Speaker

Karen Kallet
Karen Kallet
CDO
BofI Federal Bank
Mrs. Kallet has served as the Chief Digital Officer, SVP Marketing of BofI Federal Bank – Bank since February 2014. Prior to joining the Bank, Mrs. Kallet was CMO- Chief Marketing Officer for DrWeil.com and was Senior Director of Marketing at DeVry Inc., heading marketing and lead generation for the Carrington Colleges Group. Prior she was Vice President of Marketing for SkyMall. Mrs. Kallet began her career with 10 years of bank marketing, where she assumed positions of increasing responsibility, including AVP of Direct Marketing and Sales Promotion at Valley National Bank in Phoenix Arizona. Mrs. Kallet completed her graduate program studies in Digital Marketing and Strategic Marketing Management at Stanford Graduate School of Business. Her undergraduate is from Syracuse University.
Asmara Mirza
Asmara Mirza
Senior Manager, Omnichannel Planning
TD Bank
Reputed as a Digital & Omni Experiences thought leader, I am regarded as a subject matter expert in innovating and leading the requirements to create seamless customer experience through Multi-Channel experiences.

My scope of success includes the following:
• Advise Senior Executives in macro-level trends impacting financial solutions within the Contact Center and Digital channels
• Reimagine our customer experience by enabling the bank to deliver unique/new digital value propositions and help drive significant changes/innovations across TD channels and for our customers
• Engaged and built key external and internal relationships that led to the launch of the first Proof of Concept within TD Bank using new eSignature capabilities 
• Built and delivered on roadmap to enable Multi-Channel engagement (through Digital & Contact Center) for our customers – Launched the first Chat pilot for TD which won the TD Insurance All-Star award
Andres Cueto
Andres Cueto
SVP, Director of New Distribution Models
BBVA Compass
Andres joined BBVA Compass in 2010, and is SVP and Director of New Distribution Models.
 
Andrés’ responsibilities include leading the Business Product Ownership for the Open Platform in the US, as well the Strategic Alliance Program for the bank’s Business Innovation unit. In those capacities, he is tasked with partnering with FinTech companies and incorporating their innovation into the bank’s services and products. He is also charged with connecting to the innovation community of developers and entrepreneurs, in order to form an ecosystem where partnerships and ideas about the future of banking can flourish. Andrés also leads key Business Innovation projects such as voice-assisted virtual assistant for mobile banking and tablet-based consumer banking sales tools.
 
In 2013, Andrés was he was recognized as one of Houston’s top "40 under 40" professionals by the Houston Business Journal for his work at BBVA Compass and his involvement in the Houston community.


Courtney Fischbach
Courtney Fischbach
VP, Social Media
Legg Mason
A seasoned brand strategist known for her creative approach, with 15 years’ experience building best-in-class marketing initiatives.  As VP, Social Media at Legg Mason, she shapes social programs across LinkedIn, Twitter, YouTube, Facebook, and Instagram.  Leading and executing strategy, content creation, advertising, competitive and campaign analysis, and listening/monitoring insights, Courtney gains and strengthens social relationships, drives engagement and traffic, and ultimately ties social objectives to key business goals.
Kevin Farley
Kevin Farley
Director of Digital & Brand Experience
United Heritage Credit Union
Kevin Farley is the Director Digital & Brand Experience at United Heritage Credit Union, an Austin TX based Credit Union with 805 Million in assets, responsible for digital and traditional marketing as well as marketing analytics. Formerly, a  leader in Dell’s Marketing Sciences practice developing deep data insights, demand generation, behavioral monitoring, sales enablement and online personalization.
Suresh Ramamurthi
Suresh Ramamurthi
Chairman
CBW Bank
Suresh Ramamurthi is Chairman of CBW Bank and serves as its CTO as well. He leads CBW Bank’s initiatives to support and foster innovation including working with financial services start-ups.  He is founder and serves as CEO of Yantra Financial Technologies, a fintech company focused on serving the financial services industry.  

A veteran technology entrepreneur, Suresh has founded and exited two start-ups, and has previously worked at Google Inc. Suresh has a Bachelor’s degree in Electronics and Communication Engineering, a Master’s degree in Computer Science and a Master’s degree in Business Administration from the University of Chicago.

Marria Rhodriguez
Marria Rhodriguez
AVP, Digital Product Manager
Wells Fargo
Marria Rhodriquez is an Assistant Vice President and focuses on digital product strategy for the Wells Fargo Virtual Channel team. In her 15-year tenure at Wells Fargo Bank, Marria has worked in technology, marketing, strategy, and digital product management. She holds a degree in Technical Communication from the University of Washington and an MBA in Marketing from Golden Gate University. In her spare time she enjoys cooking, running, and spending time with her 6-year old son and husband.
Helen Loh
Helen Loh
SVP, Owned Media, Digital & Content Marketing
Charles Schwab
Helen Loh is Senior Vice President of Content & Digital Marketing at Charles Schwab. Ms. Loh oversees Schwab’s branded marketing channels, including Schwab.com, digital and print publications, and Schwab’s presence on search engines and in social media. In addition, Loh is responsible for Schwab’s brand publishing organization, focusing on creating useful content to influence the digitally and socially empowered investor. 

Ms. Loh has over 20 years of marketing experience with Fortune 500 brands and Silicon Valley startups, from consumer brand management to B2B software. She holds a bachelor's degree in Industrial Engineering from Stanford University, and a Master of Business Administration degree from Stanford Graduate School of Busines
Jalaj Jha
Jalaj Jha
Senior Director, Head of Online Marketing and Marketing Technology
Capital One
Over 15 years of experience with enhancing or creating business using Marketing Analytics, and Marketing Technology for US Card Acquisitions, Customer Management and now for Homeloans business. MBA from University of Texas at Austin and a merit certificate holder in Mathematics, my goal is to drive business strategy through Analytics and Technology related channels like Internet, Mobile devices and Social channels. Experience with Management Consulting and Online Marketing in Financial Services industry.
Tim Fujita-Yuhas
Tim Fujita-Yuhas
Director, Product Management and new Product Strategy
OpenMarket - Amdocs
Tim currently serves as Director of Product Management and New Product Strategy for OpenMarket’s Mobile Engagement Platform, specializing in enterprise mobile engagement services. He is responsible for product strategy and business planning for the company’s mobile messaging solutions. Tim blogs regularly on mobile engagement topics.

Prior to joining OpenMarket, Tim held a variety of Product Management positions focused on voice, video and mobile communications, and SaaS technologies. While at Varolii (acquired by Nuance in 2013), he was responsible for the company’s cross-channel platform, APIs, and developed their mobile app with push notification service. While at Cisco’s Unified Communications (UC) Business Unit, Tim managed their industry leading UC products and led the global Unified Messaging deployment working with Cisco IT that saved the company over $7M.

Tim graduated from Boston University with a Masters in Software Systems Engineering.

