Our Industry Experts
Our subject matter experts can provide knowledge, inspiration, and visibility
About Lisa
Ms. Huertas has served the financial industry for over 20 years in a variety of leadership roles that has provided her with the opportunity of working with hundreds of bank and credit union leadership teams to understand and develop their vision, strategy, culture, and critical technology.
Previously serving the industry as the Chief eXperience Officer for a technology-forward credit union, Lisa has compelling insight for financial institution leaders.
Professional Focus
- Digital Strategy
- Consumer Experience
- Tech Trends
- CDFI
- Leveraging Data
- Culture Development
Speaking Topics
Digital Strategy
Elevate Your Members’ Digital Journey
The power to scale and innovate has become an industry signature and is more important than ever for the future of the credit union movement. Designing a dynamic digital strategy and journey is top of mind for leaders across the globe.
Digital Identity
The Power of Knowing Without Asking
Do your consumers feel like a stranger when they walk into a branch? Are you able to identify who they are—without asking—when they contact your call center? With id-go, consumers can create one digital identity to use across channels.
Flexible APIs
Modern Application Integrations Simplified
Many banking cores are comprised of legacy technology that has evolved over the course of decades. Often, this starts as a simple ledger and expands into a suite of applications. While originally intended to meet the needs of the consumers, this often results in a limited and inflexible solution.
Cost-Effective Technology
Digital-First Service: Reinvent how you support consumers
A game-changing approach to modernizing how you provide customer service. Make any live interaction with customers and members simple and easy—bringing the in-branch experience to your call center, website, mobile app, and more.
Strategy
ITM & Self-Service Strategy
Traditional bank branches are evolving with advanced ITM technologies. Discuss how ITMs have allowed financial institutions to expand branch locations, grow assets, and increase transactions during extended hours with the use of innovative technologies.
More Topics
More topics available upon request
Past Events
- Future Branches
- FinTech
- CCUL REACH
- CUNA Technology Council
- CUNA Operations & Member Experience Council
- InOHvate
- Bank CX Summit
- CU Direct Drive 19’
- Self-Service Innovation Summit
- Future Digital Finance
- ECUC (Education Credit Union Council)
- NCR Innovation Conference
- CU Broadcast
- Cornerstone League
Recommendations
Contact Us
We would love to hear from you if you are interested in booking one of our subject matter experts
Our vision
FTSI is where innovative ideas take flight.
Our mission
When you believe anything is possible, the sky’s the limit. We provide custom solutions that create extraordinary experiences, delivered by a partner you trust.