Wednesday, 22 April 2020 - 12pm EDT

Digital Commercial Banking Communications Design

In partnership with

Why attend

As the impacts of the Coronavirus (Covid-19) pandemic continue to evolve in the United States and around the globe, financial institutions that take proactive steps to get customer communications right and ensure all banking services continue to operate with minimal disruption will emerge as winners.

In a recently conducted INFOR survey that interviewed Global and North American corporate customers of all sizes about their needs for banks statements/reporting, several key issues were addressed that the Commercial Banking Community must focus on to tap into new revenue streams and gain competitive advantage:
👉🏼What the best practices are that attract corporate customer interest?
👉🏼Where do they see innovation in the commercial banking community in the area of digital information, statement design, and customer analytics and reporting?

The key take-aways

Global Market Conditions:

How does this impact digital commercial banking communication design

Communication Best Practices:

How to attract corporate customer interest

Competitor Intelligence:

How are your competitors pricing and communicating their services?

Innovation:

What information are banks providing their customers in areas such as enhancement statementing, portal access, KPIs, and insight?

The webinar panel

Click to view full speaker details

Mayank Mishra, Managing Director; Global Head Digital Channels | CITI

Mayank Mishra is the Managing Director and Global Head for digital channels, for Treasury and Trade solutions business. His leadership responsibilities include strategy and innovation in the digital platforms, driving client experience and intelligent connectivity solutions in B2B banking. Mayank Mishra is Tech Evangelist, innovation focussed, digital transformation leader, fintech advisor. Additionally he is a member of the Fintech advisory board for University of South Florida.

Nick D. Anderson, SVP, Commercial Banking Team Leader | COLUMBIA BANK

Nick Anderson leads a team of bankers focused on serving the financial needs of nonprofit sector organizations and middle market businesses in the greater Seattle MSA. Previously, Anderson was Managing Director of Treasury Management and Payment Solutions for Opus Bank where he developed a full suite of products from policy to launch, then acted as national sales manager overseeing production activities for all markets.

Anderson's team manages a commercial deposit portfolio totaling a half-billion dollars, serving a variety of industries spanning public, private, and nonprofit sectors which include; Municipal and Native American Tribal Governments, Technology, Legal and Professional Services, Education, Health and Human Services, Real Estate Management, Manufacturing, Retail and more.

He holds a Master’s Degree in Nonprofit Leadership from Seattle University and is a 2008 graduate of the Pacific Coast Banking School. Anderson was named one of the banking industry’s ‘Rising Stars’ by the Independent Community Bankers Association in 2009 and earned the Certified Treasury Professional designation in 2011 from the Association of Financial Professionals.

In 2014 Nick received the Grace Cole Volunteer of the Year Award from the Center for Human Services and in 2017 was named as of the Puget Sound Business Journal’s 40under40 honorees recognizing his professional accomplishments and his commitment to community as a board member and advisor to non-profit and public sector organizations.

Byron Byrd, Director, Financial Services & Banking Solutions Strategy | INFOR

Byron has been with Infor for over 15 years as a leader in the Financial Services, Banking, and Insurance space. He supports Infor's global financial services customers and ensures that Infor is meeting all their application needs. Mr. Byrd is active in the industry at a number of global events including ACT, Eurofinance, Sibos, and AFP. Prior to Infor, Byron worked for Pega and several North American banks.

Bridget Meyer, Senior Director | REDBRIDGE ANALYTICS

Bridget Meyer is the Senior Director of Redbridge Analytics, a division of Redbridge Debt and Treasury Advisory - the designated facilitator of the AFP Accredited Service Code Provider Program both in the US and globally. She has worked with AFP for the past 15+ years in the development, facilitation, and maintenance of both the US and Global AFP Service Codes since 2002. Bridget is an expert in bank billing and educating global treasury departments on their bank charges is her passion. Bridget is currently leading the CGI-MP Workgroup 5 taskforce to improve the quality of information provided by banks to corporations globally and the AFP Taskforce updating the US AFP Service Codes.

James Toomey, VP, Head of Digital Transformation. Brand + Innovation Strategist | INFOR

Brand Strategy, Digital-Transformation, Experience-Design and Marketing professional with a strong track record in helping create, enhance and build value for brands across a diverse range of sectors.

A passionate believer in the power of brand and design to purposefully and deliberately influence consumers and audiences to deliver on brand objectives and hit business goals.

Expert in creating and building new thinking and new capabilities. Extensive Global, US, and European experience working with teams and clients at manager all the way up to c-suite level

Glen H Chancy, CTP, Product Director | INFOR

Glen has been in the enterprise pricing and billing arena for over 20 years, serving in multiple roles as a consultant, developer, and product manager. He was part of the working groups that created the AFP Global Service Codes, the TWIST BSB Standard, and the ISO 20022 BSB CAMT.86.

This webinar is in partnership with

INFOR

Infor is a global leader in business cloud software products for companies in industry specific markets. Infor builds complete industry suites in the cloud and efficiently deploys technology that puts the user experience first, leverages data science, and integrates easily into existing systems.

Over 68,000 organizations worldwide rely on Infor to help overcome market disruptions and achieve business-wide digital transformation.

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