Six Essentials for Keeping your Financial Institution Relevant & Secure
New innovations in technology, shifting customer expectations, cyber security threats and economic pressures have dramatically changed financial institutions.

Organizations are now challenged with balancing cost reduction against new investments in innovation to better capture, service, support, and protect the modern customer. Do you have a plan in place to stay ahead of these challenges?

Covered Topics

  • What your peers are doing today to rethink the branch network and the role of the teller
  • Are you ignoring the modern customer population (Millennials)? Is that a good idea?
  • The future is now: the customer experience in a 24/7/365 digital world of mobile devices
  • A sound strategy to mitigate the risk of a cyber-attack on your organization
  • Disaster recovery is broader than just data recovery. What is your plan missing?
  • Cross-selling and marketing strategies that actually boosts revenue


The primary audience includes Auditors, Directors, Commercial Lending, Executive and Senior Management, Financial Management, Human Resources, Marketing, Operations/Technology, Retail Lending, Risk & Compliance, Sales & Customer Service, and Trust.           


Joel Abramson has been involved in all aspects of the financial services industry for more than twenty years. He is currently the Director of Business Development and Strategy for Complete Data Products (CDP). Complete Data Products Inc. is the leader in paperless document management solutions, electronic receipts, and secure, encrypted digital signature technology. CDP also offers custom professional services such as email encryption, backup and disaster recovery, and custom laser print services.

Prior to joining CDP, Mr. Abramson was a Senior Vice President of a publicly traded bank and then moved on to a role as Chief Operating Officer of an international technology company that provided outsourced security solutions to organizations within the financial services vertical throughout the United States. 

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2.5 CE credits


Live Webinar which includes 5 Day On-Demand  - $265
Six Month On-Demand – $295
Live plus Six Month On-Demand – $365
CD-ROM (Includes Six Month On-Demand) – $325
Premier (Includes all options) – $395
Additional Locations – $75



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