BAI Webinar

When each call counts

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RECORDED: July 27, 2022
TIME: 1:00 - 2:00 PM CT

Customer experience is key for financial services. However, communicating with customers is becoming more and more difficult. Financial institutions are asked to comply with the latest regulations, meet heightened customer expectations, and deliver efficient and trusted experiences while trying to discern how to reach their customers.

Phone calls are important in communicating with customers and are often used first to address urgent or highly sensitive customer concerns especially with financial matters. However, customers are now skeptical of calls from unknown numbers due to the substantial increase in robocalls or other fraud, scam, and caller-id spoofed calls.

Join us for this complimentary webinar to hear a discussion on how the power of contact intelligence enables trusted connections, maximizes efficiencies using the best phone/email and time-of-day analytics to contact individual consumers and mitigates regulatory risk.

Key takeaways:

  • The latest regulations and trends in the market and how mandates such as STIR/SHAKEN and CFPB Regulation F are impacting enterprise calls
  • How companies are delivering customer trust in phone communications with caller identification and branding
  • The operational best practices financial service organizations are adopting to improve contact rates while implementing efficiencies
Todd Meeks

Todd Meeks
Director of Contact Center Solutions Product Management
Neustar, a TransUnion Company

Todd Meeks is a Director of Contact Center Solutions Product Management for Neustar, a TransUnion Company. He specializes in solutions that improve how companies interact in with consumers with a focus on first- and third-party collections. Todd joined Neustar after spending nine years at CitiGroup as a Senior Vice President of Global Channel Strategies where he solved complex communication problems around outbound dialing, TCPA, and multi-channel communications. Before CitiGroup, Todd served in leadership roles at Fifth Third Bank, Broadwing Communications and he started his career at Cincinnati Bell.

Mick Moss

Mick Moss
Product Director
Neustar, a TransUnion Company

Mick Moss has over 20 years’ experience in the communications industry. He is currently a Product Director for Neustar, a TransUnion Company, with product management responsibility for Neustar’s trusted call solutions. These solutions include accurate naming identity, brand reputation management and certified call solutions across both enterprise and carrier ecosystems. Most recently, Mick launched branded call display to deliver a trusted call experience to increase enterprise customer engagement through caller naming and branding. Prior to joining Neustar, Mick held technical and managerial positions with Sprint and Transaction Network Services launching several large-scale wireless network platforms and voice authentication services projects.
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