On-Demand Webinar
Using Data and Automation to Guide Account Holders Through Their Financial Journey
Banks and Credit Unions understand the opportunity behind the data they have available to them but don’t have a clear strategy on what they plan to do with the data.
Jim Marous sat down with Total Expert’s James White and Banking Thought Leader Fabio Biasella to discuss how data can help identify key life events that drive financial decisions, which can then be used to engage with account holders with relevant guidance for their financial journey.
Key takeaways
- How to use human and digital outreach to engage account holders and drive loyalty.
- Ways to automate messaging to efficiently deliver the right message at the right time.
- How to identify your account holders’ impact moments that drive financial decisions.
