Relationship Marketing
when
Start: Tuesday, July 16, 2024 at 11:00am
End: Tuesday, July 16, 2024 at 1:00pm
WHERE
Virtual Meeting (Eastern Time)
Registration Pricing
| Client-Side Tier | Platinum Tier | Gold Tier | Silver Tier | Nonmember | |||||
|---|---|---|---|---|---|---|---|---|---|
| Registration | |||||||||
| Attend Virtually | Client-Side Tier $0 | Platinum Tier $0 | Gold Tier $0 | Silver Tier N/A | Nonmember N/A | ||||
| Will Not Attend | Client-Side Tier $0 | Platinum Tier $0 | Gold Tier $0 | Silver Tier N/A | Nonmember N/A | ||||
Welcome and Introductions (11:00am - 11:10am ET)
Tori Carr, Director of the Relationship Marketing Committee - ANA
Roundtable Discussion (11:10am - 11:20am)
Session I. Effective Customer Retention: Ask, Learn, Engage (11:20am - 11:55am)
Each year, over 100,000 BMO customers switch to a competitive credit card. BMO’s traditional and costly offer-based programs were not effectively reducing this attrition, delivering only short-term benefits. To solve this, BMO leveraged rich customer data and personalization capabilities to launch an innovative and impactful customer journey that significantly reduced attrition, increased revenue, and helped consumers make real financial progress.
Speakers:
Mark McNally, Sr Manager, Credit Cards Lifecyle Marketing - Bank of Montreal
Lauren Beard, VP, Client Service - JAM Direct
Session II. LOYALTY MARKETING BENEFITS & CHALLENGES – FIRST LOOK AT SURVEY RESULTS (11:55am - 12:30pm ET)
ANA is in the field with a survey on loyalty marketing. A loyalty marketing program rewards customers for their repeat purchases or interactions with a brand. The survey looks at the benefits and challenges of loyalty marketing with a deep dive on potential fraud in loyalty marketing. We’ll share initial results and welcome your comments.
Speaker: Tori Carr, Director, ANA
Closing Remarks (12:30pm - 12:45pm)
Schedule subject to change
SPEAKER BIOS
Mark McNally, Sr Manger, Credit Cards Lifecyle Marketing- Bank of Montreal
For over 25 years Mark has been developing strategies to drive revenue growth at Canadian Financial Institutions. Through his deep understanding of the retail credit card industry, Mark and his team are working to advance and grow Bank of Montreal credit card lifecycle strategies. They have a proven track record of delivering results through focusing on data, personalization and a commitment to continuous learning.
Lauren Beard, VP, Client Service- JAM Direct
For over 15 years, Lauren has been leading clients through transformative change in the CRM space. With a deep understanding of customer-centricity, Lauren and her team consistently design and implement effective customer journeys that integrate data, technology and creative to drive meaningful results.
Webinar information, if available, will be provided to registrants only.