Features Financial Services

José Gregorio Colina – Banco Ripley Chile

Con el transcurrir de los años, la banca se ha vuelto más estratégica con el fin de responder a las expectativas de los usuarios y mantenerse en el mercado ante la aparición de nuevos actores. En este contexto, la digitalización abrió camino a todo un mundo de posibilidades, tanto para las entidades como para los […]

Marcus Curley – Mountain West Farm Bureau Mutual Insurance

Laramie, Wyoming, might seem a far cry from Silicon Valley, but its communities still need the same cutting-edge technologies to drive business initiatives in the 21st century. That, in turn, has heightened the importance of bringing in IT professionals from around the country—including the nation’s high-tech hotbeds—and turning them into the neighbors of cattle ranchers […]

Oscar Salgado – Grupo Mexicano de Seguros

Dicen que es mejor tener un seguro y no necesitarlo. En este sector impera la respuesta por lo que es vital contar con una capacidad de maniobra rápida y eficiente en virtud de brindar tranquilidad y confianza a la hora de resolver un suceso inesperado. Partiendo de esta idea y debido a la transformación digital, […]

Andrew Dahman – Techficient

By offering protection in times of tragedy or helping fund retirement, life insurance and annuities can make a crucial financial difference for individuals and families. Yet getting the right policy or annuity can be far more complicated than insuring a vehicle or a home, with 30 percent of applicants for life insurance being rejected due […]

Iain Clarke – All of Us Financial

The better informed the investors, the more likely they are to prosper. But, oh, how the odds can be stacked against them—the details of finance so small-print and arcane to many. And it often seems that the traditional financial industry is most comfy with such an arrangement, muses Iain Clarke. After all, they take a […]

Hung Lee – Kasasa

It’s a different lens Hung Lee looks through when he thinks about information security. As chief information security officer for financial technology and marketing services firm Kasasa, he likens his approach to an orchestra: Sometimes the section of development initiatives needs a bold entrance with greater fortissimo, while security needs the subtlety of pianissimo. Not […]

Roy Bené – NexBank

It was a subject line NexBank employees had seen dozens of times before: “You have a new email from eFax.” Once opened, the email invited them to click on a link directing them to the relevant file—in this case, a PDF. And click they did. Within minutes, another email hit their inboxes, this one from […]

Ryan J. Collins – Open Lending

He wouldn’t wish another recession on the nation, though Ryan J. Collins has to acknowledge how the last one strengthened his employer’s clout in the very specialized business of automating the auto lending process for financial institutions. Economic downturns, after all, force the Darwin effect on many industries, with survival of the fittest companies being […]

Chad Ritchie – Solarity Credit Union

If you’ve ever filled out an online feedback or comment form—whether your opinion happens to be positive or negative—the thought has undoubtedly crossed your mind: “Why am I even bothering? No one is actually going to read this.” But Solarity Credit Union prides itself on that very practice. The financial institution reads—and more importantly, digests—all […]

Kyle Wesley – Bleakley Financial

When Kyle Wesley joined New Jersey-based Bleakley Financial Group as a digital platform manager in 2016, the firm’s primary trading tool wasn’t quite what he was hoping for—both in terms of speed and overall efficiency. The biggest thing the platform lacked, however, was flexibility. For instance, if clients wanted to sacrifice short-term capital gains to […]

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Winter II 2020

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