Lexmark, Darren is responsible for driving the strategy and providing thought leadership to global organisations in Financial Services. He assists organisations by mapping technical solutions to key business problems to achieve strategic objectives. These solutions extend power to the customer and make business processes work; whether it's a simple hassle-free account opening or an interactive mortgage loan process.

    Bruce Harney

    Global Banking Industry Manager, Kofax from Lexmark

    Bruce Harney is a Global Banking Industry Manager with Lexmark. As such, he has developed a full understanding of banking market trends, dynamics and solutions needs. It is his responsibility to identify and develop differentiated solutions that Lexmark can offer the banking industry.

    From January 2008 to July 2013, Harney served as an Industry Consultant for Financial Services in Lexmark's North America Imaging Solutions and Services division.

    Harney joined Lexmark in June 1991 and has since held various sales operations management and sales support management roles.

  • Breaking the Network Log Jam

    Contains 1 Component(s) Recorded On: 09/13/2016

    Regardless of how bankers build their network plans, all banks face a common hurdle: getting those in the field on board.

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    PRESENTER:

    Alex J. Lee, Director - Distribution Solutions, Novantas, Inc.
    Kimberly Hval - Senior VP, Retail Network Strategy & Analysis Manager, Bank of the West

    ABOUT THE WEBINAR:

    Regardless of how bankers build their network plans, all banks face a common hurdle: getting those in the field on board. Both the field and central planners manage their own objectives and goals, and while the field can always identify somewhere in their own market for investment, central planning needs to deploy limited resources across the entire footprint. Ultimately, to build a more powerful and efficient network, these groups need to align, but how do you get everyone to work from the same playbook?

    Join Novantas as we discuss new approaches that banks have taken to bridge the gap between how the field looks at investment and rationalization in the network, and how network planners can balance those same needs across the footprint. This webinar will serve as a pivotal case study for network planners who are looking to leverage analytics and metrics that provide a clear and consistent view of opportunity within your footprint for faster agreement within the organization, and ultimately, smarter actions across the network.

    THIS WEBINAR WILL COVER:

    1. Framework for assessing market opportunity that can be supported up and down the organization
    2. New metrics and analytics that provide powerful ways to quantify the value of opportunity and visibility for each branch
    3. Case studies for how these analytics can be integrated into a best-practice network planning process

    TOP 3 BENEFITS TO ATTENDEES:

    1. Identify powerful ways to get the field and executives aligned on opportunity
    2. Learn about how perceived scale can be measured
    3. Develop new ways of assessing the network through powerful analytics

    Alex J. Lee

    Director, Solutions Client Services, Novantas

    Alex is a Director in the Solutions Division at Novantas where he focused on supporting clients within the Data Information Services practice. He has over 12 years of experience supporting engagements centered on distribution strategy, across both physical and non-physical investment levers. Alex’s work focuses on delivering data, models and tools that provide clients with leading edge insights into network planning and optimization functions, helping analysts and retail strategists utilize practical strategic frameworks and data to make smarter decisions about the network. Alex has worked with banks across the US and Canada to build stronger analytic capabilities within their organizations, enhancing BAU process with Novantas tools and models.

    Kimberly Hval

    Senior VP, Retail Network Strategy & Analysis Manager, Bank of the West

    Kimberly Hval is a Senior Vice President at Bank of the West where she manages the Distribution Transformation initiatives that span across physical distribution and branch formats. Her role also encompasses staff modeling and role redesign, transaction migration strategies and market growth plans. Prior to Bank of the West, Kimberly served as an Executive Vice President at Rabobank, N.A., where she managed branch networks, established sales and service strategies, opened de novo markets and branches, revised staffing models, and managed the physical distribution network strategy.

  • Quantifying the Value of Digital Engagement

    Contains 1 Component(s) Recorded On: 09/07/2016

    Consumers who use digital banking have long been touted as being among a financial institution's most valuable, but hard numbers have been hard to come by.

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    PRESENTERS:
    Jamie Armistead, Executive Vice President, Digital Channels, Bank of the West
    Matt Wilcox, Senior Vice President, Marketing Strategy and Innovation, Fiserv

    ABOUT THE WEBINAR:

    Consumers who use digital banking have long been touted as being among a financial institution's most valuable, but hard numbers have been hard to come by. In order to evaluate the value of digital banking Bank of the West and Fiserv collaborated to conduct a two-year study of digital banking users and non-users.

