President, Global Banking
Personetics
Jody brings deep operating experience in financial services – leading digital businesses, managing direct channels, and leading digital transformation programs. As President of Americas at Personetics, he is responsible for creating market leadership and driving customer impact. He was previously a Partner at McKinsey & Company, where he helped financial institutions define and execute digital transformation programs to drive customer growth and operating efficiency. Jody also served in senior digital operating roles at U.S. Bank, Wells Fargo, and Providian. In these positions, he led digital sales and service functions and direct to consumer businesses to deliver organic growth and enhanced customer experience. Jody has an MBA from Northwestern University and a BS in Computer Engineering from The University of Michigan.
In this detailed session, KeyBank and Personetics explore how “Cognitive Banking” is reshaping the industry, and how KeyBank is building trust through tailored guidance, turning mobile interactions into meaningful relationships that drive mutual value. Learn what KeyBank’s financial mobility survey revealed customers expect: They don’t just want transactions, they want trusted guidance that improves their financial well-being and daily decisions. For banks, gain insight from KeyBank into how robust data cleansing and enrichment can deliver value for both customers and the bank. By improving transaction descriptions and accuracy, banks can enjoy substantial benefits in call center inquiries, saving millions while automating customer service in a mobile-first world where 90% of traffic comes through digital channels. The benefit to shareholders? Measurable impact of targeted engagement on cross-selling, upselling, and customer retention, creating lasting value through deeper relationships rather than transactional interactions.