Financial Brand Forum Book Meeting

Don't miss our breakout sessions

MAY 22 @ 9:30 a.m. | Starvine 11

Digital Onboarding - Grow the value of your existing base

The Digital Onboarding engagement platform helps banks & CUs turn account openers into deep and profitable relationships. It makes adopting digital services, opening more products, and upgrading to a new digital banking system easy.

This session will teach banking executives about:

Hidden attrition & the silent engagement problem
Why digital account openers don’t engage
What younger consumers expect from their banks & CU experiences
Why your marketing platform’s data model holds you back from deepening relationships
Practical strategies & proven tools for driving better engagement

Ted Brown

Ted was an early team member at Andera, the creator of one of the nation’s first digital account origination platforms (acquired by Bottomline Technologies in 2014). He cofounded Digital Onboarding Inc. in 2015. The platform now serves 140+ financial institutions. Ted holds a B.A. in Economics and History from Brown University.

MAY 21 @ 9:30 a.m. | Juniper Ballroom

Optimizing Onboarding & Cross-Selling in Banking: A Roadmap to Deeper Relationships

This session will show you what a best-in-class onboarding experience looks and feels like in the Digital Age, including the timing, messaging, and tools needed to turn new account openers into deep, profitable relationships. You’ll see how the most advanced institutions are leveraging data analytics and artificial intelligence to create personalized onboarding journeys for customers.

Tricia Hrotko

Tricia previously ran marketing for The Provident Bank and Sterling National Bank, and she was the Chief Revenue Officer for Clifton Savings Bank. She is currently the Chief Customer Officer for Digital Onboarding.

This session will teach banking executives:

The onboarding and cross-selling mistakes many financial institutions make (and why they fail)
How, when and where to implement cross-selling and upselling within the onboarding process
How points of friction during a customer’s first 90 days are your worst enemy, and how to fix them
Predictive strategies to recommend next-best products based on customer signals and their initial path-to-purchase

How AI and chatbots can accelerate and augment your onboarding and cross-selling initiatives
How to integrate the principles of gamification into your onboarding process
The onboarding and cross-selling metrics you need in your KPI dashboard

Let's connect at the Financial Brand Forum

Booth #621