Thursday, September 22, 2022 | 12:00 p.m. ET

Five Digital Imperatives for Maximizing Growth & Efficiency in a Recession

Heading into 2023 planning, bank and credit union leaders face competing challenges: On one hand, winning commercial relationships has never been more important to long-term growth; on the other, a looming recession means prioritizing efficiency, cost reduction, and client profitability.

Join Aite-Novarica Group Head of Banking & Payments Insights & Advisory Christine Barry and a panel of leading bank and credit union executives as they tackle five considerations for 2023 budget planning to help grow profitability and efficiency in an uncertain market.

Learning Outcomes:

  • Use data to visualize and optimize overall client relationship profitability across deposits and loans
  • Deploy self-service tools to attract and onboard small businesses and help your staff serve them more efficiently
  • Digitize the treasury onboarding process and reduce time-to-value for newly won commercial clients
  • Leverage fintech partnerships to expand your commercial offerings with services like payroll, accounting, spend forecasting, and more
  • Tailor the digital channel to each specific business based on the products and services they use and need


Guest Speakers:

Dean Jenkins - Q2
Dana Gray - BECU
Shon Cass - Texas Security Bank
Jo K Jagadish - TD Bank

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