Session Description

Customer Engagement and Client Relationship: Roundtable Discussion

Wednesday, June 25, 2025

3:15 p.m. to 4:30 p.m

Join your peers in an open, collaborative dialogue where we’ll explore topics such as:

• Personalizing Client Interactions: How to tailor communication and services to meet unique customer needs.
• Building Long-Term Trust: Strategies for maintaining strong relationships beyond transactions.
• Leveraging Technology for Engagement: Digital tools and strategies to enhance client interactions.
• Proactive vs. Reactive Relationship Management: Anticipating client needs and staying ahead of challenges.

This session is designed for relationship managers, sales and marketing professionals, branch managers, and leaders who want to enhance their approach to customer engagement. Come ready to share, learn, and leave with practical strategies to strengthen relationships and drive client loyalty in an ever-changing industry.

Learner Outcomes: