The world of financial services is shifting as clients demand online experiences that feel similar to those in B2C. What’s the key to meeting their expectations? Humanizing their experience on your website.

By personalizing your client’s online experience, your firm can build more trust and value into every interaction. Your team can also go into conversations with more context around a client’s long-term objectives, resulting in a faster time to investment. During this panel-style chat, financial services marketing experts Lee Zucker of Drift, Tara Quehl of Demandbase, and Kate Marx of State Street Global Advisors will teach you how to:

  • Shift your marketing efforts towards a digital-first client experience
  • Humanize your clients’ website experiences
  • Use first-party cookies to inform your marketing strategy
  • Create more efficient workflows for your client-facing teams

March 22nd, 2023 at 11:00 am PDT, 2:00 pm EDT, 7:00 pm BST

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