Synergy Online
On-Demand Sessions

In a fast-changing world, each credit union must discover its unique path forward. In this session, Dawn Brummett, Executive Vice President and Chief Operating Officer at ORNL Federal Credit Union, will share how her organization is managing growth in a scalable, sustainable, and member-focused way using a mobile app and a strong, omnichannel strategy.

With the rapid release of the Small Business Administration Paycheck Protection Program (PPP), banks that were able to successfully support their customers with access to these loans gained respect and loyalty – both from their customers and the market. AUB was one of these banks – launching a new digital loan portal in less than a week. Hear how they have continued to build on this momentum and how it has impacted their organization.

As digital and branchless experiences continue to rise in significance, hear from Andy Coy, AVP of Credit Services at PSECU, a credit union that offers a digital-first model to help its members manage their finances anytime, anywhere. Coy will discuss how PSECU has successfully created an online loan process that is intuitive for members and operationally efficient for the credit union.

Cloud adoption is accelerating quickly in North America as our industry overcomes the perceived challenges of security, data privacy and regulation and embraces the benefits of speed to market and optimizing cloud benefits. Join this discussion to hear first-hand how EQ Bank successfully transitioned banking services to the cloud in record time – streamlining services and developing differentiated competitive offerings.

As a result of the current crisis, many FI’s are now or will soon be facing an unfortunate rise in collections activity. While efficient and effective collection efforts are crucial – behind each account is a human, a family, or a small business. In this session, you will hear how First Tech Federal Credit Union has been inspired to handle this sudden wave of collections activity with both efficiency AND compassion.

What happens when business lines and IT come together with synergy to accelerate innovation? Growth is the answer. Hear from Canadian Western Bank on how they are changing the landscape of digital banking with human augmented AI and creating value for their SME customers as a partner, not just a bank.

In the wake of the pandemic, the need to accelerate digital growth strategies is forcing financial institutions to revamp their internal culture and find new ways to serve their customers. Hear how one bank has successfully embraced a human + digital mindset, even in the midst of COVID-19.

In this session, explore how BlueShore Financial is approaching strategic growth through a number of recent initiatives. In the midst of the pandemic, they completed a core upgrade, ensuring their systems are ready for the future, and remained hyper-focused on their customers, using AI to evaluate changes in income and behavior to ensure personalized assistance was available if/when it was needed.

Temenos has a proven track record in supporting U.S. banks growth by enabling them to bring products to market up to 16X faster, cut customer onboarding time by 75% and increase digital revenues up to 5X.Temenos enables the rapid launch of neobanks and digital-only initiatives of established banks, new credit unions, community banks, and non-domestic banks with a strategic plan for the U.S. market.

2020 has created challenges for banks large and small. However many banks have not only overcome COVID-19 challenges but used them to transform faster and grow stronger. Learn how Woodridge and the Temenos Infinity platform have helped banks thrive by providing them with the best digital experiences and the agility to rapidly adapt.

Digital banking has been a popular topic for some time, albeit with fragmented product solutions and mixed outcomes in the market. While there have been notable successes in the retail and commercial banking segments, overall industry progress has been muted. The global pandemic has brought renewed urgency and focus to digital banking solutions and capability. Customer self-service, a high quality user experience, and intuitive ease of use have become paramount as consumers and business face financial disruption in uncertain times. This session will highlight Cognizant experience across successful commercial and retail digital bank examples, Temenos’ unique position in the market, and how to focus on key success factors.

Your banking applications are critical to daily operations. That’s why Google Cloud and Temenos are partnering to help modernize these applications, helping ensure business continuity and agility. Learn how you can securely move to the cloud at scale, with the flexibility to deploy across hybrid and multiple clouds.

Temenos Infinity offers a next generation experience for account opening, allowing financial institutions to add new accounts in just 90 seconds. See this functionality in action as Derek Corcoran, SVP, Business Solutions Group, Temenos Infinity, races the clock and then dives deeper into the technology that powers this incredible innovation. 

Comerica’s tagline is “raise your expectations” and raise them they have. Hear a story of continuous renovation as Kristy Brandon, SVP eBanking, and Mahesh Venkatachalam, VP Retail Digital Channels, describe how the bank reinvented their digital onboarding experience earlier this year with Temenos Infinity. Since the launch, the team has acted with increased speed and agility – bringing to market a new product each month. Learn why they feel building on a strong technology platform is critical to their success and what’s next for their digital journey.

