Webinar:
The future of service in banking:
Navigating the White House’s call for change.
Live webinar
September 18th at 10am PST | 1:00 pm EST
The White House wants to shake things up. With new regulations on the horizon, customer and member service isn’t just a nice-to-have anymore—it’s the battleground for institutions. On September 18th at 10:00 AM PST, we’re breaking down how your institution can not only stay ahead of these changes but lead the charge in delivering next-level service that keeps your customers and members coming back.
Join our CEO and Co-founder, Slaven Bilac, and John Clausen, founder of Mendon Venture Partners, as they reveal how to blend AI with personal engagement to create seamless, memorable customer experiences. We’re talking practical strategies, actionable insights, and a chance to redefine what service means for your institution.
Here's what you'll learn:
- Navigating the White House’s new standards: We’ll explore how the recent call for improved service impacts your institution and what steps you can take to stay compliant.
- Balancing technology with personal service: Learn how to leverage AI while still providing the human connection your clients expect.
- Actionable strategies: Discover strategies to improve customer and member experience and meet these new standards—without sacrificing efficiency.
Our speakers:
Slaven Bilac
CEO and Co-Founder, Agent IQ
Slaven is leading the way in blending AI with human interaction to transform the way institutions connect with their customers and members.
John Clausen
Founder, Mendon Venture Partners
With over 20 years of experience in the industry and a focus on regulation, John's expertise in financial services and fintech positions him as an expert in navigating the intersection of technology and regulation.