Webinar

Banking Customer Engagement Built for the New Normal

Bijon N. Mehta
Marc A. DeCastro
Josh Hall
Date & time
Available On Demand

COVID-19 has driven urgency for banks to focus on a high tech, high touch approach to customer engagement. In order to maintain business continuity and drive customer acquisition, banks need to reprioritize digitalization and reevaluate how to equip employees with communication tools to securely do their jobs and provide the personalized customer journey expected.

This webinar will feature guest speaker Marc DeCastro, Research Director of Consumer Banking at IDC, and Bijon Mehta, Global Head of Financial Services at Twilio.

What you’ll learn:

  • COVID-19 and the expedited urgency for digital transformation in banking
  • Organizational resiliency and the need to review, test, and quickly and compliantly implement new communication channels
  • Demo of the expected banking customer experience

Meet the Presenters

Bijon N. Mehta

Bijon N. Mehta

Global Head of Financial Services, Twilio
Bijon leads Twilio's efforts to deepen and expand our footprint in financial services, define where Twilio can further help solve client problems and guide our direct sales, ISV and global SI partner teams. He has over 25yrs of wholesale and consumer banking experience. Bijon has worked at 4 institutions (Citi, Standard Chartered Bank, Morgan Stanley and JPMorganChase) managing teams focused on product development, machine learning, innovation, and API businesses. He has also worked for a fintech startup in the FX/payments space that IPO'd on NASDAQ and had his own entrepreneurial venture having founded a fintech consulting firm. Over the course of his career, he has led the founding, strategy, and development of over 6 new innovative execution platforms and corporate venture businesses.
Marc A. DeCastro

Marc A. DeCastro

Research Director – Consumer Banking Engagement Strategies, IDC Financial Insights
Marc DeCastro is Research Director for IDC Financial Insights responsible for the consumer banking engagement strategy practice. Mr. DeCastro’s core research coverage includes the complete omni-experience journey for the retail customer, including branch transformation, digital product strategies, and onboarding. Based on his background covering the consumer banking space, Mr. DeCastro’s research also includes a particular emphasis on how consumer trends and habits are forming the next generation products and services that utilize current and emerging technology.
Josh Hall

Josh Hall

Head of Innovation - Demo Engineering, Twilio
Josh Hall is the Head of Innovation for Twilio's Demo Engineering Team. When wearing his engineering hat, he's building and learning. When wearing his business hat, he's listening to customers and problem solving. Worn together, Josh both inspires and delivers world class visions of technology solving real world problems.
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