5 Lessons Learned from National Product Launches

*Remember to use the code NAEHAS920 for FREE registration for non-CBA members!

ABOUT THE WEBINAR:

Launching any financial product is a daunting task with many moving pieces that can take months to come together. Quickly adapting to market conditions to create personalized offers for targeted audiences, enticing them to take action, can be the difference between success and failure. This is why Offer Management – defining the strategy, executing it, and delivering on the fulfillment – has become one of the most critical capabilities to successfully conduct a product launch. A streamlined process ensures that offers are tailored to customer needs, meet all regulatory requirements including disclosures, are delivered promptly, and are optimized for conversion. In this competitive market, a robust offer management platform is the differentiator between you and your competition.

This webinar features real-world case studies and expert insights from leading
marketers and bank technologists. It will help you navigate the complexities of intricate
product launches, with an emphasis on offer management.

If you can’t attend live, register for the webinar to have the recording sent to you!

THIS WEBINAR WILL COVER:

• Offer Management strategies
• A quick look at how a centralized offer management platform works
• How to create new workflows that enhance compliance and auditability

TOP 3 BENEFITS TO ATTENDEES:

• Overcome Offer Management Challenges: Get practical strategies for
  managing timing, customer expectations, and multi-channel campaigns effectively.
• Transform Your Campaigns: Discover how a centralized offer management
  platform can revolutionize your marketing efforts and drive revenue growth.
• Ensure Compliance and Efficiency: See how automated, rule-driven tools
  enhance compliance, reduce risk, and streamline workflows.

ABOUT OUR PRESENTER(S):

Luis Landivar
Head of Solutions Consulting
Naehas

Luis is a dynamic force in the world of technology with over two decades of expertise that’s reshaped the financial services landscape. With a career that spans leadership roles across top banks and fintechs, Luis has become the go-to strategist for Digital Banking, Marketing, and Innovation Technology.

As the Head of Solutions Consulting at Naehas, Luis partners with some of the world’s leading financial institutions, driving their go-to-market transformations. From Offer Management to Product & Pricing and Disclosure Management, he’s the catalyst for modernization, pushing boundaries and unlocking new potentials.

Luis’s superpower? Guiding companies through digital revolutions by blending tried-and-true methods with cutting-edge tech. His journey includes significant roles at industry leaders like USAA and Citizens Bank, as well as leadership positions at leading banking software firms Kony Inc. and Temenos.

Armed with an MS in Computer Science from the University of Texas at San Antonio and two U.S. patents for his groundbreaking software innovations, Luis is not just an expert—he’s an innovator, a trailblazer, and a true leader in the technology space.

luisl@naehas.com

*Remember to use the code NAEHAS920 for FREE registration for non-CBA members!