Briana Aguilar

Senior Director, Solutions Consultant Sesami

Briana possesses over a decade of experience with ARCA and has dedicated over 14 years to the financial and software sectors. In her pivotal role, she facilitates the Sales team in both pre-sales and post-sales activities, focusing on the discovery and analysis of how a financial Institution can best streamline and automate manual cash operations by identifying the proper hardware and software requirements for each environment, along with constructing comprehensive ROI projections to support the strategic deployment of resources.

Post-implementation, Briana's contributions extend to sales and technical service teams, offering in-depth analysis, training, and support for ongoing integration and optimization initiatives. Leading the Solutions Consultant team, she collaborates closely with Marketing, Go-To-Market strategies, R&D, and Reseller teams, contributing to a diverse array of projects from pilot programs to comprehensive field market research. Briana's fervor for operational excellence is matched by her strategic acumen in enhancing customer engagement and experience, underscoring her unwavering commitment to service excellence and innovation.

FROM TRANSACTIONS TO RELATIONSHIPS: ELEVATING CX IN A TRUST-DRIVEN ERA

2:15 PM Panel: Strengthening Small Business Banking

Small businesses are the backbone of local economies, but meeting their unique banking needs requires tailored strategies and innovative solutions. This panel will explore how banks and credit unions can strengthen their small business banking offerings to drive growth, deepen relationships, and create long-term value for both the institution and the businesses they serve. Industry leaders will share insights into designing specialized products, streamlining loan processes, and leveraging technology to provide personalized support for small business owners. The discussion will also address challenges such as building in the processes and features that can small business clients, balancing risk management with accessibility, and delivering seamless service across channels. Attendees will gain actionable strategies to position their institutions as indispensable partners to small businesses in their communities.

Building products and services tailored to small business needs
Streamlining approvals and improving access to credit for small businesses
Leveraging data and technology to deliver personalized support and advice

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

Download The Latest Agenda