Event Profile

Your website is open 24/7, staffed by no one, and it's often the very first, and sometimes only, interaction a prospective customer has with your brand. Yet most financial institutions manage it like a project instead of a branch, with no one clearly accountable for how it performs. This session helps you pinpoint exactly how mature your website management really is, assign real ownership before the gaps cost you, and build the kind of reporting your executive team can actually act on.

Learning Objectives:

• Assess your own maturity: a four-level model for where your website sits today, from unmanaged, to monitored, to managed, to fully staffed, so you can name the gap before you fund it.
• Understand what "being discovered" now requires: how AI-driven and generative search changes the discovery job, and what that means for who owns it internally.
• Assign real ownership: a framework for defining who the branch manager is, what authority they need, and which standards the site is held to.
• Build reporting executives can act on: web performance framed as decisions and dollars rather than clicks, opens, and impressions.

Duration: 60 minutes

Presented live and recorded on 10/21/26.