Chuck Long

Co-Founder & CEO FinRank

Chuck is the Co-Founder and CEO of FinRank. He is deeply passionate about helping financial institutions build more meaningful relationships with their customers. Prior to FinRank, he helped scale Zogo, building partnerships with more than 250 financial institutions. Chuck has worked closely with executive teams and led integrations across many of the core and digital banking platforms that power financial institutions today. He is originally from Cincinnati and enjoys wake surfing, running, and golf.

Making Experience Across Channels Key to Core Deposit Growth

2:35 PM Panel: Connecting Contact Center and Branch Staff with Tools for Omnichannel Success

Members interact with financial institutions across multiple channels, and consistency is key. This panel brings together experts to discuss strategies for creating a seamless omnichannel experience that integrates in-person, phone, chat, email, and other customer-facing touchpoints. Panelists will highlight operational best practices, technology solutions, and training approaches that ensure members receive a consistent and efficient experience no matter how they reach you. Join this session to discover how to unify channels for higher engagement, satisfaction, and efficiency. Participants will walk away prepared to:

Align processes and systems across all member touchpoints for consistency
Implement technology that supports interactions
Train staff to deliver consistent service and messaging across channels
Use metrics to monitor and improve performance across each touchpoint
Create a member journey that feels connected, intuitive, and personalized

Check out the incredible speaker line-up to see who will be joining Chuck.

Download The Latest Agenda