Webinar | Stop Selling and Start Advising to Win the Battle for Deposits

Midsize banks and credit unions are sandwiched between nimble startups and megabanks. Join J.D. Power and eGain to learn how midsized financial institutions can deliver advice at scale to stand apart from the competition and strengthen consumer confidence in the wake of SVB and Signature Bank collapse.

Why does advice matter?

Customers say that advice is what makes a bank stand out from the crowd, but J.D. Power’s research showed that 79% of banking customers never received it and 89% said whatever advice they got did not fully meet their needs.

What you can expect to learn

  • Gain valuable insights on the guidance that your customers find valuable.
  • Discover strategies to establish a robust advice and guidance capability across your bank.
  • Learn how empowering frontline staff can lead to increased engagement with your customers.
  • Explore ways to measure the success of your financial advice and guidance efforts and drive ROI.

Date & time

Wednesday, May 24, 2023 | 11:00 am Pacific Time
Duration: 1 hour


Jennifer White

Jennifer White
Sr. Director, Banking and
Payments Intelligence,
J.D. Power

Evan Siegel

Evan Siegel
VP, Financial Services
AI Solutions,
eGain Corporation

Register for the webinar

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