Webinar: Growing Omni-Sales as Transactions Move to Digital

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Special Guests Celent & PlainsCapital Bank

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The days of relying on branch footfall for cross-sell are long gone. Transactions continue to migrate to digital, leaving fewer branch interactions to leverage. As a result, banks must re-think their customer engagement strategy to maximize every customer touchpoint – both digital and in-person. In this Webinar, Jason Hillner, VP of Sales at Terafina Inc. with special guests Bob Meara, Senior Analyst at Celent and Matt Adkins, Chief of Retail Banking Services at PlainsCapital Bank will discuss how banks and credit unions can grow omni-sales by better focusing on their digital transformations.

Topics will include:

  • Key insights from Celent surveys on the state of digital and omnichannel banking in North America
  • Findings from Celent consumer surveys on channel utilization and what this means for banks and credit unions in 2019
  • Looking at Omnichannel from two sides: Transactions vs. Engagement
  • Strategies to address declining engagement opportunities and leveraging customer interaction touchpoints
  • Insights from PlainsCapital on early digital transformation experience
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