Using Data to Enhance Accountholder Relationships

IT & Cybersecurity Frontline & New Accounts Information Technology Marketing Operations Senior Management

On-Demand Webinar:

StreamedJul 22, 2025Duration60 minutes

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

See Registration Options

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.