The Mega Bank Playbook Webinar

The Mega Bank Playbook

How Banks Can Compete with Offers, Rewards, & Data Driven Growth

THURSDAY, OCTOBER 29 @ 1:00PM CST

Dave DeFazio

Chief Strategy Officer

Craig Capp

Chief Revenue Officer

Register Now

Your customers are being targeted every day by megabanks, fintechs, and digital disruptors with smarter offers, richer rewards, and personalized experiences. The battle for primacy has never been more aggressive.

In this session, we'll break down what leading institutions are doing — and show how banks are fighting back with modern checking strategies, data-driven offers, and targeted campaigns that drive real results. Through live demos and client case studies, you'll leave with a playbook you can actually use.

Megabank capabilities. Bank scale.

Live Demonstrations

This session includes live walkthroughs of real banking and fintech apps to illustrate how behavioral design is changing customer expectations in real time. Examples include:

- Chase and Bank of America: automation, predictive alerts, and proactive cash flow guidance

- Apple Wallet and Cash App: redefining speed, simplicity, and trust in everyday financial interactions

- Wealthfront and Acorns: embedding financial discipline through automation and default behaviors

Join us for this practical, example-driven look at what is already working in the marketplace, and how banks of any size can apply the same principles to drive primacy, engagement, and loyalty.