CBA Webinars

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

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  • The Digitalization of Banking: A Threat or Promise?

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    From the proliferation of fintechs to elevated customer expectations – digital disruption is occurring at every level in the banking industry. The speed with which customers embrace new touchpoints and service models is only getting faster, blindsiding traditional banks that struggle to adapt.

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    PRESENTERS:

    Vance Clipson, Senior Principal, Industry Solutions, Nuance Communications, Inc.
    Brian Moore, Senior Principal, Industry Solutions, Nuance Communications, Inc. 

    ABOUT THE WEBINAR:

    Digital disruption is occurring at all levels of the banking industry. The speed with which customers have embraced new touchpoints and service models is accelerating, blindsiding many financial services institutions as they struggle to adapt.

     While some banks view the move from in-person interactions as a threat, forward-thinking banks are embracing the digitalization trend and reaping the rewards: higher customer satisfaction and loyalty, improved security and reduced cost-to-serve.

    Join us for this Webinar for an in-depth look at the challenges and technology advancements driving digital disruption in the banking industry. You’ll learn:

    • How evolving consumer preferences are re-shaping the modern banking experience across all generations
    • Best practices for applying automation, artificial intelligence and human assistance throughout the customer journey 
    • How virtual assistants, biometrics, messaging, conversational IVR and other technology advancements deliver personalized banking experiences that are easy, effortless and secure
    • Real-world examples of leading banks that are reaping the customer experience and cost reduction benefits of digital-first service models 

     Don’t miss out – register today!


    Have you created an account yet? If you haven't logged in to the CBA registration site before, please click the Create Account button to set up your profile.  This allows the site to recommend programs of interest to you.

    Vance Clipson

    Senior Principal, Industry Solutions, Nuance

    At Nuance, Vance focuses on vertical-specific marketing and strategy. He brings 25 years of experience translating industry needs and data into market strategy and programs for Milliman, PacifiCare Health Systems and other companies. Vance earned a B.A. from the University of Washington and a M.B.A. from the University of Notre Dame. 

    Brian Moore

    Senior Principal, Industry Solutions, Nuance

    At Nuance, Brian advises clients on customer experience, collections strategy and regulatory compliance. He’s been applying technology to the challenge of improving business results and customer satisfaction for over 30 years. Brian is a frequent speaker at industry events and author for publications including Bank Innovation, Mortgage Banking and Servicing Management. 

  • Improving Your Account Opening Process with Data and Analytics

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    Regardless of where the account opening process begins and ends, convenience and speed play a large role in your customers’ experience and their banking relationship in the long run. In order to improve customers’ account opening experience, banks need to take a multi-channel process approach. Benchmarking and improving your account opening process using data, analytics, and industrial engineering principles can deliver significant benefits – more engaged and loyal customers, more productive bankers, and more efficient and profitable retail delivery.

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    PRESENTERS:

    Randy Ross, Executive Vice President, Kiran Analytics
    Tom McDermott, Co-Founder & Managing Partner, Inver Consulting Group

    ABOUT THIS WEBINAR:

    Regardless of where the account opening process begins and ends, convenience and speed play a large role in your customers’ experience and their banking relationship in the long run.

    In order to improve customers’ account opening experience, banks need to take a multi-channel process approach. Benchmarking and improving your account opening process using data, analytics, and industrial engineering principles can deliver significant benefits – more engaged and loyal customers, more productive bankers, and more efficient and profitable retail delivery.

    THIS WEBINAR WILL COVER:

    • Why improving your account opening process matters 
    • Comparison of key differences in branch and digital account opening 
    • Benefits of the multi-channel approach for customers and your bank
    • How analytics and proven banking process improvement methods can help

    TOP 3 BENEFITS TO ATTENDEES:

    • Learn how your bank can improve the efficiency and effectiveness of your current account opening process with analytics
    • Find out about the methods for assessing where you stand compared to industry benchmarks 
    • Gain insights from experts who work closely with banking executives, retail delivery strategists, and branch transformation leaders

    Have you created an account yet? If you haven't logged in to the CBA registration site before, please click the Create Account button to set up your profile.  This allows the site to recommend programs of interest to you.

    Randy Ross

    Executive Vice President, Kiran Analytics, Inc.

    Randy Ross leads global client management and business development for Kiran Analytics. His career has focused on delivering breakthrough results to financial services companies spanning the areas of payments, marketing services, operations, customer management, change management, workforce management, and technology. Leading the teams that deliver Kiran's predictive analytics driven branch transformation solutions, his central focus includes talent acquisition, workforce management, customer experience, and resource optimization.

