Ashley Wiser

An engaged employee is a happy employee and a happy employee makes for happy customers! While this sounds easy, fully engaging your staff from onboarding through their career path isn’t always easy and involves a good deal of strategy. Join this panel to hear more about:

·       Surveying your current employees to find out what attracts them to working at your institution

·       Realigning your company values where needed to stay attractive to employees

·       Starting a new employee off with strong onboarding that prompts a feeling of belonging

·       Setting up employees with coaches and mentors that help career path employees

·       Incenting employees where necessary to keep them on the path you’ve laid out

High interest rates (and a risky lending environment) will send banks back in time. They’ll lean more heavily on deposit-gathering strategies in a way the industry has not seen in nearly two decades, but also start to wrap that into a more holistic relationship approach for their customers. This effort will evolve into a dramatic shift in overall retail strategy for years to come, accelerating product innovation and the trend toward greater personalization. Join this panel to hear how banks and credit unions plan to do this.They will cover:

·      Focusing on and revitalizing offerings – on both the consumer and commercial level

·      Attracting new customers using relevant and timely marketing alongside of easy account opening

·      Cross-selling existing customers using financial wellness offerings and rewards programs

·      Connecting with at-risk customers through lifestyle-based messaging