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Alex Jimenez

Lead Principal, Value Consulting at Backbase

Las Vegas, Nevada, United States

I'm a Lead Principal Consultant at Backbase. I have over 28 years of experience in banking, in various roles including strategic planning, payments, digital banking, operations, program and project management, business process improvement, marketing, and voice of the customer.

Most recently, I was a Managing Principal, Financial Services Consulting at EPAM. Previously, I served as Chief Strategy Officer at two organizations, Extractable, a digital experience consultancy and Finalytics.ai, an AI journey orchestration FinTech firm.

I've worked at Zions Bancorporation, Rockland Trust, Bank of America, FleetBoston Financial, and Cigna Insurance.

I served as the Chair of the Consumer Bankers Association’s Digital Channel Committee, where I worked with Digital Banking leaders in the industry and visited Capitol Hill to meet with the Senate’s Banking Committee staff. I was a founding member of the American Bankers Association’s Fintech Committee.

I've been named to several industry influencer lists in the areas of FinTech, RegTech, Blockchain, InsurTech, Innovation, and Digital Marketing. I have been featured in the Irish Tech News, ICBA's Independent Banker, and Authority Magazine. The ICBA named me Indie Banker of the Month, December 2015, for my work in innovation in banking.

I've been published in various publications including The Financial Brand, Finovate, Finextra, Payments Journal, and Credit Union Times and quoted in the Wall Street Journal, the Boston Globe, The Financial Brand, the American Banker, and the Boston Business Journal. I regularly speak at industry events, most recently at The New York Times’ DealBook Summit 2023.

Available For: Authoring, Influencing, Speaking
Travels From: Las Vegas
Speaking Topics: Fintech, Innovation, Digital Banking

Alex Jimenez Points
Academic 0
Author 41
Influencer 265
Speaker 110
Entrepreneur 0
Total 416

Points based upon Thinkers360 patent-pending algorithm.

Thought Leader Profile

Portfolio Mix

Company Information

Company Type: Company
Business Unit: Value Consulting
Theatre: North America
Minimum Project Size: N/A
Average Hourly Rate: N/A
Number of Employees: 1,001-5,000
Company Founded Date: 2003

Areas of Expertise

Big Data 30.37
Blockchain 30.32
Change Management
Customer Experience 31.73
Digital Disruption 32.34
Digital Transformation 31.64
Emerging Technology 30.25
FinTech 41.27
Innovation 32.67
InsurTech 30.53
Leadership
Management
Marketing 30.07
Privacy 30.25
Risk Management 30.58
Social 30.94
Analytics 30.04
AI

Industry Experience

Financial Services & Banking
Insurance

Publications

13 Article/Blogs
How Financial Institutions Can Thrive in the Age of Digital Disruption
The Financial Brand
November 11, 2019
Banks and credit unions trying to meet fintech disruptors head on sometimes miss a crucial piece of what the digital newcomers have been doing all along. To succeed at disrupting the disruptors, innovators in banking must do more than pipe traditional services through new plumbing. They must rethink the customer experience from the start.

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Tags: Digital Transformation, Digital Disruption, FinTech

Using Data to Drive Banking Innovation Demands Strategic Reboot
The Financial Brand
August 02, 2019
Banks and credit unions sit atop huge pools of data, but they won't enjoy the value if they keep using yesterday's tools. Building productive data analytics that can improve the customer experience depends on mindset change. Institutions must abandon old ideas that keep them from tapping expertise, instead making everything a do-it-yourself project.

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Tags: Analytics, FinTech, Innovation

The Other "Platformication" Of Banking
Banking CIO Outlook
August 01, 2019
Many people see the future of banking in platforms. However, "platformication" is not just for customer experiences but also for the underlying systems within a bank.

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Tags: Digital Transformation, FinTech, Innovation

How Community Banks Can Compete In The Digital Age
The Financial Brand
May 20, 2019
With the digital transformation in the banking industry, many community banks and credit unions may believe they are at a disadvantage. The truth is, a smaller size can be an advantage during times of change if an organization is willing to disrupt themselves and embrace the future.

