Financial Services

3 tactics to retain clients in the new-normal

3 tactics to retain clients in the new-normal
by Cory Haynes

October 15, 2020

min read


Reimagine Banking: The Next Phase of Digitization

Cory Haynes

Cory leads the Talkdesk financial services strategy team focused on thought leadership and market solutions for banking, insurance, payments and wealth management. Before Talkdesk, Cory led the digital transformation and robo-advisor initiative for TIAA's global asset management and advisory business. He also led BNPP strategy team for global commercial and retail lending digital transformation. Cory still holds his FINRA Series 7, 66 licenses.

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