january, 2021

25jan(jan 25)1:00 am26(jan 26)1:00 amFuture Digital Finance & CXFS ConnectVirtual: Invite only

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Event Details

FDF/CXFS Connect is a virtual, invite-only event customized for senior CX and digital leaders from banks, credit cards, and credit unions. During crisis comes opportunity.

Day One – January 25, 2021

Achieving Excellence Through Digital Transformation

  • 12:00 pm – 12:05 pm

  • 12:05 pm – 12:35 pm

    Mike Balsam, VP, Digital Manager, Wealth Digital and Innovation, Wells Fargo
    Antonina Skrypnyk, Head of Financial Services Lab, Client Partner, Softserve

    Learn more

  • 12:35 pm – 12:55 pm

    Patrick Kehoe, EVP Product Management, Messagepoint

  • 12:55 pm – 1:15 pm

    Jesse Honigberg, SVP, Technology Chief Of Staff, Cross River

    Learn more

  • 1:15 pm – 1:35 pm

    Jeffery Kendall, CEO, Nymbus
    Rilla Delorier, Independent Board Director, Coastal Community Bank

    Learn more

  • 1:35 pm – 1:55 pm

    Stephen Schroth, Head of Digital Consumer Banking & Global Experience Design, KeyBank

    Learn more

  • 1:55 pm – 2:15 pm

    Peter Ku, VP & Chief Industry Strategist – Financial Services, Informatica

    Learn more

  • 3:05 pm – 3:15 pm

  • 3:25 pm – 4:10 pm

    Janet Jaiswal, SVP of Marketing, ZineOne

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  • 4:25 pm – 4:25 pm

Day Two – January 26, 2021

Aligning Strategy With Customer Needs

  • 12:00 pm – 12:05 pm

  • 12:05 pm – 12:35 pm

    Rebecca Mann, Global Head of Enterprise Partnerships, Commercial Development, Western Union

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  • 12:35 pm – 1:05 pm

    Alarice Lonergan, Partner, Global Business Services (GBS) Digital Strategy & iX, IBM iX
    Guru Bhat, Vice President, Omni-Channel and, Customer Success Platform, PayPal

    Learn more

  • 1:05 pm – 1:25 pm

    Doug Roerden, Head of Experience Design, FM Global

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  • 1:25 pm – 1:45 pm

  • 1:45 pm – 2:15 pm

    Chuck Rohrig, Director, Senior Experience Owner, USAA

    Learn more

  • 2:15 pm – 2:25 pm

  • 2:25 pm – 2:45 pm

    Russ Wilson, CXO, Head of Design, Fidelity Investments

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  • 2:45 pm – 3:05 pm

  • 3:05 pm – 4:05 pm

    Learn more

  • 4:05 pm – 4:05 pm

    End of the CXFS/FDF Connect Virtual Summit

 

Speakers:

Rebecca Mann

Rebecca Mann

Global Head of Enterprise Partnerships, Commercial Development

Western Union

Doug Roerden

Doug Roerden

Head of Experience Design

FM Global

Stephen Schroth

Stephen Schroth

Head of Digital Consumer Banking & Global Experience Design

KeyBank

Jesse Honigberg

Jesse Honigberg

SVP, Technology Chief Of Staff

Cross River

Mike Balsam

Mike Balsam

VP, Digital Manager, Wealth Digital and Innovation

Wells Fargo

Priya Sajja

Priya Sajja

VP, Product Strategy

BNY Mellon

Chuck Rohrig

Chuck Rohrig

Director, Senior Experience Owner

USAA

Rilla Delorier

Rilla Delorier

Independent Board Director

Coastal Community Bank

Jeffery Kendall

Jeffery Kendall

CEO

Nymbus

Alarice Lonergan

Alarice Lonergan

Partner, Global Business Services (GBS) Digital Strategy & iX

IBM iX

Patrick Kehoe

Patrick Kehoe

EVP Product Management

Messagepoint

Janet Jaiswal

Janet Jaiswal

SVP of Marketing

ZineOne

Antonina Skrypnyk

Antonina Skrypnyk

Head of Financial Services Lab, Client Partner

Softserve

Guru Bhat

Guru Bhat

Vice President, Omni-Channel and, Customer Success Platform

PayPal

Peter Ku

Peter Ku

VP & Chief Industry Strategist – Financial Services

Informatica

Time

25 (Monday) 1:00 am - 26 (Tuesday) 1:00 am

From Our Partners

FAB Score*FoundedFunding $M
http://fintechlabs.com/wp-content/uploads/2021/12/Murcury-logo-square.jpg287SF2017$152
http://fintechlabs.com/wp-content/uploads/2022/01/Novo-logo-square.jpg277NYC2016$136
http://fintechlabs.com/wp-content/uploads/2021/12/Found-logo-square.jpg233SF2019$75
http://fintechlabs.com/wp-content/uploads/2021/12/Oxygen-logo-square-1.jpg187SF2018$24
http://fintechlabs.com/wp-content/uploads/2022/01/Rho_Logo_Standard_RGB_Abyss.png109NYC2018$205
See Full List
FAB Score*FoundedFunding $M
National_Funding_logoAd1999105San Diego
Clearco logo3682015$682MToronto
Fundera Logo121201318.9NYC
SMB Lenders: Kabbage Continues to Cook Under American Express Ownership42420082500Atlanta
Capchase-logo-square2412020$470NYC
See Full List
Last Updated: August 2021
CompanyFAB Score*FoundedFunding ($M)
Ramp8642019$1,360NYC
Divvy1802016$418Utah
Rho_Logo_Standard_RGB_Abyss1092018$205NYC
Brex6492017$1,457SF
Expensify5202008$401SF
See Full List
Updated June 2021
FAB Score*FoundedFunding ($M)
2302016$881SF
1222017$520SF
802017$306Wash DC
632005$0London
392015$142SF
See Full List
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