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EXCLUSIVE VIRTUAL ROUNDTABLE

Driving Transformation and Tech Adoption in Banking: Lessons from First Horizon Bank

Join this exclusive virtual roundtable for Banking & Financial Services leaders to explore how First Horizon Bank is driving faster digital transformation across core banking operations through smarter tech adoption

 

Anna Jamison

Fintech & Emerging Tech Director, Strategic Platforms, First Horizon Bank

Anupam Malhotra

Associate Director, Enterprise Sales, Whatfix

calenderTuesday, Dec 9, 2025
clock10 AM ET | 4 PM CET

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TRUSTED BY LEADING ENTERPRISES

Experian
Amerant Bank
Mountain America Credit Union
Old Mutual
Texas Farm Credit

What’s in it for you?

As banks & financial services institutions modernize core systems, launch new digital platforms, and streamline operations, success depends on how quickly teams adapt. This closed-door conversation brings together banking leaders to explore how First Horizon Bank:

  • Tied digital adoption to core business KPIs like efficiency, compliance, and employee productivity
  • Built a culture of managing change better in various applications, teams and systems to accelerate banking transformation
  • Also, understand where DAP delivers value the most from onboarding and CRM to lending and compliance workflows

We have limited seats to make the session engaging & interactive. Secure your spot now!

1

Stacey Soerens

Senior Project Manager, FIS Global

About the Panelists

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About the Panelists

Anna leads enterprise-wide initiatives to modernize and optimize lending through platforms like nCino and Moody’s CreditLens. With nearly a decade at First Horizon, she has been instrumental in driving digital transformation that aligns technology investments with strategic business goals. Anna is a seasoned leader across fintech strategy, change management, and platform adoption, she brings deep experience in uniting teams across credit, risk, operations, and product to deliver seamless integration and measurable impact from emerging technologies.

1

Anna Jamison

Fintech & Emerging Tech Director, Strategic Platforms, First Horizon Bank

2

Anupam Malhotra

Associate Director, Enterprise Sales, Whatfix

About the Panelists

Anupam Malhotra, Associate Director of North America Sales at Whatfix, is a results-driven leader specializing in enterprise SaaS growth. He spearheaded Whatfix's Insurance GTM motion, growing North American customer base from 3 to 30+ in 3.5 years, driving significant ARR increase. Consistently exceeding quotas, he leads a high-performing sales team, mentors Enterprise AEs, and excels in cross-functional collaboration. A proven public speaker, Anupam delivers strategic insights on digital adoption and sales excellence.