Mastering Personalization: The Key to Elevating Customer Experiences in Financial Services

Progress: NaN%
Current Time 0:00
|
Duration Time 0:00

Mastering Personalization: The Key to Elevating Customer Experiences in Financial Services

About the speakers
  • Julie Muhn
    Julie Muhn
    Senior Research Analyst at Finovate
    Julie has been covering developments in fintech since 2011. Keeping her finger on the pulse of the industry, she authors the Finovate blog, contributes to U.K.-based Fintech Futures, and was an occasional author of the Online Banking Report before it was sold to Jim Marous and rebranded to Digital Banking Report in 2014. During her tenure at Finovate, Julie has helped grow the brand's Twitter followers from 1,500 to more than 40,000. You can follow her on twitter at @julieschicktanz.
  • Shane Closser
    Shane Closser
    Head of Industry - Financial Services at Yext
    Shane Closser is the Head of Industry/General Manager for Financial Services at Yext. He leads our financial services business segment, including strategy, product, GTM partnerships. Shane is a published author and award-winning speaker; his research has been recognized by leading advisor firms (ex. Forrester and Gartner) and top software vendors (ex. Adobe, Oracle, Microsoft, etc.). With over 18 years of experience in Financial Services and High Tech, Shane specializes in business strategy, marketing performance, and platform strategy. Before joining Yext, Shane was the Global Managing Director at Accenture where he led marketing platforms, marketing operations, and strategy.
  • Steve Ramirez
    Steve Ramirez
    Advisor, Financial Services at Yext
    As a Digital Marketing Executive, Steve has over 20 years of experience leading teams and delivering results for high-performing companies. He has a proven track record of developing and executing strategic visions to drive customer acquisition and retention, revenue, and digital innovation for Fortune 500 companies, such as USAA, Discover, KeyBank, and First Citizens Bank. Steve’s core competencies include executive leadership, online marketing, content marketing, website management, customer experience, personalization, conversion optimization, and SEO. He is passionate about leveraging data, analytics, and technology to create engaging and relevant digital experiences for customers and prospects. His mission is to help organizations grow their digital presence, reach, and impact while enhancing their brand reputation and loyalty.

Key takeaways