Today’s frictionless financial marketplace makes it easy for consumers to work with multiple financial institutions—most use comparison sites and hold accounts at two or more institutions. Hear from experts at Celent, Cornerstone Advisors, KeyBank, and Personetics on why banks must look beyond their own walls to win primacy.

 

With AI and advanced analytics, banks can now see customer activity outside their institution—without relying on Open Banking. This breakthrough powers more relevant insights, better-timed offers, and measurable gains in both share of wallet and customer financial wellness. Join CBA’s expert panel for strategies and real-world examples.

 

 

What You’ll Learn

• What primacy means today (it’s no longer solely defined by where the paycheck is deposited), how the market and consumer behavior have changed to make achieving primacy more challenging, and how banks can attain and maintain primacy at scale.
• How Open Banking is helping, and hurting, the bank’s ability to manage at-risk deposits.
• Why seeing customer activity beyond your bank—without Open Banking—is a breakthrough for banks.
• Why banks should pursue different strategies for the four essential customer lifecycle stages: activation, deepening, and retention.
• How bankers are achieving measurable business impact, including reduced call center volume, increased digital adoption, and higher relationship balances.

 

Why You Should Watch

• Discover how to capture share of wallet by understanding your customers’ whole financial lives.
• Walk away with plays you can pilot quickly, not in quarters or years.
• Gain perspectives from widely recognized analysts and practitioners shaping the future of digital banking.