American Financial Services Association - 🚨THIS THURSDAY | AFSA Webinar | The Customer Portal Decision: Build In-House or Implement a Purpose-Built Portal?
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🚨THIS THURSDAY | AFSA Webinar | The Customer Portal Decision: Build In-House or Implement a Purpose-Built Portal?

Articles by: gmcgurn@afsamail.org

October 22, 2026 at 2:00 p.m. ET

A Decision Framework for Consumer Lenders

This webinar gives consumer lenders a practical decision framework for comparing building an internal customer portal vs. using an external vendor with a purpose-built platform. It evaluates both options against customer expectations, implementation requirements, operating responsibilities, risk, and the three- to five-year commitment required to sustain the experience.

We discuss the digital experience customers still struggle to receive, then examine what it takes to build, integrate, secure, scale, and continually improve a connected portal. We also discuss why reliable digital servicing creates the foundation for practical uses of AI. Attendees will leave with a set of evidence-based questions they can use to determine which portal responsibilities their organization can sustainably own, and where a purpose-built platform could potentially reduce time, complexity, ongoing operating burden, and increasing technology debt.

Speakers:
Lee Nagel, President, DataOceans
Lawrence Buckley, SVP of Business Development, DataOceans

REGISTER HERE

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