Using Data + Automation to Guide Financial Journeys

Use human and digital outreach to engage account holders and drive loyalty.

Banks and Credit Unions understand the opportunity behind the data they have available to them. But many institutions don't have a clear strategy on what they plan to do with the data. In this live discussion, Jim Marous will sit down with Total Expert's James White and Banking Thought Leader Fabio Biasella to discuss how data can help identify key life events that drive financial decisions, which can then be used to engage with account holders with relevant guidance for their financial journey. What You'll Learn: How to use human and digital outreach to engage account holders and drive loyalty. Ways to automate messaging to efficiently deliver the right message at the right time. How to identify your account holders' impact moments that drive financial decisions. Register for this Free Webinar WEBINAR: Identifying Impact Moments: Using Data and Automation to Guide Account Holders Through Their Financial Journey WHEN: March 27th at 2 pm ET Copyright © 2024 by Banking Transformed, 8803 Brecksville Road. Suite 7-223, Brecksville, OH. If you unsubscribe from this list, you will no longer receive notices about the Banking Transformed podcast or webinars. To unsubscribe, click this link.