A blueprint for your digital strategy

Digital transformation. Digital maturity. These terms give the impression that digitalization has an endpoint. However, the reality is digital banking is continually evolving with rapid advancements and innovations.

What if we reimagined this journey as digital progression instead?

Wes Zauner, Vice President of Product at MeridianLink and Isio Nelson, Managing Director, Research, Fraud & Thought Leadership at BAI will discuss how to revolutionize your financial institution's approach to the digital journey and share best practices to create a tailored blueprint for sustainable success.

Key takeaways:

• Modernize your financial institution's digital strategy and optimize the customer journey
• Prioritize customer experience by removing friction and enhancing engagement
• Take swift and intentional action to ensure sustainable growth

THOUGHT LEADERS:

Wes Zauner
Vice President of Product
MeridianLink

Wes Zauner, Vice President of Product at MeridianLink, brings a wealth of experience in product management and leadership roles. For the past 10 years, he has worked to bring new products to market in banking and consumer reporting with a focus on both product development and commercialization. Wes now oversees product strategy and user experience design for MeridianLink’s retail lending and account opening capabilities, guiding financial institutions toward digital maturity and transforming outdated systems into modern ecosystems that deliver automated experiences. Prior to joining MeridianLink, Wes held engineering roles in both product development and sales.

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.