John Findlay

CEO LemonadeLXP

John is an expert in digital engagement. In 1999 John co-founded Launchfire, a game-based digital promotions company that worked with leading brands like Coca-Cola, Time Warner, and Costco to educate consumers and increase sales. In 2018 John co-founded LemonadeLXP, a digital growth platform for financial institutions and fintechs. LemonadeLXP leverages Launchfire’s deep set of best practices to help FIs and fintechs turn frontline staff into digital experts, support digital customers, and grow their digital banking businesses.

Day One: June 24th 2024

3:05 PM Case Study: Frontline Empowerment: Transforming Staff into Strategic Advisors

In the dynamic landscape of financial services, frontline staff are not just service providers but potential advisors who can significantly impact client decisions. Join us for an insightful session on how to effectively empower your frontline team to step into advisory roles. We'll delve into strategies for equipping them with the necessary knowledge and skills to guide clients toward optimal financial decisions, ultimately enhancing their financial health and well-being.

Learn how to nurture your frontline team into confident advisors with the insights and information needed to effectively guide clients.
Discover techniques for ensuring your staff has access to the right information and resources to make informed recommendations, which will boost client confidence and satisfaction.
Explore the importance of fostering an environment of continuous learning and growth within your organization.
Understand how investing in developing your frontline staff as advisors can improve client retention, increase sales, and enhance brand reputation

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

Download The Latest Agenda