About this Event
Banking Rewired: The CRM and AI Playbook for Banks and Credit Unions
As financial institutions face growing compliance demands, disconnected systems and rising customer expectations, many continue to operate across fragmented technologies that create inefficiencies, limit visibility and slow down growth across operations, customer experience and marketing execution. Marketing assets such as website forms, paid campaigns and calling systems often remain disconnected from compliance processes, creating manual work, governance gaps and operational risk.
Hosted by Triario, HubSpot’s Elite Partner for North America, this in-person event brings together industry leaders to discuss practical strategies for unifying data, automating workflows and transforming customer engagement through connected CRM infrastructure and AI. Breakfast is on us!
Connect with peers, gain actionable insights and discover how forward thinking financial institutions are building more intelligent, efficient and scalable operations.
What you'll explore
- How banks and credit unions are eliminating operational silos by connecting teams, systems and customer data through AI and modern CRM infrastructure
- Practical strategies to modernize workflows and automate operational and compliance processes.
Reducing manual work, closing governance gaps and lowering operational risk - How to align marketing, operations and customer communications inside a single connected platform for full visibility across the organization
- How leading financial institutions are transforming CRM into the operational backbone of the business to create more personalized customer engagement and drive compliant growth at scale
Who Should Attend
- Banking executives
- Credit union leaders
- Marketing Managers and Leaders
- Operations leaders
- Digital transformation executives
- Customer experience leaders
- Compliance and process modernization teams
- Revenue and growth leaders
- Technology and innovation leaders
Agenda
🕑: 08:00 AM - 08:30 AM
Welcome & Networking
Info: Welcome session, introductions and networking with banking and credit union leaders .
🕑: 08:30 AM - 09:00 AM
The CRM and AI Playbook for Modern Financial Institutions
Host: Jose Betancur
Info: How financial institutions are using CRM and AI to modernize operations, marketing and customer engagement.
🕑: 09:00 AM - 09:30 AM
AI Powered Customer Engagement in Financial Services
Info: How AI is improving onboarding, communications and customer experiences in financial services.
🕑: 09:30 AM - 10:00 AM
Final Networking
Info: Connect with peers, speakers and partners to continue the conversation.
Event Venue & Nearby Stays
Kimpton Tryon Park Hotel, 303 South Church Street, Charlotte, United States
USD 0.00
