From Record to Revenue

June 4, 2026 2:30 PM

Companies:

How Financial Institutions Turn Data into Deposits

Thursday, June 4, 2026 · 1:30 PM CT

Everyone is talking about Customer / Member 360. Very few financial institutions have turned it into something their teams can actually use.

Data lives across the core, loan origination, onboarding tools, online banking, digital channels, fintech platforms, and the CRM. So teams are being asked to grow share of wallet, increase deposits and loans, and deliver personalized experiences — without a complete, usable picture of the customer.

In this session, practitioners from five organizations — including marketing and business intelligence leaders from a bank and a credit union — discuss what it actually takes to move from fragmented data to growth your teams can act on. You'll hear directly from the institutions doing the work, alongside the data infrastructure, CRM, and implementation teams that helped them build it.

Using real-world examples from both a bank and a credit union, we'll show how data infrastructure, CRM design, and workflow activation come together to turn scattered data into deposit growth.

If your institution is being asked to grow with disconnected systems in the background, this session will give you a clearer path to building something that actually works.

What we'll cover

A three-layer framework: System of Record → System of Truth → System of Action
What a real Customer / Member 360 looks like inside both a bank and a credit union
Where data fragmentation is silently costing your team deals and time
What "ready to build" actually looks like, and what to do first