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How-To - Banking Exchange
An original “Burger King” was just “Jim” to me

An original “Burger King” was just “Jim” to me

Priceless value of a first-name relationship
Everybody can’t be Superman

Everybody can’t be Superman

Success means recruiting, training, promoting your own super-heroes
Your bank needs Service 2.0

Your bank needs Service 2.0

Knowing customer’s name not good enough anymore
Major boost, minor leagues

Major boost, minor leagues

Banks partner with ballparks for unique sponsorships
Recruit employees to advocate for bank on social media

Recruit employees to advocate for bank on social media

Voluntary participation can widen bank’s reach in social networks
How to avoid Ponzi purgatory

How to avoid Ponzi purgatory

Careful diligence helps banks stay away from schemers
Streamlined processes pay

Streamlined processes pay

Conclusion: Your business is only as good as your workflow processes
Time for Business Process Management for your bank?

Time for Business Process Management for your bank?

Part 1: Telltale signs that current approaches don’t work
Regulators expect to see lines of defense

Regulators expect to see lines of defense

Compliance management systems not just for noncompliant anymore
Tiers aid vendor management (without tears)

Tiers aid vendor management (without tears)

How Ohio savings bank targets third-party risk
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Thursday, October 8, 2026 1:00 pm – 2:00 pm ET

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SPEAKER

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Dana Weinstein,
Head of Product at Tesser

Dana Weinstein is Head of Product at Tesser, bringing eight years of experience building payments products across US domestic and cross-border rails.

She launched Visa Direct Payouts, architecting a payout capability that now reaches 11 billion endpoints across cards, accounts, and digital wallets...