Day Two – Wednesday, May 20 Strategies For Tomorrow’s Wealth Management Clients
Wednesday, May 20th, 2020
Personalized messaging is evolving and becoming more dynamic and easier to apply at the individual client level. Despite having large amounts of client data, personalizing client messaging continues to be a challenge that many organizations are in the midst of tackling. Voya executives Kerry Sette and Chrisinda Mowrer will show you how to tackle the challenge of using client data to adapt and personalize individual messaging to meet your client where they are.
• Moving away from campaign based marketing to deliver personalized marketing to your clients
• Developing win-back strategies to reengage clients and drive conversion
• Identifying life events and personality styles to deliver personalized and relevant messaging to clients