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Kathy Burger
Kathy Burger
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Seen & Heard at BS&T’s 2012 Executive Summit

Hot topics at Bank Systems & Technology’s recent Executive Summit in Phoenix included how to overcome barriers to customer engagement, moving from big data to the concept of “intelligent data,” identifying the next generation of online banking and how to dominate in a “post-channel” world. Along with the discussion was high-level networking and BS&T’s annual Elite 8 Awards Ceremony. Participants in this year’s event included CIOs and other senior execut

BS&T's 2012 Elite 8 Honorees

The Class of 2012 (L to R): Mike Redeker, ATB Financial; Julie Elberfeld, Capital One; Angelo Valletta, Sun National Bank; Charlie Lai, Fairwinds Credit Union; David Matthews, Bank of America (representing honoree Bill Pappas); Joe Reilly, Zions Bancorp; Prashant Nema, Silicon Valley Bank; Dominic Venturo, U.S. Bank.

Blueprint methodologies can help banks identify weak spots and strengths in their customer engagement strategies, noted Nancy Stephens, Associate Professor of Marketing at the W. P. Carey School of Business, Arizona State University.

BBVA Compass' general philosophy when it comes to its interactions with its customers is to "provide Southern hospitality at internet speed," noted Andy Hernandez, EVP, channels, reporting on the bank's soon-to-launch online banking platform.

2011 Elite 8 honoree Richard Ferrara, CTO, Woodforest National Bank, and Donna Ferrara.

2012 Elite 8 honoree Angelo Valletta, Sun National Bank, talked about his sources of inspiration as CIO -- "Seven Rs," or qualities that he looks for in people who work for him and that he believes are key to success. They are be ready, be respectful, show resolve, take responsibility, do the right thing, build relationships, and understand the importance of recreation (balancing work and personal lives).

"Many banks are invested in customers, but few are engaged," said Donald Morrison, SVP, Head - Banking & Capital Markets, MphasiS. Just knowing a lot about a customer isn't enough today, he added, but using that information to build a lasting relationship is paramount.

Ron Hoffer, VP, Senior IT Infrastructure Manager, Union Bank; Diane Hoffer; Lisa Shishmanian; Carl Shishmanian, Executive Director, JPMorgan Chase.

BS&T Associate Editor Bryan Yurcan and Elite 8 honoree Dominic Venturo, Chief Innovation Officer, Payment Services, U.S. Bank.

David Saul, SVP & Chief Scientist, State Street Corp., touted the use of semantic databases, contending they could be the next evolution in how banks manage big, or smart, data. The semantic data model associates a meaning to each piece of data to allow for better evaluation and analysis, Saul noted, adding that given their ability to analyze relationships, semantic databases are particularly well-suited for the financial services industry.

2012 Elite 8 honoree Prashant Nema, CIO, Silicon Valley Bank, and Samta Nema.

Banks need to make things simple for their customers, said Bob Puccinelli, director of global financial services, information intelligence group, EMC Corporation.

A series of one-on-one meetings between Executive Summit attendees and sponsors enabled updates on new technology solutions and opportunities.

Fred Schea, president and CEO, First Savings Bank of Perkasie, during conference Q&A.

Development of a multi-channel lead management program will help Wells Fargo capture multi-channel cross-sell opportunities, reported Jennifer Atkins, SVP and Head of Digital Sales and Marketing, Wells Fargo Bank.

BS&T Associate Editor Jonathan Camhi and Elite 8 honoree Julie Elberfeld, Commercial Bank CIO, Capital One Bank.

2011 Elite 8 honoree Helen Cousins, EVP, Lincoln Trust, and her husband, Bruce Sogoloff.

As banks have added channels over the years, "we lost sight that the center of that is the customer," observed David Schiff, Director, PricewaterhouseCoopers (PwC).

2012 Elite 8 honoree Charlie Lai, Fairwinds Credit Union, says his role as CIO and EVP is all about being a facilitator of solutions for "making our members lives easier."

Rick Seymour, SVP, Senior Technology Manager, Bank of America, asks a question.

BS&T Editorial Director Kathy Burger; Gary Leimkuhler; Peggy Leimkuhler, Chief Operating Officer, Firstrust Bank; Colleen Taylor, Global CIO, Capital One.

Although he assumed the role of CIO a little more than a year ago, EVP and CIO Joe Reilly – a 2012 Elite 8 honoree – has driven several projects that are integral to Zions Bancorporation's future, including an ambitious project to replace its core systems.

Armando Alizo, Head of Information Technology, Americas, Standard Chartered Bank, and Miriam Alizo.


Katherine Burger is Editorial Director of Bank Systems & Technology and Insurance & Technology, members of UBM TechWeb's InformationWeek Financial Services. She assumed leadership of Bank Systems & Technology in 2003 and of Insurance & Technology in 1991. In addition to ... View Full Bio

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