Strategy Benchmark

Winning Strategies for a New Hybrid Monetary Era

June 17, 2026 | 01:00 PM CST

The game of finance is fundamentally changing. Economic pressure, fintech competition, and evolving technologies are reshaping how you attract, retain, and grow relationships. Join Jack Henry’s Corporate Strategy Team for insights from our 2026 Strategy Benchmark, including how your peers are responding to today’s biggest challenges, and where they are investing to stay competitive. Walk away with practical strategies to protect deposits, strengthen relationships, and position your financial institution for growth. 

meet the speakers

Nicole Harper

Senior Director, Corporate Strategic Planning and Initiatives
Jack Henry


Nicole Harper leads Jack Henry’s strategy team, covering digital banking, the credit union space, and the broader fintech landscape. She delivers data-driven insights to help financial institutions innovate, enhance experiences, and differentiate in a crowded market.

Lee Wetherington

Senior Director, Corporate Strategy
Jack Henry


Lee Wetherington directs the development of actionable insights, forecasts, and strategy for Jack Henry and the financial services industry at large. Additionally, Wetherington is responsible for tracking, deciphering, and communicating trends and implications of emerging technologies disrupting and transforming the financial services industry.

Jennifer Geis

Senior Strategic Advisor, Research and Payments
Jack Henry


Jennifer Geis spearheads primary research for the Corporate Strategy team at Jack Henry, bringing her expertise in the payments and analytics space to our payments team as the liaison between product and executive members. She also recommends product enhancements and vendor relationships and forecasts payment trends.

Beth Ericson

Senior Strategic Advisor, Lending and Deposits
Jack Henry


Beth Ericson leads research across lending and deposits, shaping thought leadership, market insight, and organizational strategy. With 30+ years’ experience, she brings deep expertise across financial institutions, driving innovation and advancing lending solutions.

Sam Truitt

Senior Analyst, Financial Crimes
Jack Henry


Sam Truitt leads research driving the company’s financial crimes vision. With 10+ years’ experience, including leading fraud operations at a major financial institution, she uses market insight to shape the future of financial crime defense.

Carlos Lopez

Senior Analyst, Digital Banking
Jack Henry


Carlos Lopez supports Jack Henry's corporate strategy across digital banking, core banking, and treasury management. He delivers market analysis and competitive insights to inform roadmaps, identify opportunities, and help close solution gaps.

what's covered

  • Key risks impacting deposits and payments

  • Top CEO priorities for 2026 – 2027

  • Opportunities in tokenized money and stablecoins

  • Strategies to compete more effectively