In today’s digital-first world, consumer behavior is shifting — and so must the ways community financial institutions think about data. Join this fast-paced, practical webinar to learn how your institution can go beyond static reports and unlock the full value of the data you already have. It will explore how to identify operational accounts, connect siloed systems, use behavior patterns for targeted engagement, and apply tools that make data work for your team — not the other way around. You'll walk away with actionable insights into managing data responsibly, maintaining trust, and strengthening compliance and cybersecurity as your strategy evolves. This session is tailored for institutions that are ready to turn data into deeper, more meaningful accountholder relationships. Don’t miss it!
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Understand the new accountholder mindset: it’s not about owning the whole wallet, but winning the operational account to drive engagement and loyalty
- Uncover hidden insights in your existing data: identify engagement patterns, friction points, and behavioral cues across digital, card, CRM, and interaction channels
- Use tools with dashboards, automation, and alerts to drive timely outreach and product fit
- Secure trust through governance and cybersecurity: learn how to align data use with evolving compliance standards and protect your institution and accountholders
TAKE-AWAY TOOLKIT
- Complimentary access to an additional 30-minute digital, automation, AI, data, and cyber listening session
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
WHO SHOULD ATTEND?
This informative session is designed for C-suite, consumer-facing retail, ag, and commercial staff, as well as those responsible for strategic planning and security.
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
MEET THE PRESENTER
Tim Dively, MBA, CLA
Tim joined CLA in 2023 as the National Digital Director dedicated to the financial services industry practice. He was previously the Senior Vice President, Chief Technology & Operating Officer for a mid-sized community financial institution in Wisconsin. Tim couples his traditional banking experience from the C-suite with his passion for leveraging data and digital to help clients and the industry evolve and develop strategies in the transformed financial services environment and ecosystem.
THREE REGISTRATION OPTIONS – WHAT YOU GET
1. LIVE WEBINAR 2. ON-DEMAND WEBINAR 3. BUNDLE & SAVE
- Unlimited live connections with shareable access within your institution
- Available to view on desktop, mobile & tablet devices
- Take-away toolkit
- Live Q&A session & the presenter's contact info for follow-up questions
- Access the webinar training from your User Portal
- Unlimited and shareable access to the recording within your institution, starting two business days after the live date
- Available to view 24/7 on desktop, mobile & tablet devices
- Take-away toolkit
- Ability to download the webinar video and toolkit items
- Presenter's contact info for follow-up questions
- Access the webinar training from your User Portal
- Save when you Bundle the Live + On-Demand Webinar Registration
- Includes all the items listed above
- Full registration descriptions can be found here