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Tags: Digital Transformation, FinTech, Innovation

Is There a Role for the Branch in The Digital World?
Finovate
April 26, 2019
Alex Jimenez, Vice President Senior Strategist, Zions Bancorporation, will be joining the Leaders Debate on the new platforms and technologies transforming banking at FinovateSpring, coming to San Francisco in two weeks. Here, he considers the role of physical bank branches in the digital world.

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Tags: Digital Disruption, Digital Transformation, FinTech

5 Fintech Trends to Track in 2019
Zions Bank
February 07, 2019
To borrow from Mark Twain, the death of the bank branch has been greatly exaggerated.

While almost half of all consumers did not bank at a physical branch in 2017, the majority still consider a local branch when choosing their bank, according to audit, tax and consulting firm PwC.

It’s a “phygital” (physical + digital) world, but with increasing emphasis on the digital, as consumers have been conditioned to expect streamlined and efficient online experiences thanks to retailers like Amazon and Zappos.

Those expectations, along with the rise of financial technology — or fintech — are helping to reshape the banking industry. We sat down with Zions Bancorporation’s senior strategist Alex Jimenez to discuss 5 fintech trends to watch in 2019.

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Tags: Emerging Technology, FinTech, Innovation

At work with Alex Jimenez
EFMA
November 26, 2018
Alex Jimenez is vice president and senior strategist for program planning, strategy and standards, Enterprise Technology and Operations at Zions Bancorporation. He told Efma’s Boris Plantier about his life and work.

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Tags: Digital Transformation, FinTech, Innovation

Faster Payments, Are They Coming?
CFO Tech Outlook
October 30, 2018
When will faster payments come to the US, and how will they change the corporate payments world.

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Tags: Digital Disruption, FinTech, Innovation

PayTech Insights with Alex Jimenez: The Biggest Challenge is to See the Opportunity
PayTech Insights
October 16, 2018
Since 2009, Alex has been involved in introducing digital technology, such as online and mobile banking, and providing new customer experiences. He was one of the founding members of the Digital Channels Committee within the Consumer Bankers Association. The Committee explored the then emerging digital channels and the changes in the industry Alex managed the Digital Strategy and Payments Innovation Team at Rockland Trust. Today, Alex leads the technology investment planning process for Zions Bancorporation.

We discussed with Alex the current trends in the payment industry and what can be done to make the payment process easier. Alex pointed to a number of opportunities for FinTech startups and shared his vision for how they can make their products viable.

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Tags: Customer Experience, Emerging Technology, FinTech

Is The Banking Industry Experiencing Its Own ‘Kodak Moment’?
The Financial Brand
July 03, 2018
There are many analogies between the competitive pressures facing the banking industry and the forces that killed Kodak, Blockbuster, Borders and taxis. These comparisons emphasize the importance of not being complacent, and why banking providers must innovate and respond to consumer expectations.

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Tags: Digital Disruption, Digital Transformation, FinTech

Are We Seeing the “Platformication” of Banking?
Finovate
May 02, 2018
The future [of banking] depends on the customer’s needs, says Alex Jimenez, Vice President Senior Strategist at Zions Bancorporation. Jimenez gives us a snapshot of his views on where the US banking industry is heading ahead of his session at FinovateSpring 2018 about “The platformification of banking, providing customers more choices“.

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Tags: Digital Transformation, FinTech, Innovation

Can Banks and FinTechs really be partners?
Bank Relevant
April 05, 2018
Recently, Bank Relevant colleague, Syed Bukhari and I had an opportunity to speak to Alex Jimenez, a leading advisor to banks in the areas of digital banking, payments, innovation and general strategy. We enjoyed a 30-minute conversation with Alex around a whole hosts of topics such as fintech-bank partnership, innovation, the open-banking model, and use of voice assistants in banking.

