SUNDAY | MAY 4
As your financial institution focuses on the future, decisions need to be made on where to invest time and money. But with the many options you could choose, what is best for your organization? As we prepare for the conference that follows, this roundtable provides a multifaceted approach to developing and integrating your bank’s digital strategy with its overall strategic plan.
10:00 AM – 10: 30 AM
Registration
10:30 AM – 11:30 AM
Session 1: Creating a Strategic Plan Focused on Growth
What has worked in the past may not support future plans. New competitors are continually changing the business of financial services. Since bank executives need to prioritize the issues and initiatives that will make a difference to their banks, this session lays out the new strategic imperatives for you and your bank to consider.
11:30 AM – 12:30 PM
Session 2: Bringing the Digital Deposit Landscape Into Focus
Building a digital deposit strategy is imperative in today’s financial marketplace. As consumers demand more digital offerings, financial institutions look to align consumer expectations and liquidity. This session considers the best practices to overcome obstacles and risks while staying relevant in a growing digital world.
12:30 PM – 1:30 PM
Lunch
1:30 PM – 2:30 PM
Session 3: Customer Experience & Engagement
To build the best customer experience you need to understand what’s missing – and what’s most important to your customers. In addition, ensuring internal teams are aligned is equally important before deploying or adding a new technology. During this session, we share lessons learned and best practices.
2:30 PM – 2:45 PM
Refreshment Break
2:45 PM – 4:00 PM
Session 4: Data Sourcing, Why It’s Important
Banks have a wealth of client data, but how is it best utilized to help the bank expand its existing relationships and provide a better customer experience? During this discussion, we explore opportunities to best integrate your bank’s data into your digital strategy.
4:00 PM – 5:00 PM
Welcoming Peer & Guest Reception
To kick off the Summit, we invite all participants – and their guests – to join us for refreshments and light hors d’oeuvres.