Digitally Guide Members to Wise Financial Choices



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The bar for digital personalization has never been higher. Consumer expectation for extremely personalized customer experiences has increased, and the awareness and perception of emerging technology is at an all-time high.

Healthy, long-term banking relationships begin with the ability to provide a personalized online account opening experience. One that offers insight and recommendations for products and services that fit the unique financial needs of members. 

Join this webcast to discover the benefits of interactive dialogues during account opening, and how they can empower your team to deliver highly personalized and relevant product recommendations to members. You will learn how to: 

  • Engage consumers and small businesses the moment they open an account.
  • Use digital conversations and guided product selection to provide consistent, accurate product recommendations.
  • Gain insight into future engagement opportunities designed to support every stage of a member’s financial journey.

Featured Speakers:

Stephenie Williams |  VP, Financial Institution Marketing Product & Strategy | Vericast

Stephenie Williams is the Vice President, Financial Institution Mktg Product & Strategy for Vericast. Stephenie has over twenty years of experience in Direct Marketing, Strategic Planning, Product Management, and Promotions in the financial services, retail and automotive industries.

Whitney Loe, SCMS: Director of Business Development for Credit Unions | Ignite Sales Inc.

Whitney Loe is the Director of Business Development for Credit Unions for Ignite Sales and joined the team in 2019. Whitney began her career in financial industry in 2007 working in both community banks and credit unions. Since 2015 she has been building relationships and forming partnerships with credit unions across the country to provide a better member experience through both product offerings and digital engagement strategies.

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