Steven RamirezCEO at Beyond The ArcSpeaker
Profile
Steven is a popular industry analyst, writer, and speaker in financial services and fintech. His insights have appeared in American Banker, ABA Banking Journal, ABA Bank Marketing, Financial Brand, Bank Innovation, Mortgage Banking, and other industry publications. He is a popular speaker and has presented on social, mobile, fintech, and digital trends at BAI Retail Delivery, BAI Payments Connect, the Mortgage Technology Conference, American Banker’s Financial Services Marketing Forum, CRM Evolution, ABA Annual Convention, and other events. As the CEO of customer experience agency Beyond the Arc, his clients include banks, fintech companies, and banking associations. Steven earned his BA and MBA from the University of California, Berkeley.
Agenda Sessions
Power panel: Walking the CX talk - how financial institution can deliver outstanding omni channel CX & move away from a siloed approach to blend human & digital CX. And how can you measure success?
, 10:45amView SessionLunch & networking + discussion roundtables
, 12:50pmView SessionQuick-Fire Keynote: Focusing on the three pillars of banking: Deposits, loans, and money movement. Financial institutions globally will face a unique mix of challenges In 2024: Each of these hurdles will impact financial institutions ability to manage cash flow, generate income & control costs
, 2:20pmView Session