Identifying Impact Moments

Using Data and Automation to Guide Account Holders Through Their Financial Journey

Featuring:

Jim Marous, The Financial Brand
James White, Total Expert
Fabio Biasella, Banking Thought Leader

Banks and credit unions understand the value and the opportunity that their data provides. The challenge is that many don’t have a clear strategy for how to put that data into action and use it to deliver better customer experiences.

In this webinar, Jim Marous from The Financial Brand sat down with Total Expert’s James White and banking industry 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 accountholders 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.

Speakers:

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