In today’s Hot Topic we’ve got Dan Putney, Managing Director of the Americas Community Markets at Finastra with us!

The discussion will start with a focus on technology for the mortgage industry and what Dan’s experience has been like implementing Finastra’s solutions at various community banks, specialty lenders, and credit unions.

As you will hear in this interview, technology is exciting and can go a long way to improve mortgage business processes and systems, but at the end of the day it’s all about delivering a better customer experience.

How are you delivering a better customer experience?

About Dan Putney?

Dan has dual roles at Finastra, managing the sales strategy and Center of Excellence for mortgage solutions throughout the United States, as well as Managing Director for the northeast community banking market.

With Finastra since 2011, Dan has over two decades of direct mortgage-related industry expertise. He has worked for banks, in mortgage insurance and in sales leadership roles with other global software providers. This unique combination of in-house banking, mortgage, technology and sales experience enables Dan to understand a bank’s unique needs, and work with his team to tailor a solution best suited for a particular institution.

At Finastra, they believe that financial technologies help move the world forward. Their vision is to be the leading FinTech provider to the financial services industry globally. Finastra’s growth journey is exciting and they now serve nearly 9,000 banks, specialty lenders, community banks, credit unions, governments and corporations.

Excerpts from this Interview:

Listen: Using a “Hack-a-thon” to develop new and exciting software solutions with Finastra… our developers got together in 17 locations around the globe for our Hack-a-thon… Last year a 16 yr old won the contest!
Listen: With an open API, some machine learning and AI… you can create some amazing things with all the data owned by a bank…
Listen: Finastra’s a global company with over 9000 clients… the more data we have with our solution, the more the banks will have available to them…
Listen: Using machine learning and artificial intelligence to grow a bank’s business when they begin to learn about their customers…
Listen: Getting a look at the BIG data that a bank would use… providing tools, insights, analysis into the bank’s clients to help them grow and become more efficient…
Listen: Study shows 59% of people feel that their bank is a financial advisor for them… but only 43% feel that their bank actually understands them as a bank customer…
Listen: Finastra roadmap… Data Insights launching in January… using data to help make decisions on how to grow AND how to make the back office more efficient…
Listen: Finastra named 2019 Microsoft Partner of the Year out of 28000 partners… providing 99% of what a bank or credit union needs when it comes to software…
Listen: Making all products available for banks and credit unions to use who THEY choose… it’s looking at that customer experience as being #1…