Jonas Ng

Sr. Director, Business & Tech Optimization for Real Estate Capital/Institutional KeyBank

Jonas Ng currently serves as Sr. Director, Business & Tech Optimization for Real Estate Capital/Institutional Banking, KeyBank. Prior to this he was COO for Laurel Road, leading operational excellence in customer acquisition, onboarding, credit/underwriting, risk management, quality control, and sales/servicing. Prior to his current role, Jonas served as Head of Digital for Commercial Banking & Enterprise Payments for KeyBank.

He also ran the Financial Wellness Product Team and served as Financial Wellness Strategy leader who brought Financial Wellness to market for KeyBank’s Consumer Bank, from digital product and retail transformation strategies to financial insights and digital personalization.

Throughout his tenure, he has served as a CMO, Chief Product Officer, and Chief Digital Officer for various financial institutions and start-ups, and has had various leadership roles in Finance, Operations, Strategy, Business Development, Mergers & Acquisitions, Application Development, and Innovation.

Currently, Jonas serves on the board of Minds Matter Cleveland, serves as a CollegeNow mentor, and has served on the Board of Directors for Junior Achievement of Central OH. He holds a Bachelor of Science degree in Business Administration from Georgetown University and lives with his family outside Cleveland, OH.

Day 2: Elevating And Personalizing the Customer Journey

5:20 PM PANEL DISCUSSION: Seamless Banking Journeys: Bridging the Gap Between Physical and Digital Experiences

As of 2022, 78% of adults prefer banking via mobile app or website, compared to 29% preferring to visit a branch. As a result, bank leaders must rethink how and when customers interact with branches, agents, and ATMs to deliver a seamless experience across channels.

Bring your questions to this panel of customer experience changemakers as they discuss:

Identifying and prioritizing key touchpoints in customer’s digital and physical banking journeys.
Surveying customers to know what activities are best suited for digital and when human support is needed
Empowering frontline employees with real time customer dashboards to better assist in person, while allowing them to pick up where digital interaction left off.

Day 3: Setting a Roadmap For The Future

11:50 AM Digital Finance Hot Takes: Turning Insights Into Action

Join your fellow banking leaders in this interactive session to discuss the most impactful lessons learned from specific keynotes, panel discussions, roundtables, or workshops.

Share key insights, exchange perspectives, and collaborate on transforming these takeaways into actionable strategies.

Walk away with clear ideas to implement new and innovative initiatives within your company.

Check out the incredible speaker line-up to see who will be joining Jonas.

Download The Latest Agenda