Born in the USA:

Customer-Centered Innovations with Impact

BAI Webinar

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RECORDED: April 5, 2018
TIME: 1:00 - 2:00 PM CT

What do a financial health collaboration, a streamlined online account opening process and an end-to-end digital SME lending application have in common? They are all U.S.-based organizations that received recognition in BAI’s Global Innovation Awards in 2017 for the unique approaches taken to solve key customer problems.

Winners of BAI’s Global Awards year after year have an unrelenting focus on putting the customer at the heart of their innovation, which is paramount to the Innovation Circle when evaluating the nominations. Each of these innovators has a different customer pain point they’re solving for and lessons learned that can be applied to achieve success with your very own innovation initiatives.

Join BAI for this complimentary webinar to gain actionable insights from award-winning, global innovation leaders from Maxmyinterest.com, SpringFour, U.S. Bank and BankSight.

Key Takeaways:

  • Access U.S. perspectives on how to place the customer at the center of your innovation to deliver value that makes an impact
  • Overcome unforeseen roadblocks when designing and testing new products or services
  • Collaborate to achieve the desired outcomes of your strategy, which may include participation beyond your own organization
  • Think big to perpetuate positive momentum and scale solutions
PRESENTERS:

Amy Radin
Co-Founder & Partner
Reinvent Partners

Amy J. Radin, webinar host, is an Innovation Circle judge for BAI’s Global Innovation Awards, has held c-suite innovation and marketing roles at global financial services brands, and is author of the upcoming book, The Change Maker's Playbook: How to Seek, Seed and Scale Innovation In Any Company (City Point Press, Fall 2018).


Gary E. Zimmerman
Founder & CEO
MaxMyInterest

Gary Zimmerman is the Founder and CEO of Six Trees Capital LLC, the company behind MaxMyInterest. Max helps individual investors and their financial advisors more intelligently manage the cash portion of their portfolios, maximizing both FDIC insurance coverage and yield, while bringing more cash into view.

Previously, Mr. Zimmerman was an investment banker at Citigroup, where he was a Managing Director and Global Head of Strategic Solutions for Sovereign Wealth Funds, responsible for advising these funds on their direct investment activities globally. In that role, he spent considerable time in Europe, the Middle East and Asia advising funds with more than $5 trillion of assets under management.

Earlier, Mr. Zimmerman led Citigroup’s cross-border M&A business in Japan, advising multinational corporations, financial institutions and private equity funds on their strategic ambitions overseas. Prior to joining Citigroup, Mr. Zimmerman worked as an investment banker at Merrill Lynch & Co. and SG Barr Devlin, a division of Societe Generale, both in New York.

Mr. Zimmerman graduated magna cum laude from Harvard University with a degree in Economics, and subsequently completed an executive education program at the Wharton School of The University of Pennsylvania.

LinkedIn: www.linkedin.com/in/gezimmerman/


Brian Stone
CEO
BankSight

Brian Stone is the co-founder and CEO of intelligent banking/customer relationship management solution provider BankSight Systems, Inc. Brian’s career spans 25 years developing, marketing and implementing industry-specific CRM and Analytics solutions for customer-centric industries.


Rochelle Nawrocki Gorey
Co-Founder & CEO
SpringFour

Rochelle Nawrocki Gorey is co-founder and CEO of SpringFour, Inc. SpringFour is a Certified B Corporation and social impact FinTech company located in Chicago. Used by leading financial institutions, fintech companies, and nonprofits, SpringFour’s platform increases financial wellness opportunities by connecting consumers to financial health resources. With over 10,000 curated resources available in all 50 states, SpringFour helps improve consumers’ cash flow and payment performance while saving our subscribers millions in servicing costs and missed payments.

As CEO, Rochelle has put together a multidisciplinary team with extensive knowledge of financial services, consumer behavior, on the ground social services and non-profit organizations and their capacity to assist, as well as a tech team well versed in designing and deploying web-based applications. SpringFour has created a niche industry within the financial services industry that connects those in need with local resources through smart technology applications.

Under Rochelle’s leadership, SpringFour became a Certified B Corporation, of which only 2200 such organizations exist worldwide, won the 2015 Promontory Financial Group’s Empowerment Award for Financial Innovation, was a finalist for Google for Entrepreneur’s program for Women Founders and was selected for the WiSTEM program at 1871, Chicago’s Center for Technology and Entrepreneurship and was chosen as the Top Venture for the Points of Light Civic Accelerator Spring 2017 program. SpringFour was one of six fintech companies chosen for the BMO Harris/1871 Fintech Partnership Program and in 2017 was a finalist for the BAI Global Innovation Award for its work with U.S. Bank, Chicago’s Fifty on Fire Award and the Midwest Women in Tech’s Fintech Award. In 2018, SpringFour was named By FinXTEch/Bank Director as a finalist for the Most Innovative Solution of the Year for its work with U.S. Bank.

Today, SpringFour makes over one million referrals each year.

Ms. Gorey has more than 20 years of experience in public policy, government relations, homeownership and asset building fields through her consulting and employment. She has a bachelor’s degree from James Madison College of Michigan State University and a Masters in Urban Planning and Policy from the University of Illinois at Chicago.

Ms. Gorey resides in the Chicago area with her husband and two daughters and enjoys traveling, road biking, and Michigan sunsets.


Carol Lucka
Business Operations Analyst I Mortgage Servicing Default Operations
U.S. Bank

Carol Lucka is Business Operations Leader at U.S. Bank with 17 years of experience in Mortgage Servicing and Consumer Loan operations. Prior to joining US Bank, Carol held leadership positions at Bayview Loan Servicing, American Home Mortgage, and Option One Mortgage. Carol specializes in managing process improvement and technology deployments to support consumer operations.