On Demand

Why Financial Services Firms MUST Personalize Across All Customer Touchpoints

Watch the FinServ Panel at Signals 20. 

One of the side effects of 2020 is that we are all suddenly forced into a very digital lifestyle. Financial Services brands, who rely on face-to-face interactions, and must adhere to a host of security regulations and protections, have one of the biggest challenges of taking their world wholly online. 

To figure out how to navigate this sped-up timeline, we gathered a panel FinServ experts to discuss the unique challenge they face when it comes to digital marketing. 

You’ll learn: 

  • Which touchpoints are essential for connecting with consumers
  • How omnichannel marketing is crucial for each stage of the customer lifecycle
  • Why personalization is the key to anticipating and responding to customer needs

When 57% of financial brands are putting their resources into communication tech, and 48% completely changing up their go-to-market business models, it’s more important than ever to have the right digital strategy.

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Adam Crow
Adam Crow
CEO, Technical Architect & Co-Founder, Blended Digital
Adam Crow

Adam Crow is a CEO, marketing technologist and business consultant with experience across a broad range of industries. In 2018, he co-founded Blended Digital, a marketing automation and digital experience consultancy that helps enterprise organizations realize the potential of marketing automation platforms and fast-track the outcomes of digital transformation and investment in becoming data-driven and customer-centric. As CEO, Adam focuses on organizational goal setting, innovation, and change management in a rapidly evolving technological landscape. 

Watch Adam in "Why Financial Services Firms MUST Personalize Across All Customer Touchpoints" now.

Julian Bracey-Davis
Julian Bracey-Davis
Senior Director of Client & Vertical Content, Cheetah Digital
Julian Bracey-Davis

Julian is the Senior Director of Client & Vertical Content for Cheetah Digital. Prior to this Julian was the Head of Customer Success & Account Management for Experiences in AMER. Over the past 10 years, he has been focused on making strategies and software really work for brands and the digital marketers trying to implement them. Englishman in NYC, Demo DJ, and the line is a dot to him. ¯\_(ツ)_/¯

Watch Julian in the following sessions: 

Kayla Siegmeier
Kayla Siegmeier
Senior Manager, Communications Strategy, Cheetah Digital
Kayla Siegmeier

Kayla Siegmeier manages Cheetah Digital’s client-related content and strategic communications along with client advocacy and analyst relations. She has spent her career in B2C marketing with a focus on the development and execution of strategic loyalty programs, direct response, and brand marketing. She now brings that experience and passion for analyzing member behaviors to drive loyalty and engagement to Cheetah Digital, helping showcase the value of the Customer Engagement Suite to leading marketers through the stories of our clients. When not discussing the value of developing emotional loyalty, Kayla can be found enjoying the outdoors with her husband and two children.

Watch Kayla live in the following sessions: