02 Feb 2025
The rules and tech behind consumer privacy have evolved, but so have your options as a marketer. In this talk, we’ll explore how you can leverage the first-party data your organization has to power highly effective marketing without violating your customers’ trust. By the end, you’ll have: Insights into how data can be collected and […]
02 Feb 2025
Discover how a purpose-driven credit union restructured its marketing team to shift from an internal service provider to a strategic growth driver. This session will explore how aligning people, processes, and technology enables scalable growth without exponentially increasing budgets and resources. You will walk away with insights on: Implementing a new marketing operating model to […]
02 Feb 2025
This panel will explore how financial institutions are modernizing their approach to customer acquisition, using data-driven insights to optimize engagement and improve marketing ROI. You will walk away with actionable insights on: Building a scalable demand generation strategy that aligns with customer behavior and industry trends. Leveraging data and technology to refine targeting, personalize engagement, […]
03 Feb 2025
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 […]
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