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Agile Banking: How Credit Unions Can Build and Maintain Flexible Operating Models for a Rapidly Changing World

Date: Thursday, June 5, 2025
Time: 2pm ET | 11am PT
Cost: Complimentary
Produced and Sponsored by:

In today’s volatile economic landscape, flexibility and resiliency are critical for credit unions. Navigating shifting regulations, evolving fraud threats, sudden global trade impacts, and changing member expectations requires institutions to do more with less – and faster than ever before. How can your credit union build an operating model that not only weathers disruptions but thrives in the current environment?

Join us for this complementary webcast to learn how to establish operating models and technology frameworks that adapt with the times, keep your credit union ahead of the competition and protect your members. You’ll also learn:

  • Which tech solutions can scale with economic changes and evolving member expectations
  • How to create agile teams that can flex across departmental roles
  • How to strengthen your compliance and fraud response strategies
Speakers:

David Porter | Managing Director, Financial Services | Genesys
David leads the Genesys Financial Services vertical team. In prior roles, David spent many years building and growing businesses at J.P. Morgan Chase. He led the sales & marketing, analytics and client experience teams for J.P. Morgan Global Wealth Management. Before this, he led the construction of the Chase affluent business model, rolling-out Chase Private Client to 2,500 branches across the US. In Chase Card Services he developed and brought to market the first, affluent specific credit card products.

He started his financial services career with Lloyds Bank. This was followed by twelve years at American Express working in strategy, sales & marketing and business leadership roles in Europe, Asia and the US.

David resides in New York with his wife, dog and two boys.

Tiffany Gschwendtner | Global Leader, CX Solutions| TTEC Digital
Consistently recognized as a top performer, Tiffany's expertise spans strategic-based selling, leadership, partnerships, business development, sales management, and go-to-market strategy. With 15 years in the Genesys ecosystem, she brings invaluable insights to driving CX transformations on the platform, ensuring TTEC Digital delivers unparalleled results for clients.

Tiffany resides in Atlanta with her family.

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Questions? Please email [email protected] or call at (212) 457-4981