Session Presenters

Soren Bested

Chief Operating Officer

Agent IQ

Brianna Elsass

VP & Head of U.S. Digital Servicing & Technology

BMO Financial Group

Breakout 5: Creating a Digital-first, Yet Relationship-based, Strategy For Your Institution

Forward-thinking institutions who may have traditionally been conservative in adopting new technologies realize that digital needs to be a critical part of their growth (and survival) strategy. Yet, how do you balance that with the personal connection and relationships that you can get with your customers in the branch? A better digital experience that still provides personal connection is what customers are demanding from you – or going elsewhere to find it. This discussion centers on a digital-first strategy that is focused on building a digitally-enabled, future-ready bank that drives progress for their customers, unlocks the power of their people and delivers loyalty, growth and efficiency.

Session Resources