Beyond 2020: People, Process, Technology


Consumers need financial institutions to support the successful completion of their financial journeys. With consumers facing a myriad of choice with respect to bank selection, how does a financial institution insert itself into the center of each relationship? How does it become part of everyday transactions? This webinar will highlight the key challenges financial institutions face, provide anecdotal case studies from around the world, and provide the right questions to ask to define the roadmap for success.

Who Should Attend: Technology Officer, Digital Strategy Officer, Product Developer, E-Channel Manager, Mobile Product Manager, Marketing Officer

Learning Objectives

  • Learn tips and tricks to grow into a sought-after financial counselor
  • Identify simplified one/two touch transactions that offer absolute ease and convenience
  • Explore technology that will leverage biometrics, data, and AI to deliver efficient and effective experiences


Sundeep Kapur
Digital Strategist
Sundeep is an educator who is helping brands define their omni-channel strategies. After 24 years in corporate America as a business and technology consultant, Sundeep returned to his passion – teaching brands best practices so they can achieve the same success. His expertise has helped chart the course to success at many brands. Sundeep relishes his experience from engagements across multiple industries: retail, sports, entertainment, travel, technology, education, and financial services.

Webinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $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


Click here to register online