The Modern Banking Experience: Translating High-Touch Banking in Today’s Digital Age

As FIs navigate digital transformation, they need to embrace their local and relationship-building “roots.” Learn how banks can bring the warmth of in-person experiences to digital channels through innovative solutions and strategies. Discover which aspects of physical banking interactions can be translated to digital and how to leverage customer data to deliver personalized and timely solutions. Learn how to create an intelligent hybrid service model that combines self-service efficiency with the human connection for more complex financial decisions.
Grant Karsas - Travis Credit Union
Chairs: Thad Peterson - Datos Insights, Stewart Watterson - Datos Insights

Democratizing Wealth Management with an Omnichannel Investment Platform

Explore how a strategic fintech partnership created a seamless omnichannel investment platform unifying client, advisor, and contact center experiences. Learn how this first-to market Canadian solution blends investment recommendations with personalized advice in real-time, aligning solutions to individual goals. Discover the upcoming enhancements that will further transform wealth management accessibility, making the investment journey more flexible, accessible, and stress-free for all customers.
James Popalis - Scotiabank
Michael Sha - SigFig
Chairs: Thad Peterson - Datos Insights, Stewart Watterson - Datos Insights