Senior Director, Strategy and Content, Live Media
American Banker
Mary Ellen Egan is a journalist with more than 25 years of experience in business and investigative journalism. She has been a staff writer and editor at Forbes, The American Lawyer, First Amendment Watch and American Banker. She has freelanced for Bloomberg, Bloomberg Law, University of Chicago Booth School of Business, Stanford Graduate School of Business and Thomson Reuters. She is currently an adjunct professor of journalism at New York University.
The benefits of a bank partnering with a sports team include increased visibility, community and business engagement, and expanded market reach. But it takes more than just slapping a team logo on the bank’s marketing materials. In this session, learn what it takes to build a purposeful partnership that drives awareness and impact in a meaningful way. Panelists will discuss how to create unique experiences for clients and customers, how to create synergy between both brands, and how to drive value together.
What’s Now, What’s Next – Insights into AI and the Future of Digital Banking A Conversation with Lino Catana, Head of Digital Product Management, TD Bank
Discover how to accelerate customer empowerment while “rightsizing” your bank’s omnichannel customer experience through retail, digital, and contact centers. Explore strategies for guiding customers to leverage all touchpoints effectively, empowering them to navigate their banking needs confidently. Gain insights into the behind-the-scenes data and tools that support this transformation—connecting the dots to empower customers at every touchpoint—and bridge the gap to ensure customers experience a truly integrated banking journey.
Introduction by Rahul Kumar, GM & VP, Financial Services and Insurance, Talkdesk
Artificial intelligence is enhancing the customer experience across bank channels, creating personalized experiences, streamlining processes, improving security and increasing self-service capabilities. As banks’ mobile-first strategies evolve, customers are being empowered to make better informed financial decisions and engage with their institutions in more proactive, meaningful ways. From AI chatbots that provide instant customer support and basic financial guidance, to online portals and mobile apps that allow clients to access their accounts and execute transactions whenever they want, wherever they want, mobile-first banking is at the center of the customer experience. Learn how enhanced digital experiences, AI integration and increasingly personalized products and services are creating a seamless experience that meets customers’ radically changing expectations.
Bank-fintech partnerships can enable community banks to leverage new technologies and compete with larger banks in offering innovative products and services. Learn about the different types of fintech partnerships–operational technology, customer oriented and front-end (BaaS)–and how to develop a playbook for community banks to gain a competitive edge over other banks and nonbanks.
Banks’ customer relationships are becoming increasingly transactional, putting trust and loyalty in play. As a result, three-quarters of customers have a relationship with at least one other bank. With digital challengers and fintechs gaining ground, traditional banks need to strengthen their positions—fast. Learn what steps to take to engage customers through data-driven personalization that puts tailored experiences, advice, and new products into their hands.