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Humanizing the Client Experience in a Digital World

Original Presentation Date

Mar 07, 2017

Key Takeaways

Join Aaron Tellier in this on-demand webinar for an examination of:

  • Common mistakes that companies make and why
  • Opportunities to humanize the experience we are delivering and create happier, loyal and ultimately more profitable clients.

This on-demand webinar is a recorded presentation from Merkle's 2016 Financial Services Exchange. The Financial Services Exchange is an intimate forum where leaders of the best financial services and insurance brands can gain perspective from each other in the areas of performance marketing and CRM. The 2017 Financial Services Exchange will take place September 14-15 in Newport, Rhode Island at Hotel Viking Newport. 

Detailed Overview

Financial services companies have every intention of delivering value to clients. But, oftentimes the breadth of customer touch points and our own business objectives get in the way of our ability to truly connect with consumers. Specifically, the increase in variety and proliferation of digital interactions compounds the challenge of delivering an intelligent and integrated experience. Technology, data and analytics can help us to solve those problems, but instead of being a panacea, they can be just as much a barrier as a benefit. 


Aaron Tellier

EVP & GM, Insurance & Wealth Management, Merkle