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Mobile in Financial Services Marketing: Cutting-Edge Event
June 21, 2016 @ 6:00 pm - 8:00 pm
Learn how mobile is changing the way financial services firms interact with clients and prospects in this compelling event from AMA Boston, Chapter members and guests will hear real-world lessons in how mobile applications such as cardless ATMs and mobile deposit from industry giant Fidelity and innovators Avidia and ustocktrade. You’ll gain insights from the financial services professionals below:
6:00-6:45 pm: Networking
6:45-7:00 pm: Introductions
7:00-8:00 pm: Roundtable discussion (note: there will be 3-4 tables, each with a guest speaker; attendees will rotate from table to table every 15-20 minutes, for a total of one hour).
8:00 pm: Q&A/Post-event networking
Fidelity: Velia Carboni
Velia is senior vice president of the Mobile Channel for the Digital Distribution group within Personal and Workplace Investing, a unit of Fidelity Investments, a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 20 million individuals, institutions, and financial intermediaries. Her responsibilities include overseeing the mobile strategy, supporting channel integration, and adoption of Fidelity’s mobile solutions. Today’s mobile applications serve retail brokerage customers and NetBenefits retirement relationships.
Ms. Carboni is a 20+ year veteran of Fidelity holding a variety of positions in Corporate Finance, the mobile product development area, and most recently leading the Mobile channel. She has been associated with the Personal and Workplace Digital Distribution Group since 2006. Ms. Carboni received a bachelor of science degree in finance and international business with a minor in sociology from Northeastern University and a master’s in business administration with a concentration in market research and corporate finance from Boston University.
Avidia: CarrieAnne Cormier
CarrieAnne is AVP/Retail Operations & Strategy at Avidia Bank, a $1.2B Community Bank headquartered in Hudson, MA. She oversees operations and strategy for their 10-branch Retail network, but she is far from your typical banker, pursuing disruptive technologies and new opportunities.
After joining Avidia Bank in 2005, CarrieAnne worked in various positions at the branch level before moving into Retail Administration. Her solid background in branch-based operations has made her a key player in the planning and implementation of new product and digital banking initiatives, most recently being the rollout of Cardless Cash for Avidia Mobile.
CarrieAnne is a featured contributor to outlets such as MX Money Summit, Bank On Social Month and American Banker for her work in digital strategy, social media and innovation. Known to the social world as @BankSmartCarrie, she was a founding member of the #AvidiaSmarties, Avidia Bank’s official social media and brand ambassador team. CarrieAnne is a graduate of Becker College where she received a B.S. in Business Administration. She is currently pursuing her MBA at Clark University, with a concentration in Marketing and Social Change.
Avidia: Katelin Cwieka
Katelin has worked at Avidia Bank as the marketing specialist since April 2015. She manages their social media presence, online reputation management and video marketing. In addition, Katelin leads the brand ambassador team at Avidia Bank, known as the #AvidiaSmarties. Katelin has been featured on Bank On Social Month, ABA Bank Marketing, Banking Exchange and the Bank Social Blog as an Expert Insider, where she provides insight into SEO, social media marketing and reputation management.
Previous to entering the banking world, Katelin worked at a web design and marketing agency as their Content Marketing Strategist and Social Media Manager. When Katelin isn’t working, you’ll find her on the ski slopes in the winter and paddle boarding in the summer. She volunteers in her community with a variety of organizations including the Community Harvest Project, and is the PR and Marketing Director for the YPWA (Young Professional Women’s Association) of Worcester.
Ustocktrade: Amodhi Weeresinghe
Amodhi is the Social Media Coordinator and Business Development Manager at Ustocktrade LLC as well as advertising compliance liaison. Ustocktrade is the first retail Alternative Trading System (ATS) democratizing access to the stock market with same-day settlement (T+0) and $1 per trade. Amodhi is responsible for leading marketing efforts for Ustocktrade’s launch in 2016. Prior to working at Ustocktrade Amodhi graduated from Williams College with a BA in English Literature.