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Statflo invites you to their event

Digital Transformation of Client Experience in Financial Services

About this event

In 2020, on the backdrop of the COVID-19 Pandemic, more and more consumers turned to virtual channels for rapid, personalized services and products. Customer expectations around companies’ digital capabilities were elevated, and financial services providers were no exception. 

Financial institutions have realized the urgency of seamless, cross-channel and personalized interactions to improve customer experience. 

In this session, our speakers discuss why updating technological infrastructure and using innovative strategies is critical to drive meaningful engagement in the financial services industry. 

Join this live webinar to understand how to leverage technology and personalization for transforming client experience. 

During this one hour panel discussion, you’ll learn:

  • How financial institutions can modernize the process of Welcoming - Relationship Building - Selling to adapt to the digital-first consumer mindset
  • How technological restructuring can enable better client support and engagement
  • How to ensure compliance and data security while transforming CX

Hosted by

  • Guest speaker
    Bijon Mehta Global Head of Financial Services @ Twilio

    Bijon leads Twilio’s efforts to expand their footprint in financial services. With 25+ years of banking experience, he has worked at financial institutions like Standard Chartered Bank, Morgan Stanley and JPMorganChase. He is also the Founder/President of the Association of FinTech Professionals.

  • Guest speaker
    Keith Brannan Chief Marketing Officer @ Kasasa

    Keith directs growth initiatives for the Kasasa's client base of 900+ community banks and credit unions. A 20-year veteran of the financial services industry, he increases ROI for community financial institutions by aligning organizational design with sales objectives.

  • Guest speaker
    Rob Assimakopoulos Principal @ Silver Scion Inc.

    Rob is a seasoned marketing executive who has held several senior roles in multiple industry sectors. Most recently, Rob was Senior Vice President and Chief Marketing Officer at the Canadian Imperial Bank of Commerce (CIBC), one of Canada’s leading banks.

  • Team member
    Scott McArthur Chief Revenue Officer @ Statflo

    Scott leads the Sales, Partnerships and Customer divisions at Statflo. With over 15 years of experience across consumer retail and technology sectors, Scott’s focus has always been to improve the customer experience through profitable interactions.


Do more business over text.

Statflo is the only compliant one-to-one business text messaging platform for businesses who want to engage, retain, and grow their customer base.