Web Seminar

From documents to dialogue

Modernizing bank communications with trusted data and AI
Tuesday, April 28, 2026 2:00 p.m. ET / 11:00 a.m. PT 60 Minutes
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Customer expectations around bank communications have fundamentally shifted. According to new research from Aspire CCS, one in five consumers switched providers in the past year following a poor communications experience. The top reasons? Unclear, inconsistent, or impersonal messaging. 

Yet many banks still rely on legacy, document-centric customer communications management (CCM) systems designed for print-era delivery, not today's real-time, omnichannel engagement demands. 

In this session, we'll explore key findings from Aspire's latest whitepaper, sponsored by Precisely, and examine how leading financial institutions are transforming transactional communications into dialogue-driven customer experiences. We'll discuss why clean data alone is not enough, the growing role of AI in regulated communications environments, and the prerequisites banks must have in place to ensure AI delivers measurable ROI. 

You'll learn how a modern, cloud-native and governed communications platform enables banks to improve clarity, maintain compliance, accelerate workflows, and deliver personalized, consistent engagement across every channel.  


Speakers
  • Chris Cummings, Principal Product Manager, Precisely
    Christopher Cummings
    Director of Product Management
    Precisely
    (Speaker)
  • Arianna Valentini
    Product Marketing Director
    Precisely
    (Speaker)
  • Mike Sisk
    Contributing Editor
    American Banker
    (Moderator)