Marketing and Sales Best Practices from Financial Services Leaders

Watch our on-demand webinar from BAI as we explore best practices to succeed in a rapidly changing marketplace in the banking industry. Our industry experts share their strategies to drive more revenue and increase sales velocity.

Discover how banks can capitalize on their high-profile brands and high consumer expectations to offer better service and build stronger customer relationships.

Learn how to:

  • Redefine digital migration for marketing and sales.
  • Drive revenue with a hybrid business approach.
  • Build customers for life through personalization and automation.
  • Empower producers with a powerful tech stack.
Joe_W_Headshot_2018_Square
Joe Welu

Founder & CEO
Total Expert

JasonEpstein-web
Jason Epstein

Sales, Services & Professional Management
Regions Bank

ChrisThurmond-web
Chris Thurmond

Retail Incentives and Performance Management Leader
First Tennessee Bank/Capital Bank

Rising demand has changed the way financial brands approach customer or member engagement. 

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Financial services organizations are racing  to modernize the customer or member journey to meet evolving consumer expectations.

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