WEBINAR | Turn Data Into a Strategy to Win Customers for Life
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WEBINAR | Turn Data Into a Strategy to Win Customers for Life
Nov 13, 2024
We'll explore case studies around how you can build, leverage and engage your customers on their financial journey while cementing your role as their trusted financial partner.
Content brought to you by Total Expert
Move beyond surface-level personalization. Consistently enrich your customer profiles with information that tells their financial story as it unfolds. That way, you can gain and demonstrate a true understanding of their unique financial situation, how close they are to reaching their goals, and what you can do to help them take the next step.
In our upcoming webinar, Total Expert General Manager of Banking James White looks at customer case studies to discuss how you can:
- Build a strategy that uses the data you have to identify key events in your customers’ financial journeys
- Leverage alerts and signals to engage your customers when they need you most
- Proactively engage your customers with valuable content to help drive growth and boost retention in a falling-rate environment
We’ll empower you to engage with your customers in the kind of authentic conversations that forge lifelong relationships and cement you as a trusted financial partner for life.