    Randy has been a frequent speaker in Retail Banking and Banking Analytics conferences.

    Tom McDermott

    Co-Founder & Managing Partner, Inver Consulting Group

    Tom McDermott leads the advisory practices of Inver Consulting Group, a financial services consulting firm based in Atlanta, Georgia. He has over 25 years financial services experience in senior level roles with both large and small banks.  His early career roles focused on multi-dimensional profitability systems and analysis.  His senior management roles at Washington Mutual and Chase involved Corporate Planning, Network Strategy, and Market Leadership. His innovation leadership continued at SunTrust with initiatives such as Omni Channel banking, mobile deposits, digital sales, Image Enabled ATM’s, Video Teller “Teller Connect” and the Technology branch.  Tom also ran SunTrust’s Retail Sales function, developing a custom needs-based sales process.

    Tom has been a frequent speaker at numerous Retail Banking conferences on Omni Channel Strategy and Network Optimization.

  • Does The Average Digital Banking User Really Know What They Want

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    The panel will explore how continuing consumer dissatisfaction with their digital experience in financial service is being impacted by a convergence of innovation.

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    PRESENTERS:

    Heather Sugg – William Mills Agency – Moderator
    Jeff Marshall – CTO, D3 Banking Technology
    Ken Paterson – Research Director, Mercator Advisory Group
    Micheal Carter – EVP, Digital Banking, Strategic Resource Management

    ABOUT THE WEBINAR:

    Though most likely apocryphal, Henry Ford is purported to have said, ""If I had asked people what they wanted, they would have said faster horses." 

    Recent Harris/Nielsen research exploring consumer satisfaction with their experience using online and mobile banking shows ongoing dissatisfaction with the digital experience offered by financial institutions. It may be time to ask “Does the digital banking consumer really know what they want?”

    Ken Paterson, Director, Customer Interaction Advisory Service at Mercator, Jeff Marshall, CTO, D3 Banking Technology and Michael Carter, EVP, Digital Banking, Strategic Resource Management will offer some possible answers to this question.  

    In addition, the group will discuss how the convergence of innovation - e.g., voice-driven interfaces, biometrics and artificial intelligence – will shape the way financial services are provided to consumers in the future and what financial institutions can do today to prepare.

    THIS WEBINAR WILL COVER:

    1. The results from a proprietary survey by a national research firm on consumer satisfaction with online and mobile banking.
    2. The manner in which these findings can be integrated into the digital banking strategies of financial institutions in order to position themselves for coming innovations.  
    3. The instance where the convergence of technology with consumer expectations could radically transform the digital experience of the end user.

    TOP 3 BENEFITS TO ATTENDEES:

    1. Access to some of the most recent data concerning how consumers view the online and mobile banking services of their financial institutions.
    2. Insights into how this data can point beyond the boundaries of today’s digital banking strategies toward a radically different future for such services.
    3. Input on how financial institutions can integrate emerging technologies into the digital banking strategies to achieve a competitive advantage now and in the future.
    4. Attendees of the webinar will receive an executive summary of the research as well as any presentation material used.

    Have you created an account yet? If you haven't logged in to the CBA registration site before, please click the Create Account button to set up your profile.  This allows the site to recommend programs of interest to you.

    Heather Sugg (Moderator)

    William Mills Agency

    Jeff Marshall

    CTO, D3 Banking Technology

    Ken Paterson

    Research Director, Mercator Advisory Group

    Michael Carter

    EVP, Digital Banking, Strategic Resource Management

    Michael Carter has more than 20 years of executive technology leadership ranging from early-stage start-ups to international organizations. He has worked closely with chief executives and investors to help niche software companies through IPOs, R&D, acquisitions, corporate launches and international branding. He was the co-founder of mobile payment start up and founder of an alternative energy company. 

    Carter’s career in financial services stretches over 25 years. His executive management career as Vice President ACI where he served as a member of the executive team responsible for the company’s two successful IPOs.  In addition, at ACI, Carter also serve as the Investor Relations Officer, Vice President – Product Development, Management and Marketing in Europe, the Middle East and Africa, Managing Director of ACI’s IBM software business unit, and Chief Operating Officer of the company’s wire transfer software unit.

    After ACI, Carter served as Vice President of the S1 Corporation where he was responsible for transforming a multi-branded holding company into a single brand supported by a global marketing organization.  Carter and his team established a marketing operations discipline at S! that measured the effectiveness of the organizations marketing throughout the world. 

