BAI Webinar

Mastering customer engagement in banking: A roadmap to success


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RECORDED: February 28, 2024
TIME: 1:00 - 2:00 PM CT

In 2024, banking leaders are tasked with growing deposits and increasing customer satisfaction, but how can they achieve this while balancing technology advancements and ensuring they retain top talent?

End-to-end customer engagement is the cornerstone of this strategy, with 98% of banking leaders in agreement*.

Discover the essential pillars of your customer engagement roadmap with insights from 1,700 banking customers and 300 leaders on how to:

  • Navigate AI in banking customer engagement: Grasp the future of AI in banking and discover what customers seek in terms of tech-human balance in their experiences.
  • Retain good employees in banking: Explore the role of employees in customer engagement and the challenges of high turnover expected in 2024.
  • Tailor omnichannel customer engagement strategies: Learn how leading banks and credit unions are implementing omnichannel customer engagement strategies to reduce call center workload, automate customer service, and increase sales and conversions.

*Source: 2024 Outlook for Customer Engagement in Banking


PRESENTERS:
Nina Vellayan

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).


Matt Dobosh

Matt Dobosh
Chief Revenue Officer
Engageware

With a proven track record, Matt has successfully developed software and services organizations, propelling them towards accelerated growth and unparalleled client success. Prior to his impactful role at Engageware, Matt held key executive positions in sales and go-to-market strategy at renowned companies such as Repsly, Ellucian, It's Learning, BMC Software, and PTC.

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