How financial services leaders respond to COVID-19 will define the industry for a generation, particularly as customer trust in financial institutions never fully recovered from the 2008 financial crisis. Learn how financial services firms can lead the recovery and effectively serve their customers at this moment of acute need.

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Financial services leaders have been trying to instill an agile approach across their organizations but consistently cite culture as a barrier to widespread adoption despite extensive change management efforts. The COVID-19 crisis has accelerated this transition by forcing faster, more iterative and more collaborative ways of working to serve customers and keep families and businesses afloat. Learn what you can do as leaders to make agile values part of everyday life in your organization - both now and in the recovery.

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The Millennial generation represents a substantial growth opportunity for wealth management providers, as Millennials struggle to understand the impact of COVID-19 on their financial futures. Watch the replay to learn more about proven approaches that will reach the next generation of wealth management clients.

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The COVID-19 crisis has pushed banks to sustain and increase investments in technology, especially around the frontline. However, Gartner data indicates that RMs’ Digital Dexterity - their ambition and ability to build a more digital company - is generally low. Watch the replay to learn how to enable technology adoption and an adaptable mindset among frontline staff during these quickly evolving times.

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Before the COVID-19 crisis, there were already gaps in how well banks were able to serve financially vulnerable customers through their existing channel strategies. The virus and the response has forced a realignment of channels in the interim. If there’s anything we can be sure of in the aftermath, serving financially vulnerable customers will be more important than ever. Learn about how you will need to change how you serve your client base.

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As financial institutions and operations leaders make changes to adapt to unprecedented volatility, employees may experience anxiety or change stress, which slows individual productivity. Amid volatility in the financial markets, the news cycle and business activity, it is crucial that employees are resilient, remaining engaged and productive. Watch the replay to learn what operations leaders and managers can do to create a resilient workforce.

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Financial services leaders have been trying to instill an agile approach across their organizations but consistently cite culture as a barrier to widespread adoption despite extensive change management efforts. The COVID-19 crisis has accelerated this transition by forcing faster, more iterative and more collaborative ways of working to serve customers and keep families and businesses afloat. Learn what you can do as leaders to make agile values part of everyday life in your organization - both now and in the recovery.

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The COVID-19 crisis has placed unprecedented pressure on firms to cut costs. However, a poorly considered response to this challenge could seriously impair your ability to restore business growth when normalcy returns. Watch the replay to learn how to sustainably reduce costs while protecting critical growth initiatives.

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Leaders are focusing on how they can use data to make better decisions during a period of massive volatility and change. However, many executives are struggling to rapidly develop insights from their existing data. Watch the replay to learn about best practices for using data analytics and how you can use data to impact decisions with your team and the organization.

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COVID-19 has scrambled both commercial banking and wealth management clients, forcing them to make financial decisions in a highly chaotic environment. Watch the replay to learn about a new sales approach to accelerate into the recovery by helping clients make sense of chaotic information.

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RMs and advisors have relied on in-person interactions to drive sales for decades, but COVID-19 has eliminated their ability to meet with prospects and clients. As at least some restrictions could remain in place for the foreseeable future, banks should devise strategies to effectively engage with clients virtually and capture untapped opportunities from virtual selling.

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Branches are expensive to maintain and were seeing decreasing traffic even before COVID-19, leading most financial institutions to see branch closure as a viable source of funds for digital investment. The COVID-19 crisis has exponentially accelerated these trends, but viewing the branch as merely a drain on resources risks damaging customer experience and reducing acquisition opportunities through their closure. Now more than ever, banks need to reevaluate the branch network as part of a growth and service strategy instead of purely as a cost. Learn how to understand the value of the branch and craft a holistic recovery strategy.

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Executives in financial services responsible for workforce productivity face a variety of huge challenges resulting from the current public health crisis, but many organizations are confronting the transition to an almost completely remote workforce on short notice. Watch the replay to hear essential success factors, best practices, and lessons learned to-date about prolonged periods of remote work from a Gartner expert on HR.

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The COVID-19 crisis has placed unprecedented pressure on firms to cut costs. However, a poorly considered response to this challenge could seriously impair your ability to restore business growth when normalcy returns. Watch the replay to learn how to sustainably reduce costs while protecting critical growth initiatives.

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