Webinar Archive


Here is a list of on-demand webinars available from The Financial Brand’s partners. If your company is interested in hosting a co-branded webinar, please click here.

Breaking Through in the Branch


The secret to generating more personalized, high-value interactions in your branches? For Lake Michigan Credit Union, one of the fastest-growing, most awarded credit unions in the country, it was offering both new and existing customers the opportunity to self-schedule an appointment at the time and location most convenient for them.

In this energizing session, hear from LMCU’s head of retail strategy about their success in generating thousands of new customer appointments, millions in new lending business, and a streamlined walk-in service model that both staff and customers love.

What You’ll Learn:

  • How an intelligent live appointment strategy is delivering bottom-line results and happy customers
  • How online appointment scheduling + in-branch queue management can support customer acquisition goals as well as higher service levels
  • The role of pre-scheduled appointments in easing in-branch staffing bottlenecks and allowing associates valuable prep time
  • The benefits of syndicating click-to-schedule links across all sales and marketing channels, including improved attribution of spend


Monetize Mobile and Seize the Opportunity


With intense competition in the marketplace, mobile online banking and mobile payments offerings have become a must for Banks and Credit Unions.

In this webinar, Q2 will filter through the dynamics of today’s mobile industry, the expectations of consumers and businesses, and the latest trends and advances in the mobile space, including mobile banking, mobile payments, and other consumer and business mobile applications.

What You’ll Learn:

  • How to better understand customer expectations
  • Ways to increase customer attraction and retention through mobile offerings
  • How to improve cross-selling through the use of data and analytics


What Bankers Can Learn From Netflix

PRESENTED BY: Silvercloud 

Banks and credit unions continue to invest in digital technology for their website and mobile channels. But many overlook one of the highest impact, lowest effort strategies to reduce call volume and drive conversion. In this webinar, Silvercloud explore various tactics used by Netflix and other companies to achieve these goals.

What You’ll Learn:

  • Best practices from other industries that banks and credit unions can utilize
  • The importance of self-service beyond normal banking intent (transactions, deposits, etc.)
  • How to capitalize on user intent across your digital channels to drive more products per consumer
  • The impact that this can have on call center volume


Winning At Acquisition In Times of Change

PRESENTED BY: Harland Clarke 

Technology is developing as rapidly and the consumer mindset about finance has shifted. How can you continue to attract high quality new households, deposits and cross-sell accounts?

The field is crowded and new acquisition is more important now than ever before. Harland Clarke will discuss the power of harnessing data to create strong, highly targeted acquisition campaigns that will help financial institutions achieve revenue and growth goals.

What You’ll Learn:

  • How to harness the power of intelligent data to target households most likely to convert
  • How to support acquisition campaigns with digital channels
  • How to gain insight into acquisition best practices


Future of Banking: Personalization of the Customer Journey

PRESENTED BY: Total Expert 

The pace of innovation is accelerating, and consumer expectations are on the rise. How can marketers manage these expectations in a digital world while managing multiple lines of business and breaking down silos between sales and marketing within their organization?

It’s critical for financial organizations to leverage their data and technology to automate the delivery of relevant, personalized content – at scale – and make complex financial transactions personal again.

What you’ll learn:

  • How customer expectations have changed the ways banks communicate with their customers from first lead touch, to customer for life.
  • How modern organizations are leveraging technology to fill the gaps in the customer journey and putting customers at the center of every interaction.
  • How breaking down data silos can create a 360-degree view of your customer and position your bank as the central financial partner for EVERY transaction.
  • How to leverage data insights and intelligent automation that truly connect and anticipate the needs of your customer and drive trust and customer loyalty.


Personalization in Banking:Aspiration to Execution

PRESENTED BY: D3 Banking Technology 

In this panel style webinar, D3 Banking Technology CEO, Mark Vipond hosts Zach Hamilton (Sr. Director – Strategy, Synovus), Mark Troske (SVP/ Digital COE, TCF Bank), and Jason Brock (Executive Director, Digital Banking, Zionsbancorporation) to discuss the importance of personalized experiences and how banks and credit unions can best position themselves for success.

