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Bank Customer Experience (BCX) Summit

Bank Customer Experience Summit keynote to address how to gather actionable customer data

One of the biggest challenges for any business is how do to understand its customers and how to act on that knowledge. The keynote address for the Bank Customer Experience Summit, held from Sept. 12 to 13 in Charlotte, North Carolina, will address this question.

Bank Customer Experience Summit keynote to address how to gather actionable customer data


| by Bradley Cooper — Editor, ATM Marketplace

One of the biggest challenges for any business is how do they understand who their customer is and what they want and how do they act on that knowledge? The keynote address for the Bank Customer Experience Summit, held from Sept. 12 to 13 in Charlotte, North Carolina, will address this question.

The event, which will be held in tandem with the ICX Summit, which starts on Sept. 11, will gather retailers, restaurants, banks, fintechs and more to discuss key customer experience issues and solutions. The BCX segment of the joint event will kick off with a keynote by Erin Cohee, VP of customer experience at OneUnited Bank on how to understand your customer on a deeper level and act on that data.

OneUnited Bank is a Black-owned financial institution, which aims to deliver affordable financial services and financial literacy.

OneUnited Bank's mission statement says it aims to make "financial literacy a core value in the Black community to close the racial wealth gap," and to treat "all customers with respect, dignity and personal attention to their banking needs regardless of their account balances."

"This clarity of vision and mission is reflected in everything we do. We seek to unite urban communities to share ideas, technology, and management resources to better meet the banking needs of urban communities," OneUnited Bank said in its mission statement. "We provide everyone with an opportunity to achieve the basic foundation for financial security by offering affordable banking services."

However, in order to meet the needs of its customers, OneUnited Bank needed a highly developed method to understand its customers.

During her keynote, Cohee will discuss all the techniques OneUnited Bank is currently using for this goal, such as demographics surveys, proactive outbound service calls, website click path improvements and more. She will highlight some of its systems such as CRMs and app development platforms as well.

Most importantly, Cohee will go one step further by speaking on the surprising insights OneUnited gained from speaking to its customers and how your financial institution can take customer insights and turn them into impactful strategies.

Click here to register for the Bank Customer Experience Summit. You can use the code AMCEDIT20 for 20% off at checkout. Early bird pricing ends on June 23rd.


Bradley Cooper

Bradley Cooper is the editor of ATM Marketplace and was previously the editor of Digital Signage Today. His background is in information technology, advertising, and writing.

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