Alex Jimenez

Digital Banking and Payments Strategist, Focus on Innovation and Fintech

Alex's bio

Alex Jimenez is a Senior Strategist at Zions Bancorp, where he leads the overall technology investment planning process for the office of the CIO. Prior to his current role he was a Principal Consultant at AJ & Associates advising Financial Services organizations and those that work with them in the areas of digital banking, payments, innovation and general strategy. His other recent experience includes developing and managing Digital Banking and Payments Strategy at Rockland Trust, a community bank in Eastern Massachusetts. He was also Chair of the Consumer Bankers Association’s Digital Channel Committee, where he worked with Digital Banking leaders in the industry and visited Capitol Hill to meet with the Senate’s Banking Committee staff.

Alex’s other experience include positions in operations, program and project management, strategy development and implementation, business process improvement, marketing, and voice of the customer.He has worked at Rockland Trust, Bank of America, FleetBoston Financial, and Cigna Insurance.

Alex has been named as one of the top 100 global influencers in Financial Technology (FinTech) by Onalytica (Number 11) and by Jay Palter (Number 46).He has been featured in the Irish Tech News and in the Independent Community Bankers of America’s (ICBA) Independent Banker.The ICBA named Alex Indie Banker of the Month, December 2015, for his work in innovation in banking.He has been published by The Financial Brand, and quoted in the Wall Street Journal, the Boston Globe, The Financial Brand, the American Banker and the Boston Business Journal.

He’s spoken at various Financial Services conferences including CBA Live 2012-2015, NetFinance 2014 and 2015, Medios de Pagos LATAM Summit 2013, FIS’s Infoshare 2011 and 2012, BAI Payment Conference 2012, BAI Retail Delivery 2011, and Mobile Banking & Emerging Applications Summit 2011.

Experience

Explore my professional history and get to know the companies I worked at and my roles and responsibilities.

2016 current

Zions Bancorp

Sr Strategist

Leads the overall technology investment planning process for the office of the CIO. Key responsibilities include:

- Directing activities that determine strategic technology and operations investments,
- Leading assessments of business capabilities and providing analysis on how specific technology investments in capabilities align to the strategic direction of the company,
- Continuous planning with banking product groups to understanding emerging technology and operational needs,
- Understanding key technology solutions and associated enterprise impact and functionality across business lines.

2015 2015

Rockland Trust

SVP, Director of Digital and Payments Innovation

Developed strategic plans for payments and digital banking. Responsible for analyzing trends and market disruptions and searching for emerging new market opportunities. Worked with partner Fintech companies to develop and implement innovative digital customer experiences. Supported business units in new product and service initiatives. Oversaw the operations of the digital branch. Managed deposit and payment revenue categories including account maintenance, overdraft, debit card and ATM.

2015 2016

A.J. & Associates

Digital Banking and Payments Strategist, Focus on Innovation and Fintech

Advising Financial Service companies and those that work with them in the areas of digital banking, payments, innovation and general strategy.

2015 2015

Consumer Bankers Association

Chair, Digital Channels Committee

CBA's Digital Channels Committee focuses on the growing digital banking channels including online, mobile, and tablet banking, alternative payments, social media and related issues. The mission of the committee is to provide a forum to discuss challenges executives in the digital channels space are facing, share best practices and identify current and future issues to be subject to regulatory/legislative action. The priorities for the CBA Digital Channels Committee include communicating thought leadership and establishing best practices in emerging channels for CBA members and planning compelling CBA LIVE programming in the areas of digital channels.

2011 2015

Rockland Trust

Senior Vice President and Director, Digital Channel Management

Develops and Manages the implementation of the Bank's Digital Channels Strategy including Debit Cards, ATMs, Telephone, Online, and Mobile Banking, Website, Social Media and Emerging Payment Channels. Oversees the Call Center and Digital Channel operations. Manages deposit and payment revenue categories including account maintenance, overdraft, debit card and ATM. Manages the bank's Customer Experience program.

