The world of financial services is shifting as clients demand online experiences that feel similar to those in B2C. So what’s the key to meeting their expectations? Humanizing their experience on your website.
By personalizing your client’s online experience, your firm can build more trust and value in every interaction. Your team can also go into conversations with more context around a client’s long-term objectives, resulting in a faster time to investment. During this panel-style chat, financial services marketing experts Lee Zucker of Drift, Tara Quehl of Demandbase, and Kate Marx of State Street Global Advisors will teach you how to:
- Shift your marketing efforts towards a digital-first client experience
- Humanize your clients’ website experiences (and what not to do)
- Use first-party cookies to inform your marketing strategy
- Create more efficient workflows for your client-facing teams
Presenters
Lee Zucker
Tara Quehl
