Future Branches Boston 2024

June 24 - 25, 2024

The Westin Copley Place, Boston, MA

Anne Tangen

CEO BankFive

Anne P. Tangen joined BankFive in 2020, and immediately began making significant investments in technology, physical infrastructure, and employee development. As a former Chief Information Officer, Anne appreciates the intersection of personal service and reliable, customer-friendly technology. Her leadership skills have been quickly recognized by the media, the community and her industry peers.

Anne has a background in developing business and product strategies for wealth management, institutional asset management, and cash management services. In addition, she is a trusted leader, skilled negotiator, facilitator, relationship builder, and effective problem solver.

Anne began her career at Fidelity Investments, where she spent 14 years in various leadership roles before joining State Street Bank and launching a new wealth management business. As Executive Vice President, she had P&L responsibility for the global wealth management business and oversight for service activities and helped generate $90MM in annual revenues supporting $150B in assets. Before joining BankFive, Anne served as Chief Operating Officer at The Cooperative Bank of Cape Cod.

A graduate of the University of Vermont with a BA in Economics, Anne founded the Alden Pettengill Foundation and serves on the Board of Argosy Collegiate Charter School in Fall River and the Savings Banks Employees Retirement Association (SBERA). She also serves on the Endowment Committee for the Fall River Historical Society. Anne recently joined the Boards of the Massachusetts Bankers Association and the Federal Reserve Deposit Council.

BankFive has earned prestigious awards under Anne’s leadership, including TCI’s “Top 100 Women-Led Businesses,” The Boston Business Journal’s “Top Charitable Contributors,” and was named Best Bank by The Southcoast Media Group and Herald News. In addition, she has been featured in the Boston Business Journal, Banker & Tradesman, and Bloomberg Radio Boston, and as a speaker at the New England Bankers Annual Conference. Upcoming speaking engagements include Future Branches Boston 2023 and Bank Director’s 2023 Bank Board Training Forum.

Founded in 1855, BankFive was created to make banking services accessible to the community. With a steadfast commitment to provide local individuals, families and businesses with outstanding products and services, BankFive is a leading regional bank with $1.7B in assets and 17 locations. BankFive customers regularly give us five-star reviews, attesting to our approachability and outstanding service.

Day One: June 24th 2024

8:50 AM Keynote: A Human, Dynamic and Steadfast Approach to the Customer Experience

BankFive was founded in 1855 as Fall River Five Cents Savings Bank. Its creation was an innovative solution to a community problem. At the time, Fall River, was the leading cotton textile center with more than 120 textile mills within the city. Banks at that time required $1 to open a deposit account, unfordable to the factor workers who resided in the city. BankFive’s founding fathers recognized a need a created the “five cents savings bank” to help workers and their families build savings. In the subsequent 169 years, BankFive has provided customers with personalized service and nnovative solutions, been a pillar of strength and stability, and donated thousands of volunteer hours and donations to community partners. Anne's presentation will focus on how our values Human, Dynamic and Steadfast guide us through every decision we make, including on how to approach branch experiences now and in the future.

Check out the incredible speaker line-up to see who will be joining Anne P..

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