braze

WEBINAR

Delivering on Trust: Top 3 Customer Engagement Trends for Financial Services in 2025

Rachel Cheek
Director of Lifecycle Marketing, Snap Finance
Erin Bankaitis
Director of Industry Marketing, Financial Services Lead, Braze

August 6, 2025 at 9am PT / 12pm ET

The stakes are high for customer engagement teams in financial services, where missteps in messaging can quickly damage trust with customers. However, financial institutions can build this trust through relevant interactions during key life events and every point in between, demonstrating with every appropriate and well-timed message that they are listening and acting with care.

Join us on Thursday, August 7 to hear from a panel of financial services experts on the trends, challenges, and opportunities ahead for customer engagement teams in this industry.

You'll learn:

  • Top trends in customer engagement for financial services in 2025, spanning personalization, data strategy, and more
  • The imperative of modernizing the financial services tech stack to enhance trust and the bottom line
  • Why a longer-term view of customer relationships beyond the transactional is not only essential but attainable with the right tools
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Join the movement to journey orchestration.

The move to highly-intelligent, always-on journey orchestration is happening. And much of it is happening on our platform. Join brands of all sizes who are taking the craft of customer engagement to the next level.