Convention Event Details

GENERAL SESSION: Move Forward: People, Process and Technology

May 09, 08:30 AM   -­­  May 09, 09:30 AM

General Session Description

Consumers need financial institutions to complete their financial journeys. They need money that drives everyday economics - it drives their needs, helps with problems and fuels their aspirations. The consumer we serve has a myriad of choices in who they use and they can have more than 10 financial relationships in their lifetime. 

How do we insert ourselves into the center of each relationship? How do we become part of everyday transactions? Do you know what these consumers truly want? What does it take to become the primary financial institution? How do we leverage emerging technology as an enabler?

Learning Objectives

  1. Learn how to develop our people into sought after financial counselors who are empathetic and knowledgeable
  2. Discover how your processes should allow simplified one/two touch transactions that offer absolute ease and convenience
  3. Find out why your technology should leverage biometrics, data and AI to deliver efficient and effective experiences


Sundeep Kapur | Educator & Founder, Digital Credence, Inc.