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TimeToValue Conference 2020: Financial Services spotlight

November 03, 2020By

Top Sessions for Bankers, Insurers and Wealth Managers at the TimeToValue Conference 2020

During the COVID-19 crisis, the financial services sector was one of the first to fundamentally shift how we work with and engage our clients. The social, health and economic pressures of this past year have accelerated the pace of change in financial services organizations and underscored the need for investment in innovative approaches to acquiring, growing and retaining clients.

Investments in connected, digital experiences and on-demand contextual service require an agile, iterative approach that allows your organization to shift to meet new changes in behaviour and needs.

For Traction on Demand’s upcoming TimeToValue Conference, we’ve put together a series of sessions and roundtable discussions to share how our clients are responding to accelerating change and learn how they’re driving innovation in their organizations.

What is the TimeToValue Conference?

Traction on Demand’s TimeToValue Conference is our largest event of the year; and our largest ever virtual event! This two-day conference will uncover how organizations can reach their business goals faster—by investing in what matters most when it comes to your people, process and technology.

Learn more about the event and what to expect here.

What’s in store for attendees working in Financial Services at TimeToValue Conference 2020?

This interactive event will give you the opportunity to learn about how your colleagues in banking, insurance and wealth management are leveraging Salesforce to solve some of the most prevalent business challenges in the industry. From improving operational efficiencies, to driving more connected, data-driven client engagement, these sessions will provide insights into business-centric solutions and strategies.

We’ve pulled together top industry experts and leaders to show you how to jumpstart innovation within your organization and gain key insights into areas such as:

  • How to transition to an iterative approach for digital client engagement projects and programs.
  • How AI, machine learning and Robotic Process Automation (RPA) are driving time-to-value.
  • How to drive successful digital banking programs by addressing impacts to your clients and teams.
  • How to engage your customers via dynamic communications journeys.
  • How to leverage your data to identify purchases opportunities and mitigate redemptions.

Financial Services Sessions at TimeToValue Conference

Deepening Client Engagement: How to Respond to Changing Client Needs

November 18th, 2020 8:00am - 8:40am PT/ 11:00 am- 11:40 am ET

The pace of change in Financial Services is accelerating. "Digital transformation" is a now-ubiquitous term, but it's table stakes for adapting to an ever-changing environment. Learn how to adopt a time-to-value-focused model so you can respond nimbly.

What’s in it for you? Learn how your colleagues and competitors are responding to accelerating change. Discover what’s worked for them and how to focus your organization on iterative wins with a more rapid time to value.

An Introduction to AI/ML/RPA: Streamlining Your Business

November 18th, 2020 8:55am - 9:25am PT/ 11:55 am- 12:25 pm ET

We've all heard the buzzwords, but gaining insight into how these can be effectively used in real-world business situations is still difficult. This session will walk you through the different technologies available, ideal use cases for each, and will illustrate one key real-life use-case: machine learning for customer data mastery.

What’s in it for you? You’ll learn about these three different technologies, when to use them (and when not to use them) and understand that it’s not science-fiction; companies such as Scotiabank are using these technologies to save time, money, and effort.

Confronting the biggest barrier to digital transformation in banking: people

November 18th, 2020 9:40am - 10:10am PT/ 12:40 pm- 1:10 pm ET

The strategic decision to invest in a CRM platform is not just a technology decision, it's a significantly impactful cultural one. It’s not news that traditional banking cultures are often rigid, siloed, and risk averse, often ridden with manual processes. In our digital transformation experience, we frequently see institutions blindsided by an unexpected problem: they just don’t have a handle on the impact to their teams and customers that this change will make to execute their plans successfully.

What’s in it for you?

Learn how approaching your digital transformation with a people-centric lens can help drive successful digital banking programs.

Your customers know what they want. Are you listening to them?

November 18th, 2020 10:25am - 10:55am PT/ 1:25 pm- 1:55 pm ET

Your client's needs are simple. They want to choose from a good selection of policies at reasonable prices. They want clear, transparent information, and they want the experience in getting that information to be effortless. Learn how to design and deliver programs that shift your digital marketing programs to deliver the right marketing message to the right person at the right time.

What’s in it for you? Hear how Jonathan Cypryk and Manulife have applied the power of data driven marketing tools with operational and experiential data and the lessons he’s learned along this journey.

Quantifying value by tracking key metrics over time

November 18th, 2020 11:10am - 11:40am PT/ 2:10 pm- 2:40 pm ET

Creating an environment that provides faster time-to-value is extremely important to our financial services customers. True understanding of whether you were successful or not, often falls to the wayside. Join Pam and Luke to discuss the value lifecycle from business case to quantifiable ROI in our fireside chat with Q&A.

What’s in it for the attendees? Connect with our industry experts and your colleagues to discuss how to quantify the return of investments in digital projects, as well as the impact on your institution over time.

Driving a dynamic customer-centric engagement model with marketing automation

November 18th, 2020 11:10am - 11:40am PT/ 2:10 pm- 2:40 pm ET

Join us for a discussion regarding the opportunities and challenges of building a digital engagement model that goes beyond advertising and engages your customers and clients when and where they want.

What’s in it for you? Join an open discussion with your peers around the opportunities, challenges and solutions to building digital engagement in an iterative way to deliver value to your business and your clients quickly.

How tableau helps identify buying and redemption signals in wealth management

November 18th, 2020 11:00 am-11:30 am PT/ 2:00 pm- 2:30 pm ET

As a Financial Advisor, Financial Planner or Portfolio Manager, digesting buying and redemptions signals unlocks immense opportunity to strengthen relationships. Learn how Tableau helps surface these signals and deepen client relationships.

What’s in it for you? Learn how to leverage your transaction and customer touch-point data to identify purchasing opportunities and mitigate redemptions.

Your agenda, your way

Once registered for the event, you’ll receive access to the TimeToValue Community. Here, you’ll be able to start building your own unique Financial Services TimeToValue agenda – one that’s most relevant to your personalized interests.

Register here to receive your login and start building your agenda.

Driving faster time-to-value in Financial Services

We are beyond excited to bring inspirational speakers and innovative thought leadership to you and your organization. Join us, for one session or for the full two days, as we learn how Salesforce can be leveraged to respond to a rapidly changing world and get ahead of the curve so you can engage and serve your clients when and how they want.

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