Building a Real-Time Personalization Engine for In-Market Buyers with Marketo Engage - S129

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SPEAKERS

  • Will  Waugh

    Will Waugh

    Sr. Advisor, BDO Digital Demand Generation Group, BDO

  • Collin  Jean

    Collin Jean

    Director Digital Engagement, Sales, Growth, eCommerce - Digital Banking, Servus Credit Union

ABOUT THE SESSION

Survival. The ability to personalize offers in real time isn’t just good business for Alberta’s largest credit union. It is about survival in a changing and challenging marketplace that is crowded with traditional financial institutions and emerging digital banks.

Servus Credit Union recognized that transforming their member experience was a must to drive growth through member acquisition, retention, and expansion. By combining the premium member service they are known for with a first-rate digital experience, Servus is positioned to delight their members while fending off online-only competitors.

In this session, you will learn about:

  • The roadmap required to make this vision a reality
  • How Servus is engaging current and prospective members with Marketo Engage
  • The importance of integrating data to create a single view of the member
  • Applications for real-time personalization for acquisition and cross-selling

Industry Focus: B2B, Financial Services & Insurance

Type: Session

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