Client experience (CX) is key to retaining primary financial institution (FI) status. It has morphed from being physically available to customers and members into curating a personalized digital experience. Bringing such value to users requires understanding and rewarding them with guidance and digital tools to achieve their financial goals. Intersecting the latest technology with human empathy earns loyalty — but how do FIs take on that work while handling their day to day?
Our next Gold Standard Series event is the fourth of a series with Jim Marous, co-publisher of The Financial Brand, and will examine the changing face of client and user experience, and the need for retaining the human touch in continual digital transformation.
Join Jim, MainStreet Bank SVP and Chief Marketing Officer, Brian Baker, and Alkami Chief Marketing Officer, Allison Cerra for Realizing the Next Phase of CX and User Relationships, a conversation on keeping a challenger mindset, preparing for the future of loyalty, and understanding the ethical, efficient use of technology to take FIs there: