Web Seminar

Anticipating Tomorrow: A dynamic approach to account management

Past event date: May 2, 2024 Available on-demand 60 Minutes
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WATCH NOW

Is your organization prepared to weather the storm of loan loss provisions and unmanageable debt, or are you ready to take decisive action to revolutionize your account management strategies before it's too late?

Industry experts dive into the critical issues and possibilities in portfolio management within financial institutions. Our experts share cutting-edge insights and strategies designed to convert these challenges into avenues for growth and resilience. With most organizations facing outdated infrastructure catering to traditional billing cycles rather than the nuanced demands of modern account management, position yourself to steer your organization toward a future marked by stability and expansion.

Key Takeaways: 

  • How to navigate challenges and optimize your account management strategies
  • Positioning an appropriate offer for each customer via the right channel at the right time
  • How to respond faster to market changes while ensuring your models are still accurate
  • Ways to enhance your decisions across the customer lifecycle with AI and alternative data
  • Additional considerations that should be at the forefront as the market dynamics continue to evolve
Speakers
  • Jonathan Klinger
    Head of Risk Execution
    One
    (Speaker)
  • John Thompson
    Vice President, Financial Services
    H&R Block
    (Speaker)
  • Andy Beddoes
    Principal Consultant
    Provenir
    (Speaker)
  • Mike Sisk
    Contributing Editor
    American Banker
    (Moderator)