    The study revealed that use of digital banking drives:

    • Higher Revenue
    • Increased Product Holdings
    • Lower Customer Attrition
    • Higher Transaction Activity

    Join this session to hear the detailed findings and learn more about how high, moderate and low digital engagement levels impact overall customer profitability and loyalty.

    THIS WEBINAR WILL COVER:

    1. The key variables that make up digital banking ROI
    2. How use of digital banking impacts overall customer value
    3. How use of digital banking impacts customer tenure

    TOP 3 BENEFITS TO ATTENDEES:

    1. Attendees will learn how digital banking usage impacts revenue, overall product holding and transaction activity
    2. Attendees will learn how higher levels of customer engagement with digital banking drives higher customer value
    3. Attendees will leave with ROI data they can use to support the business case for digital banking investment at their institution, based on an analysis of data from a peer institution

    ABOUT OUR PRESENTERS:

    Matthew Wilcox is the Senior Vice President of Marketing Strategy and Innovation for Fiserv. He guides the holistic marketing of Fiserv solutions that support digital, social, and emerging payments and channels for consumers and small businesses. Wilcox oversees collaboration opportunities within the financial services industry helping to build digital and payment strategies that help drive revenue, client retention, and new client acquisition. Prior to joining Fiserv, Matthew spent 15 years with Zions Bancorporation. During his career, Matthew has directed work in emerging technologies, mobile and online banking, payments, social media, and marketing strategies. He was recently recognized by Bank Innovation as one of the industry's top innovators for the fourth consecutive year.

    Since joining Bank of the West, Jamie Armistead has led the transformation of the bank's digital channels. Under his leadership, Bank of the West has transformed its mobile and online capabilities. In 2015, he was named one of American Banker's / Bank Technology News' Digital Bankers of the Year.

    Beginning in 2013, Bank of the West was the first bank in North America to offer Quick Balance, which provides customers with pre-login account balances on mobile. In 2014, the Bank was one of the first to market with "Scan-to-Pay" capability, which allows mobile customers to pay their bills by taking a photo of a bill stub. In May 2015, the redesign of Bank of the West's online banking service for personal and small business customers was unveiled.

    Under Jamie's leadership and the bank's strategic digital focus, his team brought to market a number of award-winning services while enabling customers' to interact with Bank of the West based on their multi-channel preferences in order to meet their specific needs.

    Prior to joining Bank of the West, Jamie spent eleven years in Digital Channels at Bank of America.

  • The Home Equity Market is Heating Up - Are You Ready?

    Contains 1 Component(s) Recorded On: 08/24/2016

    Home equity installment loans are on the rise - a 21.7% increase* from 2015 and the highest level since 2008. Do you have the tools and resources to handle the increase in volume?

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    PRESENTERS:

    Gunnar Blix, Deputy Chief Economist, Equifax
    Marc Hopkins, Solutions Director, Property Data & Analytics, Equifax

    ABOUT THE WEBINAR:

    Home equity installment loans are on the rise - a 21.7% increase* from 2015 and the highest level since 2008. Do you have the tools and resources to handle the increase in volume? Are your loan processes efficient enough to facilitate regulatory compliance with ease? Learn more about this trend and listen to some best practices that can help reduce costs, increase efficiency and maximize return.

    *Equifax Credit Trends Report - June 2016

    THIS WEBINAR WILL COVER:

    1. Latest trends in home equity loans
    2. What lenders are doing to improve loan processing efficiency and reduce costs
    3. Solutions to help you survive the home equity heatwave

    TOP 3 BENEFITS TO ATTENDEES:

    1. Stay in the "know" about the home equity market and how it impacts you
    2. Learn best practices for handling more home equity loan volume while improving loan processing efficiency
    3. Maximize loan returns by reducing origination costs

    Gunnar Blix

    Deputy Chief Economist, Equifax

    Gunnar Blix is deputy chief economist at Equifax. Before assuming this role, Gunnar led customer analytics for the Equifax mortgage vertical, having transitioned from an analyst role focused on capital markets applications of credit information. Prior to joining Equifax, Gunnar was a senior research analyst at CoreLogic, where he performed analysis around modeling mortgage prepayment and default risk, creation of a short-term prepayment scoring system for marketing applications, and custom property and mortgage analytics for academic research. In previous roles, he provided consulting and customer relationship management modeling in the banking, insurance, telecommunications and travel verticals. He has served on a number of industry panel discussions and has made speaking appearances at IMN's Asset-Backed Securitization (ABS), American Securitization Forum (ASF), Five Star Government Forum and National Multi-Housing Council conferences. Gunnar studied machine learning at the University of Illinois and holds an M.S. degree in computer science from the Norwegian University of Science and Technology.

