Digital Engagement Strategies for Consumer Financial Services Discussion

A candid discussion & virtual networking opportunity with like-minded professionals

July 20, 2020 | 11:00 AM – 12:00 PM EST


BWG Connect and Upland CXM invite you to participate in a unique virtual event that will provide the opportunity to join a 60-minute interactive discussion focusing on transforming customer data into digital intelligence. All attendees are welcome to jump into the conversation at any time to share opinions, give thoughts on strategies, express pain-points and ask questions.

During the session, we'll have a moderated and collaborative discussion about accelerating digital transformation, collecting & creating actionable insights from customer data, improving customer engagement, optimizing personalization & more.

There is no cost to join. There are no Sales Pitches or Presentations. This event is for active SaaS Professionals only. No Service Providers.

This event is co-hosted by BWG Connect and Upland CXM.

Discussion Topics:

  • Mitigate and Prevent Customer Churn -Traditional methods to mitigate churn are no longer enough. With disruptive, “born digital” competition looming and customer expectations rising, customer retention is paramount. How can financial services companies accurately predict churn across all touchpoints, then take action ahead of time to increase customer retention & decrease churn?
  • Nail the Omnichannel Customer Journey - Customers have multiple ways to interact with financial tools - mobile, web, social media, email, and in-branch. This provides flexibility but creates challenges to track, monitor, and understand what’s happening at each touchpoint, especially given disparate systems across the customer journey. What can consumer financial services brands do to appropriately collect, analyze & create actionable insights from their digital intelligence, while improving customer loyalty?
  • Drive Deeper Personalization - A whopping 59% of customers say that personalization influences their purchase decisions. Personalization is the number one mechanism to grow and retain customers. Consumers expect personalized experiences from every brand, including their financial service providers. They want personal, relevant experiences that help them manage their money or policies in real-time. How are companies leveraging digital intelligence to improve personalization and compete effectively with disruptive newcomers and innovative competitors?
  • Improve Customer Engagement and Efficiency with Self-service Options - Best-in-class financial service providers are introducing self-service capabilities as core features to their account management apps, giving customers greater control over their services and experience. Moving to all digital engagements can improve the overall customer experience up to 76%. What are companies doing to reduce call center volume & improve their customer experience through digital & mobile touchpoints?
  • Keeping Pace with Technological Disruption - Technology is accelerating at a rapid pace, increasing the demand for technological investment just to keep pace with competitors. Modernizing technology platforms and data storage infrastructure can reap rewards through better customer satisfaction and increased efficiency in operations. What factors are financial services companies considering to keep technological innovation strong? 


Event Moderator

Aaron Conant

Managing Director at BWG Connect

Aaron Conant is Co-Founder and Managing Director of BWG Connect, a networking and knowledge sharing group used by thousands of brands to collectively grow their digital knowledge base and collaborate on partner selection. Speaking 1x1 with over 1600 brands a year and hosting over 150 in-person and virtual events, he has a real time pulse on the newest trends, strategies and partners shaping growth in the digital space.

Space is limited! Provide your information below and we will be in touch.

Event Information

July 20, 2020 11:00 AM - 12:00 PM EST

Event format

Roundtable Layout
Featuring 20+ executives, where everyone can contribute, ask questions and learn from peers
On-Topic Discussions
Q&A format, moderated by BWG Connect with group interaction throughout
Make Connections
Opportunities to network before and after

What is BWG Connect?

BWG Connect provides executive strategy & networking sessions that help brands from any industry with their overall business planning and execution. BWG Connect, in conjunction with BWG Strategy, has built an exclusive network of 125,000+ senior professionals and hosts over 2,000 virtual and in-person networking events on an annual basis.

In addition, BWG Connect provides free consultations & specializes in helping brands of all sizes with their eCommerce planning and execution. Our team has decades of experience related to the eCommerce & retail ecosystem, and will take the time to understand your goals so that we can help you build a winning strategy that is curated specifically for your business. We have had 1x1 conversations with over 3,000 brands and have a real-time pulse on what digital strategies are successful and why. This in-depth knowledge allows our team to operate on the cutting edge and provide our clients with best -in-class guidance on how to win in the digital world.
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