The annual Banking Outlook survey gauges the banking preferences of U.S. consumers as well as the investment priorities and economic sentiments from leading financial institution executives. In this webinar, you’ll gain insights into how financial institutions can innovate to meet the evolving digital banking expectations of consumers.

Isio Nelson, Managing Director, Research, Fraud & Thought Leadership at BAI, will share some key findings from our latest survey and host a conversation with Welles Borie, Principal Product Manager at Amount on ways to meet your customers’ growing demands for seamless digital banking experiences while accelerating your customer acquisition, improving your conversion rates and strengthen long-term customer relationships.

Key takeaways:

• Find out what’s most important for a consumer’s digital banking experience
• Discover how to create seamless, personalized experiences across channels
• Learn why a digital-first approach is critical to strengthening customer relationships and ensuring financial institutions make smarter, faster and more profitable decisions at scale

THOUGHT LEADERS:

Welles Borie
Principal Product Manager
Amount

Welles is a seasoned product leader with ten years of experience at high-growth financial technology companies. As a Principal Product Manager at Amount, he leads their Small Business segment focused on empowering financial institutions of all sizes with innovative lending and account opening solutions. Welles holds a bachelor's degree from Hamilton College.

Isio Nelson
Managing Director, Thought Leadership, Fraud & Research
BAI

Isio Nelson is Managing Director Thought Leadership, Fraud & Research at BAI. In his role, he as three distinct leadership roles responsible for the thought leadership that helps inform the financial services industry, leading the fraud initiatives and oversight for the industry leading syndicated research and consortium based comparative benchmarking research for U.S. Retail Banking providers. Prior to joining BAI, Isio led multiple teams and business units at Equifax, Citi, Capital One and a startup Fintech provider. He received an M.B.A from the Kellogg Graduate School of Management at Northwestern University and a B.S. in Business Operations Management from DeVry Institute of Technology.