Drive Differentiation and Growth Through Automated Wellness Programs
Webinars
[Webinar Replay] Drive Differentiation and Growth Through Automated Wellness Programs
September 1611am EST / 4pm BST
Financially resilient customers are able to withstand and recover from temporary financial disruption or hardship. These resilient customers provides banks with higher lifetime value, greater loyalty, increased product adoption and reduced delinquency and defaults. It then stands to reason that banks would do everything they can to boost and support financially resilient customers. And in today’s volatile economy, banking customers expectations for guidance and support through these ups and downs is even more acute.
In this webinar, Tiffani Montez, Senior Analyst at Aite Group, will discuss
How current banking strategies and product offerings fall short in their ability to foster more resilient customers over the long-term
Her vision of a ‘virtual financial coach’ and how it will impact customer outcomes
How proactive and lasting intelligent engagement can help customers improve their financial picture
Dorel Blitz, VP Strategy & Business Development at Personetics will then present
How an automated approach to financial resilience delivers habit forming behavior across all customer segments
Real banking examples of Automated Program implementations that are savings customers over $225 per month
Best practices for adopting Financial Resilience Programs and the Monday Morning Plan on how you can implement these types of programs at your bank and guide customers through dynamic personalized journeys to achieve financial goals
Speakers:
Dorel BlitzVP Strategy & Business DevelopmentPersonetics
Tiffani MontezSenior AnalystAite Group
Watch Webinar
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