A Tax Transformation: How H&R Block and Adobe MarTech Improved Engagement

ON DEMAND

Closed captions in English coming soon.

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Speakers

  • Sameer Agarwal

    Sameer Agarwal

    VP - Ent Architecture and Platforms, H&R Block

  • Jas Singh

    Jas Singh

    VP, AI Integrations & Emerging Tech, Merkle

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Session Resources

About the Session

Explore H&R Block’s transformative journey to forge deeper emotional connections with its customers. Combining historical data with real-time customer signals and behaviors, H&R Block developed digital experiences that not only resonate with visitors but will also create lasting customer loyalty. Discover how Merkle helped design an omnichannel appointment and post-appointment journey to increase conversion and build a best-in-class customer experience that features innovative strategies that bridge the gap between visitor behaviors and engaging digital interactions.

Key takeaways:

  • How H&R Block started its journey to select and deploy Adobe MarTech with initial use cases to increase appointments and conversions
  • Using AI to expand toward adaptive experiences

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Industry: Financial Services

Technical Level: Intermediate

Track: Analytics , Customer Journey Management , Generative AI

Presentation Style: Case/Use Study

Audience: Digital Analyst, Digital Marketer, Marketing Executive, Marketing Practitioner, Business Decision Maker, Content Manager, Marketing Technologist

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