How Fintechs Must Adapt to Bank Client Changes: A Panel Discussion

Do you have the plans in place to adapt to your customers' needs?

   Thursday August 20, 2020    12:00 PM ET

Despite a recession that has caused many banks and credit unions to rethink their purchase plans, fintech providers still have sales and retention goals to meet. But how can they engage clients and prospects when so many events have been canceled or are being held virtually?

In this virtual panel discussion, industry leaders from Cornerstone Advisors, William Mills Agency and MX will call on the latest research and from-the-trenches experience to illustrate why fintech providers should be asking themselves three very important questions right now.

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Insights By


Sam Kilmer

Senior Director

Cornerstone Advisors


Kara Parkey

Director, Business Development

MX


Scott Mills

President

William Mills Agency


Ron Shevlin

Director of Research

Cornerstone Advisors


Brad Smith

Managing Director, Technology Services

Cornerstone Advisors

STARTING IN

Topics Include

Buying

What are financial institutions buying and how are buyers changing the way they buy?

Change

How must fintech providers change their positioning and messaging in response to changing client needs?

Relationships

How can fintechs quickly and effectively deepen their financial institution client relationships?