Winnie Sun

Managing Director, Founding Partner

Winnie Sun is Managing Director of Sun Group Wealth Partners, a trusted financial consulting firm on the West Coast. She is a CNBC Financial Advisor Council Member and a “top advisor” speaker at national industry events.


All Sessions by Winnie Sun

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Day 1: Sep 22, 2020

Day 2: Sep 23, 2020

8:45 am

8:45 am

KEYNOTE: Optimizing the Digital Customer Journey:

Storytelling in Financial Services

Digital is transforming financial services, and it has the potential to revolutionize marketing as well. Explore what this digital journey looks like from your customers perspective. Changing the way brands understand the customer journey by:

  • Interpret your customers’ journey and directly influence financial spend, shopping and saving behavior
  • Optimize your brand’s financial experience with key digital marketing techniques
  • Streamline your communication with customers through ratings and feedback

Build trust – connect with your financial customers and inspire them!