Differentiated Customer Experience: How Small and Mid-Sized Banks Can Take Control of Their CX

July 29, 2021

Date & Time

July 29, 2021 6:00 PM - 7:00 PM

Location

Registration

Register by July 29, 2021 12:00 AM

Historically, small and mid-sized banks have been successful in delivering customized financial services specific to their regional customer base. However, with the emergence of fintechs, there has been a dramatic shift in customer expectations. This shift has made it difficult for small and mid-sized banks to remain competitive.

Unlike larger FIs, small and mid-sized banks must often use third-party vendor solutions, which can affect speed-to-market and adaptability. How can small and mid-sized banks meet their customers’ needs without building a fully proprietary user experience platform?

Thankfully, a number of digital banking solutions have become available to help these banks take better control of their CX—with increased flexibility on both cost and complexity.

On July 29 at 2 PM ET, join Levvel’s Principal Architect Consultant, Sonny Werghis; Wren Lanier, VP of UX at Apiture; Krisiann Jackson, SVP of CX at Live Oak Bank; and Melissa Cain, CX Product Manager at Live Oak Bank, for a webinar on how these digital banking solutions can help small and mid-sized banks take control over their customer experience. We’ll discuss how banks can look beyond web and mobile to APIs to facilitate innovation, promote seamless integration, and encourage greater autonomy.

Meet the speakers

Sonny Werghis, Principal Architecture Consultant

Sonny Werghis

Principal Architecture Consultant, Levvel

Wren Lanier, VP of UX, Apiture

Wren Lanier

VP of UX, Apiture

Krisiann Jackson, SVP of CX, Live Oak Bank

Krisiann Jackson

SVP of CX, Live Oak Bank

Melissa Cain, CX Product Manager, Live Oak Bank

Melissa Cain

CX Product Manager, Live Oak Bank

Guests will learn about

  • Common barriers and obstacles to CX platform adoption
  • The challenge of breaking free of legacy cores and payments systems
  • Achieving flexibility while promoting cost-efficiency
  • Impact of APIs on customer experience
  • CX solutions beyond web and mobile
  • CX best practices; do’s and don’ts

Who should attend?

  • CIOs and CDOs of small- to mid-sized banks looking for a better understanding of how to differentiate their CX
  • Business and technology leaders at regional and super-regional banks, community banks, and credit unions
  • FI leaders working in strategy, product, engineering, design, or development

Meet the speakers

Sonny Werghis, Principal Architecture Consultant
Sonny Werghis
Principal Architecture Consultant, Levvel

Sonny Werghis is a Principal Architecture Consultant at Levvel where he advises clients on Payment technology. Previously, Sonny worked at IBM as a Product Manager and a Solution Architect focused on Cloud and Cognitive technology where he developed AI and Machine Learning-based business solutions for customers in various industries, including Finance, Government, Healthcare, and Transportation. Sonny is an Open Group Master Certified IT Architect and a certified Enterprise Architect.

Wren Lanier, VP of UX, Apiture
Wren Lanier
VP of UX, Apiture

Wren Lanier is the Vice President of User Experience at Apiture. With over 20 years of experience in marketing, design, and user experience, she currently leads a team of product designers to build the future of digital banking. Prior to joining Apiture, Wren has held several key design positions at companies such as PrecisionHawk, SignalPath, Windsor Circle, Inc., and Highrise HQ.

Krisiann Jackson, SVP of CX, Live Oak Bank
Krisiann Jackson
SVP of CX, Live Oak Bank

Krisiann Jackson is the Senior Vice President of Customer Experience at Live Oak Bank. Krisiann has over 13 years of experience in marketing and customer experience. She has held several leadership positions at Live Oak Bank, including Senior Digital Marketing Manager and VP of Customer Experience. Prior to joining Live Oak Bank, she held several key positions within the industry at companies such as Sage Island.

Melissa Cain, CX Product Manager, Live Oak Bank
Melissa Cain
CX Product Manager, Live Oak Bank

Melissa Cain is a Customer Experience Product Manager at Live Oak Bank. With over a decade of experience in digital marketing, Melissa continues to use creativity to improve end-to-end customer experience, identify gaps, and transform the customer journey. Prior to working for Live Oak Bank, she has held various marketing roles within the industry at companies such as Wilmington Design Company and J. Crew.

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