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BCX Summit / Tuesday / September 10, 2024 / 10:15 AM

Using Financial Education as a Marketing, Engagement Tool

Consumers don’t go to bank branches for basic services anymore. Instead, their primary motive is guidance for big financial decisions, such as mortgages, car loans and retirement. As a result, banks have rethought their branch strategies to accommodate more financial education.

In this panel, experts will share tactics to create an impactful financial education program for both regular customers and the financially underserved.


Alicia Moore | Head of US ATM Product | Visa Global ATM
Alicia Moore joined Visa 4 years ago after working at Wells Fargo for 32 years. Alicia leads the Visa ATM product team in North America focusing on client success and driving industry change with development of strategy and services for the ATM network. She partners with all stakeholders in the ATM ecosystem and takes a balanced approach to all ATM products and services. She has extensive knowledge and experience in retail banking having led Branch & ATM strategic transformation at Wells Fargo for over 20 years. She utilized human-centered design approach to deliver ATM experiences and transform teller and banker interactions with customers. She also led operational efficiency projects and managed the P&L for the ATM business.
Milissa Tarquini | Head of CX, Design, and Innovation | Truist
Namrata Yadav | Academy Executive for Community Advancement | Bank of America
Namrata Yadav heads Bank of America’s external community skill development strategy at Bank of America. In this role, Namrata is responsible for the enterprise strategy and initiatives focused on reskilling our external communities and partners. She also leads the strategy for the Academy’s enterprise initiatives for employees hired from communities and is responsible for creating an external Academy education platform. Previously, Namrata led the Diversity and Inclusion strategy for the bank. In that role, Namrata focused on creating a work environment and culture where all employees had the opportunity to achieve their full potential and contribute to the bank’s success. She also led the underrepresented talent strategy, the global executive development diversity programs, D&I learning and external partnerships for the bank. She worked closely with the Global D&I Council and Business D&I Council leaders to ensure integration and holistic execution of the company’s inclusion priorities.