Webinars
Webinar Invitation: How Rockland Trust Delivers Personalized Financial Guidance That Customers Actually Love
As the first community bank in New England to deploy Personetics Engage on the Q2 Platform, Rockland Trust has created a new standard for personalized customer care in digital banking. Thanks to the partnership with Personetics and Q2, in just six months, they’ve implemented 94 of Personetics’ data-driven financial insight use cases, achieving 32% customers engagement and 73% five-star ratings out of five stars.
But the real story isn’t just in the numbers—it’s in the customer feedback. “I love that you’re looking out for my best interest,” and “It lets me know my bank cares about me” reveal how Rockland Trust has successfully positioned itself as a trusted financial advisor in customers’ daily lives. From alerting customers about subscription price increases to preventing potential account shortfalls, they’ve proven that the right insights, delivered in the bank’s authentic voice, can strengthen customer relationships while driving engagement.
Join Caroline McCowan, Vice President, Director of Digital Marketing Strategy at Rockland Trust, John Lumby, Sr Solution Specialist at Q2, and Lou Byfield, Global Head of Client Success at Personetics to learn how they built their insight strategy, what customers value most, and the practical steps other community banks can take to replicate this success on the Q2 platform.