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Client Strategies & CRM for Finance and Insurance

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Event Client Strategies & CRM for Finance and Insurance
Begins May 21, 2008
Ends May 22, 2008
Papers
Ab.
Country USA
State Illinois
City Chicago
Email Marc.Kellner@jacobfleming.com
Category Business: Financial
Category 2 Business: Marketing_and_Sales
Category 3 Regional: North_America
Exhibits N
Organization
Contact
URL http://www.jacobfleming.com/conferences/financial/CRM-Finance-US-2008
Venue Hyatt Regency O'Hare, Chicago, IL.
Description Event summary:



In today's dynamic market, consolidation within the financial and insurance industries is causing organizations difficulty in maintaining a strong competitive advantage. Thus, it is becoming increasingly difficult to satisfy and retain clients. Many companies are looking internally to optimize client interactions and add value to the bottom line.



This conference will discuss successful techniques that industry innovators use to understand client preferences and develop customer-centric, data driven marketing strategies that ensure optimal performance. Industry leaders will showcase proven methods of utilizing customer insight and market research to increase client loyalty and extend customer value.



Through case studies, discussion panels, and interactive sessions, the event will provide participants the opportunity to learn successful strategic, operational, and technical CRM implementations that result in life-long relationships and increased profits.


Key Speakers:

Chief Marketing Officer and Managing Director, Merrill Lynch & Co

Chief Innovation Officer, American International Group, Inc.

Senior Vice President Insight & Innovation Group, Wachovia Corporation

Senior Vice President, Wells Fargo

Vice President Client Onboarding, Citi Group

Vice President Global Marketing, Goldman Sachs Group, Inc.

Vice President Marketing, State Farm Mutual Insurance Co.

Director Customer Insight, Allstate Insurance Company

First Vice President Marketing Optimization & Analytics, HSBC Holdings


Key topics:



*
Gaining Competitive Advantage through Enterprise-wide Customer-Centric Strategies
*
Learning the Best Practices in Customer Focused Marketing Efforts
*
Optimizing Customer Satisfaction Through Data Collection
*
Building Loyalty and Extending Customer Value
*
Aligning Multi-Departmental Efforts to Establish a Positive Brand Experience

Who should attend:



Chief Customer Officers, Chief Marketing Officer, Chief Innovation Officers, Vice Presidents, Heads, Directors, and Senior Managers of Customer Relationship Management, Client Relations, Customer Insight & Intelligence, Marketing & Client Strategies, Market Research, Customer Experience, Customer Service & Support, Database Marketing, and more.
Additional Information



 

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