How to transform service engagement in retail banking

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The silos within retail banks continue to impede customer service and engagement goals. This is frustrating for front-line employees trying to build trust and loyalty among customers, and it’s frustrating for customers who might only need better self-service tools.

In this webinar, executives from Salesforce and Consumer Bank will share insights into how to transform customer service and engagement by connecting channels, business processes, and customer data. The discussion will cover how to:

  • Create a 360-degree customer view that helps agents understand financial activities, goals, and relationships
  • Deliver personalized, intelligent, and scalable service across digital channels that links back to agents
  • Connect business processes to enhance self-service

Key speakers
  • Ben Hopper
    Ben Hopper
    SVP Head of Strategy, Consumer Bank, First Horizon
  • Kelly Horn
    Kelly Horn
    Go To Market Director for Banking, Salesforce
  • Paige Everett
    Paige Everett
    Financial Services Principal Solutions Engineer, Banking, Salesforce
  • Karen Chan
    Karen Chan
    Senior Manager, Product Marketing
  • Michael Sisk
    Michael Sisk
    Contributing Editor, American Banker