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Six Essentials For Keeping Your Financial Institution Relevant & Secure

Webinar: ID# 1001578
Date: Recorded
About This Course:
New innovations in technology, shifting customer expectations, cyber security threats, and economic pressures have dramatically changed financial institutions.

Organizations are now challenged with balancing cost reduction against new investments in innovation to better capture, service, support, and protect the modern customer. Do you have a plan in place to stay ahead of these challenges? If not, this webinar will help.

Learning Objectives:
  • What your peers are doing today to rethink the branch network and the role of the teller
  • Are you ignoring the modern customer population (Millennials)? Is that a good idea?
  • The future is now: the customer experience in a 24/7/365 digital world of mobile devices
  • A sound strategy to mitigate the risk of a cyber-attack on your organization
  • Disaster recovery is broader than just data recovery. What is your plan missing?
  • Cross-selling and marketing strategies that actually boosts revenue
Who Should Attend

The primary audience includes Auditors, Directors, Commercial Lending, Executive and Senior Management, Financial Management, Human Resources, Marketing, Operations/Technology, Retail Lending, Risk & Compliance, Sales & Customer Service, and Trust.

The Presenter

Joel Abramson has been involved in all aspects of the financial services industry for more than twenty years. He is currently the Director of Business Development and Strategy for Complete Data Products.

Prior to joining CDP, Mr. Abramson was a Senior Vice President of a publicly traded bank and then moved on to a role as Chief Operating Officer of an international technology company that provided outsourced security solutions to organizations within the financial services vertical throughout the United States.
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Six Essentials For Keeping Your Financial Institution Relevant & Secure
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