As the banking industry continues to deal with disruptions, financial institutions are looking for ways to be a competitive force in the marketplace. This requires an innovation strategy with a meaningful vision towards the future; and as consumer and employee needs continue to change, digital transformation will only be successful if your entire organization fully embraces innovation. 

• Implementing innovation strategies that can keep pace with quickly changing consumer expectations 
• Being positioned to launch new products and change internal processes
• Leveraging data and advanced analytics to understand your customers more fully
• Rethinking business models and leveraging advanced technologies

This year has forced financial institutions to play catch up by developing and updating digital applications, as well as adapt to increased customer expectations. Our speaker will take a close look at the ways in which open banking can generate new revenue streams while improving the customer experience.

• Using APIs to create seamless experiences for your customers and employees 
• Implementing an open banking strategy to thrive in a competitive landscape 
• Levering APIs to expand offerings and create new revenue streams 

AI has become increasingly integral to the day-to-day lives of banking customers, and it’s now a must for financial institutions to deploy this technology in order to remain relevant and competitive. However, lack of a clear AI strategy, restrictive legacy technology, and fragmented data have been roadblocks. This panel of industry thought leaders will guide you through the strategies to implement and leverage AI to compete successfully.

• Adapting to technology innovations to redefine how customers interact with you
• Leveraging AI to improve human decision making and increase speed and accuracy
• Offering experiences that are intelligent, personalized, and seamless 
• Ensuring that adoption of AI technologies is a strategic imperative

In order to help employees thrive in this time of change and disruption, financial institutions need effective ways to engage and train staff. In this session, our speaker will take a deep dive into the best strategies and tactics to engage your remote employees and help them deliver great customer experiences during times of upheaval and change. 

• Helping employees adapt to digital 
• Implementing remote training that will increase employee knowledge and confidence 
• Gaining tactics to engage and train remote employees 

1. Must-Have Technology Trends For Your Digital Strategy

2. Designing Practical Digital Experiences

3. Ensuring Consistent Experiences Across All Touchpoints

4. Increasing Customer Engagement With Compelling Content 

The events of 2020 forced financial institutions to rethink their strategies to ensure consistent customer service and to maintain customer loyalty. Many institutions have quickly shifted to digital, but the right mix of human and technology is still critical. How can you be sure that you’re offering your customers with the experiences that they want and that will ensure their loyalty? In this session you’ll learn about:

• Mitigating disruptions to in-person customer service that many customers expect and rely on
• Identifying the best strategies to save time and increase efficiency for employees and customers 
• Leveraging best practices for maintaining trusted customer relationships 

Predictive analytics make it possible, among other things, for organizations to communicate with existing and prospective customers in an engaging and persuasive way. Our speaker will take a deep dive into the ways data and predictive analytics can set new benchmarks for engagement.

• Implementing intelligent segmentation to increase customer engagement
• Leveraging insights to target the right audiences with the right marketing campaigns 
• Using predictive analytics to understand how customers will interact with your content 

Fintechs have developed, and continue to develop, new products that can revolutionize the financial services experience, but there is a risk in partnering without first establishing a foundation that puts customers and employees at the forefront. In this session we’ll take a look at strategies that will ensure you’re parenting in order to deploy technology that customers truly want and need. 

• Understanding the way that your customers perceive your institution 
• Identifying technology partners that will help you best meet your customer needs 
• Engaging with your customers to acquire feedback and make informed product development decisions 

Successful customer experience design should guide the customer to exactly where they want to go while providing them with information about what is going to happen and when. How can you be sure that you’re allowing customers to achieve their goals while providing multiple paths to completion? Our speaker will talk about: 

• Offering your customers paths to completion in a proactive way
• Anticipating potential roadblocks or pain points for customers 
• Communicating with customers as they reach milestones in their journey 
• Using experience design to reduce friction in the customer journey

Use this intimate setting to discuss the challenges women in finance face and celebrate your successes as a group! You’ll come away feeling inspired, supported, and ready to take on your next big idea. This session is only open to financial services executives.

Space is limited to 15 digital banking executives.