BAI Webinar

Beyond CCaaS: Winning strategies for smarter customer engagement



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RECORDED: March 18, 2025
TIME: 1:00 - 1:30 PM CT

Carissa Rodewald from SouthPoint Financial Credit Union and Tanya Quinn from Fidelity Bank join Glia’s Patrick Russell to discuss their experiences about transitioning to a modern contact center technology.

Join us to hear these innovative leaders reveal their significant improvements in customer satisfaction and operational efficiency. You’ll also learn how they are strategically and systematically integrating artificial intelligence (AI) to enhance service quality and streamline operations.

Discover how a modern contact center technology can:

  • Enhance efficiency across channels and improve customer experience
  • Streamline training and operational management
  • Further strategic AI adoption and lead to a future-ready approach

Gain valuable insights into future-proofing your financial institution's customer service.


PRESENTERS:
Carissa Rodewald

Carissa Rodewald
Digital Experience Manager
SouthPoint Financial Credit Union

Carissa began her banking career in 2000 as a second career banker. In her current role, that is new to the credit union, she is responsible for researching, implementing and maintaining vendor products that bring efficiencies to the membership and staff. Additionally, she manages the call center department.


Tanya Quinn

Tanya Quinn
Vice President, Client Care Manager
Fidelity Bank

Tanya has over 20 years of experience in the banking industry and since 2017 has managed the Fidelity Bank’s Client Care team. Prior to her current role, she has spent time working in banking centers in every role, from teller to branch manager. She enjoys finding ways to make banking easy for her clients.


Patrick Russell

Patrick Russell
Growth Breakthrough Leader
Glia

Patrick is a strategic leader with over 20 years’ experience driving customer innovation through contact center technology and workforce optimization solutions. He recently joined Glia and is skilled in product management, go-to-market strategy and building high-performing teams. Passionate about continuous improvement and inspiring teams, he leverages data-driven insights and creative thinking to deliver customer solutions.

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