Katherine Campbell spent 20 years in the financial services industry in San Francisco, helping to evolve numerous companies and products into a digital revolution. For the last two years, Campbell has worked to select, implement and adopt more than 14 technologies for an end-to-end digital mortgage solution including an MOS, POS, and COS, collaborative operating system for BI data across all tools. Personifying the digital platform with “Abby,” users will soon be able to “Ask Abby” with their adoption of artificial intelligence in 2020. As the chief digital officer at Assurance Financial, Campbell runs the new consumer direct division, marketing and IT, which complement each other in several areas including lead generation, communication and technical integrations. Campbell quickley recognized the growing adoption of an online mortgage in the consumer market. Forging ahead under these notions, she was one of the first in the country to establish a two-way integration between systems in order to avoid clients having to deal with multiple technologies. This allowed marketing automation opportunities for excellent communication. Additionally, she also worked to develop a single-sign-on experience so users only felt they were doing business with a single company, Assurance Financial. The company stated that it firmly believes it is Campbell’s expertise that enabled a seamless journey for both the borrower and the internal sales and operations teams.
2020 HW Tech Trendsetter: Katherine Campbell
Assurance Financial, Chief Digital Officer
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