Adam Frisch Email & Phone Number

Charlotte, Nc, Us

Manage team of product managers responsible for building and driving mobile first, best-in-class digital sales strategy and end to end member journey experiences to achieve performance and conversion goals in account acquisition for all Bank products across Deposits, Credit Card, Consumer Lending, & Mortgage. Led Digital & Agile transformation efforts through reorganization and acquisition of necessary talent, implemented test &learn philosophy across mobile and dotcom, improved processes, and redesign of member experience across products, leading to YoY sales growth (15% in 2021, 23% in 2022, 18% in 2023, and 11% 2024 YTD). Developed multi-year deepening and segmentation Digital acquisition strategy, while building roadmaps aligned to multipleAgile IT teams. Led efforts to reimagine and scale Agile process improvement across project intake, LRC review, and production validation to gain efficiencies to expedite and drive speed to market. Partnered across Bank and enterprise teams to drive improvement to KYC & IDV experience while working to automatecontrols through procedure and documentation simplification efforts to mitigate risk.

Charlotte, North Carolina

Manage team responsible for building and driving digital sales strategy to achieve performance goals of new account acquisition and customer experience for all products sold digitally.

Charlotte, North Carolina

Manage team responsible for building and driving digital sales and marketing strategy to achieve performance goals in account acquisition and customer experience for Mortgage and Home Equity loan productsTeam responsibilities include achieving digital Mortgage and Home Equity loan acquisition sales goals through project prioritization planning, initiation , and execution, results analysis, senior level presentation of strategy and progress, regulatory and AML required updates, and collaboration with offline marketing efforts that drive consumers to the digital spaceResponsible for entire digital experience for Mortgage and Home Equity products, including customer digital research, application, and marketing trigger and landing page experienceWork with offline Mortgage sales and fulfillment partners to drive efficiency in process from digital lead form collection through underwriting and closing process, to drive completion, customer experience, and sales goalsCollaborate with product, legal, risk, compliance, AML, privacy, operations, technology partners to drive project and platform goals

Charlotte, North Carolina Area

Manage team responsible for driving sales growth through enhancement and excellence in customer experience modifications through Agile project management of the consumer deposits online application processExceeded sales plan goals in 2013 (113%), 2014 (126%), and 2015 (184%) by driving increased mobile acquisition through application optimization and existing customer sales by differentiation of experienceDeveloped authenticated ‘Express’ application process for Savings products that greatly enhances prefill capabilities, which led to year over year sales growth of 20%Team responsibilities include Digital consumer deposits sales goals through optimization and enhancement, ongoing maintenance requests, regulatory and AML required updates, and partnering across sales triggers for end to end performanceDelivered complete redesign initiative, becoming the first national financial institution with a ‘responsive’ consumer deposits application process that is optimized and responsive to device size, driving overall digital sales through mobile channel growth from 4% of overall digital sales to over 40%Drove process creation with vendor support for ACH transfer option within account acquisition process driving initial fundingLead on Authenticated sales project that helped to differentiate the sales experience for existing and Preferred segment customersCollaborate with product, legal, risk, compliance, AML, privacy, operations, technology partners to drive project and platform goals2013/2014/2015 Forrester best in class award winning deposits customer experience

Charlotte, North Carolina

Drive cost to serve strategy initiatives planned for Digital channels, from campaign ideation and approval through executionExceed transaction migration goals (107%) in 2012 through delivering self service campaignsProgram management of Digital Marketing self service concepts, inclusive of E2E management, governance, executive level reviews, and ROIEvaluate online banking and mobile self service capabilities, while adhering to VOC and best practices, to determine potential opportunities in customer behavior to drive adoption to attain cost savings goalsAlign with project, channel, segment, and marketing goals by ensuring on-time and on-budget, cost effective solutions are implemented that effectively influence customer behavior

Charlotte, North Carolina

Manage sales enablement process driving strategy for acquisition and channel growth through Waterfall project methodologyImprove online channel goals with conceptual ideation and project initiation through delivery, execution, and results analysis Manage multiple complex technical projects simultaneously to drive business strategy and sales goals Responsible to senior leadership for project’s timely delivery and adherence to budget Lead on projects for determining appropriate governance path including presentation to executive and business tollgates, requirement gathering, statement of work assessment, customer experience reviews, risk and regulatory and compliance reviews, architecture, and application content managementPerform post-project implementation ROI analysis and presentation of results to senior leadership and key partners Collaborate effectively across lines of business while building relationships throughout the enterprise, bank vendors, and external affinity partners to efficiently drive the business End to end delivery of process ownership through complex analysis and creation of documentation to track and evaluate success, while managing process change through testing and production certification for best in class performance Processes and products managed throughout role include: Emerging Credit products, Mass Affluent products, cross-sell, pre-approval for Brand and affinity, and instant credit

Consultative campaign ideation to banks and credit unions through card portfolio growth programs. Responsible for product delivery, needs assessment and criteria development for marketing initiates. Products include account acquisition, VISA Gift, Payroll and Buxx cards, rewards and loyalty programs, debt protection, identity theft insurance, convenience and promotional checks, travel benefits and protection and neural networks. Manage multiple financial institutions marketing programs through eCommerce channels, direct mail, statement inserts and messaging as well as point of sale marketing materials.