Quarterly Customer Forum | June 2026

Customer Forum highlights

Learn how financial institutions are approaching platform consolidation, reducing friction in key member journeys, and preparing for what's next with new capabilities like Message Blast, Predictive & Custom Audiences powered by FinGoal, and Saved Blocks.

Looking for more information?

Have questions or need support bringing these strategies to life at your institution? Our team is here to help you turn insight into action. Reach out to your Customer Success Manager for more information.