The financial industry is moving away from in-branch and in-person experiences and is looking towards a more mobile and digital-first approach to serving customers. While digital is faster, cheaper, and more efficient, human connection is often lost at the onset of digital transformation. Digital channels have invariably complicated the execution of the personalized, one-to-one connection, and issues of security and privacy have become apparent. When it comes to understanding customer experience strategy in the digital age today, financial institutions need to realize the importance of high-touch communication and client experience.
Hosted by Kelly West, this webinar panel features Ruxandra Aldea, General Manager at aequilibrium, Reg Marrinier, SVP of Retail and Business Banking at BlueShore Financial, and John Safa, Founder and CTO of Pushfor. Our expert panel discusses strategies for balancing digital experiences expected by customers today, with attention to personalization, real-time transactions, and security and privacy concerns over client personal information.
RUXANDRA ALDEA, REG MARRINIER & JOHN SAFA