Webinar: Using personalization-at-scale to drive customer engagement and revenue by VentureBeat

Using personalization-at-scale to drive customer engagement and revenue

About

FinTechs today face a highly competitive landscape where customer loyalty has become transactional, and delivering personalized experiences is critical for capturing and retaining customers. Personalization-at-scale has emerged as a key strategy for FinTechs to deliver hyper-relevant products and services that meet their customers' specific needs and preferences.

To achieve personalization-at-scale, FinTechs must first capture financial data from multiple sources to gain a comprehensive view of their customers' financial lives. Join our upcoming webinar to see how top FinTechs are leveraging AI-enabled technology platforms and data sources to deliver personalized experiences that delight their customers to build strong, lasting relationships.

on-demand webinar

Agenda

How FinTechs are using personalization at scale to gain a competitive advantage
Various AI-enabled technologies to securely collect, enrich, and analyze financial data
How advanced analytics and transactional data can deliver valuable customer insights
Ways to identify customer acquisition, cross-selling, and upselling opportunities
How to create personalized experiences that are relevant and emotionally “sticky”

Presenters

Bala Chandrasekharan

VP of Product Management, Chime

Bala is an accomplished Fintech executive and seasoned product and technology leader with a growth mindset who loves to create products, platforms and teams that create opportunity at global scale. He is zealously focused on driving great experiences for users in B2B, B2C, B2B2C space, with proven leadership in launching zero-to-one products and scaling products internationally. Prior to Chime, he worked at SoFi and PayPal.

David Goodgame

COO, Tricolor

Promoted to current role in 2020 where he oversees all core processes in the business, end-to-end. Sixteen years of experience in supply chain management and analytics, including eleven years in the semiconductor industry. Broad experience in S&OP process implementation, demand planning, advanced planning, and forecasting software integration. Six Sigma Black Belt After serving in the U.S. Army for six years, Goodgame earned his B.S. in Industrial Engineering from Texas A&M University in 2003.

Eric Jamison

Head of D&A Product – Tech & Bank Product & Design, Envestnet

Eric Jamison is Head of Banking & Tech Products and Design at Envestnet Data & Analytics. Having joined Envestnet Data & Analytics (formerly known as Yodlee) in 2010, Eric has helped to deploy numerous banks and FinTechs that are looking to offer unique and differentiated interactions with their customers.

Prior to joining Envestnet Data & Analytics, Eric spent a combined 10 years with FIS/Metavante in the payments division primarily focused on the online bill pay and payment fraud management space, helping to drive product development and innovation.

Eric began his career in the financial services sector with Bear Stearns, working with various cash and asset management systems. Eric is a graduate of Rutgers University and earned his MBA from Rider University in New Jersey, where he currently resides with his family.

Mark Kolakowski

Moderator, VentureBeat

Mark is a former financial services executive who transitioned to become a writer and editor.

From 2016-22, Mark was a lead writer for Investopedia, penning 1,507 articles. From 2008-16, he was the financial careers expert for About.com (later renamed Dotdash), contributing over 1,900 pieces.

Mark holds an MBA from The Wharton School of The University of Pennsylvania in finance and an AB from Harvard College, magna cum laude in economics.

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