How Financial Institutions Are Aligning Marketing Budgets Towards Growth

Align your FI’s strategic marketing plan and budget to ensure growth for the future.

71% of executives state that all strategic priorities and projects that were identified last year are being reevaluated. At the same time, 43% of financial services organizations state they are seeing record activity. As financial services executives pivot to tackle new challenges, ensure you position your organization for growth, and create a new strategy to optimize your growth. Learn how leading organizations are managing this change and discuss:

1. Changing customer expectations and how to make strategic adjustments
2. How financial services are aligning marketing budgets towards growth
3. Transformation within the bank workforce, services, and branches
4. Changing marketing budgets and approaches for content marketing
5. Tips and tricks for what is currently working in financial services

This Virtual Event is sponsored by Yext - businesses around the world use Yext to take back control of the customer journey, starting on their own website.
  • 1:00 PM Industry Expert - YEXT: Shane Closser, Head of Industry/GM for Financial Services
  • 1:30 PM Panel Discussion (Jennifer Heyman, Head of Social Media Conversation l Wells Fargo; Jeff Fenigstein, Vice President of Marketing and Sales Operations l Woodruff-Sawyer; Emily Friesen, SVP Strategic Marketing l Arrowhead Credit Union; Sayeed Sanaullah, First Vice President, Corporate Strategy & Strategic Planning l Wells Fargo; Shane Closser, Head of Industry/GM for Financial Services l Yext)
  • When: Eastern Time (US & Canada)
  • Duration: 2 hours
  • Price: Free
  • Language: English
  • Who can attend? Anyone with the event link can attend
  • Dial-in available? (listen only): Not available.
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