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How to Attract and Retain Your Most Important Customer Segments in 2019
Oct 3, 2018


9:00- 9:30 a.m.       Check-in and networking over coffee

9:30-9:45 a.m.        Welcome

9:45-10:15 a.m.     The Five Segments to Watch and What’s Driving Them Right Now

Helen Lawler, President, FINspiration
Learn how the five key segments behave in the current environment. Explore why one-size approach does not work and how to leverage your strengths.


10:15-10:30 a.m.   Break

10:30-11:00 a.m.   Why Consumers Switch Banks and What they are Looking For: What the latest customer data says.

Bruce Paul, CEO, Customer Experience Solutions
2018-2019 banking trends, from the customer point of view.  Learn what they think of their own institution and what they think of prospective institutions.


11:00-11:30 a.m.   Key Note: What does your welcome mat say? The importance of the on-boarding process for developing customer engagement and loyalty. 


Tricia Hrotko, Regional Sales Executive, Digital Onboarding

Learn how to best engage and retain customers early in the lifecycle/ journey.

11:30-12:45           Lunch and networking

12:45-1:15             How Your Brand’s Visual Marketing and Advertising Affect Customer Engagement Across the Key Segments

Jenna Smith, CEO, Smith Design
How does the consumer journey change with visual reinforcement of brand?
What is the importance in picking the right visual message?


1:15-1:45 p.m.      How to Deploy Effective Public Relations Techniques Tailored to Each Key Customer Segment

Kathleen McMorrow, Principal, The Communications Optic
How to strategize and deploy best-in-class public relations initiatives that effectively targets, attracts and retains all key customer segments


1:45 -2:00 p.m.     Closing remarks

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