Name: Benefits and Challenges of AI in Financial Services
Start: 2023-08-28T16:36:00Z
End: 2023-08-28T16:36:53.000Z
Location: BrightTALK

Yext helps organizations build digital experiences across any channel on our open and composable platform. The Yext Digital Experience Platform collects and organizes content to deliver AI-led experiences for any organization’s customers, employees, or partners. For more than 15 years, thousands of companies worldwide have trusted Yext to create seamless customer experiences at scale across search engines, websites, mobile apps, and hundreds of other digital touchpoints. 

With hundreds or thousands of locations, managing each location's listings, local ad campaigns, and reviews is a huge challenge for brands due to limited time, bandwidth and budget.

Not sure where to prioritize your time so you can have the biggest impact?

Join us as Duane Forrester, VP of Industry Insights, Yext, and Kadecia Bar, Director, Multilocation Solutions, Yelp, as they dive into the tools you can use to manage your local marketing strategy — at scale.

You'll learn:
• Insights on today's digital landscape and how it's constantly evolving
• How to make sure your businesses footprint is optimized for consumer use
• How to review data so that you're making customer-informed decisions

Who should attend: Marketing leaders who are looking for ways to increase efficiencies with marketing tools and data.

Mastering Local Marketing: Insider Tips for National Brands

Financial institutions want to adopt the right technology to win and keep clients — but they might not be using their tech in the most effective way across their organization.

With the right investments, financial institutions can enhance their tech stack to free up their advisors, improve the customer experience, and comply with regulatory guidelines.

Register now to hear how TowneBank leveraged the right tech to personalize their customer experience, break down information silos, and help their advisors win.

You'll learn how to:
• Improve the client and financial professional experience with the right tech
• Drive efficiency across your organization
• Make incremental improvements to your tech stack
• Get your executives and IT team on board with your tech investment

Who should attend: Marketing professionals, IT leaders, developers, compliance officers, and digital experience affectionados should tune in!

Building A Smarter Tech Stack With TowneBank

Hear from experts to learn how to easily connect your chargers, data, and services to customers wherever they search: apps, maps, web, smartphone, voice assistants or InCar navigation. Ensure EV drivers know where to find you, provide useful information, tailor your offers, improve the experience, and accelerate your business!

Maximize Online Impact. 
•  In the EV charging industry, digital marketing, SEO, real-time location and status data are driving forces. Learn how to harness their potential to attract drivers actively searching for charging stations. We'll delve into the importance of digital strategies and how they can elevate your brand and revenue.

Master real-time Data. 
•  Explore why Yext is a game-changer for your business. Discover how we simplify data management and enhance your online presence by effortlessly updating information like restaurant details, number of charge points, usage status, and more. Benefit from higher data quality and improved branding, while preventing the negative effects of improper listings.

Get the Keys to Success. 
•  Hear from industry experts Duane Forrester, VP Industry Insights at Yext, and Arne Meusel, Managing Director / Founder at Cirrantic, as they share insights. Gain practical knowledge about verifying data, managing reviews, enhancing SEO, and ultimately attracting more customers to accelerate your revenue.

Don't miss this opportunity to drive your EV charging business to new destinations!

Driving Traffic: Accelerate EV Charging Revenue Across Every Digital Touchpoint

AI makes the mainstream more accessible, efficient, and meaningful – tune into this virtual event to learn how.

The Real Cost of Ignoring AI

Are you struggling to understand where AI fits in your organization, what it can be used for, or where to start?

Join Maxwell Davish, Senior Product Manager, for a live virtual event to gain a deeper understanding of the essential AI use cases that business leaders can use today to drive value.

Max will break down:
• What the introduction of generative AI means for the enterprise
• Four essential AI uses cases and how human involvement works
• The possibilities of AI for industries
• And much more!

Unlock AI: Essential Use Cases to Drive Business Value

Today's environment for customer support is complex. Now more than ever, customers are asking for more, and businesses need to deliver– all while spending less money and time on requests.

