BREAKOUT SESSION / TUESDAY / SEPTEMBER 24, 2019 / 9:30 AM
Digital Onboarding: Are You Walking the Talk About Ease and Convenience?
Mobile and online onboarding can be a great way to win new customers and members. But if your process isn’t fast and seamless, your potential account holders will be the ones doing the walking. We’ll look at the do’s and don’ts of creating a welcoming customer experience before, during and after account opening.
PANELISTS
Chad Dilley | SVP, Channel Strategy | Zions Bank
Chad Dilley is the Senior Vice President of Channel Strategy for Zions Bank. Chad is responsible for managing the client experience across all channels at Zions Bank including in-branch, online, mobile, ATM, consumer lending, product management, and retail training. Chad’s current focus is working to attract the next generation of customers through modern technology based solutions and future state client experience.
Scott Godthaab | SVP, Director of Retail Banking | Republic Bank & Trust Company
As the Director of Retail Banking at Republic Bank and Trust Company, Scott Godthaab is responsible for developing, communicating and executing the overall strategies for profit, growth, and sales production at 45 retail banking centers. Scott brings 16 years of experience in building winning sales teams, developing and executing effective growth strategies, and leading profitable business development efforts in the Kentucky, Indiana, Ohio, Tennessee and Florida Markets. Scott strives daily to make an impact both within the company and community by building teams that are committed to caring for each other and the company’s success.
Adam Pearl | Regional Vice President of Sales | ClickSWITCH
Adam Pearl is the Regional Vice President of Sales at ClickSWITCH. In this role, he is responsible for business development and account management. His territory includes the West Coast of the United States and all of Canada. Prior to joining ClickSWITCH, Adam held several successful sales roles.
Neil Stanley | Chief Credit Officer | TS Banking Group
Neil Stanley is an executive at TS Banking Group and the Founder and CEO of The CorePoint. The $900 million bank group has three charters that operate in Iowa, Illinois, and North Dakota. Neil has served as President of Community Banking and is currently the Chief Credit Officer and a member of the board of directors. After a 25 year career as a bank executive with two other bank holding companies, Neil founded The CorePoint in 2010 to help banks across the country attract and retain properly-priced retail deposits. Neil has taught for three different Graduate Schools of Banking.
MODERATOR
David Jones | Editor | Mobile Payments Today
David Jones is a veteran business and technology journalist, with three decades of experience writing about business travel, real estate and technology. Since 2015 he covered a range of technology stories for the ECT News Network, which includes the E-Commerce Times, TechNewsWorld, LinuxInsider and CRM Buyer, writing about cybersecurity, artificial intelligence, machine learning, open-source computing and privacy issues among others. He recently covered fintech issues for PYMNTS.com. He worked as a staff writer for Bloomberg Business News and an online reporter for Crain’s New York Business. He has written for numerous media organizations, including Reuters and The New York Times.
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