Digital Transformation in Finance Apps: What Leaders Get Right (and Wrong)

Drawing on survey data from senior executives in the financial services sector, join Branch’s business strategy team to uncover key barriers and objectives in their digital transformation journey toward a mobile-first business model.

Discover fresh insights and best practices for implementing revenue-generating and cost-reducing strategies that enhance customer retention and lifetime value. Learn what finance industry leaders identify as the major challenges and opportunities in their mobile strategy, along with overlooked use cases that drive significant value at minimal cost.

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Speakers

Sophie Frostbaum

Senior Business Strategy Manager @ Branch

Sophie Frostbaum is a Senior Business Strategy Manager at Branch, where she works as an internal strategy consultant, providing data-driven customer insights on enabling and harnessing value via app adoption and engagement. Working with businesses across all verticals, she helps customers develop a playbook on their app-first strategy, leveraging their owned channels to acquire customers with the highest LTV. Prior to joining Branch, Sophie worked in Enterprise Solutions & Analytics consulting, specializing in Digital Transformations. She holds a BBA from Emory University in Finance and Strategy & Management Consulting.

Reed Kuhn

Head of Business Strategy @ Branch

Reed Kuhn is Head of Business Strategy at Branch, where he connects the massive data within the Branch platform to real customer impact. A former aerospace and defense strategy consultant, Reed left the industry and moved to Silicon Valley. Along the way, he invented his first app on an iPhone 3, co-founded an athlete management agency with MC Hammer, and authored the first-ever book on the sports analytics of professional cagefighting. He spent time in eCommerce SaaS working with global retail leaders, plus eventual stints at Walmart and eBay. For a decade he has spent his weekends as ESPN’s gambling expert for Mixed Martial Arts, making analytical predictions of UFC fights. He holds a BS in Physics from Washington & Lee University, a Master’s in Systems Engineering from the University of Virginia, and an MBA from Duke University.