Deposit Account Opening + Deposit Analytics During COVID-19

IT, Technology, & Operations

As consumer expectations for simpler, more convenient and personalized financial services increase, institutions must create frictionless, user-friendly, digital experiences. This is increasingly important in this unprecedented time we are living in now, with more consumers going to a digital platform to open accounts now more than ever. In this webinar, industry experts from nCino will share solutions that can help institutions serve their customers better both online or in branch, while also better assessing and analyzing today’s deposits to ensure tomorrow’s success.

Learning Objectives

  • Attendees will learn the value of leveraging digital Deposit Account Opening and Deposit Analytics solutions;
  • Attendees will understand the imperative of a fully digital-enabled experience, especially in light of the current crisis; and
  • Attendees will explore strategies to analyze their deposits and assess risks to achieve the growth and compliance desired.

Speaker

Mark Haldeman
Product Manager
nCino

Mark is responsible for building the vision and roadmap for nCino’s deposit account opening solution. From identifying strategic opportunities in the market to
building products across multiple development teams, Mark helps to ensure that nCino is constantly on the pulse of innovation through every step of the customer journey. Prior to nCino he was a Salesforce Administrator, Marketing Coordinator, and B2B Sales Representative.

Andrew Poulsen
Regional Vice President of Portfolio Analytics
nCino

Andrew Poulsen manages the growth of nCino in the western United States. Andrew originally got started in the analytics on the client success side of the house as a customer support manager before jumping over to a full-time sales role in 2017 where he has thoroughly enjoyed collaborating with both prospective and legacy clients. Andrew has hosted thousands of demos and proudly worked with hundreds of financial institutions in their endeavor to make more meaningful and deeper data driven decisions from our analytics platform. Andrew is born and raised in Utah. He enjoys playing sports, spending time on the lake or in the mountains, and being with his wife and two kids.

Webinar Fees

Pricing For Price Season Pass
Bank Member $0 $0
Bank Nonmember $249 $0
Affiliate Member $0 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org.

Register

Click here to register online