PRESENTER(S):

Jonathan Tvrdik, Principal Strategy & Design Consultant of the Tvrdik Group at D3 Banking Technology

Eric Brandt, Senior Market Specialist at D3 Banking Technology

ABOUT THE WEBINAR:

Financial institutions all over the world are rushing to institute digital platforms aimed at connecting their products and services to their customers in increasingly sticky ways. However, the Connected Age, and all of the innovations it has brought, has created a new expectation in the minds of customers and users. It is not merely about creating strong bonds between organizations and customers. Usability and design are important, but so is personalization and experience ubiquity. Today, FI's need to work diligently to ensure the entirety of the customer's personal experience is connected, cohesive, and intentional across all tactics employed by the organization. In this Webinar we'll discuss the importance of formulating a connected customer experience strategy, the considerations to keep in mind when auditing your current and future customer experience, and planning for current user onboarding and new user acquisition. We'll discuss the role of various departments within your organization — including marketing, customer service, design, technology and sales.

THIS WEBINAR WILL COVER:

1. Formulating a Connected Customer Experience Strategy
2. Auditing & Assessing CX Gaps during Transformation
3. Taking a Strategic Approach to Proactive User Acquisition & Onboarding

TOP 3 BENEFITS TO ATTENDEES:

1. Customer Experience Audit Checklist
2. Roadmap to Customer Experience Transformation Planning
3. Tips to creating internal consenus

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