BREAKOUT SESSION / TUESDAY / SEPTEMBER 24, 2019 / 1:00 PM
Creating Personalized Customer Experiences
As technology evolves in all walks of life, customers expect those conveniences to apply to their banking experiences as well. With limited resources, prioritization choices are critical to ensuring that banks are creating the experiences they want to meet their business model. How can banks of all sizes scale their experiences to ensure customers feel the personalization they require? In addition to great training and customer service, they can turn to technology to relate to customers in-branch by name and banking preferences — and even to know where they left off with an online transaction.
PANELISTS
Chris Ferris | President & CEO | Fidelity Bank
Chris Ferris is the President and Chief Executive Officer for Fidelity Bank in New Orleans. He oversees operations at Fidelity Bank, the NOLA Lending Group mortgage division and Homestead Title Co. subsidiary. Chris pro-actively re-designed the client experience, by delivering a consultative approach to identify client needs with a focus on simple, easy, and fast banking services that provide value. Previously, he was Chief of Retail and Small Business Banking and Chief Operations Officer. Chris joined Fidelity in October 2014 and has 18 years of bank management and leadership experience. Before Fidelity, he worked at BB&T, overseeing retail and small business banking units for the state of Maryland.
Shawn O’Brien | EVP, Consumer Banking Group Executive | Atlantic Union Bank
Shawn O’Brien is Senior Executive Vice President and Consumer Banking Group Executive of Atlantic Union Bank with responsibility for all consumer banking branches and operations across the entire bank footprint. Shawn is a career banker with over 20 years of experience in the finance industry, and is passionate about finding ways to make banking simpler and smarter for every customer. Prior to Atlantic Union Bank, he was most recently Executive Vice President, Consumer Segment Group and Business Planning for BBVA Compass Bank where he was responsible for the bank’s consumer clients in branch and digital channels. Previous positions at BBVA Compass include: Deposit and Payment Products, Strategic Planning and Corporate Planning and Analysis.
Andrew Winninger | Local Marketing Manager | Capital One
Andrew Winninger is a Local Marketing Manager supporting the Capital One Cafes and their community engagement efforts in South Florida, Richmond and Philadelphia. Prior to this role he led the marketing team at the largest Whole Foods in Florida, directed a global street team and non-profit at an independent record label and developed an intergenerational community program for the United Way. He studied marketing at the University of Central Florida and returned to Ft. Lauderdale after graduating, where he currently resides. Avid golfer, certified SCUBA diver, published author and resident DJ at the monthly art walk.
MODERATOR
William Budde | VP of Product Marketing | Hyosung
Bill Budde is the Vice President of Product Marketing for Hyosung. In this role, he helps banks and credit unions make decisions about branch transformation technology and unlock the value of those investments. Prior to joining Hyosung, Bill worked at JPMorgan Chase in both the Retail Banking and Merchant Processing business units. While at Chase, Bill led their conversion to image enabled ATMs, and used that technology as a jumping-off point to create and implement their branch transformation strategies. He also partnered with Fintech companies to launch a full-function point-of-sale payment processing solution for Chase’s small business customers. Before Chase, Bill worked at Accenture as a technology consultant.
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