Grant Karsas

In the realm of finance, the maxim "Greater Engagement Leads to Greater Results" underscores the critical link between active involvement and superior outcomes. Whether it's fostering deeper client relationships, enhancing employee commitment, or optimizing operational efficiencies, heightened engagement serves as a catalyst for achieving financial objectives. By prioritizing meaningful interactions and collaboration across all facets of finance—from investment strategies to client services—organizations can unlock new avenues for growth, innovation, and sustainable success in an increasingly interconnected global economy. Join this session to hear more about: 

·      Enhance client relationships with personalized financial strategies and effective communication.

·      Boost employee productivity and retention through enhanced engagement strategies.

·      Leverage technology and data analytics for more informed financial decision-making.

·      Foster a collaborative culture to drive innovation and achieve superior financial outcomes.

Enhancing digital experiences is a strategic imperative aimed at alleviating the burden on bankers while simultaneously delivering superior service to customers. By optimizing digital platforms and interfaces, banks seek to streamline processes, automate routine tasks, and empower clients to fulfill their banking needs with ease. This initiative not only reduces the workload on bankers, allowing them to focus on more complex and value-added tasks, but also enhances overall efficiency and productivity within the institution. Join this keynote to hear how Travis Credit Union completely transformed their tech stack. Expect to hear about: 

·       Outlining the key reasons for a transformation and how it will impact your business 

·       Deciding where to focus your digital transformation  

·       Getting consistent buy-in from the top to undergo such an extensive project 

·       Ensuring all departments are communicating effectively and prepared with plans to overcome the inevitable disruptions from the project 

·       Highlighting successes and what to avoid when undergoing a transformation initiative 

·       Understanding that digital transformation is a continuous process and will never be fully ‘done’