Improve Accountholder Experience with Proven Data Management Strategies
Learn how automating your data can drive member and customer satisfaction.
Nearly one-third of banks and credit unions say improving accountholder experience is a top strategic priority in the coming years; over 20% cite leveraging data as a key focus. But are these objectives—and all the others that financial institutions (FIs) rate highly, like growing deposits and increasing operational efficiency—wholly separate? Can FIs level up their data management strategies to emphasize member and customer experience, and more effectively target all of their strategic priorities as a result?
Join Gaby Saliba, Customer Success Manager at SMA Technologies, Andrea Downing, Community Engagement Manager, and many of your industry peers for a breakdown of automation-powered data management strategies that drive the greatest improvement in member and customer experience. We’ll explore topics like:
- How real-world banks and credit unions have optimized data strategies with automation
- Practical use cases and their impact on accountholder experience
- Why happier members and customers translate to long-term success
Whether you’re an IT professional, director, or VP, if you want to learn how you can leverage automation to optimize your data strategies and delight accountholders, this webinar is for you!
Speakers
Gaby Saliba
Customer Success Manager at SMA Technologies
Gaby Saliba is a Customer Success Manager at SMA Technologies. He’s responsible for making sure customers align with their automation objectives, helping them solve organizational challenges with OpCon automation. Prior to his role as a CSM, he was an SMA Automation Consultant, helping customers with implementations, troubleshooting, and expanding their automation footprint.
Before joining SMA, Gaby was an IT manager at a credit union for eight years, leading the institution through a core conversion and automating 90% of their daily processes along the way with OpCon.
Andrea Downing
Community Engagement Manager at SMA Technologies
Andrea Downing serves as the Community Engagement Manager at SMA Technologies. She is responsible for developing and executing innovative strategies to actively engage customers, collect invaluable feedback, and translate their insights into tangible improvements for products and services. By listening to the Voice of the Customer, she contributes to SMA's enhanced understanding and fulfillment of customer needs and expectations.
Prior to joining SMA in 2022, Andrea spent the last 20 years working with libraries worldwide, where she held roles as a software trainer, sales engineer, and product owner for a major library software company.
Andrea holds a Master of Arts degree in Information Science and Learning Technologies from the University of Missouri-Columbia, complemented by an MBA from Regent University.
Share this resource:
About SMA Technologies
SMA Technologies offers powerful, easy-to-use workload automation and orchestration software to eliminate manual tasks and manage workloads across business-critical operations. It’s the perfect fit for financial institutions, insurance companies, and other transactional businesses. Many of our team members come from financial institutions and have personally experienced the power of OpCon. We exist to give you time back, so you can do what really matters—whether that’s implementing strategic business objectives or making it to your child’s sports games, our automation makes it possible.