Early Engagement Strategies for Financial Services Marketers

Thursday, September 12 | 2:00 PM EST

Financial services marketers are all too familiar with the steep cost of acquisition in their space. As a result of increased competition, companies are vying for customers with rich rewards and benefit offers. A successful early engagement plan is key to determining customers' long-term value and satisfaction.

In this webinar, our Associate Director of Client Strategy, Jackie Mattia, will discuss proven strategies for activating customers in your early engagement plan. We’ll cover strategies that drive successful:

  • Account setup, including enrollment in online accounts, mobile apps, alerts and more
  • Benefits awareness and enrollment
  • Card usage and rewards accrual

And most importantly, how to scale personalized content across products and segments while maintaining brand consistency.

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