Financial institutions don’t lose member trust because their core can’t process transactions. They lose it when experiences across channels feel disconnected, slow, and inconsistent.
Join a live panel with leaders from Solutions Metrix, Creatio, and a Everwise Credit Union as we break down what it really means to treat the core as a system of record, not the system of experience.
📅 April 7, 2026 · 🕒 1:00 PM EST · ⏱ 60 minutes · 🎙 Live panel + Q&A
This panel is built around one outcome:
Most attendees should leave with the same clear takeaway: the experience layer must be designed outside the core, and enabled intentionally.
In this session, we’ll cover:
The “why”: why the core can’t be your experience layer (from industry, implementation, and operational perspectives)
CRM as an orchestration layer (journeys, next-best actions, case + workflow follow-through)
The role of change management across the full journey, before planning, during implementation, and after go-live
Expect practical guidance—not a product demo.
Topics will be theme-based so each panelist can share a real-world perspective, not scripted talking points.
Live attendee bonus: $10 Starbucks gift card
Join live and you may be eligible to receive a $10 Starbucks gift card as a thank-you for participating.
Yes—registrants will receive the replay.
Yes.
No. This is a practical operating perspective on why experience breaks and what it takes to design it to scale.
Absolutely—forward the registration link.
Solutions Metrix helps credit unions and regional/community banks improve member experience and operational consistency by aligning CRM, integrations, and best-practice operating models, so context and continuity follow the member across every channel.
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