2013 2015

Consumer Bankers Association

Vice Chair, Digital Channels Committee

2008 2011

Rockland Trust

Senior Vice President and Director, Deposit Operations and Alternative Delivery

Responsible for the bank's Deposit Operations including eBanking, Cash Management Operations, Account Processing, Fraud Recovery and Items Processing. Managed the strategy and operations of Alternative Delivery Channels including the Customer Information Center, Online Banking, Mobile Banking, Telephone Banking, Internet Deposit Products, Intelligent Teller Machines and other emerging channels.

2005 2008

Rockland Trust

VP & Director, Business Process Improvement and Project Management

Managed a team of Project Managers who directed high-impact Cross-Functional, IT and strategically important projects for the organization. Led multiple cross-functional projects including M&A, business process improvements and strategy implementations.

2004 2004

Bank of America

Sr. Change Manager

Responsible for the definition, management and successful implementation of strategic projects and initiatives for the Wealth & Investment Management division. Defined, tracked and reported client focused metrics and Voice of the Customer (VOC) for all projects within the Private Bank line of business.

2000 2004

FleetBoston Financial

Strategic Business Consultant

Provided management consulting services to various lines of business within the corporation to facilitate organizational, operational and system changes commensurate with business plans and profitability objectives. Consulted in the areas of strategy, process redesign and re-engineering, capacity analysis and planning and general project management.

1998 1999

Fleet Financial Group

Quality Consultant

Served as an internal consultant in the areas of quality systems, methodology, process improvement and redesign. Managed projects to increase revenue, reduce costs and improve the customer experience.

1997 1998

Fleet Bank

Team Leader, Re-Engineering

Managed process redesign and business process re-engineering projects throughout the organization. Provided consulting in the areas of re-engineering, capacity analysis, metrics and project management incorporating information technology as well as industry and company best practices.

1987 1996

CIGNA

Loss Control Consultant

Performed loss control and risk management evaluations and consulting services for various private and government institutions throughout the New York Metropolitan and New England areas. Focused on property, general liability and workers compensation services for health care, manufacturing and education industries.

Education

See where I spent time studying and gained early knowledge to prepare for my professional life.

1994 1995

Babson College - Franklin W. Olin Graduate School of Business

Management

1991 1995

Adelphi University

Management & Marketing

1991 1993

Adelphi University

Management

1983 1987

Hofstra University

Mechanical Engineering

Work Samples

Sample Projects and Publications:

Article: Building the 'Branch of the Future' is More Than Technology

Considerations when designing the "branch of the future."

Rockland Trust Website Redesign

Redesign of Rockland Trust's public website.

Skills

A list of some of the most valuable professional skills I possess.

Change Management

Business Management

Call Center

Banking

Strategy Development

Operations Management

Electronic Payments

Business Process Improvement

Process Engineering

Quality Management

Leadership Development

Mergers and Acquisitions

Mergers

Strategy

Process Improvement

Management

Management Consulting

Mergers & Acquisitions

Project Management

Cross-functional Team Leadership

Leadership

Call Centers

Program Management

Six Sigma

CRM

Analysis

Start-ups

Team Building

Integration

Business Planning

Consulting

Project Planning

Business Analysis

Vendor Management

Portfolio Management

Financial Services

Product Management

Business Development

Payments

Analytics

Relationship Management

Finance

Running

Mobile Payments

Testimonials

Hear what some of my clients and colleagues have to say about me after working together on various projects throughout my career.

Alex is on my short list of bankers whose opinion I seek regularly in this quickly evolving era of digital disruption. He not only understands banking from the inside out, he also has the ability to think from the outside in. He considers both secular and external trends to create valuable perspectives on a rapidly changing industry.

JP Nicols

Innovation, Strategy and Leadership Advisor

Alex was able to guide me through the start-up of my small business with ease. He is a great resource, and I rely on him constantly for information and guidance as my business grows.

Lisa Henning

Chef/Owner Queen of Cuisine PCS

Alex is by far one of the best management consultants with whom I have ever worked. His skill is evident regardless of the methodology employed. Whether it's TQM, BPR, or Six Sigma, Alex is able to understand the root cause of the issue and apply the correct tool to solve the problem. I'd team with Alex anytime.

