Webinars

Digital Transformation Resources for Financial Services


Upcoming Webinars

The Virtual Branch Solution: How to Connect Your Employees and Your Customers Even While Working Remotely

Whether you need a solution that speaks to our current need to remotely serve our customers/members — or if you want to move your organization further down the digital path, a Virtual Branch provides a solution that streamlines service requests, provides easy digital lines of communication, and allows customers/members to deal with familiar faces from their preferred branch.

Speaker(s):
Lisa Nicholas Lisa Nicholas President, DBS
Friday, 04/03/20 1:00 PM CST

Modern IT Teams: An API-Led Strategy

One of the most common and most difficult problems to solve for financial services is obtaining a true 360-degree view with all of the disparate and legacy systems in financial services. This webinar helps IT and development teams think about a different approach to modernize systems and become smarter about solving business problems at scale and becoming more efficient when integrating systems.

In this webinar, we will:

  • Discuss how an API-led strategy significantly moves us forward in the digital transformation journey
  • The mindset shift that is necessary to break through and modernize
  • What it takes to empower our IT and development teams to start covering ground in this area
Speaker(s):
Lisa Nicholas Lisa Nicholas President, DBS
Nick Amis Nick Amis CIO, DBS
Jaya Rohit Jaya Rohit CTO, DBS
Wednesday, 04/22/20 11:00 AM CST

On-demand Videos

How Three Credit Unions Took the First Step Toward Digital Transformation

Join Salesforce and DBS as we chat with Vantage Credit Union, Credit Union Insurance Agency (CUIA), and NavyArmy Community Credit Union about their digital transformation journey. We will uncover and share powerful insights, lessons learned, and challenges to be aware of that can help your organization with the first or fortieth step in your journey.

Speaker(s):
55:35

Setting Your Data Foundation to Fuel Digital Transformation: Get Real with DX Series

Join Lisa Nicholas of DBS DX as she talks through a true strategy for your Data foundation. 

Speaker(s):
Lisa Nicholas Lisa Nicholas President, DBS
5:44

Get Real with Digital Transformation: Digital Roadmaps vs. Digital Playbooks Pt. 1

Every financial institution is both different and alike. We typically have similar goals around digital transformation, but the way we get there depends on the particlar organization. In this Chalk Talk, the difference between a full digital roadmap and the iterative approach of digital playbooks is discussed including examples and rationale for each. 

Speaker(s):
Lisa Nicholas Lisa Nicholas President, DBS
Brittany Mays Brittany Mays CCO, DBS
3:30

Building a Digital Transformation Roadmap

Obtaining the 360-degree view, achieving a connected, intelligent experience for both your members/customers and employees, and modernizing your methods and systems are all goals necessary for financial institutions to grow and strive in the 4th Industrial Revolution, but how do you get there? 

In this webinar, we will discuss key elements of your journey and how to effectively build your digital transformation roadmap.

Speaker(s):
Lisa Nicholas Lisa Nicholas President, DBS
35:29

Past Webinars

Demystifying Website Personalization

Did you know that website personalization can fuel Next Best Product recommendations? If your bank or credit union is considering website personalization, you won't want to miss this webinar. Join the marketing and website experts at DBS as we demystify the very best applications of website personalization for financial services that we've seen to date.

Speaker(s):
Lisa Nicholas Lisa Nicholas President, DBS
Taylor Richardson Taylor Richardson Chief Marketing Officer, DBS
Brittany Mays Brittany Mays CCO, DBS

5 Best Practices to Improve Effectiveness for your Credit Union or Bank’s Search & Display Campaigns

Do you have a real handle over digital vs. traditional spend in your marketing budget? Is your website fully integrated into your marketing efforts and connected to the systems you use to engage with your customers/members and automate your marketing? Are you wasting ad dollars on keywords that don’t actually matter? 

In this webinar, we will go through 5 proven practices that make your search and display campaigns more effective and efficient.

Speaker(s):
Taylor Richardson Taylor Richardson Chief Marketing Officer, DBS

Building a Digital Transformation Roadmap

Obtaining the 360-degree view, achieving a connected, intelligent experience for both your members/customers and employees, and modernizing your methods and systems are all goals necessary for financial institutions to grow and strive in the 4th Industrial Revolution, but how do you get there? 

In this webinar, we will discuss key elements of your journey and how to effectively build your digital transformation roadmap.

Speaker(s):
Lisa Nicholas Lisa Nicholas President, DBS

How Three Credit Unions Took the First Step Toward Digital Transformation

Join Salesforce and DBS as we chat with Vantage Credit Union, Credit Union Insurance Agency (CUIA), and NavyArmy Community Credit Union about their digital transformation journey. We will uncover and share powerful insights, lessons learned, and challenges to be aware of that can help your organization with the first or fortieth step in your journey.

Speaker(s):
Lisa Nicholas Lisa Nicholas President, DBS

The Virtual Branch Solution: How to Connect Your Employees and Your Customers Even While Working Remotely

Whether you need a solution that speaks to our current need to remotely serve our customers/members — or if you want to move your organization further down the digital path, a Virtual Branch provides a solution that streamlines service requests, provides easy digital lines of communication, and allows customers/members to deal with familiar faces from their preferred branch.

Speaker(s):
Lisa Nicholas Lisa Nicholas President, DBS