    He has been a consultant to several financial services and technology companies primarily assisting C-level executives with strategic plans for corporate development, market selection and segmentation, market valuations, product/solution definition, developing market delivery, establishing recurring revenue business models, and other areas associated with growth initiatives.  Carter also serves as an advisory to financial technology companies. 

    Today, Carter is an Executive Vice President at Strategic Resource Management where he is responsible for providing subject matter expertise on disruptive technologies in payments and digital banking.  Carter also leads the firm’s development and launch of its AI-powered software products. 

    Carter’s consulting with a large and diverse group of firms has allowed him to develop subject matter expertise around technology advancements in payments, digital banking, and software development as well as testing. He has been featured as a speaker at Finovate, NetFinance, NetFinance Interactive, CBA Live and Future Digital Finance. 

    He is regularly quoted in the media regarding trends in payments, mobile wallets, consumer experience, digital banking strategies, Millennials, data analytics, P2P payments, bill pay, and banking as a platform.  Carter also contributes content as a guest writer in industry publications and as a featured guest on podcasts.  

    Carter is a graduate of the University of Kentucky and earned his master’s degree from Emory University. He has lived and worked overseas and currently splits his time between a home in the southern Appalachian Mountains of South Carolina and the capital of the Mississippi Delta, Memphis, Tennessee.  His wife is a retired social worker and social policy lobbyist who writes children’s books.  

  • Recent Innovations in Credit Scoring: Hype or Help?

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    Join FICO® Score expert Ethan Dornhelm and mortgage industry expert Tom Parrent as they delve into the latest topics of interest in credit risk scoring.

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    PRESENTERS:

    Ethan Dornhelm, Vice President, Scores and Predictive Analytics, FICO
    Tom Parrent, Quantilytic 

    ABOUT THE WEBINAR:

    Join FICO® Score expert Ethan Dornhelm and mortgage industry expert Tom Parrent as they delve into the latest topics of interest in credit risk scoring.  Ethan will cover recent FICO research aimed at quantifying the incremental value of trended credit bureau (CB) data on margin to static CB data in predicting credit risk. Ethan will also highlight findings from a study examining the pros and cons of developing “FICO® Score” via state-of-the-art machine learning techniques, including neural nets and gradient boosted trees.

    Tom Parrent will share his insights into the risks and opportunities that new scores pose for expanding access to credit in the mortgage space. Tom will share analysis that concludes relatively few new qualified mortgage borrowers will emerge from new scoring methodologies. He will also discuss the risk of a dangerous “race to the bottom” that could result from some of the expanded scoring options currently under consideration by FHFA.

    THIS WEBINAR WILL COVER:

    1. Use of trended CB data for credit risk assessment 
    2. Use of machine learning techniques in the development of broad-based credit risk scores
    3. Risks and opportunities in expanding mortgage credit via new scores

    TOP 3 BENEFITS TO ATTENDEES:

    1. Independent insights into the incremental benefit of trended CB data
    2. Deeper understanding of the benefits and challenges presented by the use of modern machine learning techniques in credit risk modeling.
    3. Insight into FHFA scoring proposals


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    Tom Parrent

    Principal, Quantilytic

    Tom has deep executive experience across multiple specialties in financial services.  His particular strengths include risk management, quantitative analysis, process improvement and behavioral economics.  Parrent has served as Chief Risk Officer at three major mortgage firms and has extensive experience in government, rating agency and regulatory relations, crisis management and innovative statistical analysis.  He has a Bachelor’s degree in Economics from Princeton University and an MBA in Finance and Statistics from the University of Chicago.  

    Parrent served most recently as Chief Risk Officer at United Guaranty.  He managed all aspects of risk management as well as internal audit.  He was instrumental in establishing several unique capital markets risk sharing transactions.  He was also deeply involved in the sale of United Guaranty from AIG to Arch Capital Group.

    Parrent was brought into Genworth US Mortgage Insurance as Chief Risk Officer just as the financial crisis was beginning.  He played a pivotal role in bringing the mortgage insurance industry back under control with sweeping changes in credit policy and pricing that were swiftly adopted by competitors.  His state of the art models and careful management of credit exposures and rating agency relations were keys to Genworth’s survival.    Parrent also served for several decades at a variety of major financial services firms.

