Maximizing Marketing Efforts: Benefits of Personalizing Online Experience
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Maximizing Marketing Efforts: Benefits of Personalizing Online Experience
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Marketing
In this webinar, financial services marketing professionals will teach you how to refocus your marketing efforts on a digital-first client experience by humanizing visits to your website, boosting the effectiveness of your client-facing teams.
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Maximizing Marketing Efforts: Benefits of Personalizing Online Experience
- WHO THEY ARE: KATE MARX VP, Head of Digital Training & Transformation Program Management, State Street Global Advisors TARA QUEHL Financial Services Product Marketing Director, Demandbase LEE ZUCKER Global Head of GTM & Revenue Strategy, Drift
- HOW HAVE CLIENTS’ NEEDS SHIFTED IN RECENT YEARS?
- WHAT NEEDS TO CHANGE? The problems with financial services websites today
- HOW DO WE CHANGE IT?
- WHAT DOES IT MEAN TO HUMANIZE A WEBSITE EXPERIENCE?
- HOW CAN FIRMS LEVERAGE AI TO IMPROVE THEIR DIGITAL EXPERIENCE?
- FINAL THOUGHTS?
- Q&A
Editor's Notes
- Kate: Introduce yourself & what you do at SSGA Tara: Introduce yourself & what you do at Demandbase Lee: Introduce yourself & what you do at Drift
- Q: Kate and Tara, you’ve both worked within the financial services industry for a while. What shifts have you noticed in the ways in which your clients interact (or want to interact) with businesses? A: Kate: Tara:
- Q: As clients gravitate towards online consulting experiences, how should financial services websites adjust? Let’s start with the bad. Tara, what are some of the biggest headaches you see across financial services websites? A: Tara: Q: Lee, what about you? Anything else you see on financial service websites that makes you groan? A: Lee:
- Q: So, how do we make the website experience better? Kate, as someone working directly in the digital transformation sector of financial services, what’s top-of mind for you as you think about delivering a positive website experience to your clients? A: Kate: Q: Lee, why do you think it’s important that businesses humanize the online financial services experience? A: Lee: Q: Tara, anything you want to add on what a “good” website experience should look like?
- Q: I want to double down on this notion of humanization. Lee, can you explain some ways in which a firm can “humanize” their website? A: Lee: Q: Tara, how does humanization raise the bar on a positive digital experience? A: Tara:
- Q: AI has been making headlines left and right. Lee, what do you see as the role automation can play in creating a better digital experience? A: Lee: Q: Tara, how do you see automation enhancing the digital experience? A: Tara: Q: Kate, any additional thoughts? A: Kate:
- Q: What’s the one takeaway each of you hope that attendees get from this webinar? A: Kate: Tara: Lee:
- What does it really mean to be in the “Age of Digital Transformation”? Are we still in it, or did that end after 2020? What are some of the “must haves” on your digital experience list? How will the demise of third-party cookies impact the “humanization” of websites (if at all)?