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WEBINAR

The Power of Personalization for Professional Service Firms

Developing a customer-focused environment and delivering personalized marketing has become a strategic imperative for the Professional Services Sector. 

Date: Thursday, October 3rd, 2019

Time: 3:00 PM EST

Register Here

Alex Rynne, Sr. Content Marketing Manager, put out a blog last year, B2B Buyers Don't Want Personalization: They Demand It, citing statistics such as "65% of business buyers say they'd switch brands if companies didn't make a concerted effort to personalize their communications".  As we all know, customer satisfaction has a direct correlation with your bottom line. 

 

To further impress upon this point, Monetate put out a study in 2017 that showed "79% of companies that exceeded their revenue expectation had a documented personalization strategy and 83% of them had a dedicated budget for personalization." 

The last great experience your client or prospect had is now what they want and demand from you. Developing a customer-focused environment and delivering personalized marketing has now become a strategic imperative for the Professional Services Sector. The bar is constantly rising in relation to what your clients expect from you.

Learning Outcomes:

  • Review top professional services marketing goals, challenges and trends and the part personalization plays in each of them

  • Understand the meaning of personalization by viewing success stories in the professional services industry

  • Learn the first steps you need to take to start your personalization journey

  • Identify where you are in your digital maturity journey and generate your personalized report to take your next steps

Agenda

  • This Year in Professional Services

    • Top objectives, challenges, and trends

  • What is Personalization for Professional Services

    • Professional services case study review

  • How to Get Started

    • A step by step guide into starting your first foray into Personalization 

  • Your Personalization Report

 

Presenter: Jaina Baumgartner, Personalization MVP, RDA

Moderator: Kaitlyn Natchez, Digital Marketing Specialist, RDA