Seat Reservation Required Meetup
Wed • Sep 16 • 3:30pm – 4:15pm ET • Exchange - The Sector
Meetup: The Future of Client Growth in Financial Services
Join financial services leaders across banking, credit unions, wealth management, insurance, mortgage, lending, and fintech for an interactive peer discussion on how institutions are adapting to evolving customer expectations, AI, and regulatory pressures. We'll explore practical challenges and solutions across client acquisition, onboarding, servicing, retention, and digital engagement — with focused roundtable conversations covering CRM, sales, service, data, workflows, and AI-enabled automation.
Session Speakers:
Salman AminPartner @ Learners.ai
Brendan WalshCo-Founder/CRO @ Mole Street
Brendan is a growth strategist with more than 20 years of experience in sales, advertising, and marketing. In 2011, he co-founded Mole Street to bring a more strategic approach to helping businesses grow. He leads Mole Street’s relationship with HubSpot and oversees growth and strategy across the company. His focus is…
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