Anthony DiBona

VP, AML Customer Intelligence Unit at State Street

Alex and I were two of the original members of the Consumer Bankers Association's Digital Channels Committee. Over the years, he became one of my favorite people to interact with. He has a clear command of Financial Services and a vision for how Digital can and should change it. Alex has a plethora of knowledge on a broad range of Digital topics. He knows vendors, payments, Social Media, Mobile, Customer Service, design--you name it! He's always willing to share what he knows to up the game of those around him, and he soaks up new information like a sponge! Alex is articulate, passionate, direct and fun. That's why he was my clear choice for a successor/to take over the Committee Chair role. Any organization would be lucky to steal him!

Allison Paine Landers

Experienced Digital Product & Marketing Executive

As the financial industry is in a state of transformation, many bankers are casual observers to the changes that are occurring. Alex is not one of these bankers. Instead, Alex has been an active participant, introducing innovations to the organizations he has been involved with and continuously seeking insight from the best organizations leaders in the world who are making a difference.

Alex refuses to accept the status quo, with an inquisitive mind and a firm grasp of the opportunities and challenges in the financial services industry. Not taking the easy route, Alex continually is engaged in some of the most important conversations taking place in our industry, providing himself a deeper strategic understanding of what will help an organization succeed in the future.

Alex's energy, network of influencers and grasp of the financial services marketplace is quickly providing him the opportunity to be a leader in the finserv and fintech space.

Jim Marous

Owner and Publisher of the Digital Banking Report and Co-Publisher of The Financial Brand

Alex is a professional who is adept at turning ideas into tangible business results. His strong team-building skills, a focused mindset, and his ability to lead change and spearhead initiatives are but a few of the qualities Alex brings to a project. I really enjoyed working with him and would highly recommend him for any business process improvement role.

Linh Nguyen

Process Management Professional

I have had the pleasure of collaborating with Alex for the past couple of years through phone, email and in person at various industry events. As the Chair of the CBA Digital Channels Committee and his current role at Rockland Trust, Alex has demonstrated he is a clear industry thought leader. He is very sharp, passionate, collaborative, responsive and is not afraid to challenge the status quo.

He knows how much is disruption is occurring in banking right now and is not afraid of it. He wants to disrupt the disruptors and would be a huge asset to any company willing to embrace digital change. I couldn't recommend Alex highly enough!

James Hodges

Director of Community & Client Advocacy at MX Enabled

I’ve had the opportunity to engage with Alex on multiple occasions concerning Digital Banking and Emerging Payments. I consider him to be one of my go-to resources on these topics. He is able to draw on his deep experience within Financial Services to add substance and real-life examples to these conversations. It isn’t just theory with Alex. He understands the importance of the shift to digital and is a strong evangelist within the banking community.

Sam Maule

Emerging Payments Practice Lead at Carlisle & Gallagher Consulting Group, Inc

Working with Alex during the sales process was a huge relief since he understood the complex management of the organization and how to align everyone behind the solution that was being proposed. He also had that technical side that gave me confidence that he was understanding the proposed solution rather than simply shaking his head and agreeing. Overall, the combination of business acumen, technical insight, and forward-thinking marketing for the financial institution made him a great partner to work with and I hope to continue to work with for many years.

Lon Gretillat

Director of Business Development, North America at ActiveStandards

Alex and I were two of the original members of the Consumer Bankers Association's Digital Channels Committee. Over the years, he became one of my favorite people to interact with. He has a clear command of Financial Services and a vision for how Digital can and should change it. Alex has a plethora of knowledge on a broad range of Digital topics. He knows vendors, payments, Social Media, Mobile, Customer Service, design--you name it! He's always willing to share what he knows to up the game of those around him, and he soaks up new information like a sponge! Alex is articulate, passionate, direct and fun. That's why he was my clear choice for a successor/to take over the Committee Chair role. Any organization would be lucky to steal him!

Allison Paine Landers

was with another company when working with Alex at Consumer Bankers Association

Alex is on my short list of bankers whose opinion I seek regularly in this quickly evolving era of digital disruption. He not only understands banking from the inside out, he also has the ability to think from the outside in. He considers both secular and external trends to create valuable perspectives on a rapidly changing industry.

