Turning Data into Dollars for Financial Institutions Roundtable Lunch

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[push h=35]There’s no magic formula for new account acquisition that works every time for every kind of product, yet there are ingredients that can be tested to find the optimal way to provide information and experiences that compel prospects to become customers. In this exclusive event, our keynote speaker, Chris Olzacki who architects great user experiences at global financial services leader, Santander, will discuss the company’s recent efforts to secure new extra20® Checking and extra20^SM Savings accounts.[push h=20]

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We will address the following questions:

• Lessons learned regarding specific landing page layout, graphics and educational copy that impacted movement into the funnel [push h=5]
• How to address regulatory guidelines while testing and optimizing [push h=5]
• How Santander learned it could reallocate a significant amount of money being spent on paid and display advertising [push h=5]
• How a longer-term vision for segmentation and personalization drives near term testing and data collection decisions [push h=20]

The Turning Data into Dollars Roundtable Lunch is an exclusive, invitation-only event limited to marketing and technology leaders from major financial institutions. RSVP today to secure your place.

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KEYNOTE SPEAKER | CHRIS OLZACKI
User Experience Manager for Santander

Having been with the bank for over 11 years now, Olzacki started in the marketing department and quickly moved to help the online team a year into the job and has been there ever since. He currently oversees the user experience for all channel departments including website, ATMs, and phone, focusing heavily on testing and personalization for the website.

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RSVP [push h=5]If you have received an invitation and would like to RSVP, or if you would like additional information and to be considered for participation, please email Steve Etzler at steven.etzler@bdionline.com. While there is no cost to participate, we require registrants to show up and actively contribute to the conversation.

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[push h=15]DATE:
March 19, 2015

[push h=10]TIME:
12:00PM – 2:00 PM

[push h=10]LOCATION:
The Graduate Center of the City University of New York
Segal Theater
365 5th Avenue
New York, NY 10016

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ATTENDEE PROFILE:[push h=5]50 marketing and technology leaders from financial institutions.

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SPONSOR[push h=”6″]

Maxymiser empowers brands to transform every digital interaction into seamless, relevant and engaging customer experiences with its cloud-based testing, personalization and cross-channel optimization solutions. Known for serving billions of individual experiences across every device, Maxymiser leverages customer data to dramatically boost engagement and revenue, while also driving long-term business value. Recognized by Forrester Research as a leader in online testing, Maxymiser serves nearly 10 billion experiences each month worldwide. Combined with a team of vertically focused digital experts, Maxymiser’s Customer Experience Optimization suite quickly delivers measurable results to every client through A/B and multivariate testing, segmentation, behavioral targeting and product recommendations for the web, mobile, social and email.

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ORGANIZER[push h=”6″]

Business Development Institute (BDI), founded in New York City in 2001, is a B2B event agency that specializes in producing invitation-only, thought leadership driven, customer acquisition events that attract our client’s buyers while providing valuable content and networking opportunities for their prospects. What makes BDI different is our 12+ years’ experience generating demand for our sponsors while educating and connecting our attendees. Accelerate is our 10-step demand generation process that fills our customer’s sales pipelines with qualified leads while curating unique thought leadership content. Visit us at www.bdionline.com to check out our events, follow us on Twitter at @BDIonline, and evaluate the social media buzz and live attendee feedback we receive through our #BDI1 Twitter hashtag on Storify.

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