Leveraging PFM to Enhance the Customer Experience (Webinar)

Leveraging PFM to Enhance the Customer Experience (Webinar)

Thursday, January 12, 2017 - 2:00pm

In a commoditized, competitive industry, financial Institutions have the increasingly difficult tasks of driving consumer loyalty and demonstrating advocacy. In fact, 32% of account holders agree that they have considered switching banking providers because their current institution does not help them improve their financial well-being.

Join Geezeo’s VP of Client Success, Ruthann Paulin, for a 30-minute discussion on how you and your staff can leverage a Personal Financial Management solution to better serve your account holders across multiple channels.

Key Takeaways:
- A deeper understanding of how PFM empowers the member and increases retention & overall satisfaction
- A review of the member data available to Geezeo clients & a best practices review of segmenting data & creating targeted marketing offers
- How your institution can leverage custom & out-of-the-box solutions to enhance the customer experience