Why Banks Must Learn About Life Transition Marketing


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As people transition into new life stages, consumer needs begin to shift, opening opportunities for engaging in different products and services. Because of the unprecedented pressures of the COVID era, financial institutions have a unique opportunity to scale empathy and trust to deepen relationships.

Beth Rockwood, SVP of Portfolio Research and Brian Cordes, VP of Strategic Accounts at WarnerMedia share an exclusive preview of yet-to-be-published findings about the psychology of customer preferences driven by life transitions.

Walk away with actionable intel from two of the most informed minds in marketing, identify and target new customers and craft value-focused relevant messaging. Better integrate data, content and distribution to distribute the right message to the right audience at the right time.

Key Takeaways:

  • Learn how trust and influence are built through authority and empathy
  • Discuss practical ways brands can embrace shifting customer expectations
  • Explore the importance of empathy, trust, advocacy, and loyalty

Register now by filling out the form on the right. A recording of the webinar will be available to everyone who registers.

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