top of page

Tricia Hrotko, Regional Sales Executive, Digital Onboarding

Tricia is a senior marketing and sales professional, with over 18 years of experience in the banking industry. She most recently served as EVP and Chief Revenue Officer at Clifton Savings. Prior experience includes leadership roles at Sterling National Bank (NYC) and The Provident Bank (NJ). Tricia joined Digital Onboarding in April 2018 and loves getting the opportunity to meet with bank and credit union professionals across the U.S.

Helen Lawler, President, FINspiration

Helen is a diverse marketing and product management executive with more than 20 years of  financial services experience.  She has held management and leadership roles  including high-profile positions at Fortune 100 companies such as ADP,  HSBC, and most recently, at Fiserv. Her knowledge of strategic plans, SaaS analytics and tactical execution has repeatedly won her recognition for profitable programs. She earned both her M.A. and B.S. degrees from Seton Hall University with studies in Marketing and Communication. She also holds a certificate in Pragmatic Marketing.

Kathleen McMorrow, Principal, The Communications Optic

Kathleen is a seasoned business executive with 20 years of experience in integrated marketing communications and market research. Kathleen began her PR career at Nelson Healthcare Communications and later joined LVM Group. In 1998, she was recruited by Rubenstein Associates to serve as Senior Vice President of the real estate and law firm practice groups. She relocated to Los Angeles in 2015 where she formed a strategic communications consulting practice. Kathleen recently returned to NJ and founded The Communications Optic, which provides comprehensive Public Relations and Integrated Marketing Services. She is an honors graduate of The College of New Jersey and has completed graduate studies at Rutgers University.

Bruce Paul, President and CEO, Customer Experience Solutions

Bruce leads Customer Experience Solutions, the producers of the New Jersey and New York Banking Benchmarks.  He formerly was the Global Head of the Financial Services practice at the Nielsen Company and held senior positions at Greenwich Associates, Qualtrics, IPSOS and other research and consulting firms.  An expert in Banking Customer Experience, he has worked with scores of banks and credit unions and personally designed the Customer Experience and/or Market Research programs at 7 of the top 15 North American banks, among many others. Bruce has degrees in Political Economy, Asian Studies, and Chinese from the Yale University Center at the Chinese University of Hong Kong and from the University of California at Berkeley. He is a former Fulbright Scholar.

Jenna Smith, CEO/President, Smith Design

Jenna is CEO/President of Smith Design; a New Jersey based Brand Design Agency specializing in creating breakthrough visual solutions for established and emerging brands. Jenna plays keys roles in business development, account management, design strategy, and creative direction. Prior to Smith Design, Jenna held marketing roles in Silicon Valley for Cisco Systems & McAfee Security. Jenna holds an MBA in Marketing & Finance, A MS in Packaging, and a BA in Marketing.

bottom of page