Featured Webinars

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

Financial Stress Test: Employee Financial Wellness Drives New Opportunity

PRESENTED BY: EVERFI and co-hosted by The Financial Brand

Consumer debt hit an all time high at $4 trillion this year, and financial stress has reportedly driven 7 in 10 Americans to tears. Meanwhile, financial institutions face their own stress in the form of an increasingly competitive consumer landscape and aggressive acquisition and retention targets. To stand out, institutions are turning to innovative, digital opportunities to scale efforts, reach new consumers, and offer personalized programming

What You’ll Learn:

  • Key data on the challenges and trends impacting consumer financial wellness
  • Why employee financial wellness programs offer new opportunities for financial institutions to reach new consumers and build commercial partnerships
  • How to implement a hybrid digital and in-person approach to scale financial education for your consumers or business partnerships

REGISTER NOW

Branding Retail-Based ATMs: What’s The ROI?

PRESENTED BY: Cardtronics and co-hosted by The Financial Brand

Much of the focus for financial institutions today is on growth and the defense of their existing markets. Customer acquisition and retention in this highly competitive banking sector of traditional and non-traditional financial institutions is spawning new and creative strategies, markedly different to what has gone before.

What You’ll Learn:

  • What retail ATM branding actually is and how it works
  • How it’s being used by banks to acquire new and retain existing customers
  • The real cost savings being achieved by banks that have invested in this strategy

REGISTER NOW

Gen Z is Here: 6 Tips to Drive Engagement with the Next Generation

PRESENTED BY: EVERFI

Generation Z is now the largest generation on the planet. With this young demographic comes new attitudes and demands for the brands they value, including digital convenience and authenticity. At the same time, growing up during the Recession has shaped their views on personal finance making them more pragmatic, savings-oriented, and risk averse than their millennial predecessors.

What You’ll Learn:

  • The latest personal finance trends from 30,000 college students and key differences from previous generations
  • Tips to help you build trust with this demographic through financial education programs
  • How to scale and personalize your efforts to drive success

WATCH NOW

Is Your Financial Institution Digital First? What it Means and How to Succeed

PRESENTED BY: D3

Banking no longer happens from 9 to 5. It’s no secret that consumers expect to interact with brands anytime, anywhere and in the channel that they prefer. The financial services industry is no exception. For banks and credit unions that want to compete, they have to establish a digital-first mindset that goes far beyond a fancy mobile banking app.

What You’ll Learn:

  • What it means to establish a digital-first culture
  • Three key components to making digital transformation successful
  • How banks & credit unions can keep-up with the customer experience expectations being set from other industries

WATCH NOW

Ride the Rate Wave: Deposit Strategies for What’s Next

PRESENTED BY: Kasasa

Is your community financial institution focused on maintaining and growing your deposit portfolio, yet still relying on the same strategies for growth and retention that worked over a decade ago?

What You’ll Learn:

  • Why you need a flexible deposit strategy that works for any type of rate environment.
  • Which strategies have been proven to attract profitable, loyal core deposits.
  • How to price core deposits by comparing rates against all deposit sources in your market (including money markets and CDs).

WATCH NOW

How Community Financial Institutions Can Grow Deposits With AI

PRESENTED BY: FI Works 

What is keeping you from growing deposits?

The mystery surrounding Artificial Intelligence has permeated business media for several years, yet many find themselves unsure or wary of its capabilities. What is ‘Artificial Intelligence,’ and can a community bank really use it—and afford it—in business? Today there is more data available than ever before, FI Works is here to prepare your institution to use it to your advantage to grow deposits.

What You’ll Learn:

  • The meaning of ‘Artificial Intelligence’
  • How to ask the right questions to better understand your current and potential customers
  • Why AI is relevant to your financial institution

WATCH NOW

Local Search for Financial Marketers: Putting Your Best Digital Foot Forward

PRESENTED BY: Harland Clarke

With nearly every consumer interaction starting online, the success of your financial institution depends on consumers finding their way to your physical or digital “front door” with compelling, accurate, consistent, and real-time information about your brand.

Can your financial institution afford not to put its best foot forward online?

If you’re serious about making sure consumers get accurate information about your brand when and where they need it, register for this webinar and learn how to actively manage your financial institution’s digital knowledge.

What You’ll Learn:

  • How search – particularly, local-based and voice – drives real-world banking results
  • How to easily manage online knowledge for any size financial institution
  • How to keep the information correct, complete, at all times, no matter how/where consumers are searching
  • How to do it all – without an agency!

WATCH NOW

Cobalt CU & Royal Banks of Missouri Share Their Mobile Video Banking Story

PRESENTED BY: POPio 

Listen to your peers Cobalt Credit Union and Royal Banks of Missouri discuss how and why they deployed video collaboration into daily interactions, get a brief overview on the current status of video banking from the inventors of video banking, and get a glimpse of POPio CEO And Founder Gene Pranger’s vision for the future of banking.

Listening to how and why your peers made the strategic decisions they did can help you as you begin to explore delivering video banking to your customers.

What You’ll Learn:

  • How your peers started and deployed their video banking strategies
  • How to get the most out of technology to drive efficient consumer marketing
  • How to communicate meaningful results inside your organization

WATCH NOW

Five Marketing Strategies That Drive ROI

PRESENTED BY: Kasasa 

Campaigns are dead and traditional advertising has one foot in the grave. Long live content, data and consistent communications!

Data and technology are changing the way we interact with consumers, leaving behind the traditional “once and done” campaign and relying more on multi-channel, data-driven communications. This introduces new complexity into your marketing organization. Though it’s difficult, if financial institutions want to compete, they must build smart, product-driven communications for both cross sell and account acquisition.

What You’ll Learn:

  • How to talk to consumers about your products more effectively
  • How to get the most out of technology to drive efficient consumer marketing
  • How to communicate meaningful results inside your organization

WATCH NOW

Breaking Through in the Branch

PRESENTED BY: TimeTrade 

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

WATCH NOW

Monetize Mobile and Seize the Opportunity

PRESENTED BY: Q2 

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

WATCH NOW

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

WATCH NOW

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

WATCH NOW

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.

WATCH NOW

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

WATCH NOW

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

WATCH WEBINAR


To see more on-demand webinars available from The Financial Brand’s partners, please visit our webinar archive.