Data is an invaluable asset of the bank. This session covers getting actionable intelligence from your data by presenting the required building blocks for a sustainable data usage strategy. We will explore use cases for real-time data, artificial intelligence and machine learning and more.

COVID accelerated digital transformation and surfaced the need to boldly address technology transformation.   Across segments, we observe shifting customer needs and Banks actively pursuing opportunities to upgrade customer experience, remove friction and streamline the factory.  Let’s explore together industry trends on technology archetypes and the path towards digital transformation.

The Temenos Compliance Advisory Team will be joined by Jessica Phillips, Compliance Officer at Peoples Bank of Alabama to discuss the most pressing compliance risks concerns for financial institutions as we navigate ever-changing policies. This session is focused on TRID updates, mortgage servicing challenges, and flood.

The Temenos Compliance Team will discuss deposit changes for 2020 (Reg C, Reg E – Remittance Transfers, Reg D), and the Privacy Draft Bills in the House and how to plan for the future. Our team of Compliance Experts will be joined by Margaret Chamberlain, Vice President of Risk at OneAZ Credit Union to discuss these regulatory topics.

Digital banking strategies must now stretch to become elicit business generators, beginning with digital account opening and extending to customer servicing. In this session, discover five things all financial institutions can learn from Amazon in order to create an exceptional digital experiences with Derek Corcoran, SVP, Business Solutions Group, Temenos Infinity. Financial institutions can no longer rely on face-to-face interactions to drive growth and must learn to turn digital interactions into satisfying customer experiences in a socially distant world. 

AI can deliver huge benefits, particularly in the area of combatting financial crime and assisting with alert evaluation – creating a significant return on investment. Although regulators are encouraging innovation, they do so with caution as decisions need to be explainable and auditable. Join Professor in AI Hani Hagras, and Adam Gable to learn why there does not need to be a trade-off between the accuracy of predictions and the ability to explain them. Find out how you can use Temenos Financial Crime Mitigation as a “plug in” service to offer real-time fraud, AML and sanctions screening to your payment and product offerings, helping you to better protect your organization in the digital age and reduce timely and costly overheads.

The financial services landscape is changing faster than ever. One of the keys for financial institutions to thrive in this environment is to have strong relationships with their key technology partners. This is particularly true in the core banking space, since a core banking system is foundation on which new and compelling services and products are designed and launched. Explore in this session how a strong partnership can help a financial institution to stay ahead of the curve.

The current global crisis has resulted in a significant upheaval in customer expectations and behaviors related to use of financial services. Easy access, fast service and intuitive interfaces are now commodity features and customers expect their financial institutions to go beyond standard banking. Traditionally Tier-2/Tier-3 banks have done a good job of establishing a personal connection with their customers. However, the new dynamics of reducing margins, in an uncertain market and reduced customer contact pose additional challenges. A ‘Platform-as-a-Service’ offering can help Community and Regional banks transform their offerings significantly by relieving market pressures while exceeding customer expectations with an omni-channel presence and a robust & flexible base to accommodate new age technologies.

Over the coming years, some of the key payments rails in North America will undergo radical transformations to ISO 20022 based standards and transaction services. Affecting both domestic and cross border flows, these changes will impact many areas of processing, from payment order intake to transaction orchestration and execution, to clearing and settlement, to customer reporting, etc. In this discussion, we will highlight some of the key challenges and opportunities to be addressed based on learnings and insights gained from other markets around the world where similar transformations have taken place. What are the key capabilities required to address these challenges and thus reduce the risks and impact on your business?

With increasing popularity in the US market, ETFs are on track to reach $5.3 trillion in assets by the end of the year. In this session, we will hear from BNP Paribas how they’re delivering innovative new ETF administration services to this fast-growing and highly competitive market.

With the onset of COVID-19, the need for Wealth Management firms to enable digital interactions with their clients has become more important than ever before. Wealth Managers can provide more value to their clients with the use of digital platforms, integrated with AI. Watch this session to see how we are addressing these needs.

Have you participated in the Temenos Value Benchmark yet? The Temenos Value Benchmark is a strategic survey-based program to help our clients understand, accelerate and optimize the tangible business value created by their investment in IT. It is structured around business and IT metrics and qualitative best practices along eight domains of the banking value chain. As part of this exercise, participants receive a customized, complimentary and confidential report comparing their business performance with other Temenos clients.

The fund administration industry is constantly seeking to improve operational efficiency and to help fund managers provide the best overall service possible. In this session, we will hear how Northern Trust is undertaking a complete front-to-back digital transformation project, starting with their Transfer Agency business.