Community institutions thrive on their ability to know their customers and provide personal service, but how do you deliver that for customers who don’t come into the branch?

Our CEO, Slaven Bilac, is joined by our client, Robin McDougald, Chief Retail & Product Officer, Texas First Bank, and Neeraj Vohra, Managing Director of the BHB fund to discuss how Texas First Bank expanded their ability to provide personal service to their customers regardless of need or location. A service they didn’t even realize they needed until after they rolled it out. And now a service that is a “game changer” and they can’t live without.

Moderated by: Christopher Williston VI, CAE, President & CEO at Independent Bankers Association of Texas.

Also check out Robin's fireside chat with our CMO, Matt Phipps here.

Watch the full on-demand recording below.