Craig McLaughlin
Craig McLaughlin
Founder and President
Extractable
Les Matthews
Les Matthews
SVP, Business Development and Account Management
MasterCard Worldwide
Experienced payments industry and retail banking professional working for major financial institutions in senior level sales, product, marketing and account management roles. My knowledge spans the credit and debit card space for both commercial and consumer customers. I am adept at determining the best strategies for maximizing existing portfolios, acquiring new customers and creating value through loyalty and retention programs. Additionally, I have an acute focus on industry trends, regulatory issues and emerging technologies.
Michael Carter
Michael Carter
Chief Marketing Officer
D3 Banking
Rod Miller
Rod Miller
Associate Vice President
TD Bank Group
Currently an AVP at TD Bank. Former Senior Director of Corss Channel Management at CIBC, where he was responsible for developing the cross channel sales and service strategic plan and implementation roadmap. Also contribute to and support the development of CIBC’s multi-channel strategy to leverage the strengths of CIBC’s distribution network at the appropriate stage of the sales and service lifecycle in order to refer complex sales prospects to assisted channels (branch, TB agent); migrate high volume routine transactions to self service channels (Internet, TB-IVR, ABM) Lead a team to identify, research, develop and implement pilots to validate the multi-channel strategy
Gareth Gaston
EVP, Omnichannel
US Bank
Responsible for the strategy and execution of Omnichannel at US Bank. Direct accountability for non branch channels: Digital, contact center and ATM in support of the retail bank. Leading an extremely talented team of over 2000 people based across the US to drive revenue, migrate transactions, launch new ventures and delight customers.
Kevin Karrels
Kevin Karrels
SVP, Digital Channel Strategy Executive
First Tennessee Bank
Catherine Lynch
Catherine Lynch
SVP, Digital Products
American National Bank of Texas
A strategic, results-oriented, Financial Services executive with extensive background in the Digital Line of Business including digital marketing, social media, the Internet store front and back office operations. As a leader with both a $15 Billion Asset Community Bank and a $49 Billion Regional Bank, I supported the distribution channel strategies for retail, commercial and wealth customers. Currently I have strategic ownership of the vision and roadmap for the American National Bank of Texas' digital products supporting all lines of business including retail, corporate, wealth management and insurance.
Ryan Miller
Ryan Miller
Head of Digital Innovation
Bank of the West
Ryan is an innovative and results-driven leader with experience directing product strategy, development efforts, and marketing campaigns, across digital and non-digital channels for multi-billion dollar financial services companies. Ryan recently took on a new role at Bank of the West leading the organization’s enterprise innovation efforts, after having previously managed a product development organization, within Digital Channels, focused on delivering breakthrough digital experiences across the Bank’s public facing web presence. Before joining Bank of the West, Ryan was involved in payments innovation work at Capital One and helped grow U.S. Bank’s small business segment and global treasury management product portfolio.
Misti Mostiller
Misti Mostiller
EVP, Director, Consumer Strategy & Innovation
Extraco Banks
14+ years of management, alternative channel delivery and implementation experience and almost 9 years banking experience. As Director of Consumer Strategy and Innovation; I am responsible for all alternative delivery channels, including the call center, website, online banking, mobile banking, grocery store locations, and social media channels. Also responsible for all retail training, hiring and a variety of innovation projects and initiatives at Extraco. Previously responsible for all retail bank lobbies.
David Herpers
David Herpers
SVP, Omnichannel Sales & Engagement
U.S. Bank
David Herpers’ is a seasoned executive with over 25 years of experience in financial services. Currently, David is the SVP U.S. Bank, Omnichannel Sales and Engagement.  As head of Omnichannel Sales and Engagement, David is responsible for driving sales through mobile, web, ATM (kiosk) and phone channels for the entire company’s product and services.  Additionally, David is responsible for driving virtual channel adoption of the banks 17 million customer base, driving mobile app and web site engagement and usage.  Prior roles for David include: Managing Director Bear Stearns, CMO Amerisave Mortgage, a national online mortgage lender, and SVP Bank of America, National Marketing and Product Development, Specialty Lending Group, a Boat and RV retail and wholesale lending division of Bank of America.
Omri Ben-Amos
Omri Ben-Amos
VP, Senior Marketing Associate
Clearbridge Investments
Brock Blake
Brock Blake
CEO
Lendio
An ambitious and strategic entrepreneur/leader that is passionate about solving major market problems. As a leader, I focus on recruiting high quality talent, articulating the company's vision, creating an attractive culture, and focusing on execution. At Lendio, we are focused on helping the US economy get back on track by making small business loans simple. We work with hundreds of lenders and thousands of small business owners across the United States. We also have big-name partnerships with Dun & Bradstreet Credibility Corp, Experian, LegalZoom, Web.com, and others.
Ryan Hatfield
VP, Digital Campaigns Director
Fifth Third Bank
Responsible for Digital Transformation & Innovation as well as Digital Acquisition and CRM initiatives at Fifth Third Bank. Under the umbrella of Digital Transformation & Innovation, responsible for demonstrating the Art of the Possible by leading customer-centered experience design roadmaps and matching digital technologies suited to accomplish the milestones set-out while providing thought leadership, orchestration, and fostering a digital culture to meet the business and consumer needs of the new digital world in which we live. Additionally responsible for establishing new digital acquisition programs that have become the model for brand and acquisition efforts. Generated over $2.1MM in new, incremental revenue at a cost-per-acquisition (CPA) over 40% lower than other initiatives in the first 6 months alone.
Miranda Hill
Miranda Hill
VP, Manager, Digital Innovations Lab
Wells Fargo
Miranda Hill is Vice President and Manager for Wells Fargo’s Digital Innovation Lab. Her team is responsible for managing an innovation practice that focuses on experimenting with disruptive solutions for banking experiences of the future.

The lab’s mission is to spark ideas among Wells Fargo Team Members, inspire re-imagined experiences, and enable a deliberative test-and-learn environment. To do this, Miranda and her team focus on key opportunity areas, provide methodologies and frameworks to enable low-risk experimentation, foster and evangelize innovation across the enterprise, and collaborate with both internal and external tech communities.

Miranda was recently named by Bank Innovation an “Innovator to Watch”, a list celebrating 30 key executives shaping the financial services industry.


Sylwia Hans
Sylwia Hans
Financial Services Director, US
Comarch
Sylwia Hans is Financial Services Director for Comarch US. She has been working  in the industry since 2009 when she joined Comarch’s start up project iFIN24 – one of the first personal finance management systems for banks on the market. She has worked on international banking projects as a consultant, creating a new vision of the PFM.  She  currently specializes in business banking and wealth management solutions dedicated for banking.


