The Next Evolution of Customer Engagement for Financial Services


This on-demand webinar covers the evolution of the customer engagement landscape and how consumer expectations have shifted dramatically as more channels become available. With the financial services industry moving more and more towards mobile and digital engagement, we will share best practices that other organizations have adopted to stay ahead of the pack. We will also discuss:

  • Customer engagement trends impacting the financial services industry
  • How credit unions like Bethpage and Advia are approaching digital engagement to improve CX
  • An overview of Bold360's capabilities, including in-app engagement and self-service
  • And much more!


  • Chris Koulouris, Senior Digital Channel Manager, Bethpage Federal Credit Union
  • Rey Chavez, Director of Member Contact Center, Advia Credit Union
  • Ben Nevas, Senior Product Specialist, Bold360 by LogMeIn
  • Erica Mayshar, Senior Solutions Consultant, Bold360 by LogMeIn

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