Adam Gizzie

Head, Marketing Insights & Analytics

All Sessions by Adam Gizzie

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Day 1: Sep 22, 2020

2:10 pm

2:10 pm


How Can Banks Learn from Challengers and Fintechs To Improve Their Services for SMB’s?

Collabria is one of the challenger organizations that that the Canadian Credit union system is using to grow and enhance services for SMB financial institutions of all shapes and sizes. Find out in the session how Collabria delivers information, product enhancements, insights to all partners while maintaining the unique challenges.  Hear how they leverage technology solutions that enable a better interface with partners and distribute necessary materials to succeed. Find out what they learned:

  • What are the challenges faced and how they developed a universal solution that works for all
  • Don’t try to do it all – Prioritize via KPI’s and tangible metrics
  • Focus on the service our partners/customers can use, not what we think they can use
  • Human participation is critical – Training and relationships are critical to engagement

Embracing change through unique partnerships and models

Day 2: Sep 23, 2020

Day 3: Sep 24, 2020