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Turning Data into Dollars for Financial Institutions Roundtable Lunch

July 17, 2014 @ 12:00 pm - 2:00 pm

The Turning Data into Dollars Roundtable Lunch is an exclusive invitation-only event limited to marketing and technology leaders from major financial institutions. This event will focus on the strategic application of data with the goal of positively impacting the online customer experience through personalization and testing. Our panelists will lead open discussions around the innovative strategies that leading organizations use while sharing collective lessons learned and experiences.

We will address the following questions:

  • How do you effectively integrate online data with offline data?
  • What are the best practices for segmenting customer data and targeting for personalization?
  • How do you transform customer data into actionable insights?
  • How do you build a scalable and flexible customer experience strategy?

Attendee Profile: 50 marketing and technology leaders from financial institutions

RSVP: Please email Steve Etzler at steven.etzler@bdionline.com ASAP to reserve your seats. While there is no cost to participate, we require registrants to show up and actively contribute to the conversation.

Panel Moderator:
Withe Thompson, Vice President, Maxymiser

Maureen Norris, AD eCommerce, The Hartford
Shanna Jimenez, Senior Manager, Site Testing & Optimization, E*TRADE Financial
Josh Goodwin, CTO, Ensighten
Michael Blumenfeld, Managing Consultant, Maxymiser


SPONSOR[push h=””6″”]

maxymiser logoMaxymiser 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. [push h=”20″]

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ORGANIZER[push h=”6″]BDI-TransparentBusiness 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. Check out our past events and evaluate the social media buzz and live attendee feedback we receive through our #BDI1 Twitter hashtag at our events on Storify.


McGraw-Hill Conference Center
1221 6th Avenue 2nd Floor, Room 208
New York, New York 10020 United States


Business Development Institute
(212) 765-8045

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