The Butterfly Effect in Bank Growth: How One Change Ripples Across Product, Marketing, Compliance, and Operations
2:00 PM
About the Webinar
2:00 PM - 3:00 PM ET
PRESENTER:
Luis Landivar, Head of Solutions Consulting, Naehas
ABOUT THIS WEBINAR:
Launching a campaign can require coordination across marketing, product, compliance, operations, and technology, turning what should be a straightforward process into weeks of work.
In this session, Naehas will explore how financial institutions can better connect the work that happens from campaign creation and compliance review through approval, activation, qualification, and fulfillment.
Attendees will see how a more governed, connected approach helps move campaigns into market faster, reduce regulatory risk, and maintain control as customer behavior and eligibility change after launch.
THIS WEBINAR WILL COVER:
- Why approved campaigns and offers can still take too long to reach customers, and where work tends to accumulate as product, marketing, compliance, operations, and fulfillment move across teams and systems.
- How governed offer components, AI-assisted assembly, and a single source of truth can connect campaign creation, compliance review, and approval instead of treating them as separate exercises.
- What happens after launch, including how ongoing qualification and fulfillment controls can respond when customer activity changes eligibility, reduce offer gaming, and maintain a current view of customer status.
TOP 3 BENEFITS TO ATTENDEES:
- Find out where your offer process is costing you time. Learn why the delay is often not campaign creation itself, but rather the handoffs between product, marketing, compliance, operations, and fulfillment.
- See what changes when the offer becomes the system of record. Understand how content, disclosures, approvals, rules, qualification, and fulfillment can remain tied to the same governed offer instead of being managed as separate processes.
- Protect the economics after the campaign goes live. See how ongoing qualification and fulfillment controls can identify when customer behavior changes eligibility, reduce offer gaming, and make it clear who qualifies, who fulfilled the requirements, and what should happen next.
ABOUT OUR PRESENTER:
Luis Landivar
Head of Solutions Consulting, Naehas
Luis Landivar is Head of Solutions Consulting at Naehas, where he helps financial institutions modernize how personalized products, pricing, offers, and customer communications are brought to market. He works with leadership teams to align technology with business and regulatory requirements, helping institutions launch faster, reduce operational risk, and manage complex product lifecycles at scale.
CBA Webinars are free for all CBA members. Please login to register. If you have any questions or need assistance with registration please reach out to Isabella Brennan (ibrennan@consumerbankers.com).