Using Data to Acquire, Engage and Retain Banking Customers

Premiered: April 14, 2022
Length: 36 minutes

More than ever, delivering banking experiences rooted in personalized engagement is an expectation from every customer. More than just a requirement for communication, financial institutions must also develop personalized, tailored products for the customer segment that they’re going after.

Consumers are increasingly diversifying who their financial relationships. If you don’t know your customer, understand their needs and deliver value with each engagement, trust and loyalty will be damaged.

I am excited to have Joe Welu, founder and CEO of Total Expert on the show. Joe shares how banks and credit unions are differentiating their organizations by knowing what customers want before they do.