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Delivering a World Class Experience: Best Practices for Digital Banking Conversions

Learn how to design unique, optimal customer experience journeys with a roadmap for success built around industry-leading best practices.


Few events impact more customers more acutely than digital conversions and system upgrades. Unfortunately, banks and credit unions are so focused on "getting it right" from a technology perspective that the customer experience often doesn’t get the critical attention it deserves. You must ensure your audience is ready for- and feels good about the change.

It is time financial institutions embrace every digital interaction as a moment of opportunity to engage and delight customers. The rewards? A seamless and superior experience for your institution, your employees, your customers, and more — increased customer retention, more business referrals and improved buying propensity.

What you’ll learn:

  • How to gain new insight into the resources, processes and dependencies required to deliver a quality transition experience
  • How to design unique, optimal customer experience journeys for consumers, small business and commercial clients
  • The fundamentals of scheduling, user segmentation and proactive customer engagement and support
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