Shannon Sloan

Director, New Business Development


All Sessions by Shannon Sloan

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Day 1: Jun 6, 2023

10:30 am

INDUSTRY EXPERT PRESENTATION: TAILORED TO FIT

How Calculators and Video Transform Client Experiences Through Personalization

Boost engagement and loyalty by deploying interactive calculators and personalized video that educate, guide, and convert customers at every funnel stage. You will walk away with actionable strategies on:

  • Launching interactive financial calculators that capture first-party data and deliver real-time customized insights.
  • Integrating personalized video to humanize complex products and drive higher click-through and conversion rates.
  • Replicating best-in-class implementations from leading North American institutions that roll out in weeks, not months.

Empower your brand to deliver compelling, personalized experiences that accelerate acquisition, deepen relationships, and strengthen retention.

Day 2: Jun 7, 2023