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Critical Journeys Making it Real Part 3: Personalized Financial Engagement

Featured Speakers:

Renee Hennessee, Partner and Chief Technology Officer, Mission Wealth
Jason Scott, SVP Marketing Technology, CRM & Omnichannel Enablement, First Horizon Bank
Rick Skerrow, Industry Solutions & Strategy Director, Salesforce

Discover how the Salesforce platform makes personalized financial engagement a reality. Customers crave more from their banks and wealth managers — yet only 11% feel their financial institution can anticipate their needs. Furthermore, 70% of financial institutions lack the data capabilities needed to drive the personalized experiences customers want. In part 3 of this practical, “how to” webinar series we’re showcasing how to surface insights that drive better engagement across the customer journey. See how to drive relevant and timely interactions that improve financial well-being and proactively serves needs to drive satisfaction and loyalty.


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