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Featured Speakers:
  • Bill Bradway,  Managing Director and Founder, Bradway Research LLC
  • Jakki Geiger,  Director, MDM Marketing, Informatica
  • Moderator: Kathy Burger,  Editorial Director, Bank Systems & Technology
  • Dipendra Malhotra,  VP, AB&ST Client & Account Data, Merrill Lynch

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    A Bank Systems & Technology Webcast:

    Get on the Fast Track to Maximizing Customer Value

    Duration: 60 Minutes

    Although the concept of customer-centricity is not new in banking, it's been getting a lot of attention recently as financial services executives take a more organic approach to growth. Increasingly, banks recognize that their core asset is their customer base and to achieve sustained, long-term growth and profitability, they need to better meet their customer needs by more effectively cross-selling and up-selling relevant products and services, better align service levels with customer value, and become more agile in response to customer needs. However, many institutions are confined by account-centric systems and inflexible data stores that impede an effective customer-centric approach.

    If your organization's financial advisors and service delivery personnel are spending too much time manually searching for and reconciling data in order to serve customers, it's time to take a different approach. Empower them with a customer-centric view so they can:

    • Increase share of wallet with more relevant cross-sell and up-sell offers
    • Improve customer loyalty by aligning service delivery to customer value
    • More quickly respond to changing business and customer needs

    During this one-hour webinar, moderated by Bank Systems & Technology Editorial Director Kathy Burger, analyst Bill Bradway of Bradway Research will provide actionable steps for achieving customer centricity and discuss how:

    • Leading global financial institutions are overcoming the barriers of account-centric systems;
    • An extended customer view reveals valuable but previously untapped relationships; and
    • Innovative master-data-management (MDM) strategies enable a customer-centric approach.

    In addition, Merrill Lynch will share how they are leveraging Informatica MDM to enable a client-centric approach across channels including online, call center and ATM. Armed with access to client and associate views of the business, financial advisors can have more effective client interactions and better meet client needs by making more relevant cross-sell and up-sell offers. The results are improved customer satisfaction and higher revenues.


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