September 15, 2026 9am ET; 4pm BST

Join Alison Albeck Lindland, CMO of Personetics, Lital Shafir, Product Manager at Personetics, and [Guest Speaker Name, Title, Company] to explore how AI-powered banker enablement is closing the gap between the intelligence banks already have and the relationships they’re leaving unrealized. Relationship managers manage hundreds of customers with no reliable way to know who to call today, why, or what to say. Banking Console changes that.

What you’ll learn: 

• How AI-powered prioritization gives relationship managers a ranked, daily list of who needs attention and why, replacing manual portfolio triage that misses the customers who matter most. 

• How Banking Console surfaces predictive signals for disengagement risk and financial opportunity, so RMs can act before a customer moves their business or a competitor takes the relationship. 

• How Gen AI-generated talking points translate every signal into a ready-to-use conversation: what changed, why it matters, and exactly what to say, delivered inside the CRM the bank already runs. 

• Why the $124 trillion wealth transfer is a relationship management problem as much as a product one, and how the banks that prioritize their next generation of strategic customers today will win disproportionately. 

Don’t miss this opportunity to learn how your institution can turn the Cognitive Banking Platform’s intelligence into proactive RM engagement and measurable relationship growth.