So, what can you expect to hear from our master of CX, Jeannie Walters?

• What led her to want to improve CX at organizations all over the globe. For Jeannie, it was- and is- all about “advocating for customers.”

• The process she undertakes to help organizations improve their CX. Hint: It starts with taking a good look at what the real goal is.

• Insight into her still-popular 2012 TEDx talk on micro-moments: those “small moments that are often neglected,” but offer huge opportunities for financial service providers to- well- provide in the best possible way.

• How to implement consistent, high-level customer or member experience at your bank and credit union. Jeannie touches on unique challenges facing the financial industry and encourages innovation, “regardless of regulations.” (Little tip: Don’t ever use the phrase, “That’s just the way it’s always been done,” around her. She might just flip over a table.)

• Insider stories about Customer or Member Experience failures, and lessons learned from them.

• Actionable things banks and CUs can do today to ensure they’re really delivering the best customer experience possible.

Alex Jimenez and Joe Salesky talk about managing the data of customers, the use of notebooks and the inability to manage that across systems for sharing.

Dan Lobl contributed to the visual effects on several Star Wars films, including the original and prequel trilogies, The Force Awakens, The Last Jedi, and Solo.

Dan and Marla discuss lessons to be learned from one of the most successful film merchandising franchises in history, as well as his own personal journey with the brand. From the path that landed him in his current role and what he believes are the secrets behind Star Wars’ success (hint: you’ll hear the words “hope” and “inclusivity”), to how one goes about sustaining the tremendous customer obsession between releases and over the course of four-plus decades—this conversation’s packed

World renowned author, Chris Skinner gives his opinion on what going digital really means for financial institutions.

Hint: Those that are doing it properly “don’t treat digital as a project; they treat is as a cultural transformation of a company.”

- His predictions on how the current pandemic will kick-start the digitization of banks and CUs into hyper-drive.

- Projects in the plans for 24-36 months out are now being green-lit within days. Truly digital means far faster.

- His thoughts on the balance between digital and human when it comes to customer relationship management in banks and credit unions.

Available on the CRMNEXT website as well: https://www.crmnext.com/us/blog/will-banks-rush-to-digitization-post-pandemic/

Delivering on a promise during a pandemic can be hard. It can be even more challenging to deliver one that they never forget. Amanda Grolemund and Jeff Cain talk about how the shift in our marketing must change to ensure long-term stability for you and them.

Available on the CRMNEXT website as well: https://www.crmnext.com/us/blog/delivering-on-brand-promise-in-trying-times/

This week’s Episode of Banking on Experience is all about the future of work and the change of customer expectations. And who better to delve into this realm than CRMNEXT’s CEO Joe Saleski and his honored guest: award-winning marketing executive, Peter Weingard.

Find content that is unique to financial services and CRM on the CRMNEXT website. We are always looking to create value for banks and credit unions who are looking for a banking CRM. This podcast is found here too: https://www.crmnext.com/us/blog/the-future-of-work-changes-in-customer-

expectations/ Come see the video version of the episode here: https://www.crmnext.com/us/blog/banking-on-relationships/

Come learn how Thomas Engdahl from Vidillion is handling the pandemic as a leading CEO for Tech companies in the Bay area.

Find these episodes and more on the CRMNEXT website: https://www.crmnext.com/us/blog/tips-from-a-tech-ceo-and-serial-entrepreneur/

Moving away from banking for a second as we all are looking for answers. Come hear straight from Dr. Aroesty. He tells us what to pay attention to and more.

Come see other episodes on the CRMNEXT website along with other content related to CRM banking: https://www.crmnext.com/us/blog/lasting-impact-of-covid-19-on-medicine/

Come hear from industry experts in financial services. We'll have guests who talk about growing during a pandemic, how to drive growth in general, simplifying work like case management, and creating experiences that will never be forgotten.

See it on our website too: https://www.crmnext.com/us/blog/banking-on-experience/