Join Us for a Lunch & Learn Session at:
When: Wednesday, April 15th, 2026, 12:00 PM – 1:30 PM
Where: Level 3, Starvine Ballrooms (Check the Forum App for Further Details)
Who:
Why you should attend:
This Lunch and Learn session focuses on how AI-driven personalization is becoming a core growth engine for banks and credit unions, directly increasing deposits, loan volume, and share of wallet. Rather than treating personalization as a marketing enhancement, this session reframes it as a measurable driver of acquisition, conversion, and long-term member value.
Attendees will see how leading institutions are transforming their public websites from static, one-size-fits-all experiences into dynamic, intent-driven growth platforms. The session will break down how to identify real-time behavioral and account signals, activate that data without overhauling existing systems, and deliver precise next-best actions that move prospects and members forward in their journey.
Through real-world examples, we will show how personalization is producing tangible growth outcomes, including significant lifts in deposit account openings and loan applications, and what specifically enabled those results.
Participants will leave with a clear, execution-focused framework to identify the highest-impact personalization opportunities and a practical 90-day plan to turn personalization into a consistent, scalable growth driver.
This session will teach banking executives:
- How to recognize the signals that indicate deposit and lending intent
- How to use AI-driven personalization to improve engagement and conversion across the digital journey
- How to connect account and behavioral data to existing websites and digital channels
- How to prioritize the personalization use cases most likely to deliver measurable business impact
- How to create a practical 90-day roadmap to increase deposit growth and loan application
Won’t Be Able to Attend?
Download our latest report:
Becoming First Choice: How Banks and Credit Unions Turn Loyalty into Love
Why the digital experience gap is costing financial institutions deposits, loans, and member relationships — and what account-informed personalization does about it.
