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.”