Judy Edelson

Financial institutions face the ongoing challenge of retaining customers in an increasingly competitive market. As customer expectations evolve, so too must the strategies for delivering seamless and engaging experiences across multiple channels. The proliferation of digital touchpoints, alongside traditional ones, requires a cohesive and effective approach to meet customers there they are and foster long term loyalty. 

Join this panel discussion to learn how to optimize your channel strategies to reach new customers and deepen relationships with existing ones. You’ll gain insights on: 

• Adapting to the diverse preferences and behaviors of modern customers 
• Ensuring a consistent and personalized experience across all touchpoints 
• Leveraging data and analytics to inform and refine your channel strategies 

In today’s economic landscape, financial service providers face the dual challenge of responding to rising interest rates and fluctutating inflation while striving to exceed customer expectations.   

This keynote will delve into the unique customer challenges brought about by macroeconomic pressures, and how leaders can balance the necessity of real-time reactions to customer challenges with the ongoing demand for innovation and differentiation. You’ll learn about: 

• Identifying key customer experience challenges driven by interest rates and economic uncertainty 
• Implementing effective approaches to support customers struggling with financial pressures 
• Discovering cutting-edge methods to maintain and improve customer engagement and loyalty during periods of financial uncertainty 

Learn strategies for balancing short-term responses to economic pressures with long-term commitments to customer satisfaction