That's where data comes into play. Join Duane Forrester, VP, Industry Insights, and Trent Ruffalo, Solution Product Marketing Manager, at Yext, as they share how to enable support systems to help both customers and employees.

This session will break down:
• Help Site Search: How AI-powered search on your public help site can increase customer satisfaction and conversions.
• Case Form Deflection: Recommend related content based on the issue being raised to prevent case submissions.
• Agent Desktop Search: How AI-powered search can empower your agents to drive faster case resolution.
• How to enable support systems such as chatbots
• How Yext solutions will help you meet new customer demands, keep your agents happy, and save costs

Increase customer satisfaction: Answer support questions before they become...

As AI advances, the use cases are seemingly endless. Max Davish, Head of AI Product Development at Yext, and the team cut through the noise and break down how you can use conversational AI to drive business impact (hint: it's through Chat).

Tune into this live virtual event to learn:
• Four key enterprise use cases that will drive business outcomes
• How you can build effective conversational AI experiences using the Yext platform (we'll also dive into goals including: form fill, guided buying, Q&A, and lead gen)
• And so much more!

You'll also get an exclusive, behind-the-scenes preview of our newest product, Yext Chat.

How to Drive Business Impact with Conversational AI

Winning new customers — and retaining existing ones — is critical for retailers to achieve their revenue goals. But with customer acquisition costs rising a staggering 60% in the past five years, retail marketers are struggling to capture and convert shoppers at their highest intent moments without breaking the bank.

Join Derick Jaros, Head of Industry, Commerce, at Yext, and Dave Abbott, SME eCommerce, as they walk you through how to optimize your marketing efforts to combat rising costs — while still driving tangible business results in the face of increased competition.

This session will break down:
• How cost-effective SEO and SEM strategies can help you achieve revenue goals
• How a good search experience improves CVR, which drops CAC
• How to optimize location listings and local landing pages for better customer retention
• How to use first-party data to create the personalized experiences your shoppers want

Cost-Conscious Conversions: Strategies to Combat Rising CAC

The new SEC marketing rule has prompted marketers to find innovative ways to comply with FINRA and SEC regulations while driving effective marketing strategies. New regulations and AI will provide first-movers with a competitive edge as investors seek personalized investment strategies, transparency, and convenience.

Join Shane Closser, Head of Industry Financial Services & Insurance, Yext, Conway Dodge, Deputy Head of the Americas & Head of Compliance at Promontory, a Business Unit of IBM Consulting and Former Assistant Director in the SEC's Division of Enforcement, and Michael Vorhis, Director at Promontory, a Business Unit of IBM Consulting, as they dive into how you can navigate the new SEC Marketing Rule to deliver personalized experiences, leverage tech like AI, and ultimately achieve business growth.

This session will cover:
• The tectonic shift in customer expectations - transparency, reviews, and trust
• The impact of testimonials and reviews to new client acquisitions and AUM - executive business case
• Outline a playbook for marketers and compliance teams to navigate the regulatory landscape
• Important cases and policies to manage AI content generation and reputation management within financial services

Register today to be armed with best-in-class experiences for the customer, financial professional and compliance officers to balance business value with regulatory risk.

AI and SEC Compliance: A Marketer's Guide to Thriving in the New Regulatory Era

Whether you're managing a team of marketers or you're behind the scenes working on your business's content, this virtual event will have something for you.

Tune in to learn:
• The state of generative AI today — where we are and where we're headed
• Three use cases for AI that will help scale existing workflows so you can spend more time on strategic projects
• How to prepare your business for the AI of today and tomorrow
• And so much more!

Three Ways Marketers Can Use Generative AI to Scale Workflows

There's a lot of noise online, which makes it harder and harder to drive conversions. With the rise of AI and the continued proliferation of third-party channels, customers have more ways than ever to discover, engage, and transact with businesses. The result of this is that no two consumer journeys are exactly alike. Which makes it crucial to set up your CMS and your teams to drive innovation, remove silos, and deliver data-driven results quickly.

