Katherine Regnier

In today’s rapidly evolving financial landscape, customer expectations are higher than ever—and so are revenue pressures. For retail banks and credit unions, operational efficiency is no longer just a to-do-list concern—it’s a strategic imperative that directly impacts customer satisfaction, profitability, and long-term growth.

Join this dynamic breakout session led by Coconut Software CEO Katherine Regnier to explore how FIs can modernize operations by streamlining internal processes, adopting smarter technologies, and proactively improving the multichannel customer journey. 

Regnier will share practical strategies and tools that empower frontline teams to deliver more personalized services, and create seamless experiences across digital and physical touchpoints that capture otherwise lost revenue. It will cover:

• Why operational efficiency is essential to revenue, deposit, and loan growth
• How AI and automation can drive faster, more accurate service and encourage new customer acquisition
• Ways to balance digital transformation with human-centered experiences (i.e. operational efficiency for hybrid bank models)
• Cost-saving tactics that also boost customer satisfaction (CSAT)
• Actionable steps to support and equip your frontline staff for success