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Laura Cheeley leads practice management, teams and training at RBC Wealth Management – U.S.

Olivia Kelman is a partner at K&L Gates.

Nonbanks claimed more of the top slots based on loan volume, while the origination gains experienced by Hispanic, Black and Native American borrowers were weaker than those of other groups.

Andrew Argue, CPA, is the CEO and founder of Corvee, a software and solutions company serving tax and accounting firms. At Corvee, Argue works to help tax and accounting firms add tax planning as an advisory service to provide more value to clients, and increase firm revenue and profitability.

Richard Johnson is CEO and co-founder of Texture Capital.

Jed Danbury is a vice president at Computop.

The digital lender’s valuation ballooned to $6 billion from $4 billion less than five months after closing a $200 million fundraise.

Ellen is a principal analyst serving financial services technology decision makers in roles such as CIOs and enterprise architects in the insurance and wealth, investment, and asset management industries. Her research focuses on the technology decisions that financial services firms are investing in, including core platforms modernization and replacement and the integration of emerging technologies with legacy systems to drive better digital experiences and improved operational efficiency.
Previous Work Experience
Prior to her current research coverage, Ellen spent eight years providing strategic analysis and advice to Forrester’s insurance digital business strategy clients, focusing on eBusiness strategies and best practices in digital and customer experience as well as adoption trends for property and casualty, life, group, and health insurers.
Ellen brings 30 years of experience in delivering technical and professional services to clients in a variety of industries and markets. She joined Forrester from the former ThruPoint, a New York-based professional services firm, where she was a principal consultant focusing on IT service business strategy to Global 100 clients in securities, banking, and insurance; telecommunications; and media and entertainment. Before joining ThruPoint, Ellen was a director and principal analyst for Gartner, following the infrastructure services market, including consulting, support, and managed services.
Ellen has presented on vertical-industry and role-based marketing in a variety of Forrester and client events. She has been cited in Forbes, Fortune, the New York Times, the Economist, the Wall Street Journal, Best’s Review, Carrier Management, Rough Notes, Digital Insurance, New Scientist, and American Banker.
Education
Ellen received a B.S. in economics from Southern New Hampshire University.

After years of lagging other industries, financial services marketers are finally ramping up their digital investments. But this new spending must be aligned with smart strategies and urgency.