Using Data to Enhance Accountholder Relationships
July 22, 2025
Live Webinar
DateJul 22, 2025Duration60 minutes
08:00 AM PDT09:00 AM MDT
10:00 AM CDT11:00 AM EDT
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
In today’s changing world, how can you leverage your existing accountholder data to keep up?
You must move beyond
transactional snapshots because traditional reports miss context. This webinar
will teach you how to tap into real-time, relationship-focused data. You’ll
discover how to make data actionable — without needing a data scientist. This
session is tailored for institutions that are ready to turn data into deeper,
more meaningful accountholder relationships.
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- Understand the new accountholder mindset: it’s not about owning the whole wallet, but winning the operational account to drive engagement and loyalty
- Uncover hidden insights in your existing data: identify engagement patterns, friction points, and behavioral cues across digital, card, CRM, and interaction channels
- Use tools with dashboards, automation, and alerts to drive timely outreach and product fit
- Secure trust through governance and cybersecurity: learn how to align data use with evolving compliance standards and protect your institution and accountholders
WEBINAR DETAILS
In today’s digital-first world, consumer behavior
is shifting — and so must the ways community financial institutions think about
data. Join this fast-paced, practical webinar to learn how your institution can
go beyond static reports and unlock the full value of the data you already
have. It will explore how to identify operational accounts, connect siloed
systems, use behavior patterns for targeted engagement, and apply tools that
make data work for your team — not the other way around. You'll walk away with
actionable insights into managing data responsibly, maintaining trust, and
strengthening compliance and cybersecurity as your strategy evolves. Don’t miss
it!
WHO SHOULD ATTEND?
This informative session
is designed for C-suite, consumer-facing retail, ag, and commercial staff, as
well as those responsible for strategic planning and security.
TAKE-AWAY TOOLKIT
- Complimentary access to an additional 30-minute digital, automation, AI, data, and cyber listening session
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
NOTE: All materials are subject to copyright. Transmission, retransmission,
or republishing of any webinar to other institutions or those not employed by
your institution is prohibited. Print materials may be copied for eligible
participants only.
Presented By
© 2025 FINANCIAL EDUCATION & DEVELOPMENT, INC