1:00 PM | February 11, 2025
Customers expect more than products—they expect seamless support through every stage of life’s major decisions, from buying a home to managing wealth. In this panel discussion, marketing experts share how they harness the power of data to better understand customers at each pivotal moment. Discover strategies for creating data-driven, life-stage-specific marketing experiences that build trust and fulfill brand promises. Learn how insights from life-stage and behavioral data can shape more personalized, effective marketing approaches, fostering trust and building long-term customer relationships. From enhancing personalization to identifying the right moments for outreach, this session offers actionable insights for fostering stronger customer connections across every step of the financial lifecycle.
Roles: Marketing and Sales Enablement, Analyst and Strategist, Retail Banking, Product Management
Businesses: Large Commercial Bank, Community Bank/Credit Union, Mortgage Lending, Fintech
