Webinars

Transforming Branches and Bank Operations with Intelligent Capture

In this under 60-minute session join our industry experts coming from RWC Group and Panini as they explore in-depth customer use case studies! You and your team will receive real time advice on the current industry trends within branch operations.

Customer Engagement – What to expect and how to prepare for 2022

If this last year has taught us anything, it’s that consumer behaviors and expectations have changed, creating a new environment for customer engagement. On 10/21 we’re bringing together insights directly from your peers and fintech leaders to showcase customer engagement trends and how they plan to approach engagement strategy for 2022. Join us for an under 60-minute webinar as we share the results of a survey of bank and credit union leaders and where and how they plan to prioritize, invest, and allocate resources.

Focusing on Financial Health at Paducah Bank with Needs Discovery Technology

In this 60-minute conversation we’ll explore the ins and outs of the new technology shaping the way we uncover customers’ financial needs, priorities, and concerns at-scale.

Tune in and learn how Paducah Bank is re-imagining customer conversations by putting needs at the center by using technology to augment the in-branch experience and how SigFig Discover is helping leaders (like Craig!) to train, prepare, and equip relationship bankers with the data they need to have deeper conversations and grow relationships.

Transforming the Digital Experience at Ameriprise Financial

In order to truly be successful, financial services will need to abandon their typically archaic, monolithic solutions for a more lightweight and nimble “factory” that is capable of developing, managing and publishing new experiences at a rapid pace.

Tune in to learn about Ameriprise’s digital transformation journey, their selection process for their new platform and how it’s helping them reach their goals!

Improving the Experience in the Customer Waiting Area

We’ve all been there — sitting in the waiting room at the doctor’s, the local bank, or even at the barbershop — and know that the customer waiting area can be a frustrating experience. However, it doesn’t have to be!

Hear how two innovative service leaders from GECU and Suncoast Credit Union used workforce and customer management software to rethink their waiting room management strategy and benefit everyone. You’ll hear best practices that will provide you with tips to maximize operational efficiencies and leverage your own workforce data, so you can streamline service and offer a better experience.

Know before you grow – Applying predictive analytics to your branch transformation strategy

Retail-bank customers are relying more and more on banking through digital means. Now more than ever, banks and credit unions must find ways to keep up by transforming their branch networks.

If physical branches are going to survive, they need to provide the customer an exceptional experience: branches need to be convenient, well designed, offer the right level of services and be staffed appropriately.

Join the experts from Pitney Bowes and Momentum to learn how to fine-tune your branch transformation strategy. This session will focus on the data and analytics needed to optimize your branch network and explore the importance of branch design to not only engage your customers, but to keep and retain valuable employees.

Creating a Meaningful In-Branch Experience

Even in an online world, customers still want to interact with a professional they trust before making important financial decisions. Providing the right resource is critical when your customers need assistance—whether it’s over the phone, virtually or in the branch.

Listen to our VP-level Think Tank -Rivermark Community Credit Union, Canandaigua National Bank & Trust, Busey Bank and TimeTrade- show how your bank can create a meaningful in-branch experience and attract new customers who will stay loyal and become long-term customers.