Financial institutions are moving from a traditional financial life management model to an approach that aims to interact and serve customers at all relevant stages of their lives. Customers expect flexibility, convenience and individualized service at the same time.

Banks, on the other hand, must meet comprehensive compliance and security requirements in addition to business challenges on their way to a data-driven customer journey.

Our webinar (held in German language) will provide you with everything you need to know about this.

Learn from Wolfgang Berger (Director – EMEA Sales and Business Development) on June 24, 2021, what makes a successful transformation to a “Digital Driven Economy” in the banking business.

Key Takeaways

  • How can you provide your sales teams with all the information they need for sophisticated customer management in real time, while meeting the highest security standards such as securing MNPI?
  • How do you make your CRM smarter and simpler while increasing data quality?
  • How can you better map your individual banking processes between CRM and email?

Agenda

1 Business performance and risk management

2 Challenges in a data-driven customer journey

3 Business versus compliance requirements

4 The role of MNPI, material non-public information and the dangers of insider training

5 Technology challenges and solutions in customer management

6 Concrete case study of a bank

Breakdown of Minutes

  • 0:47 – About Riva
  • 2:30 – Business performance and risk management
  • 5:55 – Key elements of a data-driven customer journey
  • 6:48 – Business versus compliance requirements
  • 8.28 – Mosaic Theory
  • 9:23 – MNPI and Insider Trading examples
  • 12:27 – Technology challenges
  • 17:35 – Case study Bank Hapoalim
Meet Team Riva at Salesforce Education Summit in San Diego, May 13 – 15!
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