Eric Arnold


All Sessions by Eric Arnold

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Day 1: Jun 8, 2022

Day 2: Jun 9, 2022

2:15 pm

2:15 pm

How Planswell Attracted Over Half a Million New Financial Services Consumers

Many financial service companies are still relying on antiquated prospecting methods, slow to make the shift to digital experiences used heavily by most other industries. While they’ve struggled to meet consumers where they are—online—Planswell created North America’s fastest-scaling financial planning experience. In this session:

  • Hear the entrepreneurial journey of B2C-focused sales and marketing experiments.
  • Go beyond digital prospecting and into the streamlined onboarding your clients expect.
  • Learn what not to do when trying to scale online.

3:15 pm

3:15 pm


Is Your Future Digital Marketing Strategy Robust Enough for the Next 5 years?

As the world moves rapidly towards a technology-enabled future, how can financial services providers optimize CX and digital marketing initiatives? Harness digital capabilities with innovative digital tools that are designed and centred on the customer. Perfect your digital marketing strategy on a long-term basis by:

  • Breaking free from the boundaries of legacy technology and systems to embrace new ways of thinking and strengthen relationships with customers
  • Aligning digital marketing to overall organizational transformation to better meet the needs of an emerging financial services landscape
  • Identifying the critical measures, tools and technologies to support you on your new digital journey

Taking a deep dive into thought leadership and transformation: Where does your organization stand?