Virtual Summit

Digital Account Opening Summit 2022

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On June 9, 2022, Narmi joined the most impactful leaders in banking to demystify digital account opening and explore new perspectives on how to accelerate growth amidst a digital revolution.


Check out our featured speakers:
Sean Gray
President and Chief Operating Officer
Berkshire Bank
Laura Spiekerman
Co-Founder and Chief Revenue Officer
Alloy
Ron Shevlin
Director of Research
Cornerstone Advisors
Stephen Gates
Global Design Leader
Stephen Gates
Kirk Wycoff
Managing Partner
Patriot Financial Partners
Nikhil Lakhanpal
Co-Founder
Narmi
Hillary Pollak
Lead Product Designer
Narmi
Chris Griffin
Co-Founder
Narmi
Audrey Song
Product Marketing
Narmi
Keynote speaker

Sean Gray

President and Chief Operating Officer
Berkshire Bank

Sessions

Session
1
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Top Financial Leaders Share the Playbook for Driving Growth for the Next Decade

The impact of digital account opening has never been more clear. And yet too often financial institutions struggle with committing to digital transformation because it feels complex and the return on investment feels ambiguous. Join Narmi cofounder Nikhil Lakhanpal and the President and COO of Berkshire Bank as they unpack why putting digital at the forefront of any growth strategy is the most important lever a financial institution has today. Learn how to cut through the noise and come away with actionable steps to accelerate growth for the next decade.
Speakers
Sean Gray
President and Chief Operating Officer
Berkshire Bank
Nikhil Lakhanpal
Co-Founder
Narmi
Session
2
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How to Win Business Relationships with Strong Business Account Opening

SMBs are the lifeblood of America and yet are underserved from a banking perspective. Not only have they been stuck with lackluster “one-size-fits-all” digital banking but even winning them over from the first impression is often a failed attempt. Join Narmi’s product and design experts for an exclusive look into how they built a business account opening platform that flips the script. See first-hand how user experience can open the gates of SMB growth for your institution.
Speakers
Chris Griffin
Co-Founder
Narmi
Hillary Pollak
Lead Product Designer
Narmi
Session
3
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How to Keep Growth Accelerating in Today's Market Conditions

Join us for a fireside chat with Ron Shevlin of Cornerstone Advisors and Kirk Wycoff of Patriot Financial Partners where they will be debating the biggest threats and opportunities facing financial institutions today. They will share strategies on how to deploy a successful deposit strategy while lowering costs amid inflation, rising interest rates and a volatile market.
Speakers
Kirk Wycoff
Managing Partner
Patriot Financial Partners
Ron Shevlin
Director of Research
Cornerstone Advisors
Audrey Song
Product Marketing
Narmi
Session
4
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Why User Experience Should Be Your #1 Requirement in Your Digital Strategy

Getting the user experience right is no longer a “nice to have”. Whether it be how you verify a user's identity during account opening or pay a bill online, the digital experience needs to be fast and seamless. Join Stephen Gates, Global Design Leader and Former Global Design Leader of Citi Group, and Laura Spiekerman, Co-Founder and CRO of Alloy as they break down user experience and share strategies to make it your competitive advantage.
Speakers
Laura Spiekerman
Co-Founder and Chief Revenue Officer
Alloy
Stephen Gates
Global Design Leader
Stephen Gates

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