Building Successful Digital Transformation Roadmaps

Skill Level


Learning Track

Financial ServicesLead Management

Achieving a seamless and frictionless experience for your customers and employees with legacy thinking and technology is not easy. Our world has changed and modernizing your technology strategy is more important than ever. How do you get there?

In this session, we will discuss key elements of your journey and how to effectively build a digital transformation roadmap for the financial services industry.

You’ll learn:

  • Industry trends around digital transformation
  • Digital transformation best practices and quick wins
  • What a digital roadmap should include and why
  • How to structure a team to support digital transformation

About the Author

Lisa Nicholas

Lisa Nicholas is a Director at Wipfli headquartered in Milwaukee, WI. She specializes in digital transformation and marketing for the financial services industry. Nicholas has more than 20 years of experience in the credit union and banking industry. She has worked with companies to transform their marketing, sales, and operations functions with a focus on transformation from traditional to digital by leveraging technology and data.

Before Wipfli, Lisa was President of DBS a CUSO under CUSI leading digital transformation for the credit union industry. Prior to DBS Lisa was Chief Digital Officer for Austin-based Amplify Credit Union where she spearheaded the development of its digital sales program, including a shift in architecture and systems to support sales, marketing and fulfillment teams. Prior to that Nicholas ran Arrow Results, a marketing and advertising company, where she developed and executed a variety of strategic initiatives for clients in financial, high tech, legal and association spaces.

Nicholas has received numerous technology and marketing awards during her career including Nucleus Research Technology ROI Award, Best Newsletter, Best Coordinated Campaign and Best Direct Mail Series and others. For her long-term excellence and life-long commitment to the credit union industry, Nicholas was awarded Marketing & Business Development Council Marketing Professional of the Year, a prestigious honor reserved for the credit union marketing elite. The National Association of Federal Credit Unions (NAFCU) named her Professional of the Year. She was also named Communicator of the Year by the International Association of Business Communicators, Austin Chapter. Nicholas is a frequent speaker at industry events such as Salesforce Dreamforce and Connections conferences, Salesforce Marketing Cloudcast, CUbroadcast, CUES Technology Council and more.

Nicholas earned a Bachelor Degree in Public Relations from Northern Michigan University and a Master’s Degree in Marketing from St. Edwards University.

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