Closed captions in English coming soon.
A Tax Transformation: How H&R Block and Adobe MarTech Improved Engagement

Speakers
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VP - Ent Architecture and Platforms, H&R Block
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VP, AI Integrations & Emerging Tech, Merkle
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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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