Relationship Marketing For Financial Services:

How to Build Better Customer Relationships from Acquisition to Retention

The financial services sector has seen some of the biggest digital transformations in recent years and consumer demands have changed the way they operate. Stats show that you need to adopt a customer obsessed relationship marketing strategy to survive. And you most likely need to change your entire customer experience.
In this session you’ll learn:

  •  The four stages of relationship marketing from acquiring new customers to retaining their business and fostering loyalty.
  • How one of New Zealand’s largest banks is getting this process right by engaging with their audience, in real-time, to bring them closer to their products and offerings.
  • What your peers are doing and what strategies and tactics can be implemented in your organization.

This is the first of a two-part series to help financial services organizations level up their customer experience and usher in a new way of doing business.

Speakers

Tim Glomb

VP Content, CM Group

Justin Orgel

Senior Director, Global Strategic Services, Cheetah Digital

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