The document discusses the forecasted $3.9 trillion investment in digital transformation, with financial services as the primary sector. It highlights account-based marketing as a key strategy for engaging clients in the face of challenges such as the COVID-19 pandemic. Additionally, it addresses specific industry challenges and opportunities, particularly in pension risk transfers and insurance sales enablement.

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Financial Services Digital
Transformation
Leveraging Account-Based Strategies &
Demandbase

2. Eric Feige
Digital Transformation Executive

3. Riham
El-Lakany
Marketing and Communications Executive

4. Jim Casey
Digital Marketing & Product Executive

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Financial Services Digital Transformation
Digital transformation spending
on technology and consulting is
forecast to reach $3.9T. Financial
Services is the largest sector
investor in digital transformation.
www.statista.com (May 2024)
ABM/ABX is a critical transformation lever.

6. 6
Largest manager of U.S.
Pension buy outs.
Over 2 million defined
benefit annuitants.
$90 billion Pension risk transfer
transactions since 2011.
How does Prudential
transform the pension
risk, transfer market
after 2008 financial
crisis.
General Motors
$25 billion buy-out
Verizon
$7.5 billion buy-out
Result:

7. 7
Small Volume Targeted Account Insights
General Motors
Verizon
Mercer
HP
IBM

8. 8
Top Ten Asset Manager
Asset Management
$1.2 trillion Assets Under
Management (AUM).
Challenge How to reach every advisor
at RIA, IBD, Wire and Institutional
Investment firms?
Rethinking during the Pandemic how
to engage when traditional “feet on
the street” was not possible.
Bonds Target Date
Funds
General Motors
Bonds
ETF
Target
Date
Target
Date
Volatility
Volatility
Volatility
Crypto
Crypto
ETF
Emerging
Markets
Fixed
Income

9. 9
Insurance
Insurance Regional P&C and
Flood Carrier
Challenge how to get agents to sell
Flood when there are over 10,000
agents at appointed agencies and only
15 field people?
Opportunity Drive awareness and
engagement with full coverage
offerings and grow to #3 in the
industry

10. 10
Targeted Awareness Building & Sales
Enablement
Activate Campaign
X
1.) In-App Prescriptions 2.) Model Explainers 3.) Next Best Action
Dimensions
Audience Models
?
Add to Sequence
1 2 3

11. 11
1970
Established
$3.5 trillion Residential
Mortgage portfolio
$20 million Homes
financed since 2018
How to reach small
lenders without 1 on
1
sell coverage

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