The Evolution of Technology & Banking

On April 4th, the NYLIB community gathered for a panel discussion on the Evolution of Technology and Banking moderated by Patrick Sells, a co-founder of True Digital Group. Panelists included John Verry, Managing Director of CBIZ PivotPoint Security; Krista Moore, a Solution Enablement Engineer with Finxact, a Fiserv company; Ray Ortega, the Chief Technology Officer for BBH Solutions; and Preeti Singh, leader of the New York Business Unit at Coforge. The event was sponsored by Coforge. 

 

FROM LEFT TO RIGHT: Patrick Sells (True Digital Group), John Verry (Managing Director, CBIZ PivotPoint Security), Krista Moore (Solution Enablement Engineer, Finxact), Ray Ortega (Chief Technology Officer, BBH Solutions), Preeti Singh (Head of NYC Metro, Coforge)

 

Discussion topics included uses and risks of artificial intelligence, core migration and next-gen core banking systems, the coming transition to passwordless authentication, effective management of technology vendors, and how community banks can leverage technology to reduce cost and increase efficiency.

The Moderator

 
 

Patrick Sells, co-founder of True Digital Group, moderated the panel discussion. Patrick is an award-winning entrepreneur and thought leader with a proven track record of driving innovation and transformation in the financial services industry. As American Banker's 2020 Digital Banker of the Year and co-founder of True Digital Group, he has developed a network designed for bankers to help foster innovation and transformation through collaboration.

Before founding True Digital Group, Sells served as the Chief Innovation Officer at NYDIG and Quontic Bank. During his time at Quontic, he was recognized as American Banker’s Digital Banker of the Year and played a key role in creating the foundation that led to Quontic being named Forbes' #1 Digital Bank in 2022. At NYDIG, he was responsible for the organization's partnerships with core provider companies such as Alkami, Fiserv, FIS, Q2, NCR, and Jack Henry. By interacting with nearly 1,100 financial institutions throughout his career, Sells has extensive experience in vendor management, fintech partnerships, digital transformation, banking innovation, and risk management.

Our Panelists

 
 

John Verry is the Managing Director of CBIZ PivotPoint Security. Over the past 21 years, John has guided thousands of organizations on their journey to become provably secure and compliant. A family man and foodie with a penchant for pop culture references, John deftly mixes wit and wisdom while sharing his deep knowledge of cyber security with both business and technical audiences as the host of The Virtual CISO Podcast.

 
 

Ray Ortega is the Chief Technology Officer for BBH Solutions. Prior to being named CTO, Ray was BBH’s Unified Communications Practice Manager, leading the teams responsible for unified communications, networking, security, and other key technologies. He has more than 21 years of experience in the technology industry, with expertise in financial, non-profit, life sciences, engineering, and manufacturing verticals. As CTO, Ray develops the BBH service offerings and leads a team of technologists that design, build, and support Voice, Data, and Video Solutions that are premise-based or hosted in BBH’s cloud environment.

 
 

Krista Moore is a Solution Enablement Engineer with Finxact, a Fiserv company. “Enable” being the operative word. She has worked with financial institutions at Fiserv for over 25 years. In different spaces, Krista has helped customers find solutions that help create efficiency and diligence in their operations. In the endless evolution of technical services, she seeks to translate new technologies into a practical and approachable solution. The range of solution experience allows Krista to tie each element to the next, creating a seamless environment to “enable” the business goals.

 
 

Preeti Singh leads the New York Business Unit at Coforge, where she plays a crucial role in supporting the firm's financial services clientele within the region through business and technological transformations. Coforge is a global digital services and solutions provider that leverages emerging technologies and deep domain expertise to deliver real-world business impact for its clients, including global, commercial, and community banks, as well as insurance companies, card and payment providers, and global investment managers. Coforge helps its financial services clients modernize their core and reimagine their processes, enabling them to develop new product strategies, adopt the cloud, leverage data, insights, and analytics to create personalized experiences for their customers, as well as help drive adoption and roll-out of Governance, Risk & Compliance initiatives.

The Audience

 

The Audience at the APRIL 2024 The Evolution of Technology & Banking Event

 

Event Sponsor:

 
 

Coforge is a global digital services and solutions provider that leverages emerging technologies and deep domain expertise to deliver real-world business impact for its clients. If you were unable to connect with panelist Preeti Singh at the event, feel free to connect with her on LinkedIn.

 

THE COFORGE TEAM in attendance AT THE April 4th NYLIB EVENT

 

Sponsorship & Future Events

If you are interested in sponsoring future NYLIB events, please fill out this contact form, and a member of our team will reach out to you.

As NYLIB continues to plan events and meetings, we are open to suggestions on topics or issues that are of interest to banks in the tri-state area. Subscribe to our mailing list below to stay informed on news and upcoming events.

Memorable Moments

Please enjoy more memorable moments from our evening here. We encourage you to download your favorite moments and share them on LinkedIn. Don’t forget to tag the New York League of Independent Bankers (NYLIB)!