JP Nicols

was with another company when working with Alex at Rockland Trust

As the financial industry is in a state of transformation, many bankers are casual observers to the changes that are occurring. Alex is not one of these bankers. Instead, Alex has been an active participant, introducing innovations to the organizations he has been involved with and continuously seeking insight from the best organizations leaders in the world who are making a difference. Alex refuses to accept the status quo, with an inquisitive mind and a firm grasp of the opportunities and challenges in the financial services industry. Not taking the easy route, Alex continually is engaged in some of the most important conversations taking place in our industry, providing himself a deeper strategic understanding of what will help an organization succeed in the future. Alex's energy, network of influencers and grasp of the financial services marketplace is quickly providing him the opportunity to be a leader in the finserv and fintech space.

Jim Marous

worked with Alex at Rockland Trust

I have had the pleasure of collaborating with Alex for the past couple of years through phone, email and in person at various industry events. As the Chair of the CBA Digital Channels Committee and his current role at Rockland Trust, Alex has demonstrated he is a clear industry thought leader. He is very sharp, passionate, collaborative, responsive and is not afraid to challenge the status quo. He knows how much is disruption is occurring in banking right now and is not afraid of it. He wants to disrupt the disruptors and would be a huge asset to any company willing to embrace digital change. I couldn't recommend Alex highly enough!

James Hodges

was with another company when working with Alex at Rockland Trust

I’ve had the opportunity to engage with Alex on multiple occasions concerning Digital Banking and Emerging Payments. I consider him to be one of my go-to resources on these topics. He is able to draw on his deep experience within Financial Services to add substance and real-life examples to these conversations. It isn’t just theory with Alex. He understands the importance of the shift to digital and is a strong evangelist within the banking community.

Sam Maule

was with another company when working with Alex at Rockland Trust

Working with Alex during the sales process was a huge relief since he understood the complex management of the organization and how to align everyone behind the solution that was being proposed. He also had that technical side that gave me confidence that he was understanding the proposed solution rather than simply shaking his head and agreeing. Overall, the combination of business acumen, technical insight, and forward- thinking marketing for the financial institution made him a great partner to work with and I hope to continue to work with for many years.

Lon Gretillat

was with another company when working with Alex at Rockland Trust

Alex is by far one of the best management consultants with whom I have ever worked. His skill is evident regardless of the methodology employed. Whether it's TQM, BPR, or Six Sigma, Alex is able to understand the root cause of the issue and apply the correct tool to solve the problem. I'd team with Alex anytime.

Anthony DiBona

worked directly with Alex at FleetBoston Financial

Alex is a professional who is adept at turning ideas into tangible business results. His strong team-building skills, a focused mindset, and his ability to lead change and spearhead initiatives are but a few of the qualities Alex brings to a project. I really enjoyed working with him and would highly recommend him for any business process improvement role.

Linh Nguyen

worked directly with Alex at FleetBoston Financial

Alex and I were two of the original members of the Consumer Bankers Association's Digital Channels Committee. Over the years, he became one of my favorite people to interact with. He has a clear command of Financial Services and a vision for how Digital can and should change it. Alex has a plethora of knowledge on a broad range of Digital topics. He knows vendors, payments, Social Media, Mobile, Customer Service, design--you name it! He's always willing to share what he knows to up the game of those around him, and he soaks up new information like a sponge! Alex is articulate, passionate, direct and fun. That's why he was my clear choice for a successor/to take over the Committee Chair role. Any organization would be lucky to steal him!

Allison Paine Landers

was with another company when working with Alex at Consumer Bankers Association

Alex is on my short list of bankers whose opinion I seek regularly in this quickly evolving era of digital disruption. He not only understands banking from the inside out, he also has the ability to think from the outside in. He considers both secular and external trends to create valuable perspectives on a rapidly changing industry.

JP Nicols

was with another company when working with Alex at Rockland Trust

As the financial industry is in a state of transformation, many bankers are casual observers to the changes that are occurring. Alex is not one of these bankers. Instead, Alex has been an active participant, introducing innovations to the organizations he has been involved with and continuously seeking insight from the best organizations leaders in the world who are making a difference. Alex refuses to accept the status quo, with an inquisitive mind and a firm grasp of the opportunities and challenges in the financial services industry. Not taking the easy route, Alex continually is engaged in some of the most important conversations taking place in our industry, providing himself a deeper strategic understanding of what will help an organization succeed in the future. Alex's energy, network of influencers and grasp of the financial services marketplace is quickly providing him the opportunity to be a leader in the finserv and fintech space.

