From acquisition to loyalty: Long-term engagement

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Today’s client expects more from their financial institution than ever before. To stand out from the wide spectrum of financial institutions and disruptors, companies must find the right balance of personalized content and services alongside empathy. 

In this virtual panel, Jim Stapleton, senior vice president, client partner at Epsilon, is joined by Alex Yang, connected banking at Bank of America and Tyler Brown, senior analyst for banking at Insider Intelligence, to discuss how financial marketers can build better customer relationships.

In this session, you will learn:

  • Understanding how to bring customer expectations and customer experience into alignment.
  • Finding new opportunities for acquisition through creative use of analytics.
  • Understanding how to deploy people strategically for more targeted customer interactions.
  • Increasing customer satisfaction and personalization to build lifetime loyalty.