David Volin

Senior Account Executive Creatio

David Volin, Senior Account Executive, joined Creatio in Q2 2024, David is responsible for helping grow Creatio’s financial services relationships in the United States. David attributes his approach to that of a matchmaker, ensuring Creatio’s No Code CRM and workflow management capabilities meet the needs of our prospective clients. Prior to joining Creatio, David most recently worked in Senior Account Executive roles at Informatica, Oracle and within the Customer Success organization at Salesforce. He worked with numerous financial services clients to enable their digital transformation journey. Prior to these roles, David was a Global Practice Manager at EMC, where he grew their networking services business by more than 50% in financial services. David also has a great deal of services sales experience from Hewlett-Packard. He was a Global Account Manager within Technology Services (TS) for the Bank of America. BofA represented HP’s largest global account for TS. David is Oracle Cloud (OCI) and ITIL Foundation Certified. David has a BS in Journalism from Boston University and resides in Massachusetts with his wife, Laura, and their three children, Sarissa, Tabitha, and Brady.

Day Two: Meeting Customers’ and Members’ Expectations with Excellent Experiences

2:25 PM Panel: Closing the Gaps in Account Opening and Customer Acquisition!

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 Yet, friction in the process—whether due to outdated technology, complex onboarding, or lack of alignment across channels—can turn potential customers away.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

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

Download The Latest Agenda