Join us for a discussion on how reducing friction and enhancing personalization helps financial institutions win and defend primacy with today's consumer.

Financial institutions face rising costs, deposit outflows, and fierce competition, making strong account holder relationships vital for growth. This webinar explores how AI-driven engagement enhances operational efficiency, builds trust, and increases product adoption. Learn how banks are digitally personalizing banking experiences, gaining insights on relationship banking’s effects on balances, lending, and engagement, while reducing call center demands.

This webinar will cover actionable insights, proven tactics, and expert advice to help community financial institutions more effectively support small business accounts. Join us as we share strategies and digital capabilities to service and support one of the most profitable and digitally underserved markets in community financial institutions.

Fraud is evolving at an alarming pace, exploiting gaps in information and collaboration across the financial ecosystem. Fraudsters are leveraging stolen identities and orchestrating complex schemes, such as using fraudulent accounts to steal funds or defrauding consumers through platforms like social marketplaces. Too often, banks lack the visibility to connect critical dots—such as whether an identity, account, or recipient has been associated with previous fraudulent activity across the ecosystem.

As customers demand more from their financial institution, improving their experience will be the strategic differentiator in retention. Join experts from MANTL and Agent IQ in our webinar brought to you by FinXTech, where they demonstrate how banks can optimize their customer experience for long-term success. In addition, Bank Director’s Vice President of Business Development, Lexie Garcia, will moderate a discussion and Q&A around the evolving landscape.