    Ethan Dornhelm

    Vice President, Scores and Predictive Analytics, FICO

    Ethan Dornhelm, Vice President, FICO Scores and Predictive Analytics, leads the research and analytic development of FICO® Scores globally. Ethan is responsible for enhancing the predictive power of the core product line as well as researching alternative data sources, emerging analytic methodologies and machine learning techniques in the development of new scoring products.

    Ethan has spent much of his 17 years at FICO supporting the technical development, maintenance and analytic support of FICO® Scores in North America. Prior to FICO, Ethan served as a Director in the credit risk management group at American Express. Focused on underwriting strategies in the consumer card business, he evaluated and utilized new data sources for consumers with limited credit history. Ethan has a  B.S. in management science/operations research from UC San Diego.  Read Ethan’s blogs here: http://www.fico.com/en/blogs/author/ethan-dornhelm/

  • From Insights to Action: The Retail Lending Lessons in Your Facebook Feed

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    Just like most banks, companies such as Google, Facebook, and Amazon have collected vast stores of data about consumer financial behavior. The difference is that these companies have unlocked that data to drive meaningful, context-centric customer interactions and build empires.

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    PRESENTER:

    Rutger van Faassen, VP of Lending Nomis Solutions

    ABOUT THE WEBINAR:

    Just like most banks, companies such as Google, Facebook, and Amazon have collected vast stores of data about consumer financial behavior. The difference is that these companies have unlocked that data to drive meaningful, context-centric customer interactions and build empires. Despite their deep customer relationships, many banks struggle to apply their insights about consumer needs and preferences with real-time, targeted customer communication and offers, often because they are constrained by complex legacy systems and approaches. This challenge becomes even more menacing as consumer platform companies signal their interest in financial services. 

    How can banks turn data-derived insights into pro-active customer engagement strategies that align with changed consumer expectations and prevent loss of market share to non-traditional market disruptors? This session provides actionable advice for creating a streamlined infrastructure that connects central data analytics and in-the-moment customer interactions. Attendees will be presented with a fresh approach to pricing and offers that allows banks to leverage both hard-data analytics and their relative advantage in “soft” data gained through human interactions to deliver outstanding responsiveness to the right customer with right product at the right time, and in the right channel.

    THIS WEBINAR WILL COVER:

    1. An in-depth illustration of the difficulties facing retail lenders in integrating analytics in a proactive way into their product offerings to customers, including the threat posed by platform companies.
    2. A step-by-step guide for overcoming the challenges of legacy systems to produce more pro-active, intelligent, and relevant communication to deliver context-centric product offers at the right price.
    3. An overview of the criteria that comprise an advanced pricing platform (APP) that leverages the best features of the platform companies’ use of hard data in conjunction with banks’ deep customer relationships to revolutionize the value banks generate for their customers

    TOP 3 BENEFITS TO ATTENDEES:

    1. Improve business processes, communications, and customer experience by combining pricing science, data analytics, and banking best practices.
    2. Outperform retail lenders through insight into platform companies’ current and likely inroads in financial services and how lenders should prepare.
    3. Learn how to not only effectively compete against the platform companies, but steal significant market share from laggard banks by leverage incumbent relationships, data, expertise, and technology usually associated with platform giants.

    Have you created an account yet? If you haven't logged in to the CBA registration site before, please click the Create Account button to set up your profile.  This allows the site to recommend programs of interest to you.

    Rutger van Faassen

    Vice President of Lending, Nomis Solutions

    As VP of Lending, Rutger works with clients to implement best-in-class pricing and profitability management tools and business processes. He brings broad experience in international retail lending to Nomis clients. 

    Prior to joining Nomis in 2008, Rutger was a Vice President at ABN AMRO Mortgage Group responsible for strategy definition for Correspondent Lending. During his ten years at ABN AMRO Rutger was also responsible for setting up mortgage businesses in different European markets. 

    At Nomis, Rutger has successfully been helping lenders globally implement price optimization solutions that generate proven benefits.

  • 5 Retail Banking Challenges Ahead in 2018 (and How to Overcome Them)

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    Is your institution up-to-date on the latest banking trends shaping the industry? Between regulatory changes, technological advances, and changing account holder behaviors, it can be hard for a financial institution to stay on top of industry advancements and most importantly, how they impact the business and the account holder.

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    PRESENTER:

    Steve Nikitas, Senior Strategy Director, Harland Clarke

    ABOUT THE WEBINAR:

    Is your institution up-to-date on the latest banking trends shaping the industry? Between regulatory changes, technological advances, and changing account holder behaviors, it can be hard for a financial institution to stay on top of industry advancements and most importantly, how they impact the business and the account holder. 

