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Event Date Thu Nov 21 EST (about 5 years ago)
Region All
Details

Banks are looking to increase efficiencies by partnering with fintech companies or using new technology to streamline processes, but don’t let flashy product demonstrations leave you with a false sense of optimism! Such goals can only be achieved with sufficient vetting before the contract is signed. In this session, learn how you can increase the likelihood for successful outcomes when outsourcing to third-party vendors to satisfy regulatory expectations while also achieving strategic business objectives. Learn from real-life case studies to develop concrete business requirements to form an effective RFP, properly leverage product demonstrations to assess the solution against those requirements and determine metrics to measure success.

Who Should Attend:
Chief Technology Officer, IT Director, Chief Operating Officer, Branch Operations Leader, Chief Financial Officer

Speakers

2019 Speaker

Laurel Sykes, CRCM
EVP, Chief Compliance and Risk Officer, American Riviera Bank