How Technology is Reshaping the Bank Customer Experience

December 4, 2018

Date & Time

December 4, 2018 7:30 PM - 10:00 PM

Location

Uptown Charlotte: Foundation for the Carolinas

220 N Tryon St

Charlotte, NC 28202

Registration

Register by December 3, 2018 12:00 AM

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.

Agenda

  • 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

Additional Details

Raffle prizes

  • Large Yeti coolers
  • Hornets box seats

Meet the speakers

Devin Smith

Vice President, Strategy

Scott Harkey

Chief Strategy Officer

Kara Ford

Senior Financial Services Consultant

Steve Selfridge

SVP, Emerging Payments and Commerce, Bank of America

Guests 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

Meet the speakers

Devin Smith
Vice President, Strategy

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. Having a passion for connecting design principles to business, he has led teams at multiple companies with an emphasis on driving growth through relentless dedication to quality and serving customers. He uses design thinking to provide a holistic, customer-centered, and cross-functional approach to solving real business problems.

Scott Harkey
Chief Strategy Officer

Scott Harkey is Levvel's Chief Strategy Officer while also leading the Payments and Financial Services work. He has 15 years of banking experience including leading the technology team that implemented digital wallet products at Bank of America along with 10 years of technology merger integration and IT operations outsourcing work at Wells Fargo. Scott brings a unique “insider” point of view combined with a proven track record of delivery to banks, technology providers, and merchants exploring the digital payments space.

Kara Ford
Senior Financial Services Consultant

Kara Ford is a Senior Financial Services 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.

Steve Selfridge
SVP, Emerging Payments and Commerce, 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.

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