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.

• The Mind Reader's Advantage: How AI can Turn Every Interaction into Opportunity
• Joshua Barclay, Growth Marketing Manager, BusinessNext
• Nick Del Francia, Director, Business Development, BusinessNext
• Ensuring You are Equipped to Deliver First Time and Every Time  
• Carla Trombly, SVP of Banking Transformation, DBSI 
• Fraud Protection at the Branch: Reclaiming Trust in the Phone Call
• Ryan Karnas, Senior Director, Product Management, Somos 
• Evolving the In-Branch Experience: How Interactions are Changing and What it Means to the Future of Banking. 
• Kevin Poirot, Chief Strategy Officer, PWCampbell 
• Engaging Small Businesses in a Noisy, Busy, and Post-Covid World  
• Heather Capraro, Regional VP, Senior Business Relationship Officer, Franklin Savings Bank 
• Virtual Branches 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 

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 Yet, friction in the process—whether due to outdated technology, complex onboarding, or lack of alignment across channels—can turn potential customers away.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