Building a Financial Health Culture at Paducah Bank with Needs Discovery Technology

It is now more important than ever to integrate meaningful experiences into customer journeys, especially within the retail and digital banking industry. Building trust and a culture of financial wellness is at the foundation of Paducah Bank’s mission, which is why they’ve adopted SigFig Discover, a technology platform to uncover customers’ financial needs, priorities, and concerns at-scale. In this webinar, Craig Felker (Paducah Bank) and Wes Cobb (SigFig) discuss how Paducah is re-imagining customer conversations by putting their needs at the center by using technology to augment the in-branch experience. 

In this webinar, you’ll learn: 

-How community financial institutions are using digital technology to uncover customers’ needs beyond the branch to enrich data and source leads

-Why branch, experience, and service leaders are using financial health as a way to build more customer-centric sales & service cultures

-The most common financial needs shared by customers and how needs discovery technology helps them to take action