The power of relationships as the real revenue driver

Report + Webinar

Top 2025 Retail Banking Trends

Feb 27, 2025

2PM EST | 11AM PST

How can you plan for growth in a year of big changes—and recurring challenges?

The past year was a rocky one for the banking industry – economic uncertainty, unstable interest rates, rising costs and more. While financial institutions will continue to deal with these obstacles, it’s important to strike a balance between managing expenses and investing for the future (while trying to retain your current customer’s share of wallet).

Join us for a webinar where industry leaders dive into 6 key strategies for acquiring new customers, driving customer loyalty and expansion, and improving productivity.

As a special bonus, those who sign up for the webinar will receive early access to our 2025 Top Retail Banking Trends report before it’s widely released.

What You’ll Learn

To streamline account openings to drive new growth

Use data to optimize branch operations

Prioritize empowering staff with AI

Attending Coconut Crew Members

Katherin Regnier

CEO, Coconut Software

Isabelle Rochon

SVP, Customer Experience, Coconut Software

Marty Vanzwietering

SVP, Technology Innovation, M&T Bank

Paula Slagle

Head of ATM, Salesforce and Branch Development, PNC Bank