Virtual
The “everywhere” bank: Mastering the unified customer journey across web, app and branch

Date: June 10, 2026
Time: 1:00 pm - 1:45 pm
Location: Eastern Daylight Time (EDT).
This is a live, virtual event. An on-demand version will be provided afterwards.
Banking customers often start a journey in their banking app and finish it in a branch or on a call. This webinar will cover strategies for maintaining a single source of truth for support across all channels to ensure a consistent customer experience.
Key takeaways:
- How to unify support channels with one "single source of truth"
- How to increase first call resolution (FCR) and save agents' time with interactive visual guidance
- A checklist for auditing and optimizing your banking and financial services digital onboarding process
Speakers: Chris Barnett, Strategic Advisor and CEO of Barnett Strategies; Troy Cross, VP of Sales at Ozmo; Ben Smith, Director of Product Development at Ozmo.