Moderator: Christine Barry, Research Director, Aite Group

Carlos Osornio, Managing Director, Head of Implementation, Commercial & Wholesale Operations, Santander Bank
Marc Salinas, Vice President, Solutions Consulting, Bottomline Technologies
Adam Swinemar, Vice President, Customer Experience & Digital Channels, Scotiabank
Rahul Wadhavkar, Head of Product Management – Commercial Banking, Infosys Finacle

While the global pandemic we have all been living through has had dire economic and health impacts, the situation offers banks a unique opportunity to deepen relationships with their business clients. Many businesses have been faced with navigating a distributed workforce, processing payments and invoices without regular access to their mail, making quick business decisions without the usual collaboration, and getting access to information from home computers. While dealing with this, fraudsters have been on top of their game trying to prey on the emotional toll COVID-19 is taking on individuals. The good news is that most of the solutions that can help ease these pain points are already available at the bank. The key is bringing awareness to these solutions and onboarding efficiently. This panel discussion will explore critical issues:

  • The importance of automating onboarding processes
  • Identifying the most valuable cross-sell opportunities
  • Arming your sales team with the right messaging
  • Creating more personalization through automation