Maximizing Marketing Efforts: Benefits of Personalizing Online Experience

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The world of financial services is shifting as clients demand online experiences that feel similar to those in B2C. What’s the key to meeting their expectations? Humanizing their experience on your website.

By personalizing your client’s online experience, your firm can build more trust and value into every interaction. Your team can also go into conversations with more context around a client’s long-term objectives, resulting in a faster time to investment. During this panel-style chat, financial services marketing experts Lee Zucker of Drift, Tara Quehl of Demandbase, and Kate Marx of State Street Global Advisors will teach you how to:

Shift your marketing efforts towards a digital-first client experience
Humanize your clients’ website experiences
Use first-party cookies to inform your marketing strategy
Create more efficient workflows for your client-facing teams

March 22nd, 2023 at 11:00 am PDT, 2:00 pm EDT, 7:00 pm BST

Brought to you by:

Kate Marx, VP of State Street Global Advisors; Tara Quehl, Marketing Director at Demandbase; Lee Zucker, Global Head of GTM & Revenue Strategy at Drift

Kate Marx

Kate is the Vice President of State Street Global Advisors and Head of Digital Training and Transformation Program Management. She is responsible for overseeing the digital transformation program and responsible for the implementation and management of the Drift platform. In addition, she owns the education and enablement strategy for transforming people through training on both digital functions and applications. Prior to joining State Street Global Advisors, Kate worked for multiple full-service digital agencies around the Boston area, leading digital marketing engagements and award-winning web design and development projects.

Tara Quehl

Tara Quehl is an experienced strategist & growth marketer with a passion for orchestrating better experiences for Sales, Service, and Marketing by leveraging technology to create more personalized experiences. She defines her weapon for success as the ability to coordinate cross-functionally across (but not limited to): compliance, content marketing and product teams, as well as internal & external agencies.

Lee Zucker

Lee Zucker is Drift’s Global Head of Go-To-Market & Partnerships. He’s responsible for the investment and growth of Drift’s strategic industries including Financial Services, Manufacturing and Professional Services. He also leads Drift’s Strategic Partnerships Team.

Before Drift, Lee was Executive Vice President of Revenue at venture backed startup Veho, a technology company that is rethinking last mile logistics by enabling personalized, fast and transparent next-day delivery and returns. Prior to Veho, Lee served as Yext’s Head of Industry for Food Services and Hospitality and then Manufacturing and Retail. Lee ran the global strategy, product and partnership development within these industries. Under his leadership, these industries became some of Yext’s most profitable lines of business.

Earlier in his career, Lee lead sales and revenue teams at several startups in New York City including Slice and SinglePlatform, which was acquired by Constant Contact in 2012.

Marketing Pro Pulse