Webinar in partnership with The Financial Brand

Harness the Power of Intelligent Automation to Build a Winning Retention Strategy   

The modern financial landscape is more competitive than ever, leaving banks and credit unions to battle one another for the hearts, minds, and wallets of people who now have relationships with multiple financial institutions.   

Watch this on-demand

Join J.J. Slygh, Principal Product Marketer at Total Expert, as he discusses: 

  • The importance of onboarding as a blueprint for customer success
  • How to utilize intent cues to reboard customers
  • Ways to use your product portfolio and intelligent automation to deepen your current relationships  

Know When Your Customers Act

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