As a leader in the finance industry, you know that long-lasting, trusted customer relationships are the foundation for success. Yet few industries have more barriers to delivering seamless, end-to-end experiences that ensure great customer relationships.

On October 27, Simon Data is bringing together leaders from across the consumer finance space to reflect and share how they’re using data to drive and innovate their marketing and customer experience.

When: Tuesday, October 27 from  1 – 2:30 pm EST / 10:00 – 11:30 am PST

Where: Zoom – we’ll add you to the calendar invite and provide a zoom link upon your response

Who: The conversation will be led by Philip Kim, Head of Enterprise Customer Intelligence at Capital One, Katherine Kornas, VP of Growth at Betterment, Doina Harris, Chief Product Officer at Simon Data, and Richard Demato, GM & Head of Transformation at Simon Data.

What: Join us for a private, candid roundtable discussion around:

  • The top pillars of a successful data-driven transformation and how this differs within incumbent and challenger brands
  • Using experimentation as a means of building trusted relationships with your clients
  • The value of “emotion” in the digital experience economy and how to leverage this in the personal finance space

Space is limited to 10-12 participants to ensure everyone can contribute to the conversation, so RSVP as soon as possible. We look forward to introducing you to the group!

Roundtable participants have included forward-thinking leaders from the following brands, and more.

“It was a great opportunity to see what others are doing, get new ideas, and network.”

- Chief Marketing Officer

“Great to connect with incredible leaders. Thank you for the opportunity to properly explore the good and the bad side of digital transformation.”

- SVP, Digital & DTC

“It was a very inspiring and interesting group. Great to engage with other forward thinkers.”

- SVP, Digital Transformation & Customer Experience

“I enjoyed the conversation, and as I’ve mentioned to others, you always pull together a great group.”

- VP, Marketing Strategy

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