Future Digital Finance

April 24 - 26, 2017

Amelia Island, Fl

Contact Us: 1.888.482.6012

The Future Of Financial Services

Wednesday, April 26, 2017

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8:10 AM Continental Breakfast

8:50 AM Welcome Remarks

Lori Hawthorne, Divisional Director, Future Digital Finance


 Lori Hawthorne
Lori Hawthorne
Divisional Director
Future Digital Finance

9:00 AM Keynote Workshop: Efficiently Acquire New Customers By Optimizing Forms And Landing Pages

Manan Singh, VP Product and Optimization, LendingTree

Most online financial services companies have some sort of funnel for generating leads or selling products, but very few have built those funnels in the ideal way to fully optimize for customer conversions. Changes in landing pages and form flows efficiency can dramatically improve the profitability of your online marketing channels.

How can you leverage analytics to continuously make conversion improvements?
Why subtle changes in copy make users take intended action?
How to use quick iterative testing methodology to drive big results?

 Manan Singh
Manan Singh
VP Product and Optimization
LendingTree
Manan Singh is a longstanding member of the web analytics & optimization community and has helped numerous companies maximize their online conversion rate and revenue. He started his career in the web optimization space as a consultant in Adobe’s Target group and then went on to build world class optimization programs at companies like Shutter ...[Read More]

9:45 AM Keynote Panel Discussion: Breaking Down Siloes to Achieve Omnichannel Success

Chuck Moore, SVP, Digital Marketing, US Bank National Association

Jason Zeider, VP, Digital Strategy, Tucson Federal Credit Union

When your customers walk into your branch, they expect that you already know their basic account data, their usual activity and preferences.  But typically, Financial Institutions force customers to input the same data multiple times and re-identify themselves over and over again.  So how do you recreate that same familiarity they feel on their mobile devices, when they are face to face with a bank teller?  

•    Pinpoint internal departments you need to collaborate within in order to develop a holistic picture of your customer
•    Instill the importance of customer experience across the organization with trainings and CX advocates and create common objectives and organizational goals
•    Bring the branch back into the fold with digital channels; make sure channels feel agnostic- can they start a form online and finish it in-store?

 Chuck Moore
Chuck Moore
SVP, Digital Marketing
US Bank National Association

 Jason Zeider
Jason Zeider
VP, Digital Strategy
Tucson Federal Credit Union
Jason Zeider has been in the financial services industry for more than 22 years. Jason was in charge of Marketing for 18 years at Tucson Federal Credit Union, most recently serving as Vice President. He was promoted to Vice President of Digital Strategy in 2014 where he is responsible for the definition and oversight of all member- and employee-fac ...[Read More]

10:25 AM Digital Finance Top Challenges: What Will You Take Back to the Office With You?

Using the top challenges submitted by your peers during yesterday’s morning ice breaker, these free flow discussions will be your chance to take a deep dive into the specific areas you came to discuss. You will have a chance to participate in a 45 minute discussion and tackle one challenge you face in your role head on.

11:00 AM Morning Refreshment & Networking Break


11:30 AM Conversations That Matter: Future Digital Finance Key Takeaways

We’ll go through key takeaways in small groups around a number of topics discussed throughout the course of the event.  Ensure you leave with tons of notes during this closing interactive session.

12:15 PM Lunch



1:15 PM Conclusion of Future Digital Finance










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