BREAKOUT SESSION / THURSDAY / SEPTEMBER 13, 2018 / 1:00 PM

How mobile-first consumers are challenging banks to innovate quickly

Consumers these days expect their mobile experiences to be intuitive and smooth. Companies such as Amazon, Starbucks and Uber have changed consumers’ expectations on mobile.

That said, banks still lag behind as services such as mobile-account opening sometimes still require a visit to a bank branch. What are the steps FIs need to take to provide mobile experiences on par with the biggest retail brands?

PANELISTS

Matt Schulz | Lead Digital Strategy Manager | USAA

Matt Schulz is the Lead Digital Strategy and Insights Manager at USAA. Matt is described as a unicorn, digital leader, strategist, system designer and futurist driving the next generation of digital experiences to help USAA members improve their financial security. He is currently looking at the intersection of new technology in the form of microservices, machine learning/AI, bots, conversational UI, mixed reality and how that intersects with everyday life experiences. In addition, Matt is a professional blogger for TechTarget.com focused on the viewpoint of the user and the teams that are implementing technology with over 150 articles published.

Ron Strand-Sorrell | EVP, Chief Operating Officer | Axiom Bank

Ron Strand-Sorrell has over 30 years of experience in financial institutions and currently is the Chief Operating Officer of Axiom Bank N.A. in Maitland, Florida. In his role, he oversees the operations, information security and technology, product development, customer support and prepaid card programs. Ron has a strong working knowledge of the banking industry and has utilized this knowledge to focus on improving the customer experience at Axiom Bank.

Ryan Tuttle | Senior Consumer Finance Analyst | Euromonitor International

Ryan Tuttle is a senior consumer finance analyst at Euromonitor International. His work at Euromonitor primarily focuses on global trends and developments in cards, payments, and lending. His professional interests centre on the evolving role that technology plays in payments. Ryan has been with Euromonitor since 2014 and has been quoted and published in various publications during his time with Euromonitor including: The Chicago Tribune, CNBC, MarketWatch, and The Paypers. Ryan holds a Master of Public Policy degree from Oregon State University in Corvallis, Oregon and a Bachelor of Arts degree from Gonzaga University in Spokane, Washington.

MODERATOR

Julie Godfrey | US Lead, Retail Banking Solutions & Innovation | Samsung

Julie Godfrey is the US lead for Retail Banking Solutions & Innovation at Samsung Electronics America. She is responsible for co-innovation with industry leading financial services organizations transforming business processes and delivering competitive differentiation with mobile technology. Julie has been recognized for her achievement in Retail and Food Service customer experience design, employee mobility enablement, and building emerging technology ecosystems in the fields of VR, mobile payments, and wearable technology. Julie earned a Masters of Fine Art (MFA) from The University of Tennessee, and a Masters of Business Administration in Data Analytics (MBA) from Rutgers Business School. She is an advocate for the city of Newark.

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