    With the start of a new year, now is the perfect time to learn about what everyone in financial services will be talking about – and watching for –in 2018. During this webinar, Harland Clarke’s Steve Nikitas will identify the most important trends impacting banking today, the unique challenges they present for financial institutions, and help attendees better understand how to overcome these challenges for a more profitable 2018. 

    THIS WEBINAR WILL COVER:

    1. The industry implications of the current rate environment
    2. How banks can best get a handle on government, regulatory and compliance rules
    3. The viability of omni channel touchpoints and mobile banking within the industry
    4. Top ways banks can learn how their account holders really feel 

    TOP 3 BENEFITS TO ATTENDEES: 

    Attendees will leave this webcast with

    1. A clear understanding of what lies ahead for financial services in 2018
    2. Key strategic initiatives to implement in order to overcome potential challenges this year
    3. Fresh ideas on how to both reach and connect with core customer demographics

    Have you created an account yet? If you haven't logged in to the CBA registration site before, please click the Create Account button to set up your profile.  This allows the site to recommend programs of interest to you.

    Steve Nikitas

    Senior Strategy Director, Harland Clarke

    Steve Nikitas joined Harland Clarke in October 2010 and has more than 30 years of experience in strategic planning, marketing, public relations and executive speechwriting. He has been a senior executive at financial institutions in New York, California and Massachusetts, developing and implementing sales and marketing programs that resulted in significant growth rates in loans, deposits and accounts.

    As senior strategist with Harland Clarke Marketing Services, Steve 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.

    Steve 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. Steve holds an M.B.A. from Clark University, an M.Ed. from Fitchburg State College and a B.A. from Boston University. 

  • Multi-Layered Strategies to Mitigate Fraud

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    Are you catching all fraud? Chances are, you’re not. Join Zoot Enterprises and industry-leading providers for a webinar panel discussion that addresses best practices in fraud detection and mitigation.

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    PRESENTERS:

    Zoot: Eric Hathaway, VP Marketing
    ID Analytics: Kevin King, Director Product Marketing 
    iovation: Eddie Glenn, Product Marketing Manager, Fraud
    Neuro-ID: James Craddick, Director of Business Development 

    ABOUT THE WEBINAR:

    Are you catching all fraud? Chances are, you’re not. Join Zoot Enterprises and industry-leading providers for a webinar panel discussion that addresses best practices in fraud detection and mitigation. 

    Challenges with new application fraud range from synthetic ID to third party fraud, and the best-of-breed solutions include multiple layers to identify and help stop fraudulent activity. ID verification, device authentication and prescriptive analytics can all work together to help your organization mitigate fraud while avoiding needless friction for customers. Join us for a webinar featuring discussion about trends in fraud and take away actionable steps you can implement in your organization.

    THIS WEBINAR WILL COVER:

    1. Application fraud trends, from first party to third party and synthetic ID
    2. Managing device reputation to mitigate fraud risk
    3. Prescriptive analytics for assessing confidence in application data

    TOP 3 BENEFITS TO ATTENDEES: 

    1. Learn about trends in application fraud 
    2. Learn why device authentication and tokenization are must-haves in the mobile first economy
    3. Learn how prescriptive analytics can add a frictionless layer of effective fraud identification


    Have you created an account yet? If you haven't logged in to the CBA registration site before, please click the Create Account button to set up your profile.  This allows the site to recommend programs of interest to you.

    Eric Hathaway

    VP Marketing, Zoot Enterprises

    Eric Hathaway brings more than 20 years of global experience in strategic marketing, product marketing, and marketing strategy across financial services, technology, and telecommunications to Zoot Enterprises.

    Hathaway's background includes: managing the development and expansion of Standard & Poor's Micropal data and enterprise software solutions throughout Asia; implementing a global business development strategy for Credit Suisse Asset Management and leading the company’s operations in the Czech Republic—marketing both institutional and retail funds.

    Hathaway shifted to the IT world during the dot-com era providing consulting for a range of small to medium-sized businesses and Fortune 500 companies, including Microsoft, T-Mobile, and Samsung. His services focused on B2B/B2C traditional and digital marketing, competitive market analysis, and business expansion strategy.

    Hathaway holds an MBA in Business Strategy, a BA in International Business and a minor in Computer Science. His passions include spending time with his two daughters and being an avid skier and outdoorsman.

