SVP, Director of Strategic Initiatives
First Mutual Holding Company
Sam Sellery is Director of Strategic Initiatives at First Mutual Holding Co. (FMHC), where he leads the execution of forward-focused banking technology across five mutual banks throughout the Midwest.
Drawing on his diverse background spanning wealth management, retail banking and digital entrepreneurship, Sam joined FMHC in 2021 to lead their digital transformation.
Sam’s leadership sits at the intersection of planning, product and digital experience — which FMHC has tapped to drive the next wave of innovation across mutual banking.
Co-creator of two fintech patents, his career mission is to help banks become the primary financial institution to the 98% of Americans that traditional financial advisors overlook.
As digital becomes the primary channel, personalization is no longer a differentiator—it’s the baseline expectation. This panel explores how leading banks are deploying agentic AI that doesn’t just respond to customer needs but anticipates them before they arise. Panelists will discuss the technical infrastructure, organizational changes, and privacy frameworks needed to deliver hyperpersonalization at scale—while preparing for a future where intelligent agents negotiate on behalf of both customers and institutions.