What You’ll learn:

  • What does “personalization” mean at three top 100 banks
  • How to navigate the right level of personalization for your users
  • Where industry veterans see personalization in banking in 3-5 years


Growing Member Loyalty With Your Debit Offering

PRESENTED BY: CO-OP Financial Services 

Debit cards remain one of the most frequently used forms of payment, and a critical touchpoint with credit union members. But keeping up with member expectations around the debit experience requires a deeper understanding of how and where they are using their debit cards.

Join Dr. Kathy Snider, SVP, Debit/Prepaid/Shared Branch Product at CO-OP Financial Services for a deep dive into how changing dynamics in the debit industry are creating new opportunities for building member loyalty.

What you’ll learn:

  • Strategies around debit card usage, issuance and management
  • How mobile, rewards and enhanced security can drive cross-sell opportunities
  • Pragmatic approaches to reaching and marketing to debit card members


3 Key Trends That Impact Digital-First Banking


Today’s banking industry is moving beyond having digital technology “on the side”. The world’s leading financial service providers are entering a space where the entire organization is on a journey to become digital to the core — truly digital-first. Backbase shares new and refreshing insights gained from a decade of implementing and running large digital-first transformation programs.

What you’ll learn:

  • Move from “digital-on-the-side” to “digital-to-the-core”
  • Position your financial institution to compete in a world where legacy business models are headed for obsolescence
  • What drives value in a digital-first business model
  • How to align a digital-first business model with your culture
  • Adopt lean and agile principles that create autonomy and ownership


Stop Dabbling in Digital: How to Overcome the 7 Most Deadly Digital Marketing Mistakes

PRESENTED BY: Digital Growth Institute

You built a new website. Placed digital ads. Blasted out some emails. And posted content on social media. But you’re frustrated because you’re financial brand is not getting the results you or your CEO had hoped for. And you’re confused because you’re not exactly sure what to do next as you’ve done everything you already know.

What you’ll learn:

  • How to design unique, optimal customer experience journeys for consumers, small business and commercial clients
  • How to map out digital consumer journeys and content marketing that guides people to a better future
  • How to increase website and landing page conversions with behavioral economic hacks


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

PRESENTED BY: Harland Clarke

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 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
  • How to gain new insight into the resources, processes and dependencies required to deliver a quality transition experience


Self-Service Analytics That Drive Trust, Confidence, and Value Creation

PRESENTED BY: Datawatch Angoss 

Join Datawatch Angoss and other financial peers to learn about key trends in the data and analytics space. Explore the new tools and forces shaping how financial marketers interact with their data, placing a greater emphasis on driving trust and confidence..

What you’ll learn:

  • How to define analytics in the context of solving business problems and overcoming barriers to success
  • Best practices for adopting a data and self-service analytics strategy
  • How financial institutions have leveraged data analytics to solve problems such as customer loyalty, risk mitigation, and others


9 Essential Content Marketing Strategies for Financial Institutions


Learn how to multiply your financial institution’s marketing success with a data-driven content strategy that differentiates your brand, reaches new consumers and converts more leads. Find out how to fully capitalize on the compounding benefits of content and the pitfalls you need to avoid. What you’ll learn:

  • Why content marketing matters now more than ever
  • The most common pitfalls and mistakes that thwart success
  • How to overcome the challenges so that your content wins


Will You Be the Disruptor or Disrupted in 2019? Data is the Answer


To become an innovator in banking and disrupt the status quo, financial institutions must shift to a data-driven mindset, with a relentless focus on putting the customer first. Join Don MacDonald from MX and Jim Marous from The Financial Brand to learn how you can become the disruptor and not the disrupted in 2019. What you’ll learn:

  • How you stack up in your peer group among 1,400 financial institutions
  • How to transform your financial institution into a data-driven organization
  • How to identify consumer trends and become an innovator in the marketplace


Banking on Trust: Employee Advocacy in Financial Services


Find out how leading financial brands are harnessing their collective employee voices by tapping into their employees’ social networks. With tips from this webinar, you can learn how to turn your employees into your biggest advocates, reach new audiences, connect with Millennials and improve your brand reputation. What you’ll learn:

  • How to empower your employees to be your best advocates across social media
  • Best practices on social media and regulatory compliance