Date & Time
Wednesday, October 9, 2024, 9:50 AM - 10:20 AM
Name
Transforming Without Disrupting: Best Practices for Balancing Platform Migration and Client Satisfaction
Description

In an era of rapid technological advancement, banks are undertaking significant digital transformation initiatives. These efforts often involve replacing legacy systems with cutting-edge solutions to maintain competitiveness and create market differentiation. Simultaneously, the rise in mergers and acquisitions (M&A) is prompting financial institutions to make critical platform decisions.
 

Both scenarios necessitate client migration—a process that, if mishandled, can lead to customer dissatisfaction or more severe consequences. This session will explore:

  1. Best practices for planning and executing seamless client migrations
  2. Strategies to minimize disruption and maintain service quality during transitions
  3. Effective ways to leverage partnerships to mitigate risk and better manage the customer experience

Join us to gain valuable insights on managing technological change while prioritizing customer satisfaction in the evolving banking landscape.

Moderator:
Christine Barry