The Total Expert experience at Financial Brand Forum
There’s an all-you-can-eat buffet of things to see and do at this year’s event, so be sure to save room in your busy schedule to connect with Total Expert.
Live platform demo
Tuesday, May 21 | 9:30 a.m. | Starvine 11
Discover the power of purpose-built as Total Expert General Manager of Banking James White presents a live demo of our award-winning customer engagement platform. See firsthand how Total Expert combines a system of intelligence and a system of action to help you identify opportunities to engage customers and members when they signal a financial need.
Data-Driven Loyalty: How to Engage & Retain Banking Customers
Breakout Session | Wednesday, May 22 | 10:30 a.m. | Juniper Ballroom 1
Join our Founder & CEO Joe Welu for an insight-filled session in which he’ll teach banking executives:
- The importance of leveraging data analytics to deepen customer relationships
- How to segment your customer base and where to focus your engagement efforts for optimal retention
- How to recognize critical moments in a customer’s financial journey and deliver maximum impact
- Techniques to detect changing customer expectations and how to adapt your engagement strategies
- How to effectively tailor your engagement strategies to appeal to diverse demographics
- How to foster a culture of customer-centricity that prioritizes customer needs and satisfaction
Use the special discount code HEARMESPEAK to get $200 off your registration here: https://financialbrandforum.com/registration-form/
Spin the “Prize is Right” Wheel at the Total Expert Booth
Drop by our booth (#P641) to spin the giant wheel and have a chance to win a custom pair of Nikes! Even if you don’t win the grand prize, our team will be there to show you how you can double down on how you wield data, engage accountholders, and deliver the perfect financial journey with Total Expert!
Schedule a 1:1 meeting
Set up a time to connect with our fintech experts and discuss the specific challenges facing your organization, how Total Expert can help you address them, and get a personalized demo of our award-winning customer engagement platform.
