Humanizing the Customer Experience in Financial Services

Post

With the accelerated move to digital as a result of the pandemic, community banks are grappling with creating digital experiences while maintaining the human touch element that makes brick and mortar banks so appealing.

In this webinar, Mike will discuss strategies community banks can take to humanize digital customer experience.

Community banks are vital to our economy and the communities they serve, so it’s important that they learn how to translate their relationship-building approach to digital channels and train their staff to service customers in a digital age.

Who Should Attend: C-Suite (CEO, CFO, CMO, COO), Bank Executives, VPs and above (Technology, Deposits, Growth, Marketing, Operations, Compliance)

Learning Objectives

  • Develop strategies for making banking more approachable and digestible in omnichannel/digital experiences.
  • Learn how to translate the relationship-building approach to digital channels
  • Discover how to meet your customers where they are with easy access to resources, products, and services without the need for human intervention.  

Speaker

Mike Bosserman
VP of Growth
MANTL
MANTL is a technology company helping community banks and credit unions grow and thrive. Founded in 2017, MANTL’s platform has helped banks raise more than $1 billion in core deposits with the highest performing account opening solution in the market.

Mike’s background is in investing and more recently operating fintech companies. Before joining MANTL, Mike managed Business Development at TransferWise, the London-based international money transfer startup. Before TransferWise, he was a venture capitalist at Valar Ventures, Peter Thiel’s fintech-focused early-stage fund in NYC. He began his career at Spider Management Company, the University of Richmond’s endowment. He holds a bachelor’s degree from the University of Richmond in finance and has completed all levels of the CFA program.

Webinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $395 $0
Affiliate Member $195 $0
Affiliate Nonmember $395 $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