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Best Practices in Creating Customer Experience Journeys at Financial Service Companies


Brad Walters, Sr. Manager, Product Marketing | Salesforce
Evan Carl, Account Executive | Salesforce Marketing Cloud
Douglas Karr, Strategic Marketing Consultant | ListEngage

As digital experience continues to be the top area of focus for Financial Service companies, the customer journey (personalized digital touchpoint occurring across channel) is the foundation of that experience. Please join us as we provide insight into how to develop your own journeys for acquisition, onboarding, retention, and increasing value with your prospects and customers. We’ll also look at the most impactful journeys implemented with our customers.


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