VisiFI 2023 Customer Conference
Revisit the Presentations Below
Day 1
Welcome, VisiFI Overview
What is Behavioral Science & How Can I Implement It?
Sid Ratkiewicz – Behavioral Researcher, Common Cents Lab
Want to learn more about how your members think? Want to know how to reach new members and strengthen the relationship you have with existing members? Want to know how to increase morale among your staff? With Behavioral Science, you can learn the fundamentals of the subconscious mind and learn tactics and techniques you can implement immediately.
Behavioral Science Workshop:
Innovation in Practice - Panel on Automatic Savings Program
Pablo DeFilippi – Executive VP, Inclusiv
Sid Ratkiewicz – Behavioral Researcher, CCL
Antoinette Ross, VP Branch Operations, Guadalupe CU
Jami Jennings, VP Product Marketing Strategy, VisiFI
Learn how VisiFI, Inclusiv and Guadalupe Credit Union used Behavioral Science Principals and Digital Banking to help their members learn to save for a rainy day. This strategy strengthened their member relationships while also assisting with acquiring new members.
How to Reach Gen Z and Millennials
Gautam Ajjarapu – CEO, Glide
CEO of Glide, (formerly Burst,) Gautam Ajjarapu, will share ways to reach new members using techniques of Behavioral Science and how to think differently in the current market.
How the Unicorns & Dragons Do It
Jami Jennings, VP Product Marketing Strategy, VisiFI
Join Jami Jennings as she shares the Digital Branch Solution Suite and how VisiFI is utilizing Behavioral Science to change the way we do banking. Hear from SavvyMoney, top Fintech company, to learn more about how Unicorns speak the member’s language in the digital world.
Member Journey & Engagement
Nadine Hohnke – Digital Experience Manager, PSCU
Learn more from Digital Experience Manager, Nadine Hohnke, Diamond Award Winner 2023 at Public Service Credit Union, as she shares how their CU is engaging with members.
Day 2
Product Update
Join VisiFI product team members as they take us through the Product Innovation Roadmap and Deliverables within the last 12 months. Deep dive into various product lines.
Data Analytics
Dan Urscheler – VP Business Product Strategy, VisiFI
Stefano Moretti – Director of Accounting & Back Office and Data Management – VisiFI
Join Dan Urscheler and Stefano Moretti as they share data innovation and delivery within the last year. Learn more about the Data Warehouse project, Dashboards and Reporting, and more. Review the roadmap and open forum to share ideas!
Outside The Box – Payment Systems
Dan Urscheler – VP Business Product Strategy, VisiFI
Manuel Godoy – CEO/Co-founder, Felix
Join Dan Urscheler and CEO and co-founder of Felix, Manuel Godoy, as they think “outside of the box” for members wanting to send and receive money across the Mexico border.
Day 3
BlockAdvocates™ Crypto 101
Becky Reed – CEO, Lone Star Credit Union
President, BlockAdvocates™
In this educational session, Becky Reed will take you through Crypto 101. What is a Blockchain? What are the different types of Cryptocurrencies? What is a crypto wallet and key? Is this just a passing fad or are there real use cases credit unions should be considering?
Compliance
Brian Lauer – Partner, Messick Lauer & Smith P.C.
Kerri Donald – Executive Director of Risk Management, Peach State Federal Credit Union
Want to know what’s coming down the compliance pipeline? Join Brian Lauer and Kerri Donald, Peach State FCU’s Executive Director of Risk Management, to review the landscape and what to do to prepare.
Security
Brian Lauer – Partner, Messick Lauer & Smith P.C.
Roberto Endrizzi – Chief Technology Officer, International Business, Dedagroup
Join Roberto Endrizzi and Brian Lauer as they dive into security. Learn about high profile hacks, data breaches, and how VisiFI is keeping our customers safe. Understand strategies and tips of things you can implement at your credit union and in your member interactions to help educate members to be more security conscious.
