Driving Acquisition and Engagement in Financial Services

Presented by

Ludivine Evra, Natasha Power, Stuart West

About this talk

Over the past couple of years, marketing in financial services has evolved greatly. There’s been a transition from text-heavy, long form content to engaging rich media that reaches potential and current customers at various stages of the sales journey. During this panel, we will hear from marketers at both Lombard Odier and Schroders Investment Management for an inside look at their marketing efforts. We will discuss: • Defining your goal and audience in financial services • How webinar engagement maps to the customer journey • Achieving success commercially through sales alignment

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