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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. In our now on-demand webinar, 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.

Our CEO and Co-founder, Slaven Bilac, and John Clausen, founder of Mendon Venture Partners, 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:

 

  1. Navigating the White House’s new standards: We explore how the recent call for improved service impacts your institution and what steps you can take to stay compliant.
  2. Balancing technology with personal service: Learn how to leverage AI while still providing the human connection your clients expect.
  3. Actionable strategies: Discover strategies to improve customer and member experience and meet these new standards—without sacrificing efficiency.

Watch the full on-demand recording below.

 

 

 

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