Naehas Disclosure Management Webinar: Top 4 Bank Transformation

Companies were expected to spend an estimated $1.4B USD on disclosure management in 2022. That number is projected to grow to $4.5B USD by 2030. In 2024 there have already been nearly 300 complaints to the CFPB about “confusing or missing disclosures”. These complaints not only impact a business financially, but also lower its credibility, client satisfaction, and employee morale.

What if there were a way to prevent most disclosure issues from occurring in the first place, and to enable rapid, accurate response to regulatory inquiries when something does go wrong?

Join our experts Hayat Yahia, Principal Product Manager, and Carolyn Valiquette, Principal Product Manager, for an hour as they discuss how they helped a Top 4 Bank shift their thinking about Disclosure Management and change their practices. In the end, this resulted in better services, decreased confusion, and an improved customer understanding of disclosures, as well as higher customer satisfaction.

ABOUT OUR PRESENTERS

Hayat Yahia
Principal Product Manager

Hayat Yahia is the Principal Product Manager at Naehas. Prior to driving primary offerings from conception to launch with Naehas, Hayat has over 20 years of experience in the financial services and banking industry. Her experiences in these industries as a product manager have focused on customer experience, digital transformation and strategies, and payments and account opening. These experiences make her an expert in understanding what strategies needed to be implemented to decrease risk in disclosure management and improve operational efficiency.

Carolyn Valiquette
Principal Product Manager

Carolyn Valiquette is the Principal Product Manager for Disclosure Management at Naehas. She has broad experience in 1:1 digital marketing through leadership positions at Naehas, MindFireInc, Caslon and Company, and Nimblefish. She holds a Master of Science in Computer Science from the University of Utah. At Naehas, she has focused on solving strategic and operational issues for financial services marketing organizations for over a decade, giving her unique and deep insight into everything from strategy and disclosure data models to compliance and creative review processes.