1. Banking in COVID-19: Using Data to Improve Customer Conversations

Banking in COVID-19: Using Data to Improve Customer Conversations

Banking customer relationship experts Kraig Nellis and Neil Stanley will explain how you can benefit from targeted conversations and intelligent customer contact systems.
Event ID: 2552796
Recording: Unable to attend? A recording will be available after the presentation.
Date: Tuesday, August 18 11:00 AM Eastern
Duration: Scheduled for 60 minutes including question and answer period.
Presenter: Kraig Nellis and Neil Stanley

Build client relationships through the pandemic. Use intelligent customer contact to increase retention.

Meaningful telephone and video conferencing conversations with customers will enable your institution to grow organically. Building rapport with clients and prospects in this pandemic environment will help you:·

  • Reduce attrition due to dissatisfaction
  • Expand relationships aligned with customers’ goals and dreams
  • Attract new customers through referrals and circles of influence


Intelligent customer contact management solutions can help you execute your organic growth strategy more efficiently than banks without relationship tools.

  • How can you build relationships through specific conversations associated with service, retention, onboarding, and cross-selling?
  • How can intelligent systems automate manual processes?
  • How can you identify at-risk deposits?
  • What advantages can companion product alternatives provide?
  • Which system-generated leads generate deposit growth?

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