Eric Arnold


All Sessions by Eric Arnold

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Day 1: Jun 8, 2022

Day 2: Jun 9, 2022

11:15 am

11:15 am

How Planswell Attracted Over Half a Million New Consumers: Lessons in Digital Growth Online

Most Financial Services are struggling to acquire new customers using traditional methods. As we forgo branches, the speed and simplicity of digital account opening becomes a top priority. Get a true insider’s view of how the creation of North America’s fastest scaling financial planning experience happened. Adopt new ways to get you up to speed:
• An entrepreneurial journey of the B2C focused sales and marketing experiments
• Proving the ROI of online growth – its not as hard as you think!
• Which tools offer to produce a clearer case for connecting physical with digital
• Using data for better customer insights into connecting all touchpoints
Improve your chances of succeeding with new growth online.