The recent BAI Banking Outlook survey included a number of insights on emerging trends impacting customer acquisition, including generational preferences. In this webinar, you’ll learn what it takes to deepen customer relationships by leveraging your own rich data.

Holly Hughes, BAI CMO, will share BAI’s latest survey results and host a conversation with Chris Phelan, Director, Sales Strategy & Analytics at Vericast, on actions to take to attract and retain customers while building lasting loyalty.

Key takeaways:

• Understand top customer banking priorities and preferences by generation
• Learn why customers switch their primary financial institution
• How customer acquisition and loyalty have transformed
• Ways to better meet your customers’ needs

THOUGHT LEADERS:

Chris Phelan
Director, Sales Strategy & Analytics
Vericast

Chris Phelan has been with Vericast 10 years, primarily focusing on leveraging data and metrics to forge strategies that fuel growth for both Vericast and our clients. His expertise spans analyzing product development, sales pipelines, revenue, and sales activities, contributing significantly to the introduction of new products and services to the market. Chris is especially interested in global economic trends, using these insights to proactively drive progress.

Holly Hughes
Chief Marketing Officer
BAI

Holly leads strategic marketing, digital thought leadership, events and strategic programs for BAI. She joined BAI in 2014, bringing with her more than 20 years of marketing and leadership experience across a number of industries. Most recently, she served as SVP and Marketing Director for Fifth Third Bank. Prior to Fifth Third, Holly held a senior marketing leadership position at MidAmerica Bank, a leading community bank in the Chicago market (now PNC).