Parker Graham

Founder, and CEO Finotta

Parker Graham serves as the Founder and CEO of Finotta. Parker began his professional career first as a tackle for the Baltimore Ravens. Shortly after, Parker began working as a Private Bank Client Advisor at Bank of Oklahoma in 2014Parker founded Destiny Wealth in 2018 and pivoted the company to Finotta in 2020 to help banks and credit unions personalize their mobile banking experience to increase engagement, combat larger financial institutions and create new revenue streams. In 2022 Parker was named Innovator of the Year by Pipeline, a network of high-performing entrepreneurs in the Midwest. Parker and his wife Maddie enjoy spending time with their family and friends.

Day One- December 4th 2024

9:05 AM Keynote Panel: Becoming a Trusted Financial Partner: Beating the Competition by Deepening Customer Relationships in Branch

Your branch plays a vital role in nurturing long-term customer relationships. Through attentive service and personalized guidance, it fosters trust and loyalty. During this keynote panel, we will be focusing on how each interaction can become a stepping stone toward building enduring connections that extend far beyond transactions. Expect to hear:

· Prioritizing openness and honesty in all interactions with customers and members to build a foundation of trust and reliability

· Tailoring financial solutions to meet the individual needs and goals of each customer, demonstrating a commitment to their success

· Investing in ongoing communication and engagement to strengthen connections with clients, positioning yourself as a trusted advisor rather than just a transactional service provider

· Utilizing cutting-edge tools and platforms to streamline processes and enhance the customer experience

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

Download The Latest Agenda