Webinar: Going Beyond Personalization in Financial Services
Going Beyond Personalization in Financial Services
Duration: 20 minutes
In the Financial Services industry, dynamic personalization is the next frontier for experience-driven marketers. But static approaches to personalization through segmentation haven’t delivered great results, so brands have stopped believing in them. Going Beyond Personalization means moving past the segment talk track to focus on creation, assembly, and delivery of experiences as a complete service.
How do we do this effectively in a highly regulated industry? How do you review and approve 3,000 different flavors of the same highly personalized message before it goes out? Should you?
- Leaders of companies in regulated industries (particularly Financial Services) manage the explosion of channels
- Leaders manage the growing expectation of highly personalized messages
- They are excelling in an industry with antiquated regulatory requirements that restrict them
Industry Vice President – Financial Services
Accomplished technology services professional with 25 years experience in international services management and delivery, enterprise SaaS solution sales, customer success, technology consulting, and project management, including 10 years experience with 21 CFR Part 11 validation of automated systems and 6 years experience in enterprise marketing management solutions. Team-oriented, charismatic leader with proven success in team and consensus building, problem solving, business analysis, and process improvement. Proven track record in growing revenue in service-oriented environments, building customer loyalty, and advocating for customer needs in technology implementation projects. Thrives in dynamic, fluid, and high-energy environments while maintaining a positive, even-tempered approach.
Chief Marketing Officer
As CMO, Ed is responsible for Aprimo’s global brand and growth. This includes all Paid/Owned/Earned media, Brand Experience, Influencer Marketing, Strategic Communications, Content Marketing, Alliance Marketing, Public Relations, Events, Demand Generation and Account-Based Marketing.