The Paths of Least Resistance: Retaining Accountholders and Attracting New Opportunities

RECORDING: September 13, 2017
TIME: 1:00 - 2:00 PM CT

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Much has been made of designing financial services products to target millennials, and rightly so since they will make up three-quarters of the working-age population by 2025. However, honing in on one age group misses the nuances of consumer preferences for how they want to interact with financial services companies and doesn’t take into account demographic or geographic differences. Having an omnichannel approach continues to be the best way to make sure a financial institution is attracting and retaining consumers of all ages.

Join us for this complimentary BAI webinar for the best approaches and preferences of each generation by developing and refining a consumer-centric approach.

Key Takeaways:

  • Having an omnichannel approach continues to be the best way to make sure a financial institution is attracting and retaining consumers of all ages.
  • Engaging people via the channels they’d like to use is the easiest way to keep them as consumers, but the experience must be consistent across channels.
  • Using data to target consumers based on lifestyles, current financial needs and other personal preferences is a key way for financial institutions to tailor products and services and deepen relationships throughout a consumer’s life.

Your Presenters

Steve Reich
Chief Partnership Officer
Malauzai

Steve leads strategic partnerships at Malauzai, bringing 30 years of broad partnering, sales, and operational experience with companies such as Digital Insight and Treasury Services Corporation. Steve’s background spans sales, marketing, customer support, strategic relationships, and software implementation. He focuses on expanding Malauzai’s distribution network and deepening our relationships with technology partners.

Michele Yurcich
Channel Product Marketing Lead
Finastra

With more than 20 years of broad marketing experience, Michele is responsible for driving the adoption and success of Finastra’s channels product portfolio by developing key positioning and messaging, building marketing strategies, keeping abreast of market trends and through leadership, and developing sales tools and training

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