Optimizing Your Bank's Marketing and Communication Ecosystem 

with Q2's Advisory Services Team

 

Join us for an engaging session where we will dive deep into leveraging Q2's powerful tools - SMART, EVE, and Discover - to optimize your bank's Communication and Marketing Ecosystem. 


The Advisory Services team will guide you through practical strategies and best practices to enhance customer engagement, personalize marketing efforts, and drive results through data-driven insights. This session allows you to ask questions of Q2 subject matter experts and discuss with other how peer institutions their approach to Marketing and Communication. 


Whether you are a marketing professional, a data analyst, business line leader or a financial institution looking to elevate your marketing game, this interactive session is designed to equip you with the knowledge and skills needed to succeed in today's competitive landscape. 


Don't miss this opportunity to unlock the full potential of your bank's marketing initiatives and stay ahead of the curve. 


Price: Free 

Date: Tuesday, June 4th 2024 Time: 1-2:30pm 

* Classes are in-person at the Austin Convention Center


In this session we will cover the following:


The Ecosystem

• What encompasses a marketing and communication ecosystem

• Why it’s important to have an enterprise wide strategy for the ecosystem

• Overview of the importance of leveraging SMART, EVE, and Discover in the Marketing Ecosystem


Understanding the Power of SMART

• Exploring SMART's capabilities for analyzing customer behavior and preferences

• Leveraging SMART to create targeted marketing campaigns and personalized messaging

• Case studies and examples of successful SMART implementations

• Brief Product Roadmap 


Enhancing Customer Engagement with EVE 

• Utilizing EVE to track customer interactions across channels and touchpoints 

• Implementing automated workflows and triggers to enhance customer experience 

• Strategies for optimizing customer engagement and retention using EVE data insights 

• Brief Product Roadmap 


Unleashing the Potential of Discover 

• Harnessing Discover's data analytics capabilities to gain actionable insights 

• Identifying trends, patterns, and opportunities within your bank's marketing data 

• Using Discover to make informed decisions and drive marketing strategies forward 

• Brief Product Roadmap 


Interactive "How-To" Sessions 

• Practical exercises and demonstrations to apply SMART, EVE, and Discover in real-world scenarios 

• Q&A sessions for participants to clarify doubts and seek guidance on tool usage 

• Networking opportunities to connect with peers and share best practices

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