Account holder acquisition and product adoption are two critical undertakings for every financial institution (FI) — and when done correctly, they can result in a harmonious relationship of engagement, growth and even advocacy.

Join us to learn how to transform your FI from a mere “house” into a welcoming “home” that will serve your account holders’ needs now and into the future.

We’ll delve into the journey of onboarding new account holders, and share key strategies and tactics that will allow you to:

• Accelerate acquisition and adoption — setting them up for success from day one
• Encourage continued engagement and prevent account holder attrition
• Uncover revenue opportunities
• Foster institutional loyalty and strengthen primary FI status

THOUGHT LEADERS:

Har Rai Khalsa
Vice President, Product Management of Digital Account Opening & Loan Origination
Alkami Technology

Har Rai Khalsa is the VP, Product Management of Digital Account Opening & Loan Origination at Alkami Technology. With over 14 years of lending and fintech experience, Har Rai’s business acumen enables him to understand the pain points financial institutions experience acquiring customers digitally, mitigating risk with rules-based decisioning, and competing with megabanks. Before being acquired by Alkami in September of 2021, Har Rai was the co-founder and CEO of MK Decision, a family-founded fintech on a mission to strengthen community financial institutions and the economies they serve.

Jeff Bucher
Senior Product Strategy Manager
Alkami Technology

Jeff Bucher is a Senior Product Strategy Manager at Alkami, bringing over 20 years of diverse experience in the financial services industry. His expansive career spans roles in consumer retail banking, treasury management sales, and product management. Known for his proficiency in consultative sales and product development, he's adept at balancing strategic planning with hands-on execution. Jeff's innovative problem-solving skills have significantly improved operational efficiency, and his ability to foster strong vendor partnerships has been a cornerstone of his successful career.

Holly Hughes
Chief Marketing Officer
BAI

Holly leads strategic marketing, digital thought leadership, events and strategic programs for BAI. She joined BAI in 2014, bringing with her more than 20 years of marketing and leadership experience across a number of industries. Most recently, she served as SVP and Marketing Director for Fifth Third Bank. Prior to Fifth Third, Holly held a senior marketing leadership position at MidAmerica Bank, a leading community bank in the Chicago market (now PNC).