Professional Focus
- Digital Strategy
- Consumer Experience
- Tech Trends
- CDFI
- Leveraging Data
- Culture Development
About 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.
Lisa brings a breadth of industry knowledge, experience, and resources to help financial institutions innovate and succeed. Lisa has served the financial industry in a variety of leadership roles. She has worked with hundreds of financial institutions to understand and help develop their vision, strategy, culture, and critical technology.
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’
- SCUMA Conference
- Self-Service Innovation Summit
- Future Digital Finance
- ECUC (Education Credit Union Council)
- NCR Innovation Conference
- CU Broadcast
- Cornerstone League
“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
“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
Contact Us
We would love to hear from you if you are interested in booking one of our subject matter experts