Insights and Strategies from Banking Experts

System Conversions: Best Practices and Transformation Excellence

Andres Pasantes, Engage fi COO, Trisa Wetzel, Senior Vice President, Conversion Services, Amy Martel, Vice President Project Management and Virginia Heyburn, Director of Research, Insights, and Advocacy will discuss how to ensure a successful conversion, and more importantly how to transform your organization during the process.

System Evaluation Best Practices: What to Consider When Selecting a Key Vendor

Technology investments remain one of the top spends for banks and credit unions seeking to be competitive and relevant in their communities. Whether that be core processing or digital banking, this webinar will help you identify strategies that your financial institution can implement when selecting a key vendor.

Demystifying Open Banking

Open Banking is the buzzword of the day in financial services, promising a solution to a whole range of technology and business problems. Far more than the obvious API- based integration benefits, Open Banking is, first and foremost, a business strategy for the future. As the financial industry transforms into a platform economy, Open Banking opens doors for banks to create new revenue paths and new distribution channels. This webinar will build a business case for Open Banking that demonstrates new possibilities for revenue and growth.

Reimagining Financial Services Experiences for Generation Z

Join Virginia Heyburn, Engage fi Director of Industry Insights & Research for the On Demand Webinar

Constantly connected and experience-obsessed, Generation Z represents the largest pool of customers that financial institutions will serve over the next decade. On the strength of fast, frictionless digital services, large banks and challenger banks are currently attracting the overwhelming majority of Gen Z accounts. Converting these accounts into long-term relationships will require much more than a terrific digital experience. This webinar will highlight ways financial institutions can shape authentic and educational experiences that predict need and pave the way to financial well-being.

What Customer Journey Mapping is and How to Build One

Journey mapping sheds light on real human experiences that often organizations know very little about. On this webcast, Christy and Michelle will discuss what is customer journey mapping, how to build one, and reflect on why it is important for every business to invest in customer experience.

Agenda

What is Customer Journey Mapping (CJM)?
Why mapping your customer journey is important?
How to put customer journey map into action?
Case Study
Where to take CJM next?

By the end of this webcast, you will learn how to:

Shift a company’s perspective from inside-out to outside-in
Refocus your business culture on the thoughts, actions and emotions of customers
Break down silos to create one shared, organization-wide vision
Assign ownership of key touchpoints to internal departments
Create clarity and alignment with different stages or key touchpoints in the journey
Target specific customers and curate content to your ideal persona

The Buzz About Cannabis Banking

Legal sales of marijuana are expected to top $33 billion by the end of 2022. As more financial institutions look to expand their small business offerings and with cannabis sales now legal in 19 U.S. states, now might be a good time for your financial institution to enter the market. With provisions for financial institutions still murky, in this webinar, we’ll dig into the consumer market and offer some industry insight and next steps your FI can take to integrate these offerings into your small business menu.

Crypto 101

If you aren’t talking about crypto yet, the time is now. Our crypto 101 webinar will explore the basics and history of crypto in a way that’s easy to understand. You’ll develop an understanding of the market, use cases, and we’ll discuss how consumers are viewing and using crypto. Even with all the headlines involving the words “crash” and “bankruptcy”, crypto isn’t going to fade away. We’ll discuss several ways that your financial institution can “dip your toes” into the crypto waters or even “cannonball” right in!

Folding Time: Leadership Webinar with Jenn Addabbo and Neen James

As leaders in credit unions and banks, we are constantly being asked to do more with less.

If we can get clear about those activities that make the biggest difference to our productivity we can get twice as much done in half time and free ourselves up to get on with whatever else we choose.

This program is perfect for leaders who want more control so they can manage their time, focus their attention, and manage their energy.

In this high-energy conversation between Jenn and Neen, you will hear strategies to:

Increase time accountability so you can achieve more
Create a strategic, daily prioritization process
Understand your productivity style
Eliminate distractions and increase effectiveness
Build more accountability across your organization

If you and your team feel overwhelmed running from one project to the next, or feel like you will never get to the end of your to-do list, or wonder how you will ever get it all done… you might need to learn how to Fold Time. You will leave this practical and entertaining conversation understanding how you leverage time and get more done!

Engage Your FI to Grow Income and Manager Risk: Navigating the Complicated World of Insurance

Key lines of insurance and departmental impact
Industry trends and vendor landscape
Benefits of doing a program analysis and RFP
Balancing risk and expense

High-Risk Fintech Vendor Contract Negotiations

Join Matt Baldini from Baldini Lang LLC for a webinar focusing on how Financial Institutions can level the playing field in their High-Risk Technology Vendor Contracts.

What will be discussed:

Leveraging Due Diligence to improve your FinTech contract terms and conditions
Regulatory Expectations of FinTech Vendor Due Diligence
Leveraging the shifting Regulatory focus on FinTech Vendors to improve your contract terms and conditions
Practical Advice for Contract Negotiations
Key Contract Clauses
Card related banking statistics
Evolution of interchange and Why
Unbundling of EFT processors and Network Offers
The convergence of PIN and signature debit today- “The Debit tug of War”
Durbin 2.0 – Uncertain debit routing issues
And more…

BNPL: Don't Be Late or You'll Pay Later

Parts 1 and 2 are now available!

Join Engage fi Strategic Consultant Megan Cummins (part 1) and Payments Consultant Jennifer Kerry(part 2) for a webinar series exploring BNPL.

BNPL Series – what you will learn?
BNPL: Consumers and the Financial Industry

Learn about the current BNPL space from a consumer perspective, outline the current players in the market and the opportunity for financial institutions going forward.

BNPL: How can financial institutions offer the solution

Learn about the integration of 3rd party provider solutions. Review considerations for implementing digital issuance and start planning the important next steps for your institution.

Debit Networks: Past, Present, and Future

Join Engage fi Senior Strategic Consultant, Ava Farrell, and BankSmart Payments Consultant, Brad Trowbridge to learn:

Card related banking statistics
Evolution of interchange and Why
Unbundling of EFT processors and Network Offers
The convergence of PIN and signature debit today- “The Debit tug of War”
Durbin 2.0 – Uncertain debit routing issues
And more…

LEAD the Way With Jenn Addabbo and Debbie Lundberg

In honor of Women’s History Month, Engage fi is hosting a virtual celebration for bank and credit union leaders.

Free webinar
Happenings include:
Welcome - Engage fi CEO, Jenn Addabbo
Keynote - ``Taking the LEAD``, Debbie Lundberg, Performance Coach, and TED Talk Speaker
Open Discussion-Opportunity to share ideas, challenges, and insights in the financial industries with each other, and Debbie, a female leader, and coach who works with many leaders in the financial industry and other spaces, too.