Jim Marous

worked with Alex at Rockland Trust

I have had the pleasure of collaborating with Alex for the past couple of years through phone, email and in person at various industry events. As the Chair of the CBA Digital Channels Committee and his current role at Rockland Trust, Alex has demonstrated he is a clear industry thought leader. He is very sharp, passionate, collaborative, responsive and is not afraid to challenge the status quo. He knows how much is disruption is occurring in banking right now and is not afraid of it. He wants to disrupt the disruptors and would be a huge asset to any company willing to embrace digital change. I couldn't recommend Alex highly enough!

James Hodges

was with another company when working with Alex at Rockland Trust

I’ve had the opportunity to engage with Alex on multiple occasions concerning Digital Banking and Emerging Payments. I consider him to be one of my go-to resources on these topics. He is able to draw on his deep experience within Financial Services to add substance and real-life examples to these conversations. It isn’t just theory with Alex. He understands the importance of the shift to digital and is a strong evangelist within the banking community.

Sam Maule

was with another company when working with Alex at Rockland Trust

Working with Alex during the sales process was a huge relief since he understood the complex management of the organization and how to align everyone behind the solution that was being proposed. He also had that technical side that gave me confidence that he was understanding the proposed solution rather than simply shaking his head and agreeing. Overall, the combination of business acumen, technical insight, and forward- thinking marketing for the financial institution made him a great partner to work with and I hope to continue to work with for many years.

Lon Gretillat

was with another company when working with Alex at Rockland Trust

Alex is by far one of the best management consultants with whom I have ever worked. His skill is evident regardless of the methodology employed. Whether it's TQM, BPR, or Six Sigma, Alex is able to understand the root cause of the issue and apply the correct tool to solve the problem. I'd team with Alex anytime.

Anthony DiBona

worked directly with Alex at FleetBoston Financial

Alex is a professional who is adept at turning ideas into tangible business results. His strong team-building skills, a focused mindset, and his ability to lead change and spearhead initiatives are but a few of the qualities Alex brings to a project. I really enjoyed working with him and would highly recommend him for any business process improvement role.

Linh Nguyen

worked directly with Alex at FleetBoston Financial

It is my pleasure to write this recommendation on behalf of Alex Jimenez. I have been a friend and business associate of Alex’s during the last five years. Alex was one of the first persons whom I interviewed with for my initial role at Rockland Trust and subsequently reported to him in his role as SVP, Director of Digital and Payments Innovatoin. Initially, I was very excited to hear he was as interested in moving Rockland Trust into the next generation of banking as I was. We had similar interests in new FinTech companies and during our many hours of long conversations of the future of banking and the role banking would play in the IoT, I found him to be highly knowledgeable in the areas of banking from operations to social media to looking forward for the next new service offering to give customers a truly Omni-channel experience. Alex is a highly qualified senior executive, with a strong operational focus and a high level of integrity. He is direct and focused on problem solving without letting ego get in the way. Alex works extremely well developing staff to support him in attaining the bank’s strategic goals. He possesses a wealth of knowledge of the banking industry and has a great sense of community that has helped him form strong relationships with peers and leaders in the FinTech arena. Alex’s name was usually at the top of the list to spearhead important company initiatives; and I had the pleasure of working with Alex on many innovative projects including mobile banking, online customer support, new online banking platform, offering customers the ability to open accounts online and offering customers the ability to schedule appointments online. With Alex’s leadership, the Bank was able to enjoy many of the technologies only the customers of big banks enjoy. In addition, Alex has excellent powers of observation, and an ability to communicate and suggest change in an effective but non-threatening way. Alex is a highly competent executive who I am fortunate to have had the pleasure to know and work with.

