Jason Furer

Executive Vice President-Director of Customer Experience WesBanco

Jason is an award winning and passionate Senior Banking Executive with over 26 years of experience leading high performaning teams that result in exceptional outcomes across many roles in Retail Banking, Business Banking, and Customer Care Center Leadership & Strategy. These experiences have developed expertise in many areas including Talent Development, Distribution & Network planning, Growth & Emerging Markets, ATM & Video Banking, Digitial, Credit Card, Lending, and Retail Transformation. An Industry thought leader that has been a featured speakers at several conferences, podcasts, written publications, and is on faculty at CBA Executive Banking School. Currently works as Executive Vice President, Director of Customer Experience for WesBanco Bank a 28 Billion Dollar Regional Community Bank headquartered in Wheeling, WV with 250 branches in 9 States He resides in his hometown of Freeport, PA with his beautiful wife of 26 years, Gayle and thier three amazing sons. He is avid sports fan, adventurous foodie, and loves to travel with his family.

Day 2 - Nov. 19 - FROM TRANSACTIONS TO RELATIONSHIPS: ELEVATING CX IN A TRUST-DRIVEN ERA

9:10 AM Panel: Mergers and Acquisitions - Keeping Employees and Customers Engaged Through Change

Mergers and acquisitions (M&As) are transformative opportunities for growth, but they also present unique challenges in maintaining employee and customer engagement during transitions. This panel will explore how banks and credit unions can unify organizational cultures while ensuring minimal service disruptions, welcoming new employees and customers, and supporting existing talent and members. Industry leaders will share actionable strategies for creating a cohesive culture that aligns values, workflows, and experiences across merged entities. Learn how to foster trust and loyalty by listening to employees and customers, addressing concerns proactively, and crafting messaging that reflects the vision of a unified institution. The discussion will focus on:

Maintaining continuity during organizational changes to smooth out transitions and minimize disruptions
Empowering employees by using active listening and employee feedback tools to gather a true consensus of employee satisfaction and morale
Uniting cultures to create one driving force that can deliver on the organization’s mission
Positioning the merged entity as a world-class financial institution that prioritizes both internal cohesion and external excellence

Check out the incredible speaker line-up to see who will be joining Jason.

Download The Latest Agenda