Driving Customer-Centric Growth:

The FSI and the Subscription Economy

Driving Customer-Centric Growth:

The FSI and the Subscription Economy

Wednesday, July 28th
@ 1:00 – 2:30 PM ET​

Wednesday, July 28th
@ 1:00 – 2:30 PM ET​

How banks can become a one-stop shop for customers by providing them with services that can add value to their day-to-day lives.

Moderator

David Warren

Zuora

Principal Director, Subscribed Strategy Group


LinkedIn

Panelists

Ken Fredman

S&P Global Ratings

Senior Director, Global Digital Content


LinkedIn

Nipun Sehgal

Scotiabank

Director, Digital Product Management, Automotive Finance


LinkedIn

Gabriel
Angeloro

Citi

Integration Manager


LinkedIn

Walt Carter

Homestar Financial Corporation

Chief Digital Officer & CIO


LinkedIn

About the Program

Driving Customer-Centric Growth: The FSI and the Subscription Economy is an invitation-only, video-based virtual event open to product, digital transformation, finance, customer experience, and subscription experience leaders in the financial services, fintech, and insurance industries across the country who will convene with three goals in mind:

  •  Gain actionable insights from conversations led by our expert moderated panel
  • Participate in interactive breakout room video discussions
  • Build meaningful new connections with a group of diverse thinkers

Agenda

1:00 PM     

1:05 PM   

1:15 PM     

1:55 PM    

2:10 PM       

1:00 PM   

Attendees Enter Virtual Event & Welcome Remarks

1:05 PM   

Video Networking in Breakout Rooms

1:15 PM     

Panel Discussion

1:55 PM    

Audience Q&A

2:10 PM       

Breakout Networking Sessions

Attendees Enter Virtual Event & Welcome Remarks

Video Networking in Breakout Rooms

Panel Discussion

Audience Q&A

Breakout Networking Sessions

Event Details

Date

Wednesday, July 28th, 2021

Time

1:00 PM – 2:30 PM ET

Attendee Profile

Select group of product, digital transformation, finance, customer experience, and subscription experience leaders in the financial services, fintech, and insurance industries across the country.

About the Content

Customers want services they can adapt to their needs, and by leveraging the subscription economy, banks can tap into their broad relationship with customers and monetize beyond core offerings. Banks that invest in an agile tech stack to provide subscription-based services going forward can establish a competitive edge, increase their primacy, and enhance their relationships with their customers.

By utilizing customer data for insight into current subscriptions, banks can provide services around their customers' needs. Offering “home starter bundles” to customers applying for a mortgage loan, HR outsourcing services to startups, and access to a digital health platform for insurance customers are just a few examples of how FS institutions can leverage subscription models...

At our event on July 28th, we’ll discuss use cases for how banks can become a one-stop shop for customers by providing them with services that can add value to their day-to-day lives.

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Discussion Topics

  • Strategies for improving subscription services, such as soliciting customer feedback and A/B testing pricing models
  • Combatting the challenges of lending in a low-interest rate environment
  • How open banking APIs can increase revenue and provide detailed customer insights
  • Ensuring compliance while optimizing the use of customer data
  • How banks can optimize their offerings to compete with Amazon, Google, and Apple Pay
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Reserve Your Spot Here

Sponsor

Zuora Logo

We provide cloud-based software via subscription that enables any company in any industry to successfully launch, manage, and transform into a subscription business. Our vision is simple. We call it “The World Subscribed.” It’s the idea that one day every company will be a part of the Subscription Economy. Our mission is to enable all companies to be successful in the Subscription Economy.

Architected specifically for dynamic, recurring subscription business models, our solution functions as an intelligent subscription management hub that automates, integrates and extends the entire subscription order-to-cash process, including billing and revenue recognition. Our cloud-based software solution is the system of record for subscription businesses.

Zuora serves more than 1,000 companies around the world, including Box, Rogers, Schneider Electric, Xplornet and Zendesk. Headquartered in the Silicon Valley, Zuora also operates offices around the world in the U.S., EMEA and APAC. To learn more about the Zuora platform, please visit www.zuora.com.

Organizer

BDILogoFinal

Business Development Institute (BDI) is an award-winning event marketing agency specializing in producing invitation-only, thought leadership driven, custom events on the most impactful topics. BDI’s programs create an interactive peer learning experience while providing a rare networking opportunity for like-minded leaders over a fine lunch.

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