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
In collaboration with
One panel. One outcome:
The core isn’t the experience layer. Attendees should leave with a shared, practical takeaway: design the experience layer outside the core, and enable it on purpose.
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: $50 Starbucks gift card
Join us live for a chance to win one of 10 Starbucks gift cards worth $50. Winners will be selected at random at the end of the session and announced live.
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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