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Fireside Chat [clear filter]
Friday, October 25
 

9:35am EDT

Fireside Chat, Always be Onboarding: Laurie McLachlan, Digital Onboarding, Michael Kirkpatrick, Mad*Pow
Speakers
avatar for Laurie McLachlan

Laurie McLachlan

Chief Marketing Officer, Digital Onboarding
As CMO, Laurie leads Marketing, Product Strategy, and Customer Success for Digital Onboarding, Inc. After spending a decade with marketing agencies such as Young & Rubicam, Hill Holliday, and Arnold, she led Marketing for Andera (the first company to make it possible for financial... Read More →
avatar for Michael Kirkpatrick

Michael Kirkpatrick

SVP, Client Experience & Strategy, Mad*Pow
Mike is part of the leadership team here at the Mad*Pow, and is responsible for building and steering key relationships. Mike is responsible for our overall client services approach actively designing the best possible experience for our clients. In his time at Mad*Pow, Mike has contributed... Read More →


Friday October 25, 2019 9:35am - 9:55am EDT
Forum

11:35am EDT

Fireside Chat, Mindset of Young Investors: Kelly Lannan, Fidelity Investments and Jen Briselli, Mad*Pow
Speakers
avatar for Jen Briselli

Jen Briselli

VP, Experience Strategy & Service Design, Mad*Pow
As VP, Experience Strategy & Service Design at Mad*Pow, Jen Briselli leverages experience strategy and design thinking to create innovative financial experiences and compelling digital solutions that are good for people and good for business. She has an insatiable curiosity and passion... Read More →
avatar for Kelly Lannan

Kelly Lannan

VP, Young Investors, Fidelity Investments
Kelly Lannan is a Vice-President, young investors — for Personal Investing (PI), a unit of Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products... Read More →


Friday October 25, 2019 11:35am - 11:55am EDT
Forum

11:55am EDT

Fireside Chat, Orchestrating Multi-Channel Touchpoints to Deliver Great CX: Vanessa Jupe and Rita Arens, H&R Block
Speakers
avatar for Rita Arens

Rita Arens

Director, Digital Platforms & Support, H&R Block
Rita is a strategic storyteller and sense-maker. Her strengths lie in the areas of organizational and group communication, product strategy, managing teams, product and project management and cross-functional collaboration. She has a high tolerance for ambiguity in the workplace and... Read More →
avatar for Vanessa Jupe

Vanessa Jupe

VP, Digital Products & Services, H&R Block
Vanessa has 16 years of digital product and marketing experience with multiple consumer-facing brands. At H&R Block, Vanessa serves as the Vice President of the digital team focused on evolving the way clients prepare their taxes. Currently, she is focused on creating an agile, empowered... Read More →


Friday October 25, 2019 11:55am - 12:15pm EDT
Forum

3:00pm EDT

Fireside Chat, Innovation Labs Are Not Really About Innovation: Natasha Barrientos, John Hancock and Dusan Koljensic, Fidelity Labs
Speakers
avatar for Dusan Koljensic

Dusan Koljensic

VP, Head of Design, Fidelity Labs
Dusan builds and leads creative teams and businesses that use design thinking, jobs-to-be-done, human-centered design, and lean methodology to deliver digital experiences that delight customers and make a real difference in their lives.
avatar for Natasha Barrientos

Natasha Barrientos

Director of Research & Development, John Hancock
At John Hancock, Natasha's role as the Director of Research & Development is to support the company’s mission of helping customers realize their financial goals by providing a line of visibility into minimally understood areas of new technology, user segments, and business models... Read More →


Friday October 25, 2019 3:00pm - 3:20pm EDT
Forum

3:20pm EDT

Fireside Chat, Building a Behavior Change Practice: Neesha Mathur, Prudential, Dustin DiTommaso, Mad*Pow
Speakers
avatar for Dustin DiTommaso

Dustin DiTommaso

SVP Behavior Change Design, Mad*Pow
Dustin is Senior Vice President of Behavior Change Design at Mad*Pow. A designer and researcher, Dustin’s work involves the study and application of behavioral and decision science, motivational psychology, and human-computer interaction to the design of technology-assisted behavior... Read More →
avatar for Neesha Mathur

Neesha Mathur

Head of Behavioral Science, Prudential Financial
Neesha Mathur is the Head of Behavioral Science at Prudential Financial and frequently mentors recent graduates starting their careers in behavioral science and colleagues who are standing up behavioral science practices at their own firms. Neesha has spent most of her career in financial... Read More →


Friday October 25, 2019 3:20pm - 3:40pm EDT
Forum

4:00pm EDT

Fireside Chat, Organize for Design & Innovation: Vijay Hanumolu, Unum and Michael Hawley, Mad*Pow
Speakers
avatar for Michael Hawley

Michael Hawley

Chief Design Officer, Mad*Pow
As Chief Design Officer at Mad*Pow Mike leverages his background in interaction design, usability, and design strategy to lead a diverse team of talented experience designers through the process of creating engaging, interactive experiences. You might also call him “chief air traffic... Read More →
avatar for Vijay Hanumolu

Vijay Hanumolu

Vice President of Digital Experience, Unum
Vijay has fused a diverse background of CX, digital strategy, content strategy, technology, and marketing to deliver exceptional omni-channel digital experiences, websites, mobile apps, products, successful brands, compelling marketing programs, and digital transformation. He has... Read More →


Friday October 25, 2019 4:00pm - 4:20pm EDT
Forum