Digital Fluency in Finance: How to Adapt and Evolve Your Business for a Digital-First Future

Overview

This webinar will cover ways financial companies can navigate their business through turbulent times to attract new customers and increase retention. Learn what topics consumers care about today and best ways to address their concerns. We will also walk you through building an online presence to communicate with your customers in a more efficient manner that will have a lasting impact on the success of your business.

Why Attend?

  • Explore ways to identify the concerns of different generational segments of your audience and how to best serve them.

  • Learn how to navigate through the newly SEC-proposed advertising guidelines.

  • Walk away with a better understanding of how customer feedback impacts your business and how to use it to better your reputation for the future.

 


Presenters

Emily Baumgarten

Account Executive, ReviewTrackers

Emily has spent her career working in finance, and specializes in SaaS for wealth management, asset management, and insurance. She is passionate about enabling client and investor success through technology and digital innovation. At ReviewTrackers, she works with financial services companies to harness the power of customer feedback to improve their brand. She enjoys traveling abroad, skiing, and exploring new neighborhoods, restaurants, and parks in her adopted home of Chicago.