Webinars

How California Coast Credit Union Helps Its Members Achieve Financial Prosperity

With a deep understanding of members' needs and a financial data-driven personalized experience, the credit union can compete and stay ahead of the curve in an exciting new era.

Wie man den Wettbewerb um die Aufmerksamkeit des Kunden gewinnt: mit Hyper-Personalisierung und Kundenengagement

Das Webinar zeigt Fallstudien mit Statistiken von Banken die es geschafft haben ihre Kundenzufriedenheit mit hyper-personalisierten Services stark zu verbessern

[On-demand webinar] The Path for Retail and SME Banking to a Financial Data Driven Approach

Join Personetics and Microsoft APAC’s discussion to learn how customer personalization can enhance the bottom line for SME and Retail banks.

[On-demand webinar] Digital Transformation in Banking

Join Personetics and Microsoft EMEA’s discussion to learn how delivering relevant, personalized experiences can increase customer engagement and ROI

[On-demand] Delivering Personalized Advice at Scale for Wealth Management

Here are a few key insights and trends about how personalized advice at scale for wealth management can become a reality for your institution, and why you should make it a priority.

Invest In The Right Technologies To Develop Your Financial Well-being Strategy

Discover how to shape your institution's investment approach to the right financial technology, with Personetics' Financial Data-Driven Engagement Platform.

Mobile Banking: What Role Should a Bank Play in a Customer’s Life?

In this webinar, Personetics and Forrester break down mobile banking and the customer relationship models. What do customers in different segments expect from bank providers, and how can banks drive growth by creating value from their customers.

Leveraging Financial Data to Enhance Retail Banking Wealth Management

In this webinar Personetics explains how you can leverage customers' financial data to enhance retail banking wealth management. We discuss how to replicate the private banking experience at scale and how to create a successful hybrid engagement model.

How Banks Can Engage Customers With Sustainability

Financial institutions can lead the transition to a more sustainable economy by supporting greener spending and climate-friendly financial goals and changing the way they engage with customers. Learn more on May 24 in our live webinar with Forrester.