BAI Special Report

Driving Customer Growth in 2023



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Digital banking continues its forward march in both volume and sophistication. By skillfully leveraging technology and data, financial institutions are creating digital experiences that attract, engage and retain customers.

BAI recently spoke with several prominent individuals within the financial services industry to explore the issues and opportunities they’re facing and the innovative approaches their teams are taking to drive growth.

  • Abbas Merchant, Regions Bank, discusses how his team focuses on the customer experience by leveraging data and analytics.
  • Zach Hamilton, Synovus Bank, shares why it’s critical to continually enhance the digital experience for customers and how that impacts the bank’s customer acquisition and retention goals.
  • Susan Bergen, Commerce Bank, provides insights on how collaboration and understanding your customer is key to successful customer acquisition.
  • Greg Blausey, Salesforce, addresses several issues that are critical to a financial services organization’s success—from the power of automation to the importance of consistency in every phase of the customer acquisition journey.

Learn more about how these industry leaders are addressing today’s customer growth challenges and opportunities in this BAI Special Report.

Abbas Merchant
Executive Vice President and Chief Marketing Officer
Regions Bank



Zach Hamilton
Chief Digital Officer
Synovus Bank



Susan Bergen
Executive Vice President of Corporate Marketing
Commerce Bank



Greg Blausey
Senior Director, Banking Industry Solutions and Strategy
Salesforce




This BAI Special Report is presented by Salesforce.