From Financial Support to Digital Growth Engine

An exclusive, peer-level conversation on transforming high-volume support into proactive digital engagement.

Webinar Details

    • Duration: 60 minutes

    • Date: April 30, 2:00 p.m. EST

Format

    • Interactive Executive Roundtable


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Format

Executive Roundtable

Overview

Strategic Focus: The Digital Growth Imperative

The challenge for modern financial institutions is no longer just answering calls—it is determining how to transform contact centers into proactive growth engines. Research indicates it costs five times more to acquire a new customer than to retain one, making proactive outreach critical to asset growth. This roundtable bypasses sales pitches to dive into real-world strategies for scaling digital channels.
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What to Expect

During this 60-minute interactive session, we will discuss:

  • Proactive Outreach: Strategies to lower acquisition costs and increase cross-sell conversions.
  • User Adoption: Best practices for driving customer adoption of digital channels to scale growth.
  • Volume Migration: Honest insights on transitioning routine phone calls into efficient digital interactions.
  • Internal Buy-in: Success stories on securing staff adoption for tools like CoBrowsing, audio, and video.
  • Creative Use Cases: Innovative applications of technology that allow community institutions to out-service megabanks.
Attendees

Who Should Attend

This roundtable is specifically designed for strategic leaders who are ready to transition from a reactive service model to a proactive growth strategy. We invite decision-makers who are committed to optimizing operational efficiency and redefining the digital customer journey through peer-to-peer collaboration.
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Ideal attendees include:

  • COOs, CIOs, and CX leaders
  • Operations and Contact Center leaders
  • Digital banking and innovation teams
Ready to turn support into a growth engine?
Save your seat and see how leading institutions are scaling digital outreach to drive asset growth without increasing headcount.

Whether you’re looking to grow your customer base or integrate Glia with your tech stack, we help you create connections that drive results.
Channel Partners
Lead your customers to the future-forward interaction platform they’ve been waiting for—with a partner that has your back at every step.
Integration Partners
Elevate your interactions without the heavy lift. Our pre-built integrations with leading tech partners let you drive instant value instead of adding extra work.
See Our Integrations
how it works

How Banks Use DCS

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Increase Digital Channel Efficiencies
Reduce friction and increase the effectiveness of customer interactions with visual context. Streamline communications across channels in a single engagement that improves clarity and lowers abandonments. Deliver a seamless blend of AI self-service and live online banking support for optimal efficiency.
Expand Revenue Opportunities
Increase conversions by guiding customers on screen to find and apply for products that meet their needs, including loans, credit cards, and more. Accelerate sales with visual context and CoBrowsing to help dot the i’s and cross the t’s.
Amplify Customer Satisfaction
According to Forrester, 84% of customers start their customer service journey online. Enabling valuable on-screen engagement builds deeper loyalty through personalized, meaningful support, when it is most needed.
Drive New Customer Acquisition
Financial institutions that use Glia typically experience up to a 72% increase in new account conversions. Helping customers at their point of need eliminates sticking points and meets increasingly high customer expectations.
News
September 19, 2025
Glia Survey Finds 69% of Leaders Are Dissatisfied With Current Contact Center Technology
Company Launches “Glia Difference” Initiative to Spotlight Solutions Purpose-Built for High-Trust Customer Interactions in the AI Era