Inaugural Stratifyd user group happening on June 18!

JOIN US!

This exclusive event will feature discussions with industry leaders utilizing AI, power users of our platform, notable Charlotteans, and one-on-one time with the Stratifyd team. Held at Le Méridien hotel, you’ll also be taking in some of the best views of the city.

There is a block of rooms available at the Sheraton Charlotte Hotel for guests. Reservations can be made by clicking the link here calling 877-822-3224, or by searching the reference hotel code: STT on the Sheraton Charlotte website. Space is limited and the rooms will be first come, first served.

Don’t forget to join us for our welcome reception on Monday, June 17 at 6 p.m. Food and drinks are on us, and you’ll have the opportunity to connect with the entire Stratifyd team, as well as other like-minded trailblazers across different industries.

Le Méridien Charlotte Hotel
555 S McDowell St
18th Floor
Charlotte, NC 28204
704-372-9610

So, mark your calendars. We can’t wait to show you what makes the Queen City the crown jewel of the Southeast!

*Can't be there in person? Click here for the livestream.


High-level Agenda

Breakfast 8-8:30 a.m.

Block 1: 8:30-9 a.m.


Start your morning with Stratifyd CEO Derek Wang as he walks through the future of AI and the company.

Block 2: 9-9:45 a.m.


Global Director of Partnerships, Chris Bahr, Mastercard Principal Consultant, Patricia Reynolds, and Ernst & Young Digital Advisory Principal, Brad Wallace, discuss partnerships.

Patricia Reynolds joined Mastercard in 2004. As a Principal Consultant within the Mastercard Advisors Data and Services Consulting group, Patricia focuses on Innovative and New Payment Products.

Patricia works with global issuers on the design and development of optimal payments operating infrastructures to include payment strategy development, payment channels and strategy execution. Her recent areas of focus include Real-Time Payments. Artificial Intelligence and Open Banking solutions encompassing IT and operational products and services.

Brad Wallace is a Principal in EY’s Digital Advisory practice where he oversees a team of user experience designers, visual designers, product managers, and digital strategists. He is also a leader of EY’s Customer and Growth offerings focused on experience design, product innovation, and distribution optimization. Brad is a board member of the Carolina FinTech Hub, an organization focused on advancing the FinTech talent pool and interconnectivity between FinTechs and large FIs. Brad is currently launching EY’s wavespace in Charlotte, the latest innovation center in EY’s global network of spaces where EY collaborates with clients to drive digital transformation.

Break 9:45-10:00 a.m.

Block 3: 10:00-11:00 a.m.


GM, Ecosystem and Speech Analytics, Faraz Syed, discusses upcoming integrations.

Block 4: 11:00-11:30 a.m.


How Customer Analytics Can Deliver Transformational Outcomes discussion with Graham Clark.

Graham Clark is the founder and Chief CX Transformation Officer at Customer Results, a company which helps clients improve multi-channel experiences. He also holds leadership roles at McorpCX and inQuba and is a member of the Board of Advisors at Clickagy, which all hinge on the betterment of CX.  

The last 10 years of his career have been spent focusing on evolving CX and approaching it from a science standpoint in lieu of art. This has led him to adapt his techniques to focus on data-driven, analytics-centric tools to deliver measurable business value.  

Lunch 11:30-12:30 p.m

Block 5: 12:30-1:15 p.m.


Stratifyd CTO Kevin O’Dell and Head of Product Dan Bieber discuss Stratifyd’s product roadmap with exciting new features and products.

*This block will not be live-streamed

Block 6: 1:15-2:15 p.m.


Breakout sessions begin. They’ll offer a little something for everyone, and guests will have the chance to stop by each session:

*This block will not be live-streamed

Session A: Measuring the customer experience – Everyone understands its importance, but what does it mean for your business?

Session B: Q&A with the Stratifyd experts – Guests will get one-on-one time with Stratifyd gurus to chat about all things AI, ML, and customer analytics.

Session C: A gift for you! How can we help you enable you? Plus, see how we show your value internally.

Break 2:15-2:30 p.m.

Block 7: 2:30-3:30 p.m.


Panel discussion with Technology Innovation Consultant at Eli Lilly, Anna Bergmann, Director of Channel and Enterprise Analytics at Ally Financial, Gene Kropfelder, and CTO Kevin O’Dell explain how they’ve become customer analytics experts and how the insights they’ve uncovered have benefitted their respective companies.

Anna Bergmann is the Technology Innovation Consultant for Eli Lilly’s Knowledge-Centered Capabilities team. She looks for in-house data sources that can be analyzed to bring the voice of the customer to business decisions within Lilly’s Medical Affairs group. Before she came to Lilly, she worked for 20 years in public relations and digital healthcare marketing, while dabbling in technical writing.

Gene Kropfelder is the Director of Channel and Enterprise Analytics at Ally Financial. Gene is responsible for developing the contact center and channel analytics functions for both Ally Consumer and Ally Dealers across all lines of businesses. In this role he is accountable for leading LOB efforts in creating, maintaining, and optimizing data in support of strategic analytics up to and including CX, call propensities, IVR integrations, campaign attribution, and modeling.

Block 8: 3:30-3:45 p.m.


Closing remarks from CEO Derek Wang, followed by Cocktail hour, round 2.


*Agenda subject to change