10 Best Practices for Achieving a
Successful Client Conversion Experience

The financial services industry is in a state of transition. Banks are challenged to deliver more robust and personalized digital experiences to an increasingly tech-savvy client base. The result is a rise in client-facing digital transformation initiatives and legacy platform replacements. The corporate side of the bank, in particular, is seeing a rise in cash management and other client-facing platform replacements as banks strive to modernize offerings and take advantage of opportunities for differentiation. In doing so, banks are quickly finding that while rolling out the right technology is important, providing the right customer experience during conversion is equally critical.

This webinar will highlight the key drivers for change and ten best practices banks should implement for a more successful platform conversion. It will include a lively panel discussion of key industry players on both the bank and technology side who will share their experiences across several implementations and provide live examples of successes and lessons learned.

Topics Covered :

  • Corporate banking is in a state of transition and legacy platforms are no longer sufficient
  • COVID-19 impact has increased the urgency for digital transformation and platform conversion
  • The rise of cash management system replacements
  • 10 Best practices for a successful conversion
10 Best Practices for Achieving a Successful Client Conversion Experience
Title :
10 Best Practices for Achieving a Successful Client Conversion Experience
Date :
Wednesday, 16th June, 2021
Time :
10 AM ET | 9 AM CT
Duration :
60 minutes

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Speaker Panel :


Uma is EVP and Director of Product Management where she leads UMB’s enterprise wide product management groups. In 2019, she was named one of the most powerful women in banking by American Banker, a prestigious recognition for women who have made significant accomplishments in the banking industry and are poised to continue growing their leadership, influence and impact in the years to come. Uma has led several client conversions to new digital banking platforms over the past decade.
Christine Barry
Moderator,Head of Banking and Payments Insights and Advisory, Aite - Novarica Group


Research Director, Aite Group
A seasoned Banking expert with 15+ years of experience, Christine serves as the research director for the Aite Group's Wholesale Banking practice. Quoted in multiple media outlets, including but not limited to American Banker and The Wall Street Journal, Christine presents her research at various conferences such as NACHA Global Payments, AFP Annual Conference, Windy City Summit among others.

Kevin pettet

GM, Enterprise Banking, bottomline technologies
Kevin is the GM, Enterprise Banking at Bottomline Technologies where he oversees all service, implementation and product development and management of the companies’ industry leading corporate banking, treasury management and small business Digital Banking IQ solution suite.  Kevin leads the organization’s teams that have successfully implemented new digital banking platforms with leading Treasury Management financial institutions.


Former SVP, 5/3 Bank and Capone
Steve is currently a senior executive advisor to a wide range of financial institutions and fintech companies. Previously Steve, as Senior Vice President, Treasury Management at both MB Financial and Capital One Bank, he lead the respective institutions’ treasury management service and implementation teams, including the conversion of all commercial customers to new online banking platforms.

Kevin Connelly

Advisor, Go-Live Faster
With 35+ years of experience in the Banking and Financial domain, Kevin has worked with multiple Fintechs and Banks across the United States. Leveraging his experience across multiple functions from sales, product management, operations to treasury management, Kevin acts as a strategic advisor for Go-Live Faster.

aileen sheehan

sVP, eastern bank
A Certified Treasury Professional, Aileen joined the financial industry in 1997 and has in-depth experience in both retail and corporate banking. She has spent the last fifteen years in cash management, with a focus on delivering client-focused training and managing customer on-boarding. Aileen is a Senior Vice President and is responsible for the Training & Implementation and Treasury Relationship Teams at Eastern Bank.
Hari Raghunathan
VP and Head of North American Operations, Go-Live Faster

Hari Raghunathan

VP, Go-Live Faster
Hari heads North America operations for Go-Live Faster. He has 15+ years of inside experience of the implementation challenges Banks face. He is a regular at industry conferences such as NACHA payments, AFP, and Windy City Summit.