SURVIVAL OF THE DATA-FITTEST:
Win the Retention Race in Modern Banking
Financial customers are seeking institutions that truly understand their needs. With the right approach, you can create meaningful connections that inspire long-term loyalty and deeper relationships.
Our expert panelists have cracked the code on customer retention, and they’re ready to share their insights with you.
MEET THE PANEL
Join Banking on Experience co-hosts Joshua Barclay and Andrew Piron for an engaging conversation with industry innovators:
- Brad Shafton – SVP of Digital and IT, Magnifi Financial
- Mitch Rutledge – CEO and Co-Founder, Vertice AI
- Emily Sutton – Director of Marketing, Community Financial Credit Union
WHAT YOU’LL DISCOVER
- Fresh perspectives on what drives customer loyalty in 2025
- Proven methods to unify your data systems for deeper customer insights
- Success stories from institutions with exceptional retention rates
- Implementation roadmaps that help you avoid common pitfalls
- Emerging trends that will shape the future of financial relationships
This isn’t a webinar where you sit back and tune out.
It’s a live, interactive podcast—and your questions help shape the conversation.
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