Alexandra Pelletier

Interactive Thought-Leader Roundtables   

Be sure to join these interactive roundtable sessions and take a deep dive into the specific areas you came to discuss. Opportunities to sit and learn from executives like these do not exist elsewhere. Take control of your own event experience.

• Utilizing Your CRM Effectively to Promote Products and Services that Align With Customer Needs 
• Speaker TBD, BUSINESSNEXT 
• Transforming Branches into Immersive Customer Hubs  
• Carla Trombly, SVP of Banking Transformation, DBSI 
•  Evolving the In-Branch Experience: How Interactions are Changing and What it Means to the Future of Banking
• Kevin Poirot, Chief Strategy Officer, PWCampbell
• Topic TBD 
• Ryan Karnas, Senior Director, Product Management, Somos 
• Engaging Small Businesses in a Noisy, Busy, and Post-Covid World  
• Heather Capraro, Regional VP, Senior Business Relationship Officer, Franklin Savings Bank 
• Taking the Stigma Out of Sales via Needs-Based and Relationship-Focused Messaging 
• Steve Matejka, Executive VP, Chief Operating Officer, Valley Strong Federal Credit Union 
• Virtual Branches and Video as a Compliment to the In-Branch Experience 
• Mark Hightower, Vice President of Retail, Listerhill Credit Union 
• The Dos and Don’ts of ITM Roll Out 
• David V. Kaiser, SVP, Retail Services, Central One Federal Credit Union 
• Increasing Employee Retention with Long Term Engagement              
• Alexandra Pelletier, SVP - Retail Banking Administration Officer, Bank of New Hampshire 

• Exploring AI Implementation and Practical Use Cases 

• Chris Brahney, Senior Vice President | Member Experience, Nuvision Credit Union 

Account opening and onboarding are the gateways to customer relationships and a critical step in acquisition strategies for banks and credit unions. Yet, friction in the process—whether due to outdated technology, complex onboarding, or lack of alignment across channels—can turn potential customers away. This panel will examine how financial institutions can streamline and enhance the account opening experience to attract and retain more customers. Industry leaders will share insights into designing intuitive, seamless account opening processes that cater to both digital-first and branch-reliant customers. Discussions will include

•  leveraging and integrating technology to help with KYC and compliance requirements efficiently
•  maintaining a human touch where it matters most
• finding and addressing pain points along the account opening customer journey
•  creating strong AND favorable first impressions that build interest