Why a Workplace Banking Program Can Help Drive Collaboration and Growth
A Conversation with Zelle®, BankNewport, and Think Bank
WEBINAR ON DEMAND
Why a Workplace Banking Program Can Help Drive Collaboration and Growth
Learn from a former HSBC exec why a workplace banking program can provide more valuable customers and how to build a program that lasts.
As financial institutions are looking to drive sustainable growth across business lines, a workplace banking program can be that boost for both B2B and B2C. But employee behavior change won’t happen in one financial wellness workshop. So how can banks create a program that provides real value to employees?
Hear from a former HSBC leader how EVERFI’s workplace banking program helped them develop stickier customer relationships, drive engagement with younger consumers, and target more valuable customers.
You’ll Learn:
- How to acquire customers that are 3-5x more valuable
- How to build a strategy for corporate employee banking
- What financial topics gain the most interest from employees
- Key tactics for helping commercial partners execute sustainable workplace banking programs
Panelists:
- Richard Knight, Co-Founder & Managing Partner at Global Leader Group EMEA and former Global Head of Employee Banking Solutions and Cross Business Collaboration at HSBC
- Ryan Swift, VP of Strategic Partnerships at EVERFI
- Jim Marous, Co-Publisher at The Financial Brand