Technology - Virtual Roundtable

Driving outcomes for customers, clients, and financial institutions with digital

2nd October 2020 | 1:00pm - 2:30pm ET
How can digital help you meet customers’ changing needs and enhance the ‘human relationship’?

The landscape of financial services is changing drastically. Customer experience and expectations are shifting and now dependent on advanced digital capabilities (both B2C and B2B). Financial institutions that want to deepen their relationships with customers will need to advance.
Most institutional banks have an established foundation of customers and networks. While this historically has helped withstand disruption, they must continue to transform to stay ahead.

The long-term impact of COVID on customer and business behavior is yet to be seen. But one thing is for sure – digital experience is at the forefront. Leaders in financial services that use digital to build on their established relationships with customers will be more advanced at meeting their ever-changing needs.

The more digitally advanced your organization becomes, the more your products and services exceed expectations and build lasting trust with your customers — positioning you as the leader in the marketplace.

Join WillowTree and a select group of industry leaders to discuss best practices that can help you build customer loyalty, increase customer lifetime value, reduce churn, and enhance scalability.

Discussion Topics

What are digital disruptors doing well and what can we learn from them?
How can digital help you build trust with your customers?
How can you use digital thoughtfully to strengthen customer relationships?

Your Host

Thought Leader
Kate Gallaher Partner, VP of Business Development, WillowTree
Kate Gallaher has over a decade of digital agency and consulting experience, partnering with clients to… Find out more
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About WillowTree

WillowTree is where digital experts thrive, helping the world’s most admired companies launch applications that make a difference. With a wide breadth of capabilities and expertise across retail banking, mobile payments, wealth management, and insurance — financial services is our… Find out more
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A Meet the Boss Digital Roundtable is an independently moderated, thought-leading conversation about hot business-related topics. Conducted using bespoke video conferencing technology, each Roundtable gives execs the opportunity to connect with a select group of like-minded leaders without the need… Find out more
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