Matthew Lehman
About Matthew Lehman
Matthew Lehman serves as the Head of Industry Strategy for Financial Services at RingCentral and is the owner of FN365 LTD. He has extensive experience in digital strategy and customer experience within the financial services sector, having held leadership roles at various prominent institutions.
Work at RingCentral
Matthew Lehman serves as the Head of Industry Strategy for Financial Services at RingCentral, a position he has held since 2021. In this role, he focuses on developing strategic initiatives that enhance the company's offerings in the financial services sector. His responsibilities include analyzing market trends and customer needs to drive innovation and improve service delivery.
Current Roles and Advisory Positions
In addition to his role at RingCentral, Matthew Lehman is the Owner of FN365 LTD, a position he has held since 2023 in Maryland, USA. He also serves on the Advisory Board of SM Berger & Company, Inc., trusted investor relations consultants, since 2021. His involvement in these organizations reflects his commitment to advancing industry standards and practices.
Previous Experience in Financial Services
Matthew Lehman has extensive experience in the financial services industry. He worked at Westfield Insurance as Chief Digital Officer from 2018 to 2021, where he led significant digital transformations. Prior to that, he held various roles at Progressive Insurance, including Web Experience Director and Mobile Business Leader, contributing to digital customer acquisition and retention strategies.
Education and Expertise
Matthew Lehman holds an MBA from Cornell Johnson Graduate School of Management, which he completed from 1994 to 1996. He also studied at the Weatherhead School of Management at Case Western Reserve University, earning a Certificate in Designing Innovations that Deliver Value from 2018 to 2019. His educational background supports his expertise in digital customer acquisition and retention strategies.
Achievements in Digital Transformation
Matthew Lehman has led significant initiatives in digital transformation within the financial services sector. He oversaw the largest post-crisis digital banking conversion for over 500,000 customers and launched a direct bank that achieved notable customer and deposit growth. His work has included large-scale digital user experience upgrades and the development of strategic plans for major financial institutions.