Future Digital Finance West 2017

December 04-December 05, 2017

The Wigwam, Phoenix, AZ

Contact Us: 1 (888) 482.6012

Padma Nunna

Senior Director, Retail Transformation
TIAA CREF

Padma Nunna is a Sr. Director, a Digital Transformation leader in the Strategy & Execution group at TIAA’s Retail Financial Services. Considering the amount of change this, almost 100 year old, firm has been going through with new acquisitions (Nuveen & EverBank), evolving with the Financial regulatory environment, while continuing to position itself as full services financial firm for serving its clients to and through retirement, Padma has been instrumental in that transformative journey of TIAA.

Padma has led 3 different transformations in her twelve year tenure with TIAA – Finance Transformation, Business Service Management transformation and now the Retail transformation of which the first product launch was IRA and now at the helm of a huge effort on Managed Accounts for TIAA’s Retail Financial Services. Padma also leads an Innovative Think Tank within TIAA as part of the employee resource groups called TIAA Incubator.

Prior to TIAA, Padma has been with Halliburton Energy Services in the Global Operations team and has been in Management consulting in her early career.

She has an MBA from Wake Forest University and a Masters in Computer Engineering from Texas A&M.



1:50 PM Setting Sail With TIAA IRA: What It Took And Beyond

A product launch/relaunch requires integrated planning, delivery, alignment across multiple functions internally and of course, client communications/expectation setting process. In this session, you will hear the story of one such sail – what it took to plan, build, deliver and transition into a sustainable model in the midst of tight regulatory requirements. This journey includes snippets of SAFe (Scalable Agile Framework for Enterprise, digitization, automation, workflow enhancements, data integration, retail product strategy, digital initiative level integration across the retail portfolio, managing dependencies, a pilot and client experience testimonials. There will be a nugget or more to take away from this session for anyone on a Finance Digital transformation journey.