Day 1: Jun 6, 2023
2:15 pm
INDUSTRY EXPERT PRESENTATION: CENTRALIZED CUSTOMER INTELLIGENCE
TRACK A: MARKETING OPERATIONS & DIGITAL ENABLEMENT
Centralizing Customer Data to Scale Personalization, Boost Conversions, and Drive Engagement
In this session, you’ll learn how one organization activated over 100 advisors with fully automated, personalized communications powered by centralized customer data. The outcome: faster execution, increased conversions, stronger engagement, and measurable impact — with full data control and compliance. You will walk away with:
- A framework to solve operational inefficiencies caused by dispersed customer data
- Strategies to automate advisor-driven campaigns with dynamic segmentation
- Insights on increasing conversions and fidelization while gaining significant time savings
Turn fragmented data into a foundation for smarter marketing and sustainable results.
Day 2: Jun 7, 2023