BCX Summit / Tuesday / September 12, 2023 / 2:15 PM

How Banks Can Craft the Customer Journey

Banks have made efforts to improve customer experience, especially building a customer journey. However, many customers feel disconnected to their banks. How can banks fix this issue? In this panel, experts will discuss best practices to create a frictionless customer journey which guides the customer from onboarding to deeper engagement. They will discuss how this can boost the bank's overall brand and create loyal customers.


Lindsey Ogan | Marketing Director | Stride Bank
Lindsey Ogan is the Marketing Director for Stride Bank, N.A. Stride is the bank behind brands like Chime, DoorDash, and Lyft. She has over a decade of experience in growth marketing and revenue optimization roles, and in 2021, she was named to American Banker’s Most Powerful Women in Banking: Next list. Ogan is an interdisciplinary professional that specializes in designing, optimizing, and scaling revenue strategies by aligning the disciplines of innovation, product management, marketing, and analytics in order to gain market share and maximize profitability. She sees modern marketing as a strategic driver of business outcomes and a cross-functional catalyst, breaking down silos and orchestrating processes across functional teams to execute more effective and efficient strategies in key growth areas.
Courtney O'Regan | SVP, Director of Marketing | Middlesex Savings Bank
Courtney O’Regan is SVP, Director of Marketing at Middlesex Savings Bank, one of the oldest and largest mutual banks in the country. In her time at the bank, Courtney has led exciting projects such as a rebrand, social media launch, digital marketing strategy, and most recently –the development of a formal customer experience program. She holds a BS in Mass Communications and Public Relations from Boston University.
Liz Schaaf | VP, Business Line Experience Strategy Manager | Atlantic Union Bank

Jerone Abueva | Director, B2B Solutions Business Development – Financial Services Industry | Samsung Electronics America
Jerone Abueva is responsible for Business Development and creating new solutions to our customers’ real world problems. With experience in Business Development and Strategy globally across B2B verticals such as technology, finance, and government; Jerone brings a wealth of knowledge and of experience in Co-creating solutions with clients to drive their business growth. She recently joined Samsung B2B Mobile in 2022. Prior to Samsung she created and launched VCCP Singapore’s B2B offering, where she led strategic go-to-market strategies for global, regional and local B2B clients.
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