Transforming Financial Services Internal Processes For Engagement at Scale
Transforming Financial Services Internal Processes For Engagement at Scale
Wednesday, September 29th
@ 12:00 – 1:30 PM CT
Wednesday, September 29th
@ 12:00 – 1:30 PM CT
Actionable ways to deliver engaging, personalized, and compliant content to customers at scale.
About the Program
Don’t miss the chance to attend our invite-only virtual event! Participants will enjoy:
- Networking with fellow marketing, communications, and creative leaders in the financial services and insurance space
- Live Q&A with our moderated panel on optimizing FSI content delivery
- A meal code to enjoy lunch on us
Agenda
12:00 PM
12:05 PM
12:15 PM
12:55 PM
1:10 PM
12:00 PM
Attendees Enter Virtual Event & Welcome Remarks
12:05 PM
Video Networking in Breakout Rooms
12:15 PM
Panel Discussion
12:55 PM
Audience Q&A
1:10 PM
Breakout Networking Sessions
Attendees Enter Virtual Event & Welcome Remarks
Video Networking in Breakout Rooms
Panel Discussion
Audience Q&A
Breakout Networking Sessions
Event Details
Date
Wednesday, September 29th, 2021
Time
12:00 PM – 1:30 PM CT
Attendee Profile
Select group of marketing, communications, and creative leaders in the financial services and insurance space
About the Content
Simple transactions, digital access points, and personal financial management tools are more important to FSI customers than ever before. However, unless financial organizations can transform their workplace with sustainable internal processes and efficient technologies, they risk a decrease in customer loyalty.
Leveraging personalization at scale and increasing content velocity first requires financial services institutions to change how they work internally. Going forward, successful organizations will prioritize digital channels that enable effective communication with consumers while maintaining compliance with ever-tightening finance regulations. This allows financial services leaders to deliver the fast, customized experience consumers are seeing in other industries as well.
We can’t wait to discuss actionable ways to deliver engaging, personalized, and compliant content to customers at scale.
Discussion Topics
- Establishing marketing processes that enable digital services such as personal financial management tools and personalized guidance
- Maintaining compliance across channels without compromising on agility and brand excellence
- Automating review and approval processes to accelerate content delivery
- Identifying strategies to acquire and retain new customers for life
- Reducing manual processes to decrease employee burnout
Reserve Your Spot Here
Sponsor
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- Work the way they want to work in the tools they want to use through a seamless integration between Workfront and other Adobe applications
- Eliminate routine and repetitive project management tasks like facilitating review and approval workflows through automation
- Stay on brand consistently with better visibility and auditing of the review and approval process With these processes in place, creatives have the time to do what they do best—create.
To learn more, visit workfront.com.
Organizer
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.
adobe.com