Using Data to Enhance Accountholder Relationships

Date:

Jul 22, 2025

Register

In today’s changing world, how can you leverage your existing accountholder data to keep up?

You must move beyond transactional snapshots because traditional reports miss context. This webinar will teach you how to tap into real-time, relationship-focused data. You’ll discover how to make data actionable — without needing a data scientist. This session is tailored for institutions that are ready to turn data into deeper, more meaningful accountholder relationships.

Agenda

Tuesday, July 22nd, 2025
90 minutes
11:00 am EDT

In today’s digital-first world, consumer behavior is shifting — and so must the ways community financial institutions think about data. Join this fast-paced, practical webinar to learn how your institution can go beyond static reports and unlock the full value of the data you already have. It will explore how to identify operational accounts, connect siloed systems, use behavior patterns for targeted engagement, and apply tools that make data work for your team — not the other way around. You'll walk away with actionable insights into managing data responsibly, maintaining trust, and strengthening compliance and cybersecurity as your strategy evolves. Don’t miss it!

Topics

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Understand the new accountholder mindset: it’s not about owning the whole wallet, but winning the operational account to drive engagement and loyalty
  • Uncover hidden insights in your existing data: identify engagement patterns, friction points, and behavioral cues across digital, card, CRM, and interaction channels
  • Use tools with dashboards, automation, and alerts to drive timely outreach and product fit
  • Secure trust through governance and cybersecurity: learn how to align data use with evolving compliance standards and protect your institution and accountholders

TAKE-AWAY TOOLKIT:

  • Complimentary access to an additional 30-minute digital, automation, AI, data, and cyber listening session
  • Employee training log
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits
Speaker(s)

Tim Dively is the National Digital Director within the firm's Financial Services practice. Tim is based in CLA's Charlotte, North Carolina office and joined CLA in 2023 with experience in IT, Operations, Cybersecurity, Data Analytics, Artificial Intelligence, Automation, Organizational Change Management, M&A, and Digital Strategic Planning/Implementations in both the insurance and banking industries.

He began his career leading various technology areas of a large insurance company in their Wisconsin office before moving over to Financial Services Industry as the SVP, Chief Technology, Operating, & Security Officer at a community financial institution. 

Additional Information

Who Should Attend?

This informative session is designed for C-suite, consumer-facing retail, ag, and commercial staff, as well as those responsible for strategic planning and security.

Fees

$279.00

Available Upgrades

  • On-Demand $279.00 per person
  • Live Access + On-Demand $379.00 per person
Association Contact

Elizabeth DeHaven
Education Manager
o: 317-387-9380 
d: 317-333-7169
edehaven@indiana.bank