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Tags: Digital Transformation, FinTech, Innovation

Exploring the Future of Banking
Aspire Systems
April 05, 2018
At a time when more than 80% of Financial Institutions believe their business is at risk according to a PWC report, disruption is uppermost in the minds of every Banking provider. Is Open Banking a boon or a bane, and would partnerships with Fintechs establish that symbiotic relationship for driving innovations? Aspire Systems caught up with a senior Fintech strategist to find out his views on the current state of Banking exploring topics such as Open API Banking, Fintech Collaboration, and Alternative Lending.

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Tags: Digital Transformation, FinTech, Innovation

1 Book Chapter
Bankruption: How Community Banking Can Survive Fintech (Contributor)
Wiley
November 04, 2016
Contributor to John Waupsh's book Bankruption. Bankruption offers a survival guide for community banks and credit unions searching for relevance amidst immense global competition and fintech startups. In my short section I describe how an organization can go about instituting Lean as a strategy to become a fast changing organization to keep up with fintech firms.

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Tags: Digital Disruption, Digital Transformation, FinTech

19 Influencer Awards
Top 50 Global Thought Leaders and Influencers on Blockchain
Thinkers360
November 16, 2019
Top 50 Global Thought Leaders and Influencers on Blockchain (November 2019)
Here’s the Thinkers360 leaderboard for the top 50 global thought leaders and influencers on Blockchain for November 2019. Congratulations to all our thought leaders and experts who participated!

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Tags: Blockchain

Top 50 Global Thought Leaders and Influencers on Innovation
Thinkers360
November 11, 2019
Top 50 Global Thought Leaders and Influencers on Innovation (November 2019)
Here’s the Thinkers360 leaderboard for the top 50 global thought leaders and influencers on Innovation for November 2019. Congratulations to all our thought leaders and experts who participated!

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Tags: Innovation

Top 50 Global Thought Leaders and Influencers on FinTech
Thinkers360
November 03, 2019
Top 50 Global Thought Leaders and Influencers on FinTech (November 2019)
Here’s the Thinkers360 leaderboard for the top 50 global thought leaders and influencers on FinTech for November 2019. Congratulations to all our thought leaders and experts who participated!

Ranked as the #1 Thought Leader and Influencer

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Tags: FinTech

Top 50 Global Thought Leaders and Influencers on Digital Disruption
Thinkers360
October 27, 2019
Top 50 Global Thought Leaders and Influencers on Digital Disruption (October 2019)
Here’s the Thinkers360 leaderboard for the top 50 global thought leaders and influencers on Digital Disruption for October 2019. Congratulations to all our thought leaders and experts who participated!

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Tags: Digital Disruption

The top 100 FinTech influencers that you should be following in 2019
BrowserMedia.Agency
August 01, 2019
Browser Media used BuzzSumo’s influencer reports to find the top 100 FinTech influencers that you should be following in 2019.

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Tags: FinTech

TOP 100 DIGITAL MARKETING INFLUENCERS ACCORDING TO BUZZSUMO
BrowserMedia.Agency
May 31, 2019
Here are the top 100 digital marketing influencers that you should be following in 2019, according to BuzzSumo.

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Tags: Marketing

Wealth Management: Top 100 Influencers
Onalytica
March 20, 2019
Top 100 influencers in Wealth Management. Wealth Management incorporates financial planning, investment portfolio management and a number of aggregated financial services. Wealth management is more than just investment advice, it can encompass all parts of a person’s financial life. Wealth management customers often benefit from a holistic approach in which a single manager coordinates all the services needed to manage their money and plan for their own or their family’s current and future needs. Some wealth managers prefer to specialise in particular areas due to their expertise, or the needs of the customer.

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Tags: FinTech

Top 30 US-based Influencers in Fintech, Blockchain, and Innovation by Onalytica.
Onalytica
March 04, 2019
Digital Innovation Within the US Banking Influencer Community: Named one of the top 30 US influencers in fintech, blockchain, and innovation by Onalytica.

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Tags: Blockchain, FinTech, Innovation

Meet the U.S. top 50 social influencers in risk, compliance and RegTech
Refinitiv
May 18, 2018
To mark our annual Compliance and Risk Summit in New York, we’ve ranked the top U.S. 50 social influencers in risk, compliance and RegTech in the United States. Find out who makes our list.