Patricia St. Clair

reported to Alex at Rockland Trust

Alex and I were two of the original members of the Consumer Bankers Association's Digital Channels Committee. Over the years, he became one of my favorite people to interact with. He has a clear command of Financial Services and a vision for how Digital can and should change it. Alex has a plethora of knowledge on a broad range of Digital topics. He knows vendors, payments, Social Media, Mobile, Customer Service, design--you name it! He's always willing to share what he knows to up the game of those around him, and he soaks up new information like a sponge! Alex is articulate, passionate, direct and fun. That's why he was my

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Alex and I were two of the original members of the Consumer Bankers Association's Digital Channels Committee. Over the years, he became one of my favorite people to interact with. He has a clear command of Financial Services and a vision for how Digital can and should change it. Alex has a plethora of knowledge on a broad range of Digital topics. He knows vendors, payments, Social Media, Mobile, Customer Service, design--you name it! He's always willing to share what he knows to up the game of those around him, and he soaks up new information like a sponge! Alex is articulate, passionate, direct and fun. That's why he was my clear choice for a successor/to take over the Committee Chair role. Any organization would be lucky to steal him!

Allison Paine Landers

was with another company when working with Alex at Consumer Bankers Association

Alex is on my short list of bankers whose opinion I seek regularly in this quickly evolving era of digital disruption. He not only understands banking from the inside out, he also has the ability to think from the outside in. He considers both secular and external trends to create valuable perspectives on a rapidly changing industry.

JP Nicols

was with another company when working with Alex at Rockland Trust

As the financial industry is in a state of transformation, many bankers are casual observers to the changes that are occurring. Alex is not one of these bankers. Instead, Alex has been an active participant, introducing innovations to the organizations he has been involved with and continuously seeking insight from the best organizations leaders in the world who are making a difference. Alex refuses to accept the status quo, with an inquisitive mind and a firm grasp of the opportunities and challenges in the financial services industry. Not taking the easy route, Alex continually is engaged in some of the most important conversations taking place in our industry, providing himself a deeper strategic understanding of what will help an organization succeed in the future. Alex's energy, network of influencers and grasp of the financial services marketplace is quickly providing him the opportunity to be a leader in the finserv and fintech space.

Jim Marous

worked with Alex at Rockland Trust

I have had the pleasure of collaborating with Alex for the past couple of years through phone, email and in person at various industry events. As the Chair of the CBA Digital Channels Committee and his current role at Rockland Trust, Alex has demonstrated he is a clear industry thought leader. He is very sharp, passionate, collaborative, responsive and is not afraid to challenge the status quo. He knows how much is disruption is occurring in banking right now and is not afraid of it. He wants to disrupt the disruptors and would be a huge asset to any company willing to embrace digital change. I couldn't recommend Alex highly enough!

James Hodges

was with another company when working with Alex at Rockland Trust

I’ve had the opportunity to engage with Alex on multiple occasions concerning Digital Banking and Emerging Payments. I consider him to be one of my go-to resources on these topics. He is able to draw on his deep experience within Financial Services to add substance and real-life examples to these conversations. It isn’t just theory with Alex. He understands the importance of the shift to digital and is a strong evangelist within the banking community.

Sam Maule

was with another company when working with Alex at Rockland Trust

Working with Alex during the sales process was a huge relief since he understood the complex management of the organization and how to align everyone behind the solution that was being proposed. He also had that technical side that gave me confidence that he was understanding the proposed solution rather than simply shaking his head and agreeing. Overall, the combination of business acumen, technical insight, and forward- thinking marketing for the financial institution made him a great partner to work with and I hope to continue to work with for many years.

Lon Gretillat

was with another company when working with Alex at Rockland Trust

Alex is by far one of the best management consultants with whom I have ever worked. His skill is evident regardless of the methodology employed. Whether it's TQM, BPR, or Six Sigma, Alex is able to understand the root cause of the issue and apply the correct tool to solve the problem. I'd team with Alex anytime.

Anthony DiBona

worked directly with Alex at FleetBoston Financial

Alex is a professional who is adept at turning ideas into tangible business results. His strong team-building skills, a focused mindset, and his ability to lead change and spearhead initiatives are but a few of the qualities Alex brings to a project. I really enjoyed working with him and would highly recommend him for any business process improvement role.

Linh Nguyen

worked directly with Alex at FleetBoston Financial

Contact

Get in touch with me if you would like to do business together, share an idea or just say hello.

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