Virtual summit

Digital Banking Transformation Summit

2:51:57

Virtual summit

How to drive digital transformation with Jill Castilla of Citizens Bank
of Edmond

Join President and CEO of Citizens Bank of Edmond Jill Castilla along with Narmi Co-Founder Nikhil Lakhanpal as they unpack the strategies of how Citizens Bank of Edmond transformed into a cornerstone of Oklahoma City and a beacon for community banks across the country. Get to know Jill – the “Most Powerful Women in Banking” and outspoken advocate for community banks – and learn first-hand how she leveraged digital banking technology and support from billionaire Mark Cuban to empower millions of America’s small business owners and entrepreneurs in the midst of COVID.

51:35

Featured speaker

Jill Castilla

President & CEO Citizens Bank of Edmund

Jill Castilla is one of the few bank chief executives with a Twitter following of customers and NBA owners.

As the coronavirus pandemic began to grip the U.S. economy earlier this year and small businesses scrambled to find help, Castilla, the CEO of Citizens Bank of Edmond in Oklahoma, took to the social media site to keep customers informed. Dallas Mavericks owner Mark Cuban began directing his followers to Castilla.

Session 2

Strategies You Need to Know That Will Massively Transform the Future of Banking

As tech giants such as Apple, T-Mobile, and Google enter into the financial services landscape along with existing challenger bank and neobank players, it’s more imperative than ever for community banks and credit unions to pursue digital transformation. Join Peter Noteboom, banking expert and Partner at McKinsey and Company, Niko Karvounis, Product Lead at Plaid, and Michelle Spellerberg, VP of Digital Strategy at Alliant CU as they hash out the tactics bank and credit unions need to know to effectively compete and get ahead of the competition.

Speakers

Peter Noteboom

Partner

McKinsey and Company

Michelle Spellerberg

VP Digital Strategy & Innovative

Growth Alliant Credit Union

Ron Shevlin

Director of Research

Cornerstone Advisors

Session 3

How Financial Institutions Can Win the Battle for Business Deposits

Join Ron Shevlin, Director of Research at Cornerstone Advisors, Chris Tremont, EVP of Virtual Banking from Radius Bank now LendingClub, and Derik Sutton, VP of Marketing at Autobooks for a powerhouse conversation on how community banks and credit unions can win back a significant share of business deposits. With the battle for SMB deposits becoming increasingly more competitive, community banks and credit unions need to offer better tools to serve business needs or else lose business to alternative options. Learn how leading financial institutions like Radius Bank now Lending Club, Nerdwallet’s Best Bank of 2021 for Online Experience were able to grow business deposits and bring new business clients into their communities on the heels of COVID and the PPP rollout.

Speakers