Through their use of innovative and disruptive media, the names on the list contribute to the growth and vibrancy of this fast-moving sector.
The list of social influencers in risk, compliance and RegTech includes business leaders, media professionals, analysts, and practitioners.

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Tags: FinTech, Risk Management

2018 Top 100 Influencers in Fintech by Onalytica.
Onalytica
May 01, 2018

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Tags: FinTech

2017 Top 100 Influencers in Fintech
Verdict
August 25, 2017
These are the world’s most influential fintech voices on Twitter
Fintech is a fast moving industry. That means influential voices — both online and in the real world — have a big effect on its future direction

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Tags: FinTech

Fintech Influencers to Follow in 2017
Jay Palter
January 09, 2017
The financial services industry around the globe is undergoing a disruptive, digital transformation and these 100 fintech influencers are at the centre of a growing online community informing these changes.

The fintech influencers listed below consist of experts, analysts and consultants, investors and venture capitalists, journalists and bloggers. They are included in this list, as Chris Ghedhill points out, because they have three important qualities in common:

they have targeted audience reach,
they’ve earned the trust and respect of their audience; and
they share a high-quality stream of relevant information.

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Tags: FinTech

108 Financial Services Influencers to Follow
The Financial Brand
December 22, 2016

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Tags: FinTech

2016’s top 100 influential leaders in fintech
Hot Topics/City AM
December 07, 2016
And after the success of the inaugural list of the 100 most influential fintech leaders in 2015, we decided to repeat the endeavour this year.
To do so, we partnered with leading tech executive search firm 360Leaders, and London-based business title City A.M..
We requested nominations from the Hot Topics global community of business leaders for the individuals that are dominating the fintech ecosystem.
The response threw up hundreds of names spanning entrepreneurs, investors, policy makers, analysts, corporate executives and industry personalities.

In narrowing the list down, the resulting 100 most influential fintech leaders for 2016 are the names fitting one or more of the initial criteria, which looks for the individuals who have:
founded, built or run companies that are driving innovation in financial services through technology
invested in the companies that are dominating the fintech sector
driven change within large, global financial institutions through investing in and integrating technology
a significant following and influence within the fintech sector and have set the agenda for key trends throughout the year.

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Tags: FinTech

Top 100 Influencers and Brands in InsurTech or Insurance Technology.
Onalytica
November 04, 2016

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Tags: InsurTech

Fintech 2016: Top 100 Influencers and Brands
Onalytica
July 13, 2016

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Tags: FinTech

Fintech 2015: Top 100 Influencers and Brands
Onalytica
December 02, 2015

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Tags: FinTech

Top 100 #fintech influencers
Jay Palter
December 01, 2015
In March of 2014, I compiled a group of 250 #finserv influencers online using a tool called Little Bird. This tool offered a methodology for verifying a list of influencers on a particular topic, many of whom I had already come to know. It was also highly efficient from a time perspective, since it was evident that influencers would evolve and change over time.

At the urging of many readers, I now have compiled an updated list.

See the UPDATED list of 250 #fintech influencers to watch in 2016.

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Tags: FinTech

Indie Banker of the Month - November 2015
Independent Banker Association
November 25, 2015
Awarded due to my work in innovation and strategy

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Tags: Digital Transformation, FinTech, Innovation

9 Keynotes
"Review of Faster and Real Time Payments in the US"
AFP Utah Chapter
March 15, 2018
Gave the AFP local Utah Chapter an update on Faster and Real Time Payments in the US, including what are the likely winners in this area.

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Tags: Digital Transformation, FinTech, Innovation

"Gaining Clarity on eCommerce and Mobile Channels by Discussions Various Usages of Mobile Devices and ATMs"
Omnichannel Banking Transformation & Strategy, Marcus Evans
January 10, 2018
Led discussion on sharing consistent best practices over various channels. How are financial service organizations transforming the digital storefront by using eCommerce strategies to increase product revenue. Uncovering best strategies to support customers across all channels.

