Session Presenters
Soren Bested
Chief Operating Officer
Agent IQ
Brianna Elsass
VP & Head of U.S. Digital Servicing & Technology
BMO Financial Group
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About the presenter
Presented by
Soren Bested
Chief Operating Officer
Agent IQ
Soren Bested is the chief operating officer of San Francisco-based Agent IQ, a provider of digital customer engagement solutions specializing in making financial services more personal again. Mr. Bested oversees the operational and administrative functions of Agent IQ, while implementing enhanced business strategies that align with both the short and long term goals of the company.
Mr. Bested’s multi-continental career has allowed him the opportunity to see many of his achievements heralded as revolutionizing the mobile banking and payments service industries.
Prior to working at Agent IQ, Mr. Bested most notably held executive positions at Pivotus Ventures, Monitise and the World Economic Forum. Recognized for his professionalism and humanity, his ability to be seen as the smartest person in the room has propelled him to great heights within the worlds of fintech, biotechnology, healthcare and international strategic collaboration.
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About the presenter
Presented by
Brianna Elsass
VP & Head of U.S. Digital Servicing & Technology
BMO Financial Group
Brianna Elsass is VP & Head of U.S. Digital Servicing & Technology at BMO Financial Group. Ms. Elsass leads the digital efforts including long term strategic planning, manages the legacy desktop and mobile platforms and leads the strategy and delivery of integrated North / South digital customer experience for the bank’s personal and retail digital platforms.
Prior to joining BMO Harris Bank, Ms. Elsass worked for Wells Fargo, Capital One and Discover Financial Services where she held multiple leadership roles in digital and omni channel customer strategy.
Ms. Elsass has served as the chairperson of The Washington Center alumni board for several years.
Breakout 5: Creating a Digital-first, Yet Relationship-based, Strategy For Your Institution
Forward-thinking institutions who may have traditionally been conservative in adopting new technologies realize that digital needs to be a critical part of their growth (and survival) strategy. Yet, how do you balance that with the personal connection and relationships that you can get with your customers in the branch? A better digital experience that still provides personal connection is what customers are demanding from you – or going elsewhere to find it. This discussion centers on a digital-first strategy that is focused on building a digitally-enabled, future-ready bank that drives progress for their customers, unlocks the power of their people and delivers loyalty, growth and efficiency.
Session Resources
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Session Presentation
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Keeping Deposits For The Long Term