CBA Team Contact
Joe Zeibert, Managing Director of Global Lending Solutions
Steve Barkin, Senior Director, Global Lending Services, Nomis Solutions
ABOUT THE WEBINAR:
The lending landscape has evolved dramatically over the past decade. Competition is hitting banks from all angles, most notably across HELOCs and the rapidly growing personal loan space. To succeed, banks must effectively compete and sometimes partner with fintechs across a host of lending products.
This new lending landscape demands a more customer-centric focus — getting the right product to the right customer at the right price.
In this presentation, we will discuss how the blurring of product boundaries are affecting financial institutions and what they can learn from their competition. We will also dig into how to optimize pricing across products while delivering a more customer centric approach in order to create more enduring client relationships.
THIS WEBINAR WILL COVER:
TOP 3 BENEFITS TO ATTENDEES:
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Joe Zeibert is the Managing Director of Global Lending Solutions at Nomis Solutions. He is charged with driving customer centric solutions for leading lenders that will enable on-going value creation.
Joe brings over 15 years of financial services and software experience. Most recently, Joe was the Senior Director of Product, Pricing, Credit & Analytics at Ally Financial. Prior to that, Joe led home equity pricing at Bank of America where he helped bring the bank from the 5th largest lender in that space to the #1.
As a seasoned financial services executive, he is passionate about driving the industry forward though innovation and customer-centric pricing optimization across all consumer products.
In addition to his financial services work, Joe is also deeply involved in his community, having served on many local non-profit boards, predominantly focused on learning and education.
Joe is based in Atlanta and along with his family enjoy mastering the discipline of mixed martial arts.
Steve leads Global Lending Services at Nomis, directing pricing optimization solution engagements with retail banks in the U.S, Canada, and New Zealand markets, across Mortgage, Home Equity, Personal Lending and Auto Loan product lines. Prior to joining Nomis, Steve led customer and marketing analytics teams at Charles Schwab & Co. and PayPal. Steve has 25+ years of experience delivering pricing and analytical solutions and programs in the financial services (banking, brokerage and payments) and airline industries. Steve holds a B.S. in Computer Science from Yale College and a M.S. in Operations Research from Stanford University.