Executive Report: Is Your Bank Ahead or Behind?

Report

May 11, 2021

TABLE OF CONTENTS

Thank You!

Thank you for your interest in Levvel’s new executive report, “Is Your Bank Ahead or Behind?”. You can access the PDF here.

Additional RTP Insights

  • Webinar: Levvel and Bank of the West experts discuss how financial institutions can be successful in the new world of digital banking and ‘Banking as a Service’ (BaaS).
  • Report: Levvel’s Legacy Modernization Report highlights the symptoms of outdated legacy systems for organizations, including FIs, and offers vital business solutions and strategies on legacy modernization and improving business success.
  • Case Study: Levvel teams up with top-50 U.S. bank to build a standalone digital bank to expand geographic reach, streamline innovation, and promote scalability.

Authored By

Fred Fuller, Senior Director, Financial Services and Payments

Fred Fuller

Senior Director, FS&P, Levvel

John Dickerson, Senior Director, FS&P, Levvel

John Dickerson

Senior Director, FS&P, Levvel

Daniel Ramirez, Senior Research Consultant

Daniel Ramirez

Senior Research Consultant

Meet our Experts

Fred Fuller, Senior Director, Financial Services and Payments

Fred Fuller

Senior Director, FS&P, Levvel

Fred Fuller has nearly 20 years of corporate finance experience with a focus on data analytics, process improvements, and strategic decision making. Prior to joining Levvel as Senior Director of Business Development and Account Management, Fred has held several senior leadership positions within the financial services industry at companies such as Cardlytics, Inc. and S1 Corporation. He currently manages a team responsible for all client engagements for the Financial Services & Payments team at Levvel, while supporting sales efforts with deep expertise in banking and payments. In his free time, Fred likes running, hiking, golfing, and spending time with his three boys in the Atlanta area.

John Dickerson, Senior Director, FS&P, Levvel

John Dickerson

Senior Director, FS&P, Levvel

John Dickerson is a Senior Director at Levvel where he is responsible for business development and strategic client relationships. John is an experienced 25+ years business development executive with an extensive background in Financial Services. Prior to joining Levvel, John managed a broad variety of responsibilities for Epsilon, Bank of America, and MBNA Corp. including enterprise sales, marketing, operations, and administration. John was directly responsible for the portfolio performance, marketing strategy and execution, and client relationship management for several multi-billion dollar portfolios. John graduated Summa Cum Laude, Bachelor of Science, from Drexel University and currently resides in the Wilmington, Delaware area with his wife and two children.

Daniel Ramirez, Senior Research Consultant

Daniel Ramirez

Senior Research Consultant

Daniel Ramirez is a Senior Research Consultant for Levvel Research based in State College, PA. Daniel plays an important role in Levvel’s research products by providing expertise in data collection, analysis, and visualization. His research focuses on analyzing legacy modernization strategies for businesses, with a particular emphasis on cloud migration. He has a Ph.D. in Demography and Sociology from Pennsylvania State University and an MSc in Data Analytics from the University of Glasgow. Prior to Levvel, Daniel was a UX and Market Researcher for Snap Inc. specializing in international growth throughout Southern-European markets.

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