Future Digital Finance 2019

February 12 - 13, 2019

Omni Amelia Island, FL

Contact Us: 1.888.482.6012

Lisa Huertas


Chief Experience Officer
Texas Tech Federal Credit Union


10:30 AM Keynote Audience Q&A Panel Discussion: Getting A 360 Degree View Of Your Customer To Provide Personalized Service

Customer relationships need to be optimized because although FSIs can compete on rates, rates can’t be relied on to create well-nurtured customer relationships. This session will show you how to best optimize your customer relationships to create engagement and loyalty.
•Analyzing the benefits of open API’s to get a holistic view of your customer 
•Understand your customer and their needs to provide personalized experiences 
•Understanding the strategies to identifying the vendors that work well with each other and allow you to have a full view of your customer 
•Integrating platforms that allow for strong customer engagement and visibility
• Putting strategies in place to get a whole view of your customer that will allow you to better serve them and increase their loyalty


4:15 PM Fireside Chat: Optimizing Customer Experiences To Drive Loyalty In Banking

Banking can be viewed as a difficult chore. Some customers choose where (and how) to bank based on convenience and rates. Loyalty is nonexistent. Banks and other financial institutions must think about ways to facilitate banking for customers in a way that builds a relationship (not just a series of transactions). In this session we’ll talk about: 
•Breaking down unnecessary barriers for the customer to retain them as clients
•Creating engagement so that customers keep coming back to your platform
•Taking a transactional platform and making it an engagement platform 
•Thinking about the factors that engage your customers 



Check out the incredible speaker line-up to see who will be joining Lisa.

Download The Latest Agenda