On-Demand Webinar

Data and AI: Accelerators of Banking CX

Join us for this webinar featuring experts in financial services, digital marketing and customer experience as we discuss ways to use analytics to your advantage in banking.


About the webinar

How important are data and analytics to a banker’s bottom-line objectives – growing deposits, loans and the customer base? In the latest Digital Banking Report, AI for Improved Customer Experience, almost 90 percent of respondents indicated that advanced analytics is extremely or very important to capabilities like cross-channel contextual communications, proactive advice and audience targeting.

Regrettably, success has not always kept pace with ambition, with a dismal 15 to 25 percent ranking themselves as extremely or very effective in these critical CX and digital capabilities. The good news? The challenges are not insurmountable, and banks that conquer them see significant benefits.

Why attend?

  • Discover what bankers really think about the benefits and challenges facing banks as they compete in today’s digital environment.
  • Learn how to overcome the top challenges identified in the Digital Banking Report.
  • Understand how real-time analytics and enterprise decisioning are making analytics actionable for banks.
  • Find out how companies are using emerging data sources and social media to improve contextual engagement.

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About the Experts

Jim Marous

Jim Marous is the co-publisher of The Financial Brand, and owner and publisher of the Digital Banking Report. Marous speaks about innovation, customer experience, marketing strategies, channel distribution, payments and digital transformation. Marous has been featured by CNBC, CNN, The Wall Street Journal, The New York Times, The Financial Times, The Economist, The American Banker, Accenture and Forbes and has spoken to audiences worldwide.

Lisa Loftis

Lisa Loftis is a customer relationship management and business intelligence expert at SAS with 25 years of experience in assisting organizations with adopting a customer focus. Formerly with Baseline Consulting, she has worked with numerous large organizations in North America, South America and Europe on all aspects of successful BI and CRM deployments. She specializes in combining the technology necessary to support true CRM and BI business strategies with the organizational structures, executive leadership and cultural factors required to take an organization toward effective implementation of enterprise strategies.

David Wallace

David Wallace is the Global Financial Services Marketing Manager at SAS, where he is responsible for defining industry strategy for banking and capital markets. He has over 35 years of experience in the application of information technology to solve client needs, including a focus on financial services for 25 years. He has served as chairman of the solutions provider executive council for BAI and is a member of GARP, PRMIA, and the SIFMA Compliance & Legal Society. Wallace has a BS in economics from the University of North Carolina Wilmington and an MBA from East Carolina University.