CBA Webinars

CBA Team Contact

Jake Fowler
jfowler@consumerbankers.com
202-552-6377

Leveraging digital transformation to nail customer acquisition

Recorded On: 04/07/2020

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PRESENTER(S):

Bob Meara, Senior Analyst, Banking, Celent
Eric Somers, VP Digital Lending & Customer Acquisition at BMO Harris Bank
Alden Seabolt
, Consumer Banking Lead at Blend

ABOUT THE WEBINAR:
We get it: thinking about digital transformation can feel overwhelming. Scary, even. But when grounded in the things you know best — for example, fantastic customer experiences — this transformative change can begin to feel downright doable.

Join Bob Meara (Senior Analyst at Celent), Eric Somers (VP Digital Lending & Customer Acquisition at BMO Harris Bank), and Alden Seabolt (Consumer Banking Lead at Blend) as we tackle the strategies and processes that support delightful customer onboarding experiences.

In this webinar, we’ll cover the pre-work you can do to align transformation with customer acquisition best practices. Explore what it means to nail the “hello” across your product verticals. One introduction is all you need. With practical examples from the field, you’ll gain a better understanding of how you can ensure your technology, team, and tactics are working as one.

THIS WEBINAR WILL COVER:

  1. The 7 habits of successful customer acquisition
  2. Tips for creating cohesive onboarding experiences across products
  3. Early lessons learned from a strategic commitment to digital transformation

TOP 3 BENEFITS TO ATTENDEES:

  1. Research-backed best practices supporting effective customer acquisition
  2. Insights from a lender that has embedded digital transformation into its DNA
  3. Tools you can use to align your onboarding experiences across product verticals

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Bob Meara

Senior Analyst, Celent

Bob Meara is a senior analyst with Celent's banking practice and is based in Atlanta, Georgia. His research focuses on the branch and ATM delivery channels, omnichannel delivery and check and cash payment processing technologies. A well known authority on remote deposit capture, Bob has led multiple consulting engagements involving financial services hardware, software and the impact of self-service on branch banking.

Before joining Celent, Bob was the director of product marketing at Alogent. In this role, he positioned and launched a series of Check 21 payments solutions.

Prior to Alogent, Bob also held positions in marketing and brand management at BellSouth, Hayes Corporation, and Procter & Gamble in addition to being a commissioned naval officer.

Bob earned a Bachelor of Science in Applied Physics and Electrical Engineering from Case Western Reserve University.

Eric Somers

VP Digital Lending & Customer Acquisition, BMO Harris Bank

Eric Somers is Vice President, Digital Lending at BMO Harris Bank. He is responsible for the implementation and continued evolution of the digital experience for both employees and customers for the bank’s consumer lending products.

Alden Seabolt

Consumer Banking Lead, Blend

Alden leads Blend's product strategy for non-mortgage lending, focusing on enhancing and scaling Blend's Home Equity solution and providing best-in-class experiences across the broader consumer lending suite. He most recently served as Director of Product at LendingClub, and as Head of Growth at Earnin prior to that. Alden focuses on marrying shifting consumer expectations and macro dynamics in lending with opportunities to deliver value and scale through compliant, easy-to-use products.

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Webinar
04/07/2020 at 2:00 PM (EDT)   |  60 minutes
04/07/2020 at 2:00 PM (EDT)   |  60 minutes