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Partners On-the-Line Webinars

Our free partners on-the-line webinars feature ABA endorsed solutions that help banks grow their business, cut costs and transform the customer experience.

June 2019

Tuesday, June 18
2:00 pm ET

Social media in Banking in 2019 — How banks are using social media to extend their brand, grow revenues and drive customer engagement

The webinar will cover results from the survey of more than 430 banks of all asset sizes from across the United States and will highlight challenges, goals and best practices in the use of social media.

The speakers will be:

  • Michelle Lepore, SVP of Marketing, Rhinebeck Bank
  • Doug Wilber, CEO, Gremlin Social
  • Paul Lewis, SVP/CMO, Commerce Bank
  • Steve Chase, MVP, ABA

Wednesday, June 19
2:00 pm ET

How to Transition to a Digital Mortgage Platform Compliantly & Cost-Effectively

Presented by ComplianceEase and Promontory Fulfillment Services

Offering a technology-enabled mortgage experience is critical to remaining successful in today’s highly competitive mortgage market. The right technology can enhance borrower experience, deliver perfected data, and provide a detailed audit trail, ensuring a compliant lending journey. But, adopt the wrong technology solutions, and you risk automating repeatable defects, which can be costly and time consuming to correct.

What should bankers be thinking about to ensure they’re employing the right technology to address their needs compliantly? With the increasing costs and complexities of maintaining compliance processes, how can alternative solutions lessen the regulatory burden and increase lending profitability based on variable costs as opposed to fixed overhead?

ComplianceEase and Promontory Fulfillment Services discuss compliance challenges related to digital mortgages, how to select and implement technology compliantly while reducing regulatory costs, improving the customer experience, and making mortgage lending profitable — and sustainable — again.


Thursday, June 20
2:00 pm ET

Redesigned URLA/Form 1003 Update

Presented by Fannie Mae

Denise Rivoal from Fannie Mae will provide an overview of the redesigned Uniform Residential Loan Application (URLA/Fannie Mae Form 1003) and the new loan application submission file. She will review the implementation timeline, provide an overview of resources Fannie Mae has published to assist industry with the transition, and answer your questions. The session will include key takeaways and information regarding what you should be doing now to prepare for this significant mortgage industry change.


Thursday, June 20
2:00 pm ET

LendKey's Journey to Grow Customer Base through Digital Accessibility

Presented by LendKey and Level Access

If you are unsure about the whys and hows of building a digital accessibility program at your organization, join us to learn why LendKey – a digital lending solution and Level Access customer – made accessibility a core initiative, and how they are working toward an exceptional user experience and barrier-free access for ALL customers.

  • LendKey’s business model and technology
  • Why digital accessibility is important to them
  • LendKey's partnership with Level Access, including audits and training
  • The inevitable bumps along the road to creating an inclusive user experience
  • And more!
Level Access - LendKey partnership enables seamless accessibility as LendKey continues to help member banks grow their lending portfolios.


Thursday, June 25
2:00 pm ET

The ADA and Web Accessibility: How to Minimize Legal Risks in Banking

Presented by Level Access

Web accessibility lawsuits reached an all-time high in 2018, with over 2,250 filed cases. Now, more than ever, it’s critical that you understand how — and when — the Americans with Disabilities Act (ADA) is applied to banking websites, mobile apps, and other digital content.

Join Level Access for a discussion of recent cases and legal trends that your organization needs to know about. From the recent explosion of lawsuits against banks to the Department of Justice’s decision to abandon plans to regulate website accessibility, Level Access will help you wade through the legal morass and understand what your organization can do now to minimize the risk of costly litigation (and the bad publicity that goes with it).


Wednesday, June 26
2:00- 3:00 pm ET

Omni-Channel Marketing in the Age of Digital Disruption

Presented by Franklin Madison

While banks are focused on digital for their core products, they are missing a big opportunity by not focusing on an omni-channel approach, which is a key strategic move for enhancing customer loyalty and achieving growth.

  • What exactly is omni-channel marketing, and how can it be a key differentiator for a bank?
  • How does a bank with little experience in offering insurance to its customers embrace omni?
  • How do banks with limited resources communicate with their customers in the way that they prefer to buy?

Join this free webinar to learn about the importance of implementing an omni-channel approach to increase customer loyalty and achieve growth.


Questions? Please contact Jackie Lucas for more information.