Head of Small and Midsize Business, Financial Institution Channels and Global SMB Strategy, Merchant Solutions
Fiserv
Katie Whalen is Head of Small and Midsize Business, Financial Institution Channels and Global SMB Strategy, Merchant Solutions at Fiserv, a role she assumed in July 2024. Most recently, she served as SVP and Head of Issuer Processing for North America. Whalen also has experience from serving at top financial services institutions like American Express (AMEX) & Citigroup. She joined AMEX as Director of Business Strategy and Operations of Global Emerging Payments after working as Mobile Product Lead of Product Management, Development and Financial and Risk Mobile Teams at Thomson Reuters Corporation. Whalen began her career as a Congressional Intern for the Office of Senator Edward M. Kennedy, and holds a BA in Government, American Political Science and Public Policy from Cornell University and an MBA from New York University.
As customers expect banks and financial institutions to conduct business on their behalf in real time, the world of digital finance is rapidly evolving to anticipate and satisfy the needs of retail and commercial customers that are increasingly demanding products and app services—from instant payments to trading settlement and beyond—that are faster, better and cheaper. Panelists discuss the process for developing a roadmap for the successful implementation and adoption of Innovative products and services in various business lines that will appeal to customers who want an instant-everything experience and results.