In this webinar, we'll dive in with Curtis Maher, Yext Product Marketing Manager and Mishi Schueller, Senior Director, Global Campaigns to explore three tips to develop a marketing function that drives repeated pipeline results that crumbles your competition.

3 Tips for Marketing Leaders to Drive Pipeline

Nationwide, consumers have a rapidly growing number of healthcare options from which to choose. And, with ever increasing patient expectations, that's good! But it also presents a challenge for healthcare organizations: how to better understand, and exceed, patient and consumer expectations across their journey.

Watch now to hear how Beacon Health used a technology-first approach to create frictionless experiences for consumers. Instead of relying on monolithic technology, Beacon leaned into the concept of a headless CMS approach to find success in everything from improved SEO to increased appointments.

Improving SEO & Patient Acquisition with a Headless CMS

Get ready to embark on a journey with us to learn how to transform your tech stack and improve your brand's digital presence. Join us for an exclusive virtual event that will immerse visionary IT and marketing leaders like you in the world of MACH (Micro Services, API First, Cloud Native SaaS, and Headless) architecture.

During this session, we'll uncover the secrets behind MACH architecture, an essential part of a healthy, scalable tech stack to build digital experiences your customers will love. We'll also guide you through the art of composing a more flexible, adaptable, and customer-centric tech stack.

Join us to:
• Learn what MACH Architecture is, what the MACH Alliance is, and why this matters.
• Dive into the benefits of MACH-aligned technology, and why you should look for the MACH-certified stamp of approval.
• See a demo of MACH-aligned tech in action, including a customer journey from search and discovery to conversion, support, and post-sale experiences.

Get ready to learn how to captivate your customers with exceptional digital experiences that will have them coming back for more.

Going Composable: How to Drive the Best Digital Experiences

Learn about the opportunities — and pitfalls — of leveraging AI in the federal government.

AI isn't just for tech companies: it can help drive innovation and serve the public across sectors. But leveraging AI responsibly in government comes with specific challenges.

Join Emily Vose, Partner at IBM, and Christian Ward, Chief Data Officer at Yext, as they dive into the opportunities — and pitfalls — of leveraging AI in the federal government.

This session unpacks:
• What's necessary to build public trust with AI
• How AI can help government entities serve the public at scale
• Unexpected use cases for AI in government
• And more!

The Challenges and Benefits of AI in Federal Government

Learn how to prepare your team for piloting and scaling AI.

As AI-powered technologies like ChatGPT and Dall-e dominate the news, predictions show that AI is set to contribute $15.7 trillion to the global economy by 2030. As a result, innovative marketers are already starting to work hand-in-hand with machines to simplify processes and focus human energy on more impactful activities.

And you can, too.

Join Paul Roetzer, founder and CEO of Marketing AI Institute and Christian Ward, Chief Data Officer at Yext, as they dive into what we can do today to get ready for how AI will revolutionize work — and life.

This session will break down:
• How to prepare your team for piloting and scaling AI
• What business outcomes AI can help you achieve
• How to measure the value of AI tools on your performance
• And much more

AI Will Revolutionize Your Business — And Your Life

The wealth industry is undergoing significant transformation driven by evolving market dynamics, shifting customer expectations, and technological advancements.

AI is emerging as a pivotal technology in the industry, revolutionizing various aspects of operations, enhancing customer experiences, delivering personalized experiences, and reducing costs. Although this tech presents numerous opportunities, there are ethical and regulatory challenges that need to be considered as the tech is adopted.

Join Chris Diskin, SVP, Client Marketing, at LPL Financial, Shane Closser, Head of Industry, Financial Services and Insurance, at Yext, and Christian Ward, Chief Data Officer, at Yext, as they dive into what AI can do for wealth management.

In this session, you'll learn:
• How the wealth industry is changing
• How these changes impact the role of marketing
• How you can use AI in wealth management

Benefits and Challenges of AI in Financial Services

chatgpt

Financial Services Marketing

conversational ai

website search

Digital Transformation

Search Engine Optimization

Digital Experience

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Benefits and Challenges of AI in Financial Services

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Yext