Presentations

Using Pathway Analytics to Understand Changing Customer Behaviours, Patterns and Their Journey

Using Pathway Analytics to Understand Changing Customer Behaviours, Patterns and Their Journey

In this presentation from Loan Origination & Experience 2018, Patrick McQuaid General Manager of Customer Data & Analytics at NAB covered:

  • Using a pathway approach to gain a more insightful and holistic understanding of customers characteristics
  • Leveraging customer behavioural differences to create a personalised application process
  • Creating a clearly defined strategy to maximise the effectiveness of different channels
Managing Customer Engagement in an Uncertain Environment: Considering the Impacts of Tightening Regulatory Requirements

Managing Customer Engagement in an Uncertain Environment: Considering the Impacts of Tightening Regulatory Requirements

In this presentation from Loan Origination & Excellence 2018, Brett Walker Manager – Home Lending Customer Lifecycle at Suncorp Group covered:

  • Pricing & Products
  • Origination processes and settlement forecasting
  • Credit policy
  • Existing customer propositions & experience
When Collaboration Hits: How Lenders can Prime Themselves Now for Open Banking and CCR For Improved Transparency and Customer Centricity

When Collaboration Hits: How Lenders can Prime Themselves Now for Open Banking and CCR For Improved Transparency and Customer Centricity

In this presentation from Loan Origination & Excellence 2018, Clayton Howes, CEO at MoneyMe covered:

  • The implications of open banking and CCR for both smaller fintechs and larger traditional lenders
  • How a customer-centric, technology-driven model is the key to surviving
  • The importance of maintaining brand integrity throughout the transformation process
Excellence in Digital, Customer-Led, Loan Onboarding

Excellence in Digital, Customer-Led, Loan Onboarding

In this presentation from Loan Origination & Excellence 2018, Dr Christopher Wooldridge, Senior Pre-Sales Consultant at Avoka covered:

  • How does the experience offered by Australian banks compare to their North American and European peers?
  • What do digital customers expect by way of an excellent onboarding experience?
  • How is mobile shaping digital service design and how will the biometric devices embedded in mobile devices change loan origination?