Merkle (merkleinc.com), a leading technology-enabled, data-driven performance marketing agency, announced that it will host a webinar titled Creating Personalized Financial Advisor Experiences. The event will take place Thursday, February 25, at 2:00 p.m. ET. Thought leaders from the Oracle Marketing Cloud, On Course Advisors and Merkle will discuss how the same best practices marketers use to create a customer journey are equally successful in B-to-B marketing to financial advisors.
The webinar will feature guest speakers Anthony Busacca Jr, principal, On Course Advisors; James Crickmore-Thompson, senior project manager, Industry Solutions, Oracle Marketing Cloud; alongside Aaron Tellier, vice president, Wealth Management at Merkle. It is designed to address the challenges that marketers face in getting the attention of financial advisors amidst the explosion of digital communication channels within the crowded and competitive financial services marketplace. The content will explore strategies for engaging advisors by building repeatable, compelling experiences over time. Attendees will learn:
- How a combination of journey mapping and marketing automation can enable personalized and scalable advisor experiences
- How one organization is approaching and succeeding with financial advisor engagement through a shared case study
- Best practices for successfully implementing automation solutions for asset managers using the Merkle/Oracle Marketing Cloud
“While engaging advisors is a clear challenge, the solution is not so easily defined. It’s difficult because differentiated experiences require advanced collaboration between sales, marketing, and technology,” said Tellier. “In this webinar, we’ll discuss how some firms are tackling and overcoming similar challenges.”
Merkle is a leading data-driven, technology-enabled, global performance marketing agency that specializes in the delivery of unique, personalized customer experiences across platforms and devices. For more than 30 years, Fortune 1000 companies and leading nonprofit organizations have partnered with Merkle to maximize the value of their customer portfolios. The agency’s heritage in data, technology, and analytics forms the foundation for its unmatched skills in understanding consumer insights that drive people-based marketing strategies. Its combined strengths in performance media, customer experience, customer relationship management, loyalty, and enterprise marketing technology drive improved marketing results and competitive advantage. With 5,500 employees, Merkle is headquartered in Columbia, Maryland, with 24 additional offices in the US and 26 offices in Europe and APAC. In 2016, the agency joined the Dentsu Aegis Network. For more information, contact Merkle at 1-877-9-Merkle or visit www.merkleinc.com.