Piloting Change Through Automation at Carter Bank

Join us on Thursday, July 24th for an inspiring session on what it truly means to pilot change through automation. In this live webinar, Matt Speare, COO of Carter Bank & Trust and a licensed pilot, shares how his team took control of a critical challenge—managing high volumes of payment disputes—and charted a new course with several of FINBOA’s intelligent automation solutions. 

In this session, Carter Bank’s Matt Speare will discuss the business impact of using three solutions provided by FINBOA, including FINBOA Payment Disputes, FINBOA BI-Disputes, a business intelligence solution providing rich data insights and trend analysis to help institutions improve decision making and FINBOA Treasury Onboarding, a solution for improving time to revenue through digitization and automation in the treasury services onboarding process.

Outside of his COO role, Matt enjoys flying and has piloted planes to deliver relief supplies following the recent Hurricane Helene. Professionally, Matt oversaw the transition of Carter Bank from relying on manual dispute processing to automating using FINBOA Payment Disputes. Following the impact of FINBOA Payment Disputes at Carter Bank, Matt was an early adopter of FINBOA BI-Disputes and FINBOA Treasury Onboarding. Matt is uniquely qualified to talk to his peers about leadership under pressure, and seizing the power of technology to improve back-office operations.  

This session will explore how Carter Bank replaced outdated manual processes with FINBOA Payment Disputes, FINBOA BI-Disputes and FINBOA Treasury Onboarding achieving a 500% return on investment, reducing compliance risk, and dramatically improving efficiency and customer experience. A brief demo of the FINBOA solution will be included, along with live Q&A. 

What You Will Learn:

• How Carter Bank & Trust "piloted" its transformation from manual to automated back-office processing of payment disputes and treasury onboarding requests
• Why FINBOA’s solution was selected and how it enabled 500% ROI, reducing pressure on staff, and delivering  improved SLA compliance
• The measurable benefits of intelligent automation for both back-office teams and customers
• What to look for in a digital automation partner—and why flexibility, support, and integration are critical for effective change
• How thoughtful leadership can reduce operational friction and drive scalable improvements

Who Should Attend?

Chief Compliance Officers |  Heads of Risk and Operations | Head of Treasury Management | Digital Banking Leaders | Deposit Operations Managers |  Fraud/Loss Prevention Teams | Dispute Resolution Specialists and others focused on Reg E compliance and operational transformation.