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.

Moderator

Chris O'Neal

Workfront

Senior Product Marketing Manager


LinkedIn

Panelists

Paul Gennaro

Voya

Senior Vice President, Chief Brand and Communications Officer


LinkedIn

Nicole Oliha

City National Bank

SVP, Creative and Brand Strategy


LinkedIn

Matt Coyle

Purpose Financial

Chief Customer Experience Officer


LinkedIn

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.

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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
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Reserve Your Spot Here

Sponsor

Create consistently great creative work. The best creative work is done in an environment that allows creatives to focus their attention and get into a flow on high-value work. And the best way to give creatives the time and space to do this is with a work management application like Workfront that lets your creative team:

  • 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

BDILogoFinal

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.

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