Webinar: First Comes Acquisition. Then Comes Retention.


On-Demand Webinar

You’ve worked hard on building up your customer base. Now what? Meeting customers where they are at in their life cycle proves you are a trusted partner and not just a financial institution. Hear from industry leaders on what you can do now and as you plan for the future to deepen relationships through data driven personalization.

We will discuss how to harness your data and meet customers where they are in their financial journey. The session will also cover the importance of building trust with your customers by being an educator, meeting them with tools and products to fit their needs — and how technology is your friend and ally in your marketing strategy.

What You’ll Learn:

  • Personalization is a game changer and affects the customer life cycle
  • Deepening relationships comes in many forms
  • Education builds trust
  • How technology is a key ingredient to your success

Register now by filling out the form on the right. A recording of the webinar will be available to everyone who registers.

SPONSORED BY: Total Expert Logo

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