    Kevin King

    Director, Product Marketing, ID Analytics

    Kevin King has nearly a decade of experience in credit risk and fraud analytics, having served in a variety of roles at ID Analytics since joining the company in 2007 including analytics, business analysis, product strategy and professional services. In each of these roles, King has focused on applying ground breaking analytic tools to the unique financial services challenges, and has directly supported projects at top 10 banks, several “Big 4” wireless carriers, the two leading U.S. satellite television companies, and multiple leading cable and internet providers. A driving force behind ID Analytics’ thought leadership program, he has authored several thought leadership whitepapers on a range of topics spanning fraud, credit and identity risk. King holds a B.A. from the University of Colorado.

    Eddie Glenn

    Product Marketing Manager, Fraud, iovation

    Eddie is the product marketing manager for iovation's fraud platform.  He has more than 25 years of experience in enterprise software from companies such as Rational, IBM, and Wind River where he has held various senior level positions in product management and product marketing. Starting out his career as a real-time safety-critical software engineer, Eddie has always been involved in industries that have significant concerns about software safety and risk mitigation. He has a Bachelor’s degree in computer science and electrical engineering and an MBA.  

    James Craddick

    Director of Business Development, Neuro-ID

    James Craddick currently resides in Bozeman, MT with his loving wife. He started his professional career in the USAF as Tactical Air Control Party (TACP), where he served for 6 years and completed two tours to Afghanistan. After being honorably discharged from the Air Force, James moved to Bozeman where he started his civilian career in Financial Services, overseeing integral business relationships with strategic partners for an industry leading technology provider. He is currently the Director of Business Development at Neuro-ID, where his primary focus is to oversee Neuro-ID’s strategic vision through partnering with leading service providers and assessing new market strategies.

  • Nebulous Digital Marketing Investment is Dead

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    A thoughtful, data-driven strategy helps optimize spend — and results

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    PRESENTERS:

    Shar VanBoskirk, VP and Principal Analyst Serving CMO Professionals, Forrester
    Mykolas Rambus, General Manager of Data-driven Marketing, Equifax

    ABOUT THE WEBINAR:

    $119 billion—yes, billion. Sounds astronomical, but that’s how much companies are expected to invest in digital marketing over the next five years. The surprising part, however, isn’t how much, but how they’re investing those dollars. Experts from Forrester and Equifax team up to explain why and how companies are shifting their digital focus from quantity toward quality, as financial services brands seek to connect with higher-potential, lower-risk audiences across their digital channels. You’ll learn how firms are decreasing their volume of communications, prioritizing their channel investments and re-thinking traditional growth strategies in order to optimize spend and build a better brand experience that resonates with increasingly savvy and discriminating digital audiences. Fueled by fresh survey insights, real-life case studies and deep market expertise, our presenters pull back the curtain to reveal in detail what’s changing in digital marketing, why it’s changing, how it will look in the future and practical steps businesses can take today to bridge a potential digital gap in their current or future digital marketing strategy. 

    THIS WEBINAR WILL COVER:

    1. Market forces, shifting consumer demographics and preferences, and developing technologies that are influencing digital strategies
    2. How digital components such as paid search, display ads, online ads and email campaigns are being used to support a better brand experience 
    3. Considerations for targeting the right audience, at the right time, with the right brand message across the right digital channels

    TOP 3 BENEFITS TO ATTENDEES:

    1. Benchmark your digital marketing spend against what other businesses are doing
    2. Learn how to optimize your digital spend and ROI, while building a better brand experience 
    3. Discover how a thoughtful, data-driven approach to digital can fuel winning growth strategies for acquisition and retention 

    Have you created an account yet? If you haven't logged in to the CBA registration site before, please click the Create Account button to set up your profile.  This allows the site to recommend programs of interest to you.

    Shar VanBoskirk

    VP and Principal Analyst Serving CMO Professionals, Forrester

    Shar helps CMOs lead customer-obsessed strategies at their firms while also transforming their marketing functions to deliver brand experiences that are relevant to empowered customers. Her specific research focuses on marketing strategy, budgets, staffing, organization, and creating an operating model for customer obsession. During her 18 years with Forrester, Shar has been instrumental in the development of many of the company's marketing program evaluation methodologies, training courses, and marketing planning tools and has also been part of Forrester's sales and consulting organizations.

