FBF2027 updates
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When AI Picks the Bank: How to Win the Recommendation
ChatGPT picks its shortlist of banks before it even searches. If you’re not on it, your odds of being recommended are low. You’ll see the behind-the-scenes view of how AI searches before giving answers, and learn who gets named, who gets skipped, and why. You’ll leave with the prompts to see where your brand stands.
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Building a Core Deposit Engine: From Marketing to Execution
Winning core deposits requires more than better marketing, sharper pricing or stronger branch execution in isolation. The challenge is turning those separate efforts into a coordinated strategy that produces lasting deposit growth. This session shows how financial institutions can align data, marketing and retail banking around shared growth priorities. You’ll learn how to capitalize on…
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Brand Drift: Why Great Brands Lose Their Magic (and How to Get It Back)
Iconic brands rarely lose relevance overnight. They slowly drift away from the experiences that once made them distinct. Financial institutions face the same danger when efficiency pressures and everyday operational decisions erode the human connections that used to set them apart. This session reveals how banking leaders can keep their brand promises alive through everyday…
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Turning Brand Promises Into Customer Experiences That Deliver
Financial institutions spend millions creating expectations their own organizations sometimes fail to deliver. A great campaign can drive a prospect to your door, but one broken process, inconsistent answer or disengaged employee can erase that investment in seconds. This provocative session reveals how employee behavior, operational decisions, technology and organizational silos undermine marketing ROI —…
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How Community Banks Can Outrank Megabanks in Local Search
How did a community bank with 14 branches, a lean marketing team and a flat budget outrank some of America’s largest banks in local searches across its markets? By concentrating on local relevance, customer signals and intent-based content rather than trying to match megabanks’ search budgets. This session breaks down the strategic decisions behind that…
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Building Sustainable Financial Education Programs That Strengthen Banking Relationships
Consumers are searching for financial guidance, but too often banks and credit unions surrender that conversation to finfluencers and other online voices. Traditional institutions rarely commit the resources needed to sustain financial education programs beyond launch. This session provides a practical blueprint for making financial education a lasting part of your institution’s engagement strategy. You’ll…
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Turning Customer Insights Into More Effective CX Strategies
Arming yourself with more customer data and feedback doesn’t automatically translate to a better experience. You can understand what customers want and still make the wrong CX decisions. This session shows you how to move beyond surveys and satisfaction scores to prioritize CX investments and eliminate friction to create measurable value. You’ll learn how to…
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Engineering the Right Level of Autonomy for Agentic AI in Banking
AI is moving from answering questions to taking action — resolving disputes, servicing accounts and making decisions on customers’ behalf. That raises a critical question: how much autonomy can a bank allow without exposing the institution to unacceptable risk Drawing on experience with production systems inside a regulated institution, this session tackles agentic AI’s central…
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How to Personalize Banking Experiences Without Crossing the Line
AI gives banks and credit unions unprecedented ability to anticipate customer needs and act on behavioral signals. But the ability to personalize banking interactions is advancing faster than customers’ willingness to accept them. Drawing on new consumer and small business research, this session reveals where personalization builds trust, where it crosses the line, and how…
