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Panel: Improving Customer Acquisition and Loyalty with Embedded Finance

Banks and fintechs must employ stronger distribution strategues to meet, acquire and retain customers while adapting to shifting business and revenue models. In this session, we will discuss how a platform approach can create seamless financial experiences that enhance customer acquisition and retention. They will explore the benefits of embedding financial services into non-financial platforms to boost customer engagement and drive long-term loyalty. Join this panel to learn strategies for integrating embedded finance into your business model, enhancing customer engagement, and fostering lasting customer loyalty.


Tuesday 11 March 10:00 AM - 10:40 AM Veronese 2401A - 2501B

Add to calendar 03/11/2025 10:00 03/11/2025 10:40 Panel: Improving Customer Acquisition and Loyalty with Embedded Finance

Banks and fintechs must employ stronger distribution strategues to meet, acquire and retain customers while adapting to shifting business and revenue models. In this session, we will discuss how a platform approach can create seamless financial experiences that enhance customer acquisition and retention. They will explore the benefits of embedding financial services into non-financial platforms to boost customer engagement and drive long-term loyalty. Join this panel to learn strategies for integrating embedded finance into your business model, enhancing customer engagement, and fostering lasting customer loyalty.

Veronese 2401A - 2501B US/Pacific
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Speakers

Chris Harris

MD, Head of Connectivity Solutions & Embedded Finance, Wells Fargo

Eric McCabe

Head of Embedded Finance, Citizens

Patrick Boyaggi

Co-Founder & CEO, Own Up

Renata Caine

GM, Banking as Service, Green Dot

Rom Mascetti

Principal, Flagship Advisory Partners

Terry O'Neil

Head of Connected Commerce, Citi Retail Services