Your members choose you for the relationship. AI-native CRM delivers it across every touchpoint.
You have an advantage enterprise banks can’t buy: Deep customer relationships. Members who choose you because you know them, understand their goals, and provide personal service that feels human, not transactional.
But here’s the problem: Those relationships live in fragments. The branch conversation doesn’t inform the app experience. The mortgage journey feels disconnected from savings. Your member data sits in silos. And the personal touch that defines you doesn’t scale beyond face-to-face interactions.
Meanwhile, enterprise banks, often with less relationship depth, are deploying AI-powered systems that create seamless, connected experiences across every channel. They’re scaling personalisation. Are you scaling friction?
The game has changed. AI-native CRM platforms built for financial services now let you amplify your relationship advantage across every touchpoint (e.g. branch, app and email) without enterprise complexity or cost. You can finally deliver the connected member experience your customers expect, powered by the relationship intelligence you already have.
When:
Wednesday, 6th May 2026
Time:
1pm BST
Where:
Online
In partnership with
In this 60-minute session, discover:
- How to scale your relationship advantage – Transform deep customer knowledge into connected journeys that feel personal across every channel, on and offline
- Which use cases deliver fastest impact – From intelligent onboarding to behavioural signal-based triggered engagement to cross-sell that feels helpful, not pushy
- Why AI-native changes everything – How the new Creatio platform sits on your legacy systems, unify fragmented data, and turn customer signals into automated, relevant actions
- Why data foundations matter – The critical role of connected customer intelligence in making AI actually work and why partnership accelerates time-to-value
Who should attend: CEOs, CMOs, Operations Directors, and Heads of Customer Experience at building societies and challenger banks ready to amplify their relationship advantage with connected, AI-powered member experiences.
Meet the speakers
Janet Snedden
Janet Snedden is an associate consultant with the Salocin Group specialising in CRM transformation and unlocking growth for Organisations. A pioneer of modern, data-powered customer engagement, she has helped major UK institutions including Lloyds Banking Group, Tesco Bank, Axa Wealth and others convert marketing operations into intelligent, connected systems – essential foundations for the powerful advances in workflow and customer communications automation that AI now promises. Named in the 2019 Data IQ 100, The 2019 Power Twenty in Data & Technology by Women in Data, and twice recognised for Outstanding Industry Contribution, Janet brings strategic vision and practical know-how to help building societies and financial services providers amplify their strength in forging valued customer relationships.
Christopher Jackson
Christopher Jackson is a financial services strategy expert with extensive experience driving digital transformation across financial services and SaaS environments. He specialises in applying AI, intelligent agents, and no-code platforms such as Creatio to optimize operations in the BFSI sector. Christopher combines consulting expertise, financial software strategy, and process excellence to help organisations innovate while maintaining regulatory compliance. He holds an MBA from Vanderbilt University and a Bachelor of Science in Economics and Finance from the University of Alabama.
We’ll follow the main presentation with a live Q&A.
