Join Shannon Gatti McCarthy from Nationwide Financial and Leah van Zelm to:
Find out how motivation-based insight can fuel your foundational customer engagement strategy
Using Merkle's proprietary research on Millennials in Financial Services, understand how financial marketers can tie their brand to distinct personal values and motivations to help own the customer experience
Learn about practical scenarios on where to start and how to move your organization toward motivation-based customer engagement
Learn how Nationwide Financial's life stage segmentation journey has evolved
This on-demand webinar is a recorded presentation from Merkle's 2016 Financial Services Exchange. The Financial Services Exchange is an intimate forum where leaders of the best financial services and insurance brands can gain perspective from each other in the areas of performance marketing and CRM. The 2017 Financial Services Exchange will take place September 14-15 in Newport, Rhode Island at Hotel Viking Newport.
Delivering the promise of 1:1 customer engagement: Closing the gap between marketing vision and execution
Changing policyholder, prospect, agent, and advisor expectations require a new way of reaching target audiences—both in terms of channels and content. As a senior marketing executive, you have already made significant investment in marketing automation and digital delivery capabilities. Optimizing these investments is essential to delivering the personalized marketing solutions and superior customer engagement outcomes necessary for success