Do you know what the customers of tomorrow want from their banking experience? The financial landscape is experiencing a seismic generational shift in wealth transfer and technology preferences. How can financial institutions enhance customer satisfaction while navigating the challenges of technological advancements and evolving consumer expectations?

Join us to discover the latest insights from 300 financial leaders and 1,700 customers from Engageware’s recent survey. Learn valuable strategies to address generational differences and ensure client loyalty across all age groups, fostering relationships that will last for generations.

Key takeaways:

• Understand generational needs in financial services: Gain insights into the unique needs and behaviors of different generations and learn how to meet these diverse expectations effectively.
• Leverage technology to enhance satisfaction: Explore how advanced technologies, including AI and digital tools, can be utilized to improve customer satisfaction across all age groups.
• Implement omnichannel strategies to meet customers where they are: Find out how leading banks and credit unions are creating seamless omnichannel experiences to cater to the preferences of all customer segments, reducing call center workload, automating customer service, increasing employee efficiency, increasing sales and conversions and improving customer satisfaction.

PRESENTER:

Nina Vellayan
Chief Executive Officer
Engageware

With over 25 years of experience, Nina has a successful background with enterprise SaaS and building high-performance management teams. Prior to joining the team at Engageware, she was the President & CEO at Xeeva and an investor and acting CEO of Stewardship Technology, Inc. Nina has also held multiple senior-level executive and investor positions within financial, payments, and software technology organizations, including CEO of FrontStream Payments, Inc., COO of Official Payments, Inc. (Nasdaq: OPAY), and a divisional President at Sallie Mae (Nasdaq: SLM).