How Technology is Reshaping the Bank Customer Experience
Date & Time
December 04, 2018
3:30PM - 6:00PM
Uptown Charlotte: Foundation for the Carolinas
220 N Tryon St Charlotte, NC, 28202
December 03, 2018
We often hear the buzzwords like digital transformation, APIs, AI, and machine learning, but rarely do we see how they are actually shaping financial services today. Banks and financial service providers are adopting these advancements in the background, but what the general public doesn’t see is how these technologies are improving interactions with their financial institutions, and thus their overall experience.
Join us on December 4 in the heart of Charlotte to hear from the Levvel Financial Services team, the Levvel Product team, and our panel of guests who work for financial service providers. You’ll hear them discuss how these technology advancements are reshaping the customer experience.
- 3:00-3:30: Check-in
- 3:30-4:00: How Technology is Reshaping the Bank Customer Experience
- 4:00-4:30: Q&A
- 4:30-6:00: Happy Hour and Networking
Attendees of This Event Will Learn About:
- Recent trends in technology and their impact on financial services
- How blockchain, AI, and machine learning are shaping financial services
- New ways that banks are interacting with their customers and more
Who Should Attend?
- Bank Digital Owners
- Payment Product Owners
- Technology Managers
- Large Yeti coolers
- Hornets box seats
Head of Strategy and Payments, Levvel
Scott Harkey leads the Strategy and Payment Practice at Levvel where he manages the payments efforts with clients that include Global Banks, Digital Wallet Providers, Merchants, Acquirers and startups. Prior to joining Levvel, Scott was a Technology Executive at Bank of America managing the bank’s Digital Wallet technical efforts. This experience, along with 10 years of technology merger integration and IT operations outsourcing work at Wells Fargo, enables Scott to bring a unique “insider” point of view combined with a proven track record of delivery to banks, technology providers, and merchants operating in the digital payments space.
Senior Payments Consultant, Levvel
Kara Ford is a Senior Payments Consultant who works with financial institutions, merchants and enterprises of all sizes to help them identify and implement their payment strategies. She comes to Levvel with 7+ years of experience in banking as a payments professional with deep knowledge in financial services offerings for commercial and retail customers. She has focused the last three years on P2P and Real-time payments with a focus on product strategy, architecture, and implementation of the services for customers.
VP of Strategy, Levvel
Devin helps guide strategic direction at Levvel. He brings 20 years of experience in design, advertising, and development across a range of industries, including financial services, e-commerce, retail, and automotive. He uses design thinking to provide a holistic, customer-centered, and cross-functional approach to solving real business problems.
SVP, Emerging Payments and Commerce at Bank of America
Steve Selfridge is responsible for the design, development, and deployment of emerging payment solutions and commerce capabilities across Bank of America’s consumer bank. Steve was directly involved in bringing Zelle and multiple Digital Wallets to market. He continues to drive Bank of America’s Zelle strategy and represents Bank of America on the EWS Enterprise Payments Advisory Board. Steve holds an MBA and a bachelor’s degree in Industrial and Systems Engineering from the Georgia Institute of Technology in Atlanta, GA. He currently lives in Charlotte, NC with his wife and two children.