The Surprising Operational Gains of a Modern Customer Experience Approach
In an era where customer expectations and revenue demands are both higher than ever, financial institutions must rethink their approach to operational efficiency.
Luckily, there are key strategies banks and credit unions can implement to streamline processes, leverage technology, and enhance customer experiences—all while reducing costs.
Join Jim Marous in an engaging conversation with Tiffani Davis, VP, Manager of Client Experience at Centier Bank, and Katherine Regnier, CEO of Coconut Software, as they dive into how banks can empower frontline employees, implement tech-first solutions, and map out the customer journey to create a seamless and efficient banking experience.
This expert panel will discuss:
- How to unlock visibility into key data and metrics about customers
- The fine line between self-serve and people-powered conversations
- The surprising truth about banker availability
- Strategies to reduce costs while improving customer experiences
- How modern banking is moving away from silos and towards a single holistic view
Don’t miss this opportunity to learn from industry experts and gain the knowledge you need to stay competitive in the evolving financial landscape. Register now to secure your spot!