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Tags: Digital Transformation, FinTech, Innovation

"Theory Versus Practice - Defining Omni-channel And Showcasing Ways to Approach And Apply It"
Omnichannel Banking Transformation & Strategy, Marcus Evans
January 10, 2018
Facilitated a discussion covering different perspectives on omni-channel including definitions, approaches, customer expectations, and solutions.

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Tags: Digital Transformation, FinTech, Innovation

"Beyond Customer Service: Using Feedback for a Customer-Centric Strategy"
Future Digital Finance
April 17, 2014

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Tags: Big Data, Customer Experience, FinTech

"Caso Práctico: Entienda como utilizar los canales digitales."
Medios de Pago Latam Summit 6ª Edición
July 24, 2013
Case study: How to use digital channels. A presentation on how a US community bank addressed their implementation of digital channels.

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Tags: Customer Experience, Digital Transformation, FinTech

"eAccount Opening Solutions"
FIS Infoshare Conference
April 19, 2012
A presentation on how digital account opening was successfully deployed at a community bank

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Tags: Customer Experience, Digital Transformation, FinTech

"Using Mobile to Play Offense and Grow the Franchise for Community Banks."
BAI
October 07, 2011

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Tags: Digital Disruption, Digital Transformation, FinTech

Case Study: Remote Deposit Capture
Mobile Banking & Emerging Applications Summit
July 14, 2011

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Tags: Digital Disruption, Digital Transformation, FinTech

"Mobile Banking – Guide to a Successful Product Launch."
FIS Infoshare Conference
May 12, 2011

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Tags: Customer Experience, Digital Disruption, FinTech

3 Media Interviews
Innovation All the Time
Independent Banker
November 25, 2015
A profile of my role bringing innovation and strategy to a community bank.

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Tags: Digital Transformation, FinTech, Innovation

Here are the employees behind 6 Boston banks' Twitter presences
Boston Business Journal
December 12, 2012

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Tags: Customer Experience, FinTech, Social

Boston banks are starting to get social
Boston Globe / Boston Business Journal
December 07, 2012

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Tags: Customer Experience, Digital Transformation, Social

14 Panels
Leaders Debate: How New Players, New Platforms & New Technologies Will Transform Digital Banking. Is There A Role For The Branch In The Digital World?
Finovate
May 10, 2019
Leaders Debate: How New Players, New Platforms & New Technologies Will Transform Digital Banking. Is There A Role For The Branch In The Digital World?

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Tags: Digital Transformation, FinTech, Innovation

Payment Innovation - What do you need to know about emerging technologies?
Finovate
May 10, 2018
Payment Innovation - What do you need to know about emerging technologies?

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Tags: Digital Transformation, FinTech, Innovation

Strategy Session - Platformication of banking, providing customers more choices
Finovate
May 10, 2018
Strategy Session - Platformication of banking, providing customers more choices

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Tags: Digital Transformation, FinTech, Innovation

"Sharing Fintech Perspectives on Partnerships, Acquisition Processes, and Real Life Use Cases"
Omnichannel Banking Transformation & Strategy, Marcus Evans
January 11, 2018
Discussion on current relationship trends between traditional financial services firms and fintech companies, including traditional vendor arrangements, partnerships, investments, and acquisitions.

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Tags: Digital Transformation, FinTech, Innovation

"Sharing Best Practices and Lessons Learned in Omni-channel Use Cases and Strategies"
Omnichannel Banking Transformation & Strategy, Marcus Evans
January 10, 2018
Discussion on the development, implementation, and results of omni-channel solutions in various part of the organization. Focus on changes in processes, systems, and company culture. Sharing of results including customer experience improvements and financial impact.

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Tags: Digital Transformation, FinTech, Innovation

"Bankruption in Action"
Kasasa
September 21, 2017
Panel: Bankruption in action
Take a look into the current state of our industry and the future with John Waupsh, Jill Castilla, Ron Shevlin, and Alex Jimenez.

