Keeping up with what Customers Expect

Customer Experience Journey: Keeping up with what Customers Expect
Monday, January 14, 2019
12:00 pm – 1:00 pm Eastern


What customers expect from their financial institution is rapidly changing.  Are you keeping up? In this customer experience webinar, we will walk through the five stages of the customer journey: attract/connect, educate, purchase, serve/retain, advocate, mapping out how your institution currently interacts with customers and prospective customers. Once an understanding of the journey is mapped, we will delve into best practices, ideas and concepts of how to improve the customer journey at your institution.

When you have a strong relationship and customer experience model, the ROI is clear – customers stay longer and are more engaged as brand advocates for your institution. And, at the end of the day, having advocates that are influencers increases brand loyalty and ultimately the financial performance of your institution.

Who Should Attend?  

Executive C-Suite, Human Resources, Retail and Branch Banking


Lisa Beck, President - Cypress Resources

Lisa is a nationally recognized strategic marketing executive and business development professional with an extensive background in the financial services and mid-sized business arena. She has successfully transitioned brands and created a national brand with three unique business units. Lisa’s experience encompasses a broad spectrum of financial industry knowledge, skills and experience. Skilled at developing and leading teams to successfully achieve growth plans, she demonstrates a proven success creating sales and marketing strategies on a national platform evolving brands to match business objectives.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by BankersHUB

If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.

Registration Options

Live Webinar: Register for the live event and get five days access to the On Demand Playback. You’ll have an opportunity to ask questions during the presentation and be free to review the content for the next 5 (business) days Registration also includes links to presenter materials, handouts, and pdfs.
Additional Hookups: Registering another banker from a different location



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