How personalized experiences are helping financial firms advocate for customers

Presented by

Yodlee x VentureBeat

About this talk

Right now, banks, credit card issuers, insurers, and wealth management firms have a unique opportunity to go head-to-head with digital disruptors by offering personalized insights and superior customer experiences. As we’re all too aware, many Americans are struggling to find their footing in uncertain times. And the financial firms that put customer advocacy first through hyper-personalized digital financial experiences are paving the way for greater customer loyalty and engagement in times ahead. Attend this live webinar and hear from guest speaker Alyson Clarke, Principal Analyst at Forrester, as she highlights some key findings from her recent report on customer advocacy in the financial services sector. Then during our panel discussion, you will learn of customer advocacy at leading financial service firms and why improving customer perceptions is not only good for your brand but good for your bottom line. Attend the webinar to discover: • How advocating for customers drives a sustainable competitive advantage • Why the wealth management sector scored highest for customer advocacy in a recent Forrester survey • How customer advocacy is linked to increased future purchase intent • How to improve customer engagement through hyper-personalized digital banking experiences Guest speakers: Alyson Clarke, Principal Analyst, Forrester Dustin Walsey, Co-founder and CEO, Buckle Jim Del Favero, Chief Product Officer, Personal Capital Katy Gibson, VP, Application Products, Envestnet | Yodlee Evan Schuman, Moderator, VentureBeat

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