Table 5: Keeping the Human Experience in the Digital Customer Journey
All banks face the challenge of bringing banking into the 21st century, offering beneficial technologies without leaving personal service by the wayside. This discussion will explore how to strike the balance between digital technology and personal service, incorporating cutting edge technology into the process.
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Andy Ambrose
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Company
Liveoak Technologies
Job title
CEO
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About me
Andy's bio:
Andy Ambrose is 20+ year financial services executive that worked with companies like Mass Mutual, John Hancock, The Hartford and Great-West Live. Andy is well respected in the financial services industry and maintains long standing relationships with both company executives, colleagues and financial advisors /firms in the field . Having delivered thousands of finserv presentations, served on multiple panels as well as participated in fintech pitch competitions, Andy is an effective speaker and panelist. In addition, Andy was selected as a fintech delegate for the UK Trade & Investment (UKTI) Fintech Mission in London in 2015.
Andy is the co-founder of Liveoak Technologies, a venture backed, fintech start-up that provides a software platform that combines video conferencing, document collaboration, eSignature and identify verification all in one solution. Banks and financial services companies use Liveoak to onboard remote cusotmers, fill out complex applications (new accounts, wealth, mortgage
Fatema Pirone
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Company
CIBC
Job title
Senior Director
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Joe Salesky
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Company
CRMNEXT, Inc.
Job title
CEO
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Nils von Zelowitz
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Company
IBM
Job title
Partner
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Shekhar Singh
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Company
Aspire Systems
Job title
Consultant
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Stacy Grafenauer
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Company
First Bank Financial Centre
Job title
VP, Dkrector of Deposit Operations & Electronic So
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Christene Best
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Company
Infobip Communications Inc.
Job title
Director of Sales, North America
Interests
Customer Engagement
About me
Qiong (Miranda) Zhou
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Company
Alliant Credit Union
Job title
Channel Manager, Online Banking
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John Griffin
Country
Company
USAA
Job title
Senior Digital Contract Manager
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Theodora Lau
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Company
AARP
Job title
Director, Market Innovations
Interests
FinTech, Aging
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