Future Digital Finance West 2017

December 04-December 05, 2017

The Wigwam, Phoenix, AZ

Contact Us: 1 (888) 482.6012

Patrick Kelly

Associate Vice President, Emerging Channels
USAA
Patrick Kelly is the Executive Director for Mobility Channels at USAA. He oversees USAA's industry-leading mobile and tablet channels. And he develops strategies for using mobile technologies to deliver exceptional personal financial experiences for the US military market.
Pat joined USAA in May of 2013 and brought with him an extensive track record in developing and managing innovative solutions.
Prior to joining USAA, Pat worked in both Financial Services and Software Development. He served 10 years in the US Navy as a Nuclear Power Operator. He holds a bachelor's degree in Nuclear Engineering from Rensselear Polytechnic Institute.


9:10 AM Head of Digital Keynote Panel Discussion: Rethinking Digital: Bringing Customer-Centricity Bank to Banking

Heads of digital at banking institutions are bombarded with opportunities to add new technology, but understanding if that technology can truly help their customers is key. And with the growth of the fintech market, banks are struggling to understand if these products really help customers, and whether that technology should become part of their offerings. This panel looks at customer needs from a technology standpoint, to help you rethink your digital strategy in the long-term.

  • Stop chasing “new shiny object” in terms of new tech so the customer doesn’t get lost in the process
  • Understanding innovating is great but you can’t sacrifice your customers in the process 
  • Figuring out how to help your customer, and in turn, the relationship between banks and fintechs
  • Ensuring any new technology can help meet a specific customer need (not just incorporating technology for technology’s sake)
  • Identifying how  you can plug fintech functionality into your bank (and whether partnering with fintechs makes the most sense to do that)

4:00 PM Topic: The Future Of Connected Experiences: Where AI And IoT Come Together

  • Determining the type of personality it should have
  • Identifying where it should manifest (live inside of an app or on a public website, or a connected device)
  • Looking at ad opportunities inside of chat dialogs
  • Finding out what’s coming next with Chatbots

4:25 PM Topic: The Future Of Connected Experiences: Where AI And IoT Come Together (Continued)

  • Determining the type of personality it should have
  • Identifying where it should manifest (live inside of an app or on a public website, or a connected device)
  • Looking at ad opportunities inside of chat dialogs
  • Finding out what’s coming next with Chatbots