BAI Webinar

Elevate your ROI: Strategies for taking tech investments to the next level



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DATE: December 13, 2022
TIME: 1:00 - 1:45 PM CT

Too many financial institutions approach technology as an expense rather than an investment. As a result, they choose check-the-box solutions that fail to deliver real value.

If you’re ready to take a more strategic approach to working with tech vendors, this webinar offers a step-by-step guide to building a practical business case that justifies your investment in high-impact technology.

Join us to hear MANTL’s VP Product Colleen Wilson and Head of Sales David Carlson discuss proven strategies for driving ROI with a high-performing digital account opening platform.

Key takeaways:

  • Examples of how to build an ROI model so you can make a compelling business case for investing in next-level software
  • How to define your strategic goals and determine which business problems might be better solved through technology
  • How to choose the right partners to maximize your tech investments and supercharge your growth

PRESENTERS:
Colleen Wilson

Colleen Wilson
VP of Product
MANTL

Colleen Wilson is the VP of Product at MANTL, an enterprise SaaS company helping traditional financial institutions modernize and grow. Colleen has 15 years of product leadership experience across companies of all sizes, from startups to Edward Jones and Square. Colleen’s diverse background allows her to bring the perspective of the customer, competitor, client and investor to product leadership decisions and take a customer and market-driven approach to product development. In addition to serving as the co-chairwoman of FTW: FinTech Women, Colleen is a member of the executive women’s network Chief and participates in WIP: Women in Product. Colleen is also on the advisory board of Fintex.org.

David Carlson

David Carlson
Head of Sales
MANTL

David Carlson joined MANTL as Head of Sales in October 2022. Prior to MANTL, David worked with community financial institutions for more than 15 years to develop and implement scalable growth strategies. He has presented at numerous conferences on topics such as new customer acquisition strategies, sales and marketing initiatives, revenue growth, strategic planning, and team development.
Presented by:
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