Our Industry Experts

Our subject matter experts can provide knowledge, inspiration, and visibility

About Lisa

Lisa Huertas

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

  • Lisa was a keynote speaker at my Future Branches conference in Austin Texas this past November. She brought an amazing energy to the stage and shared tons of useful information with our audience about her credit union's approach to CX. And she was a pleasure to work with both in the lead up to the event and during the event itself. I can't recommend her enough as a speaker. If you are looking for someone that combines great content with a fantastic stage presence, look no further than Lisa!

    Future Branches Conference -Elizabeth Robillard, Sr. Conference Director for Future Branches & eTail at Worldwide Business Research
  • I had the distinct pleasure of hosting a panel discussion at our national conference with Lisa a panelist. We spent several hours together prior to the event, and I was genuinely impressed with Lisa’s vision for lending as an experience. She truly understands user-centered design thinking, digital transformation, and how important being innovative is to keeping credit unions relevant. Then she absolutely crushed it as a speaker and panelist! Would encourage having Lisa as a speaker anytime.

    FinTech -T.Brian Hamilton, FinTech | Innovator | Servant Leader

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.

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