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Providing a superior customer experience (CX) is crucial to a financial services organization’s success. With digital adoption accelerating at extraordinary levels, banks and credit unions are continuing to invest in CX to get ahead of rising customer expectations. As business models and strategic priorities change, are these moves bold enough for long-term competitive and financial success?
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Global Financial Services Director
David leads the Genesys Financial Services vertical team. In prior roles, David spent many years building and growing businesses at J.P. MorganChase. He led the sales and marketing, analytics, and client experience teams for J.P. Morgan Global Wealth Management. Before this, he led the construction of the Chase affluent business model, rolling out Chase Private Client to 2,500 branches across the US. In Chase Card Services, he developed and brought to market the first, affluent-specific credit card products (Chase Sapphire/ J.P. Morgan Palladium). He started his financial services career with Lloyds Bank. This was followed by 12 years at American Express working in strategy, sales and marketing, and business leadership roles in Europe, Asia and the US.
Chief Marketing Officer
Holly is responsible for leading BAI’s strategic marketing planning and execution for the BAI brand, lines of business and membership. Holly joined BAI in 2014 with over 20 years of marketing experience in multiple industries, helping organizations build their brand and achieve financial success.