BAI Webinar

Multibranding onboarding: Preserve your local presence and enhance customer experiences


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RECORDED: September 21, 2022
TIME: 1:00 - 1:45 PM CT

What do you do if you are a community bank with multiple brands under your umbrella and you want to provide a consistent and seamless digital account opening and onboarding experience?

Join us for a panel discussion with Tom Ormseth, EVP of Digital Channels and Transaction Banking and Erin Keller, Director of Digital Products from Wintrust Financial Corporation to learn about how they and Wintrust approach digital innovation. This discussion will be moderated by Kranthi Palreddy Syphax, Executive Director of Marketing and Business Development at NCR Terafina.

Wintrust operates 15 chartered community banks in northern Illinois and southern Wisconsin and have leveraged multibranding onboarding to accelerate growth and maximize their ability to serve retail and commercial customers.

This webinar is specifically designed for innovative financial institutions above $1 billion in assets.

Key takeaways:

  • The power of multibranding on a single platform that emphasizes and delivers a local community presence
  • Benefits of scale that come with unifying the customer experience
  • Advantages of working closely with leading innovative fintech partners

PANELISTS:
Tom-Ormseth

Tom Ormseth
EVP, Digital Channels and Transaction Banking
Wintrust Financial Corporation

Tom Ormseth has over 25 years of leadership and financial services experience. Almost 17 of those years have been with Wintrust Financial Corporation where he currently serves as its EVP of Digital Channels and Transaction Banking. Tom brings a wealth of knowledge rooted in expertise that centers on digital innovation, product development, and enhancing customer experiences.

Erin-Keller

Erin Keller
Director, Digital Products
Wintrust Financial Corporation

With over 15 years of experience that span treasury, product, and sales, Erin Keller is a notable expert in financial services. She currently serves as the Director of Digital Products at Wintrust Financial Corporation where she oversees Wintrust's digital efforts. Erin is committed to creating seamless customer experiences that are nurtured through strong relationship building and supported with efficient and cost-effective measures.


MODERATOR:
Kranthi Palreddy Syphax

Kranthi Palreddy Syphax
Executive Director of Marketing & Business Development
NCR Terafina

Kranthi Palreddy Syphax is Executive Director of Marketing and Business Development at NCR Terafina. With over 17 years of diverse experience, Kranthi currently serves on the executive team for NCR Terafina leading high-impact, integrated campaigns, and strategic business initiatives for unifying the digital onboarding and sales experience for banks and credit unions. Her specialties include strategic marketing, business development, and revenue optimization.
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