Veronica Ta
Executive
Western Asset Management
Christos Pappas
Christos Pappas
Head of Digital Content Strategy
BNY Mellon Investment Management
- Marketing professional with 15 years of experience leading corporate marketing initiatives. - Expert in the technical, creative, and content development of online and print campaigns. - Passion for digital marketing and using new technology platforms to build business. - B2B and B2C marketing experience spanning multiple industries. Currently Head of Digital Content Strategy at BNY Mellon, where he is responsible for increase engagement with BNY Mellon Investment Management by creating digital content that differentiates the brand, provides value, and is optimized across all digital and social channels.
Jim Smith
Jim Smith
EVP, Head of Virtual Channels
Wells Fargo
Responsible for all "virtual" channels for Wells Fargo including digital (online/mobile), social, email, phone and other. Responsible for sales, marketing, service, product development, technology and operations.
Bruce Harney
Bruce Harney
Global Banking Industry Director
Kofax

Bruce Harney is a Global Banking Industry Director with Kofax. Bruce has over 12 years of experience supporting the banking industry. During that time he has worked with banks to develop a thorough understanding of banking market trends, dynamics and solution needs. In his current role, it is his responsibility to identify and develop differentiated solutions that Lexmark can offer the banking industry.

In Bruce’s career he has held various sales operations management and sales support management roles – all supporting Lexmark’s industry specific approach to the market place.

Aaron Tellier
Aaron Tellier
GM, Insurance and Wealth Management Practice
Merkle

Aaron has been delivering business results in the wealth management and broader financial services industry since 2000. Throughout his career, he has focused on the development of leading customer relationship marketing (CRM), sales, business intelligence and analytic capabilities for companies such as Merrill Lynch, Morgan Stanley, AXA, Nationwide, Bank of America, and Bank of Montreal. In 2010, his efforts earned Merrill Lynch a CRM Enterprise Excellence award from Gartner and 1to1 Media.

Aaron is known for his innovative solutions to tough industry challenges in financial advisory services, online brokerage, retirement, and distribution. At Merrill Lynch, he led a cross-functional CRM organization that bridged the gap between business strategy, technology, and sales and marketing execution. Notable examples of his expertise include real-time multi-channel interaction management, marketing operations, dynamic segmentation, actionable client analytics, cross-selling, and retention strategies.

Aaron holds a BS in political science from the US Naval Academy and an MBA from Yale School of Business Management

Steve Pardue
Vice President
Tealium
Chris Ervasti
AVP, Marketing Manager, Video Strategy & Content
US Bank
Adam Granoff
Adam Granoff
VP, Senior Business Leader, Digital Partnerships
Mastercard

Adam Granoff is a Vice President at Mastercard responsible for MasterCard’s high growth Digital Partnerships across ecommerce, marketplaces, on-demand services, social networks, fintech and the startup community. Previously, Adam was a Principal in MasterCard Advisors responsible for the business development and delivery of information and consulting services for both Digital Partners and Travel merchants including Airlines, Hotels, Car Rental Agencies and Cruise Lines. Prior this role, Adam spent five years in MasterCard Advisors managing the delivery of data-driven consulting projects with merchants and financial institutions globally. Prior to joining MasterCard, Adam had extensive exposure to strategy through his prior work experience and his education where he graduated Magna Cum-Laude from Tufts University with a B.A. in Economics and Psychology.

Andrew Most
Andrew Most
Senior Director, Content and Marketing
Columbia Threadneedle Investments

Andrew is responsible for content development and content marketing functions at Columbia Threadneedle Investments. His team generates and publishes a wide variety of content inclusive of educational content, thought leadership, product specific material and media in support of the brand and the firm’s primary objective of helping their clients succeed. Additionally, his content marketing team manages the distribution of content through owned, earned and paid channels.

An interactive geek at heart and founding partner of a digital agency, Andrew came to financial services with a long tenure in digital design and content development. He has a track record of working for clients like Time Warner Cable, Elizabeth Glaser Pediatric AIDS Foundation and Delaware North. Prior to Columbia Threadneedle Investments, Andrew has held positions with Fidelity Investments internal advertising agency where he helped lead initiatives targeting women and millennial investors, as well as TIAA’s digital marketing and brand group leading content development for the firm’s rebranding effort.

Stu Siegal
Stu Siegal
Creative Director/Executive Producer
VideoLink

Stu Siegal is a media professional with over twenty five years of experience in broadcast, corporate, and new media storytelling. Stu has created video content for nearly every major network and studio, including ABC, CBS, Fox, Paramount, Warner Brothers, Discovery, Sony, and The Simpsons and many more. In the corporate and digital arenas, Stu has created online and rich media programming for clients such as Toll Brothers, Eaton Vance, BNY/Mellon, and many other prominent brands. As head of VLCreative at VideoLink, Stu leverages his passion for all aspects of the visual storytelling process to help brands create successful online video content strategies in the rapidly evolving digital environment.

Sanjay Tailor
Sanjay Tailor
VP, Digital Strategy
CA Technologies
Tyler Mcconvill
AVP, Digital Marketing
BofI Federal Bank
Vikas Chawla
Head of Mobile
Capital One
Henrietta Akpata
Product Marketing Leader
IBM Watson Customer Experience Analytics
Kristin Kearney
Communications Consultant
TIAA-CREF