Connecting with new and existing customers for financial institutions has been a challenge to execute. But with so much opportunity, it’s something financial institutions can’t afford to miss out on.

We speak with Jonathan Gagliano, EVP, GM Financial Services at Merkle, Inc., about what he sees, what works, and what to look forward to in regards to customer service.

We discuss:

- The right tech investments to improve the FI customer experience

- Trends in messaging to the top-of-funnel-customer

- The strategic way to measure success

- Optimizing the customer experience journey

To hear more from Leaders in Lending, check us out on Apple Podcasts, Spotify, or on our website.

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