Maximising the Value of Data in Financial Services Marketing

Data is powering financial services marketing. Those that have embraced data-driven financial services and use analytics to understand their customers are leading the way.

Better customer insight and analytics, segmentation and targeting can provide a more relevant experience to all your digital touchpoints.

And access to technology has never been easier. You now have the capabilities to optimise your marketing investment though data collection, management, and analytics.

How do you start to bring this together to improve marketing effectiveness in your financial services organisation?

DATE OPTIONS

15 – 16 September 2021

9 – 10 December 2021*

2 – 3 February 2020

TIMINGS

09:00 to 12:30 (GMT)

13:30 to 17:00 (GMT)*

LOCATION

Virtual Training Workshop via Zoom

Benefits of Attending the Workshop

  • Quantifying the value of data thus allowing the optimisation of investments in technology and data.
  • An Improvement in the performance of marketing campaigns and programmes e.g. renewal activity resulting in increased revenues and lower costs.
  • Greater understanding of your customers and prospects enabling more effective personalisation.

KEY WORKSHOP SESSIONS

  • Importance of understanding the customer and the value of data in this process.
  • The single view of the customer and the importance of a Customer Data Platform.
  • Testing and measurement.
  • Different types of data and the importance of a robust data strategy.
  • Targeting and segmentation.
  • Understanding and measuring customer value.
  • Calculating marketing ROI.

WHO SHOULD ATTEND?

  • Marketing Operations
  • Senior Marketing Managers
  • Heads of Marketing
  • Campaign Managers
  • Marketing Data Managers
  • Marketing Analytics & Data Managers
  • Digital Marketing Managers
  • Digital Analytics Managers
  • Head of Distribution
Tutor: Anthony Coombes

Tutor: Anthony Coombes

Founder and Director, The Analytics and Data Planning Consultancy Ltd

Anthony has worked in data-driven marketing for the past three decades both on the client-side and as a consultant. He has worked for a variety of financial services organizations in b2c and b2b sectors helping each organization develop their capabilities to effectively use data and analytics to drive marketing programmes.

Anthony experience covers technical areas such as modelling and segmentation as well as more general data planning and the recruitment, and development of data teams.

FORMAT

This live virtual training workshop is delivered over two half-day sessions.  Sessions start at 09:00 or 13:300 (GMT) and finish at 12:30 or 17:00 (GMT). With a limit of 12 delegates, each session will include tutor led presentations and delegate interaction.

Tickets

Non-Member Price

£545 +VAT

Individual Member

FREE – 1 WORKSHOP TOKEN

Corporate Member

FREE – 1 WORKSHOP TOKEN

FULL WORKSHOP

POA

INDIVIDUAL NON-MEMBER BOOKING

For individual bookings, please complete the form below along with the payment options.

For multiple, Individual, or Corporate Membership bookings, please use the ‘Register’ section at the bottom of the page.

MULTIPLE AND MEMBER BOOKINGS

For multiple, Individual, or Corporate Membership bookings, please contact a member of the FSMarTech team will be in touch within 24-hours to confirm the booking.