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Financial Brand Forum 2024

May 20, 2024

From May 20-22, our WordCom team attended the Financial Brand Forum 2024, a premier event designed to help financial institutions overcome the biggest challenges in retail banking. This three-day forum was packed with strategic sessions and hands-on presentations, providing actionable insights to enhance both our brand and bottom line.

Highlighted Speakers

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We had the privilege of hearing from some of the industry's most influential figures:

  • Cindy Crawford shared her unique perspective on brand building.
  • Jason Dorsey delved into the latest generational trends and their impact on banking.
  • Dan Schulman offered his insights on the future of digital payments.
  • Reggie Fils-Aime discussed innovation and leadership in a rapidly evolving market.

Breakout Sessions & Workshops

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The forum featured numerous breakout sessions and workshops that were both enlightening and practical:

  • Reimagining Retail Banking: How to Revolutionize CX with Generative AI 
    • James Dean, Global Generative AI Specialist at Google, guided us through the transformative power of AI in enhancing customer experience.
  • Human-Centered Connections: Customer Engagement in the Digital Era
    • Becky Smith, EVP/Chief Revenue Officer at SECU, provided valuable strategies for fostering meaningful customer relationships in a digital landscape.
  • Workshop - AI Masterclass: Unlocking the Power of Artificial Intelligence in Banking 
    • This hands-on workshop allowed us to delve deep into AI applications within the banking sector, equipping us with the tools to leverage AI effectively.

Key Takeaways

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The forum was a treasure trove of knowledge and networking opportunities:

  • High-Level Attendance: One in four attendees were C-level executives, showcasing the forum's significance and high-level engagement.
  • Retail Banking Focus: 65% of attendees were from retail banking institutions, reflecting the forum's targeted approach to this sector.
  • Leadership Presence: With 66% of attendees being VP-level or higher, the event provided an excellent platform for leadership discussions and strategic planning.
  • Future Commitment: An impressive 97% of attendees expressed their intent to return next year, underscoring the forum's value and impact.

Our team returned from the Financial Brand Forum 2024 with a wealth of knowledge, fresh perspectives, and innovative strategies. We are excited to implement these insights to drive WordCom's growth and success in the dynamic world of retail banking.