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Tags: Digital Transformation, FinTech, Innovation

"Creating a Flexible Device Strategy to Meet Customer Needs"
Future Digital Finance
May 05, 2017

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Tags: Customer Experience, Digital Transformation, FinTech

"Looking at Cross-Platform Opportunities— Assessing And Delivering on Customer Expectations"
Future Digital Finance
May 02, 2017

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Tags: Customer Experience, Digital Transformation, FinTech

The Impact of Digital on Wealth Management: Robo-Advisors and more
Consumer Bankers Association
March 16, 2015
A panel discussion on the emerging roboadvisors model to extend wealth management to the masses

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Tags: Digital Transformation, FinTech, Innovation

Financial Institution CEO Panel
Association for Financial Technology
March 12, 2013
A C-suite view of emerging digital technologies and fintech firms

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Tags: Digital Disruption, FinTech, Innovation

"Social Media and the CEO"
Massachusetts Bankers Association
December 06, 2012
A discussion on how to approach social media for c-suite bankers

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Tags: Customer Experience, Digital Disruption, Social

"The Metrics and Monetization of Social Media."
Consumer Banking Association
March 15, 2012

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Tags: Digital Transformation, FinTech, Social

"The Future of Mobile, Web, Tablets and Social Media"
Consumer Bankers Association
March 14, 2012

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Tags: Digital Disruption, Digital Transformation, FinTech

"Mobile Remote Deposit Capture: Beyond the Hype."
BAI
March 07, 2012

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Tags: Customer Experience, Digital Transformation, FinTech

3 Podcasts
Risks and Opportunities in Fintech
ThreatMetrix
July 12, 2018
A discussion of risk and opportunities in fintech throughout the world with a focus on digital identify

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Tags: FinTech, Privacy, Risk Management

Zions Bank's Alex Jimenez on defining innovation
TearSheet Podcast
May 10, 2017
This week's guest on the podcast is Alex Jimenez, a vice president and senior strategist at Zions Bank in Salt Lake City where he leads the overall technology investment planning process for the office of the CIO. Alex is also a well-regarded influencer in the fintech space. In this episode, we try to define innovation a bit better and where an incumbent financial institution should begin to innovate.

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Tags: Digital Transformation, FinTech, Innovation

The Future of Digital Banking
BAI
February 17, 2017
How will financial services organizations negotiate new and emerging technologies in a way that creates the best outcomes for customers and employees?

On this episode of our BAI Banking Strategies podcast, we talk with Alex Jimenez, a digital banking and payments strategist with Zions Bancorporation, about the impact that high-tech innovations from artificial intelligence to implantables are having on the banking industry.

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Tags: Digital Transformation, FinTech, Innovation

2 Speaking Engagements
PFM is Dead. Long Live PFM
Future Digital Finance
April 15, 2015
A discussion on how the original approach to PFM isn't working and how a re-approach is needed

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Tags: Customer Experience, FinTech, Innovation

"From Crawl to Run: Using Data and Analytics to Drive Omni-Channel Marketing"
WB Research
June 11, 2014

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Tags: Digital Transformation, FinTech

1 Video
Banks Can't Be Everything For Everyone
Finovate
May 11, 2018
Live from FinovateSpring 2018, we speak to Alex Jimenez, Vice President Senior Strategist, Zions Bancorporation about the key takeaways from the panels he participated in that addresses payments and platformization.

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Tags: Digital Transformation, FinTech, Innovation

2 Whitepapers
Competition, Disruption, and Opportunity Consumer banking in 2019-2020
Crealogix
April 30, 2019
Competition ... Disruption ... Opportunity
In case you haven't noticed, the world of retail banking is in flux.

We find ourselves in a perfect storm of change:

Customers switch bank as easily as trying out a new app
Mobile banking offered by challenger banks raises the bar for user experience
Open banking exponentially increases consumers' options, and fintechs take on incumbents to offer completely new approaches to everything to do with money
Digitally-native younger customers demand their money management apps to be as seamless and convenient as ecommerce and social media
Big tech like Amazon and Facebook look poised to enter consumer banking and payments

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Tags: Digital Transformation, Emerging Technology, FinTech

Omni-channel banking: The digital transformation roadmap
Backbase / EFMA
October 01, 2015

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Tags: Customer Experience, Digital Transformation, FinTech

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Alex Jimenez