The modern financial landscape is more competitive than ever, leaving banks and credit unions to battle one another for the hearts, minds, and wallets of people who now have relationships with multiple financial institutions.
Join Total Expert’s J.J. Slygh as he discusses:
- The importance of onboarding as a blueprint for customer success
- How to utilize intent cues to reboard customers
- Ways to use your product portfolio and intelligent automation to deepen your current relationships