Protecting the Payments Franchise While Offering Greater Customer-Centricity

7 years ago Posted By : User Ref No: WURUR9990 0
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  • TypeWebinar
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  • Location San Francisco, California, United States
  • Price
  • Date 30-11-2016
Protecting the Payments Franchise While Offering Greater Customer-Centricity, San Francisco, California, United States
Webinar Title
Protecting the Payments Franchise While Offering Greater Customer-Centricity
Event Type
Webinar
Webinar Date
30-11-2016
Last Date for Applying
29-11-2016
Location
San Francisco, California, United States
Organization Name / Organize By
Compliance4All - NetZealous LLC
Organizing/Related Departments
Healthcare Training
Organization Type
OTHERS
WebinarCategory
Both (Technical & Non Technical)
WebinarLevel
International
Related Industries

Education/Teaching/Training/Development

Manufacturing

Medical/Healthcare/Hospital

Food Processing

Location
San Francisco, California, United States

OVERVIEW:
Financial institutions have long been the payments engines for their customers. However, with heightened competition and the advent of new non-bank entries into the marketplace, financial institutions have been playing more defense than offense.


It is now time to go from playing 'not to lose' to using the implied trust and the customer experience to reverse the trend, get back lost customers, and retain existing ones. Outdated payments models are becoming expensive to maintain and make a profit. Financial institutions must view payments from the customer side to better understand their needs now and in the future.

 

Financial institutions must develop a strategy and a tactical deployment of that plan across its siloes. Some FIs have created a customer-centric marketing plan around a particular type of customer. That enabled the bank to also create security to match that philosophy.

 

Product Id : 501036
Instructor : Ray Graber

Wednesday, November 30, 2016 | 10:00 AM PDT | 01:00 PM EDT | Duration: 60 Minutes

WHY SHOULD YOU ATTEND:
This webinar is designed for professionals in every bank and credit union area to develop and maintain payments as the core business practice for their customers. Every transaction includes a payment of some sort and the banking industry owns the settlement process, for now.

 

Banks, credit unions, and payments processors need to understand and use that fact to gain more of their customers' minds, hearts, and wallets while at the same time maintaining secure procedures. Financial institutions (FIs) need to develop a comprehensive payments strategy across business groups.

 

Security precautions on one area may not carry over to another and derail the entire train. Customers have various entry points into the bank and credit union - each with its own vulnerabilities and access. Protecting one may provide a gap in another unless they are seen as dependent upon one another.
AREAS COVERED IN THE SESSION:

  • What does Customer-Centric mean?
  • What is the customer's view of payments?
  1. Customer's needs
  2. View of compliance/rules/regulations
  3. What is the financial institution's view?
  • How do they stay compliant?
  1. Rules and regulations the customer does not see
  2. Balancing customer service and compliance
  • S.W.O.T.
  1. Strengths that banks should exploit
  2. Weaknesses that banks should shore up
  3. Opportunities for banks to take advantage of
  4. Threats that banks cannot ignore
  • Examples
  1. U.S. Bank
  2. International bank
  3. Non-bank
  4. Virtual bank

WHO WILL BENEFIT:

  • Payments Professionals
  • Operations Managers
  • Financial Officers
  • Risk Officers
  • Internal Auditors
  • Operational Risk Managers
  • Business Managers/Controllers
  • Account Managers

SPEAKER PROFILE
Ray Graber has a deep and thorough understanding of banking, technology, and finance. His business experience includes banking technology research at TowerGroup; best practices internet security, policies, and procedures at FleetBoston Financial; wire transfer operations and product launches at Citibank and BankBoston; and treasury operations for a $325 million public company.

Others Details

For more details and updates please visit website

Registration Fees
Available
Registration Fees Details
(visit website for more pricing options) One Dial-in One Attendee Price: US$150.00
Registration Ways
Email
Phone
Website
Address/Venue
  Compliance4All 161 Mission Falls Lane, Suite 216, Fremont, CA 94539, USA. Phone: +1-800-447-9407 _ _ _ _ _ _ ___ _ _ _ _ _ __ _ _ _ _ _ _ __ _ _ _ _ _ _ __ Live Webniar San Francisco, California, United States  Pin/Zip Code : 94539
Official Email ID
Contact
Event Manager

Compliance4All 161 Mission Falls Lane, Suite 216, Fremont, CA 94539, USA.

[email protected]

     +1-800-447-9407
   Fax No: 302-288-6884
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