« All Webinars

Increasing Loyalty with One-Stop Shop Financial Solutions

Learn how to meet the growing demand for comprehensive financial solutions including insurance protection by understanding key consumer segments and tailoring products to their needs.


Banks and credit unions are striving for greater customer loyalty, but consumers are increasingly demanding more from their financial institutions. The traditional model, with its specialized and often limited offerings, no longer fully meets consumer expectations.

Ready to transform your financial institution into a one-stop shop? In this presentation, Franklin Madison team members Andrea Heger—Executive Vice President and Jedd Taylor—GVP Marketing Strategy & Innovation reveal how to meet the growing demand for comprehensive financial solutions including insurance protection. By understanding key consumer segments and tailoring products to their needs—especially Millennials and Gen Z—you can create personalized experiences that build trust and loyalty.

Plus, they’ll show you how to create seamless omnichannel experiences, which will position institutions to meet and exceed consumer expectations, ultimately fostering loyalty and trust.

Key Takeaways:

  • Embrace the One-Stop Shop Model: Explore strategies that cater to all consumer segments.
  • Target the Right Segments: Delve into techniques for targeting and retaining key demographics like Millennials and Gen Z
  • Capitalize on Consumer Demand: Research shows that consumers want more from their financial institution. Learn how meeting this demand can deepen relationships and boost your bottom line
To instantly watch this on-demand webinar, complete the sign-up form
Name*
Consent Granted*
 

The Financial Brand is your premier destination for comprehensive insights in the financial services sector. With our in-depth articles, webinars, reports and research, we keep banking executives up-to-date with the latest trends, growth strategies, and technological advancements that are transforming the industry today.

© 2025 The Financial Brand. All rights reserved. The material on this site may not be reproduced, distributed, transmitted, cached or otherwise used, except with the prior written permission of The Financial Brand.