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Strategies for Digital Innovation and Customer Engagement in 2025

Discover how rethinking gamification and digital innovations can transform your institution, enhance customer engagement, and drive sustainable growth.


Discover how consumer financial education can help your institution enhance customer engagement, engage new audiences, and drive sustainable growth.

In this live webinar, industry experts from EVERFI, the nation’s leading financial education technology company, will share the latest trends and best practices for leveraging financial education to reach new customer segments, increase customer engagement and loyalty, and grow customer share of wallet. We’ll explore proven strategies for integrating financial education into your business strategy and showcase success stories including BMO’s award-winning consumer financial education program.

Don’t miss this chance to future-proof your financial institution and stay ahead of the competition.

Key Takeaways:

  • Enhanced Customer Engagement:Understand the latest research on adult learner motivation and why intrinsic motivation—driven by autonomy, competence, and relatedness—are more effective than extrinsic rewards.
  • Technological Integration: Learn how financial education touch points can be integrated into your existing customer journey (account openings, loan applications, etc.) to enhance the customer experience and improve efficiency.
  • Regulatory Navigation: Gain insights into balancing innovation with regulatory compliance, ensuring that new technologies are implemented smoothly and legally.
  • Consumer Financial Education Best Practices: Discover effective strategies for implementing financial education programs that drive customer loyalty and engagement.
  • Strategic Implementation: Learn how BMO Bank developed a comprehensive award-winning financial education program that is helping them reach new segments and achieve the bank’s long-term goals.
To register for this upcoming live webinar, complete the sign-up form.
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