CXFS Connect 2024

December 09 - 10, 2024

JW Marriott Orlando Bonnet Creek Resort & Spa, FL

Greg Montana

Former Chief Risk Officer FIS

Greg Montana served as Executive Vice President, Chief Risk and Section 16 Corporate Officer for FIS, the world’s largest fintech service provider for 11 years from April 2012 until his retirement from FIS in April 2023. In his group, Greg led over 2,700 employees globally. Over his tenure, Greg and his teams successfully identified, managed, and mitigated FIS’ key risks including cybersecurity, operational, credit, compliance, regulatory, ESG, business continuity, crisis management, third-party and fraud for all of FIS’ three business segments - including banking, payments and capital markets. In addition to leading risk management for the company, Greg launched and grew numerous commercial businesses incubated from internal FIS capabilities developed by Greg’s FIS Risk team for the company. They included cybersecurity as a service, vendor risk management as a service and a commercial fraud-fusion partnership program with Visa. Highly experienced in risk management, prior to FIS, Greg spent more than 20 years successfully managing risk at some of the world’s most recognized financial services institutions, including Bank of America, PayPal, Lloyds Banking Group, Deloitte Consulting and JP Morgan Chase. Committed to the advancement of risk management education, Greg was an adjunct professor of risk management at Flagler College in St. Augustine for seven fall semesters from 2013 – 2019 and received the Risk Management Association’s (RMA’s) Special Service Award in October 2012. He has also authored four articles in the RMA Journal. In 2019-2022, Greg led the initiation of FIS' ESG program. Under his tenure, FIS received IR Magazine's Award for Best ESG Reporting in 2021 and contributed to Newsweek ranking FIS as one of America's Most Responsible Companies in 2022. In 2022 Greg also led the Procurement, Global Real Estate and Facilities functions for FIS. In this role, he was responsible for managing and optimizing FIS’ multi-billion-dollar vendor relationships. Greg is a Certified Chief Information Security Officer (CCISO) and a board member of the Internet Security Alliance and the Financial Services Information Sharing and Analysis Center (FS-ISAC) Sheltered Harbor Organization. He holds a Cyber-Risk Oversight Certificate from the National Association of Corporate Directors (NACD) and in March 2023 authored the incident response section of the NACD Board Handbook on Cyber-Risk Oversight and was a contributor to the World Economic Forum’s 2021 Insight Report on the Principles for Board Governance of Cyber Risk. Greg is Vice Chair of the United Way of Northeast Florida, an active member and former Board Chair of Jacksonville Catholic Charities, and a member of the Advisory Board for Metrolina Association for the Blind in Charlotte, North Carolina. Greg holds an MBA from the Wharton School of the University of Pennsylvania and received a BA, cum laude, from Boston College. He received his six sigma Black Belt Certification from Bank of America.

DAY ONE – Leading a CX Transformation Across the Organization

11:15 AM Exploring Consolidation Strategies for Risk Mitigation and Enhanced Customer Experiences

In this session, learn how evolving regulations are pushing banks to optimize data management and embrace digital solutions for greater transparency and compliance. Discover why Digital Operational Resilience is crucial in the face of rising cybersecurity threats. Understand how digital infrastructure enhances operational soundness, data protection, and compliance—while improving the customer experience.

Key Takeaways:

  • How seamless communication across customer journeys reduces risks and meets regulatory demands
  • The role of AI and real-time data in regulatory compliance, cybersecurity, and elevating customer experiences
  • Real-world case studies on successful engagement strategies in digital banking

Check out the incredible speaker line-up to see who will be joining Greg.

Download The Latest Agenda