Oden, head of U.S. wealth, private banking, asset management and premier banking at HSBC, was one of the first in the industry to build an online wealth management platform.

Potential uses for banks include risk analysis, investment portfolio construction and financial crime monitoring.

Firms like Oracle and Billtrust are betting companies with smaller, more remote teams will adopt digital transaction systems to ease the burden of paying their vendors.

Tara Latini, country head of wealth and personal banking for HSBC USA, has been a key decision-maker as the bank has shifted away from the mass-market retail business in the U.S., focusing instead on "globally connected affluent and high-net-worth clients."

Last year, HSBC USA made the decision to exit its U.S. mass market retail banking business. Kavita Mahtani, CFO of the Americas for HSBC, played a crucial role in the process.

The Providence, Rhode Island, bank expects to finalize its purchase of 80 HSBC Bank branches on Friday and complete a systems conversion over the weekend. Its pending deal for Investors Bancorp is on track to go through early next quarter, Chief Financial Officer John Woods said.