Industry experts discuss best practices for using personalized offers to deliver exceptional customer experiences.
Thursday, March 4 at 10:00am PT | 1:00pm ET
Today’s digitally savvy customers expect brands to understand them, their history, and their needs. Personalization is more than changing a name on a letterhead. You need to meet your customers where they are across channels – web, email, direct mail and in branch – and be able to engage with them in meaningful and positive ways.
Join us for a lively discussion where leading experts in financial services and marketing will talk through what personalization means for financial services firms who need to deliver custom, hyper-targeted experiences to the right customer, in the right channel, without error, from initial offer to fulfillment.
Guest speaker Rusty Warner from Forrester will share insights from his CX research and recent work with leading financial institutions. He will be joined by Chandra Venkatesan from Capgemini and Rab Govil, CEO of Naehas as they discuss topics such as:
- The value of personalized offers and delivering on the promise of the customer experience – in a timely fashion.
- Best practices for greater agility and speed to market without compromising on compliance and the goal of 100% accuracy.
- Change management and a best practice framework across technology, people and processes within your organization to enable personalized offers.
Finally, we’ll leave you with some clear next steps to help start your journey to delivering personalized offers, including how to take advantage of a complimentary benchmarking and readiness assessment!
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