Looking Forward:

Looking Forward:

Why Customer Messaging Matters In FinTech

Why Customer Messaging Matters In FinTech

Tuesday, September 29th
@ 12:00 – 1:30 PM CST

Tuesday, September 29th
@ 12:00 – 1:30 PM CST

About the Program

Looking Forward: Why Customer Messaging Matters In FinTech is an invitation-only, video-based virtual event limited to 25 marketing, product, and tech leaders from Financial Technology companies across the United States, who will convene with three goals in mind:

  • Learn from insightful conversations led by our moderated panel
  • Participate in interactive breakout room video discussions
  • Build meaningful new connections with a diverse group of thinkers
07.14.20 Braze Enterprise

About the Content

Change is inevitable, but has been accelerated by COVID-19. In order to take an active role in shaping the direction they want their organization to go, businesses must adapt to the moment. The financial industry has witnessed an accelerated move towards digital transformation. This acceleration has been fueled by homebound customers who are still actively browsing online. Now, fintech brands are racing to build out new products and features in order to scale and survive, while marketing and customer engagement teams learn to adjust to the dramatic shift in how buyers interact with financial brands.

In order to affect perceptions, customer-first experiences hinge on the way messages are conveyed and precise timing. Authentic, carefully crafted messages are becoming more important to building trust and understanding with consumers. The right data and tools can help create experiences that adapt with such challenges, and lets the customer know a brand is there with them and for them.

Our program will focus on how FinTech companies can achieve scalable, hyper-personalized, and compliant messaging in the current global conditions.

Discussion Topics

  • Why messaging matters: bridging the gap between marketing, product, and technology to meet customer expectations
  • Today’s financial services dynamics are shifting, how are your customer engagement teams adapting?
  • How has the pandemic accelerated digital transformation for your team? What kind of tools are you using to better educate and engage your customers?
  • Behaviors and trends in financial services since early March and best practices for survival and growth in the evolving landscape


Erin Bankaitis
Strategic Business Consultant


Cheryl Campos
Director of Growth
& Partnerships
Tyler Munson
VP, Engagement
Clarity Money
Kellee Van Horne
Director, Client Success
Rouzbeh Rotabi
Vice President of
Customer Success

Event Details


Tuesday, September 29th 


12:00 pm – 1:30 pm CST

Attendee Profile

25 marketing, product, and tech leaders from Financial Technology companies across the United States


12:00PM     Attendees Enter Virtual Event & Welcome Remarks

12:05PM     Video Networking in Breakout Rooms

12:15PM     Panel Discussion

12:55PM     Audience Q&A

1:10PM       Breakout Networking Sessions


Attendees Enter Virtual Event & Welcome Remarks


Video Networking in Breakout Rooms


Panel Discussion


Audience Q&A


Breakout Networking Sessions

Reserve Your Spot Here


Braze is a comprehensive customer engagement platform that powers relevant and memorable experiences between consumers and the brands they love. Context underpins every Braze interaction, helping brands foster human connection with consumers through interactive conversations across channels that deliver value quickly and continuously. The company was named a Leader in the 2019 Gartner Magic Quadrant for Mobile Marketing Platforms and was recognized as one of Inc Magazine’s 2019 Best Workplaces. Braze is headquartered in New York with offices in Chicago, London, San Francisco, and Singapore. Learn more at braze.com.



Business Development Institute (BDI) is an award-winning event marketing agency specializing in producing invitation-only, thought leadership driven, custom events on the most impactful topics. BDI’s programs create an interactive peer learning experience while providing a rare networking opportunity for like-minded leaders over a fine lunch.