    Mykolas Rambus

    General Manager of Data-driven Marketing, Equifax

    As general manager of Data-driven Marketing at Equifax, Mykolas Rambus leverages his experience in business growth and development, operations management, information technology, and data protection and privacy, with a focus on big data, SaaS, FinTech, and media. In this role, he is responsible for developing and implementing go-to-market strategies that reinforce the data-driven marketing value proposition and competitive advantage as well as overseeing day-to-day operations. Prior to joining the Equifax team, he co-founded and served as CEO of Wealth-X, which provides intelligence on ultra-high net worth individuals around the globe, was an executive at Forbes Media, and a partner at KAHLE Partners where he directed sales and business development. An expert in wealth intelligence and marketing solutions, he has often been tapped to share his expertise at conferences, and in various print and television media. Mykolas is chairman of the Global Investor Immigration Council (GIIC), a non-partisan, not-for-profit, self-regulatory organization in the investor immigration industry. He is an MIT alum, having studied operations research and information technology.

  • Deploying Customer Deposit Offers in a Heated Market

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    The consumer deposit market is showing signs of heating up—balance attrition, particularly in higher-rate accounts, has spiked since the first quarter, and many banks are now seeing declines in their savings portfolio for the first time since the mid-2000s.

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    PRESENTERS:

    Andrew Frisbie, Managing Director, Novantas 
    Hank Israel, Director, Novantas
    Kaushik Deka, Director, Novantas

    ABOUT THE WEBINAR:

    The consumer deposit market is showing signs of heating up—balance attrition, particularly in higher-rate accounts, has spiked since the first quarter, and many banks are now seeing declines in their savings portfolio for the first time since the mid-2000s.

    In this context, moving to more targeted customer treatments for deposit management is more important than ever.  While “customer scoring” is a bit hyped in the market, customer offer analytics can deliver real competitive advantage by leveraging big data and analytics to identify and deliver specific solutions to improve customer engagement. 

    In this webinar, you will learn how Novantas is taking the hype out of customer offer analytics, enriched through our multi-bank datasets, and putting it into practice to help banks develop specific customer treatment strategies for deposits.  We will identify how banks can use customer lifetime behavioral purchase patterns across life stages to develop specific deposit offers for the right customer, at the right time, for the right price.

    THIS WEBINAR WILL COVER:

    1. Deposit market “canaries in the coal mine”—latest insights on comparative deposit trends
    2. How to manage the hot rate seeker—when you need the balances today vs. when you may need them later
    3. Using marginal cost of funds as an analytical game changer

    TOP 3 BENEFITS TO ATTENDEES:

    1. How to use elasticity, shopping behavior, and persistence scores to establish a host of deposit treatments
    2. Sequence treatment development to support near-term goal and longer-term portfolio health
    3. Uncover the most important data sets and technology in developing offer analytics

    Have you created an account yet? If you haven't logged in to the CBA registration site before, please click the Create Account button to set up your profile.  This allows the site to recommend programs of interest to you.

    Andrew Frisbie

    Managing Director, Novantas

    Andrew is a Managing Director at Novantas, Inc., where he leads the Product and Pricing unit, drawing on 15 years’ experience in product and pricing strategy, LOB strategy, and balance sheet management. He has led numerous engagements for clients in the areas of deposit and loan price modeling, proposition development, and balance sheet forecasting. His clients include many of the world’s largest money center institutions and regional banks across the Americas, the UK, and Australia.

    Hank Israel

    Director of Marketing Propositions & Products Practice, Novantas

    Hank is a Director at Novantas where he leads the Marketing, Propositions, and Products practice in Novantas’ Advisory division. Hank brings over 27 years of banking experience across a broad range capability areas including: commercial and retail payment operations, retail product design and management, retail customer targeting and offer management, and customer level pricing. His primary areas of focus include customer level pricing and treatment programs. Hank has led over 50 engagements driving value across consumer and small business operations from product design to customer treatment efficacy for deposits and payments opportunities. Additionally, he provides thought leadership to projects involving product development, customer treatment design, and customer treatment/ experience analytics.

    Kaushik Deka

    Director, Novantas

    Kaushik is the CTO of Novantas Solutions and is responsible for the technology roadmap and product development of five different SaaS-based decision support products for banking built on a modern, enterprise, services oriented big data platform as well as an award-winning analytical workbench for customer science. Kaushik has over 15 years of experience as a technology architect and seasoned R&D manager of integrated BI/analytical platforms for financial services. He holds multiple patents on data architecture, business process workflow automation and optimization, and is an IEEE published author of forecasting methodologies in financial services and computer networking.

