Banking Transformed Webinars


The Banking Transformed webinar series looks at the challenges and solutions that are impacting the banking industry to create improved consumer experiences and more efficient creation and delivery of products and services. Hosted by top 5 banking industry influencer Jim Marous, these webinars help financial services executives at all levels create successful strategies and tactics during disruptive times.

Jim Marous is an internationally recognized financial industry strategist, co-publisher of The Financial Brand, owner and CEO of the Digital Banking Report, and host of the top 5 podcast Banking Transformed.

How Communication Drives Digital Banking Transformation and Maximizes Customer Lifetime Value

Doxim logoLearn how to quickly connect business customers with the tools and services they need, set up limits, and better manage everything from payments processing to compliance with an integrated, streamlined process.

Rebrand? In This Economy? A Look at Why and How Financial Services Companies are Rebranding

BrandActive logoLearn from financial service marketing executives and industry experts who have successfully led these challenging initiatives.

Virtual Financial Coaching Automation: The New Killer Application for AI

eGain logohow do you deliver quality financial advice cost-effectively and at scale, while complying with regulations and not coming across as a product pusher?

Transform Business Onboarding: Optimize Time to Value and Capitalize on Growth

Q2 logoThe question is: are financial institutions leveraging current digital customer communication trends to drive Customer Lifetime Value and fast track their digital banking transformation efforts?

How to Overcome the 5 Things Customers Hate About Financial Services Communications

Messagepoint logoJoin best selling author and speaker Jay Baer, and customer communications expert Patrick Kehoe in this informative webinar to discuss this important topic.

Digital Transformation: Overcoming Obstacles in 2021

CSI logoIn this webinar, you’ll learn what community banks need to do to move toward digital in 2021

Compete to Win: How Smaller Banks Can Regain Customer Growth Versus the Megabanks

Bottomline logoJoin Norm DeLuca, Jim Marous and Doug Stotz for a deep dive into how leading community banks and credit unions can drive growth and transformation even as digital demands continue to evolve.

How Checking Can Generate 68% More Loan Volume

kasasa logoWith the Fed cautioning financial institutions to rely more on non-interest income and raise the volume of lending to hedge against low-rate environments, smaller institutions face outsized risks.

Accelerate Customer Usage of All Your Digital Banking Capabilities

Horizn logoInstitutions now have two enduring digital banking challenges. Get the non-digital or new to digital customers understanding beyond digital banking basics and get the active digital customers to more broadly leverage all the bank’s digital capabilities.

Digital Strategy Lessons Financial Institutions Can Learn From Top Brands in Other Industries

Perficient logoPlease join Jim Marous from The Financial Brand, alongside Scott Albahary and Kevin Colletti from Perficient, to learn what highly recognizable brands outside of banking are doing in digital and how financial institutions can leverage similar tactics to attract, engage, and support customers.

How to Create Agility in Consumer Financing & Lending Post-Coronavirus

Enova logoThis webinar will cover key findings from a recent Consumer Lending & Financing Sentiment Survey, how Enova has been navigating credit decisioning with its consumer lending brands since the pandemic, and key considerations when evaluating what data sources, processes, and technologies to build or buy in 2021.

How To Reduce Fraud and Improve KYC Compliance by Orchestrating AI & Business Rules

Bizagi logoJoin Bizagi’s Rachel Brennan and Marlando Rhule along with Jim Marous as they walk you through the KYC and customer onboarding process accelerator and shows you how you can cut back-office costs while ensuring financial compliance standards are met.

The Future of the Cloud in Financial Services

IBM logoJim Marous and Bharat Bhushan, IBM Distinguished Engineer and CTO discuss the challenges and opportunities of cloud computing adoption and the considerations that can influence the scope of cloud deployment.

How To Compete With the Big Banks on a Limited Marketing Budget

DGI logoJoin Jim Marous and James Robert Lay as they discuss how to unlock the secrets of a digital content marketing strategy that can yield 10X more loans and deposits.

Next-Level Engagement with SMBs: Why Digital Access & Enablement Improves Banks Client Relationships

Doxim logoJoin Jim Marous, Ron Shevlin, Director of Research, Cornerstone Advisors and Norm Deluca, GM, Bottomline to learn how banks can proactively engage with their customers and provide new levels of service that can deepen relationships.

How to Communicate With Customers in a Digital Branchless Reality

Doxim logoJoin Jim Marous and Doxim’s Olga Zakharenkava for a research-based primer on strategies that will move the needle for your organization.

Life Transition Marketing: New Insights from Research That Connects Empathy and Opportunity

acxiom logoWalk away with actionable intel from two of the most informed minds in marketing, identify and target new customers, and craft value-focused relevant messaging. Better integrate data, content, and distribution to distribute the right message to the right audience at the right time.

Creating a Better Business Banking Experience for the Post COVID-19 World

Phase5 logoDuring this live webinar, Phase 5 will reveal the findings from its first ever “State of the US Business Banking Experience” survey, a proprietary study which identifies and measures the critical factors that drive loyalty by surveying small business owners about their perceptions of their bank about innovation, UX, CX and customer centricity.

Words Matter! How to Supercharge Customer Communications with AI

epsilon logoMaking an emotional connection with customers differentiates your customer experience! How you communicate with your customers – even in those challenging, highly regulated transactional, servicing and marketing communications is critical to increasing customer loyalty and share of wallet.

Improving Financial Services for Women

acxiom logoWomen have been locked out of financial discussions for many years across many cultures. Based on recent research by Acxiom — including a consumer survey and interviews with financial services executives — this webinar will help you identify very different sets of preferences and behaviors between genders.

Customer Engagement Tactics in the Age of Pandemic Banking

coconut_logoWhether your organization is moving to an appointment-only model for in-branch visits or providing remote access to advisors through video or phone conferencing, this webinar will show you how customer expectations and the engagement landscape will continue to change.

How COVID-19 Heightens the Need for Digital Solutions in Banking

finn-ai-logoIn this webinar, Jim Marous, Co-Publisher of The Financial Brand and Jake Tyler, CEO of Finn AI discussed the short and long term impact of COVID-19 and how it will ultimately change the way consumers relate to their banks.

Scaling Financial Customer Service and Advice Amid Covid-19 Chaos

How do you retool your contact center and branch offices to deal with this tsunami and scale high-quality service and advice across your customer-facing workforce? The answer lies in self-service automation, human augmentation, digital engagement, and real-time conversational guidance for service and sales staff.

Improving Digital Banking Experiences in a New Consumer Reality

epsilon logoThis on-demand webinar examines the importance of a strong data strategy on the success of digital transformation initiatives, and shares key insights and best practices to ensure your data is ready for a post COVID-19 world.

How to Connect with Consumers Across Devices Post COVID-19

epsilon logo

Many financial brands are falling short on their ability to measure impact on marketing performance, increase customer lifetime value, and — most importantly — message the right person. Don’t let COVID-19 disrupt your customer interactions. We invite you to explore solutions to reaching them across devices and with the right message, now and for their lifetime.