    Marc Hopkins

    Solutions Director, Property Data & Analytics, Equifax

    Marc Hopkins is a "Center of Excellence" solutions director on the Property Data & Analytics team at Equifax - utilizing big data to gain insights into trends from valuation to fraud. He brings two decades of experience in the real estate and mortgage industry, having been directly involved in solutions for every step of the loan origination process. Prior to joining Equifax, Marc spent several years working for Veros in the valuation space, where they developed and launched the Uniform Collateral Data Portal (UCDP) along with several related appraisal and evaluation services. He also worked in several capacities and roles for CoreLogic over the course of a decade. Over the years, Marc has served as a guest speaker and subject matter expert in the property data space at numerous industry events and conferences. He has been a licensed real estate agent and holds a B.A. degree in philosophy from San Jose State University.

  • Are Your Car Loans Stalled in the '80s?

    Contains 1 Component(s) Recorded On: 08/17/2016

    Learn about consumer preferences for loan repayment from new research. Discover how to transition from car loan coupons to digital reminders that facilitate payments.

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    PRESENTERS:

    Monica Orluk, Director, Lending Solutions, Fiserv
    Gary Brand, Director, Payment Strategies, Fiserv

    ABOUT THE WEBINAR:

    Memories of the '80s include trips to the mall for cassette tapes, scrunchies, and designer jeans. To ride there in style, it was TransAms, Saabs and Oldsmobiles. Coupon books weren't just for the thrifty. Automobile owners used them to keep track of their loan payments and mailed in a check! Today, consumer demand, expectations and channels define a new era for styles, makers and transacting - yet, an overwhelming number of lenders are still stalled in the 80's issuing paper coupon books and paper statements for car loans.

    Join this session to learn about consumer preferences for loan repayment from new research. Discover how to transition from car loan coupons to digital reminders that facilitate payments. Most importantly, learn what to expect in terms of lift from ROI and customer satisfaction.

    THIS WEBINAR WILL COVER:

    1. Insights into bill payment trends
    2. How technology supports digital reminders and payments
    3. Eliminating paper costs

    TOP 3 BENEFITS TO ATTENDEES:

    1. Understand what new research reveals about consumer payment behaviors
    2. Discover best practices for offering digital loan payment support
    3. Learn what to expect from migrating away from paper coupons

    Monica Orluk

    Director, Lending Solutions, Fiserv

    Monica Orluk has an extensive background in retail banking and consumer, commercial and mortgage lending. Since joining Fiserv, Monica has performed various functions, including conversions, project management, consulting, and product development, with a focus on large consumer banking clients and their lending technology and operational needs. As Director of Sales Engineering for the lending solutions business, Monica's collaborative spirit plays a key role in the strategic development of consumer lending technology. She has contributed numerous articles on lending-related topics to industry publications and is a popular panelist and moderator at industry conferences. Monica can be reached at Monica.orluk@fiserv.com and welcomes your tweets as well @OrlukM.

    Gary Brand

    Director of Payment Strategies, Fiserv

    Gary Brand is the Director, of Payment Strategies, at Fiserv.  An accomplished direct and indirect sales executive, Gary´s career spans over thirty years in technology.  Prior to joining Fiserv, Gary led channel sales, for Network Associates (McAfee), IBM and Lotus Development Corporation.  At Fiserv, Gary led the successful introduction and ongoing promotion of Source Capture Optimization (SCO) approach and is a frequent speaker at industry conferences and partner events.   Gary now leads the go to market efforts for BillMatrix and Output Solutions from Fiserv, focused on the lending sector. 

    Feel free to connect with Gary at gary.brand@fiserv.com