  • Getting to Yes: Traditional, Alternative and Emerging Data Sources for the Best Credit Decisions

    Contains 1 Component(s)

    Join Zoot Enterprises and industry-leading data providers Equifax, LexisNexis and Nova Credit for a discussion about how you can use traditional, alternative and emerging data to make the best credit decisions for your bank and your customers.

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    PRESENTERS:

    Zoot: Eric Hathaway, VP Marketing
    Equifax: Amy Graybill, Equifax Product Management
    LexisNexis: Zach Tondre, Manager of Market Planning
    Nova Credit: Collin Galster, Business Development

    ABOUT THE WEBINAR:

    Join Zoot Enterprises and industry-leading data providers Equifax, LexisNexis and Nova Credit for a discussion about how you can use traditional, alternative and emerging data to make the best credit decisions for your bank and your customers. While traditional credit reports play a large role in credit underwriting, it is important to evaluate other data sources to supplement the decisioning process. 

    Leading FIs are incorporating more data to develop a comprehensive picture of their customers and their creditworthiness. For millennials and unbanked/underbanked populations in particular, real-time access to alternative and emerging data can mean the difference between offering credit or not. This webinar will explore how and where you can implement a model that incorporates data from all relevant sources in your organization.

    THIS WEBINAR WILL COVER:

    1. Trends around the traditional credit report, including trending credit data
    2. Alternative data to supplement traditional bureau files
    3. Emerging data sources for new-to-country individuals and foreign nationals

    TOP 3 BENEFITS TO ATTENDEES:

    1. Learn which trends are influencing the credit underwriting process 
    2. Learn about new data sources to leverage in your credit underwriting process
    3. Learn how to implement these data sources to support your credit strategy

    Have you created an account yet? If you haven't logged in to the CBA registration site before, please click the Create Account button to set up your profile.  This allows the site to recommend programs of interest to you.

    Amy Graybill

    Product Leader, Product Innovation and Management, Equifax

    Amy Graybill has been with Equifax since April 2007 currently serving as the Product Leader in Product Innovation and Management for Enterprise Insights including Equifax Core Scores, Attributes, Trended data and Ignite Solutions.  In her prior role as an Analytical Services Consultant she supports customers across multiple industries including financial institutions, telecommunications, utilities, insurance providers, and government.   Amy consults with her customers to develop custom analytics and models utilizing credit data to enable her customers to create custom decision solutions across all business cycles.

     Prior to joining Equifax, Amy working in the Risk Management field for over 10 years specializing in Fraud Strategies, Loss Forecasting and overall Risk Management Strategies for MBNA America,  Juniper Bank as well as The Bank of New York (Delaware).

    Collin Galster

    Business Development, Nova Credit

    Collin leads Growth at Nova, the world’s first cross-border credit reporting agency, where he drives partnerships with customers including lenders, property managers, and other financial institutions. Nova validates and compiles borrowers’ overseas credit reports and shares this information with customers through a secure API. These customers use Nova's credit data to make underwriting or tenancy decisions and extend credit to the ~42mm US immigrants (~7mm super-prime). They have been funded by Index Ventures, First Round Capital, Core Innovation Capital, NYCA, and Y Combinator. Collin has experienced the challenge of accessing credit overseas first-hand during his years living and working in Southeast Asia and Japan. He previously worked in the financial services practice area of The Boston Consulting Group (BCG), and earned his MBA from Stanford GSB and his AB from Harvard University.

    Eric Hathaway

    VP Marketing, Zoot Enterprises

    Eric Hathaway brings more than 20 years of global experience in strategic marketing, product marketing, and marketing strategy across financial services, technology, and telecommunications to Zoot Enterprises.

    Hathaway's background includes: managing the development and expansion of Standard & Poor's Micropal data and enterprise software solutions throughout Asia; implementing a global business development strategy for Credit Suisse Asset Management and leading the company’s operations in the Czech Republic—marketing both institutional and retail funds.

    Hathaway shifted to the IT world during the dot-com era providing consulting for a range of small to medium-sized businesses and Fortune 500 companies, including Microsoft, T-Mobile, and Samsung. His services focused on B2B/B2C traditional and digital marketing, competitive market analysis, and business expansion strategy.

    Hathaway holds an MBA in Business Strategy, a BA in International Business and a minor in Computer Science. His passions include spending time with his two daughters and being an avid skier and outdoorsman.

    Zach Tondre

    Manager of Market Planning, LexisNexis