Digital Marketing for Financial Services Summit, Toronto, ON

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We're sponsoring the Digital Marketing for Financial Services Summit in Toronto this coming June!

Financial services companies recognize they can increase revenue and foster long-term relationships by offering their customers personalized experiences. However, firms find their data is too distributed across multiple channels to effectively create and act on a unified customer profile.

Join Jonathan Ranger, Evergage Chief Customer Officer, on Monday, June 19th at 11am during his session, "CDPs: Unifying Identities Across Channels & Personalizing Experiences to Maximize Satisfaction." This session explores the importance of customer data platforms (CDPs) in financial services – especially their role in identity matching and activating customer data across channels (including the web, mobile apps, customer service and in branch locations).

In this session, Jonathan will show you how to:

  • Leverage identity matching across siloed data sources and diverse channels – resulting in a single, unified profile for each customer.
  • Act on explicit and implicit data about each individual to deliver maximally relevant, individualized experiences across digital channels, during customer service interactions or in person at a branch.
  • Use a CDP to power in-the-moment personalization across multiple channels with the right message, at the right time, and via the right channel for each consumer or account.

Stop by our booth to learn how to differentiate your financial brand!

Interested in attending the Digital Marketing for Financial Services Summit? Learn more here and consider registering!

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