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Leveraging Data to Drive Personalized Financial Services Messaging

Key Takeaways

Join Darcy Hoffmann and Allison Nygaard from Regions Bank to learn:

  • How to plan and execute around the customer journey, along with practical application through actual examples. 
  • How to leverage data as a strategic asset. 
  • How to connect multiple sources of data to drive actionable consumer insights
  • How to leverage your understanding of consumers to craft experiences that deliver real value — for both you and your customers 

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

Consumers now engage with financial institutions on their own terms, in their own channels, and at their convenience. To keep pace and sharpen your competitive edge, financial marketers need to leverage data as a critical asset to cultivate relationships and deliver high-impact experiences throughout the consumer journey. When done right, we can evolve marketing from campaigns and communications to an “always on” dialogue with both customers and prospects.


Darcy Hoffmann

Senior Director, Financial Services

Allison Nygaard

Senior Vice President, Marketing Strategy, Regions Bank