The traditional sales funnel in banking is dead. Today’s customer
is digitally engaged, socially active, always connected, and starts
their financial institution shopping process online … sometimes
completing the purchase process without ever walking into a
branch. The importance of contextual engagement has never been
more important and the standard of excellence is often set by nonfinancial
industries. This session will provide a profile of today’s
consumer, what they expect, how they transact and what needs to
be done to acquire them and build loyalty.