BAI Webinar, How to

Engage Customers
or Members

for Life

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Presented by:

RECORDED: June 24, 2019
TIME: 1:00 - 2:00 PM CT

 As consumer financial services becomes more digital, the line between marketing engagement and online product experiences continues to blur. If you understand your customers’ or members’ financial situation and surrounding life events, you can win their loyalty in every interaction. And if transactional experiences leverage customer or member data to drive conversion, you maximize marketing ROI.  

Join us for this complimentary BAI webinar and hear from two industry leaders who will challenge you to rethink how you organize teams and technology to deliver a system of engagement that supports the full customer or member lifecycle.  

This must attend webinar will highlight what you’re doing right today and provide a roadmap to stay ahead of evolving customer or member expectations.


MODERATOR:

Julian Hebron
Founder
The Basis Point

Julian Hebron is founder of The Basis Point, a sales & brand strategy consultancy for fintech & real estate companies, and a way cool finance news site. He’s held executive sales and marketing positions with UBS, Wells Fargo, loanDepot, and LendUS/RPM Mortgage over the last 20 years, and is a prolific speaker and writer whose work regularly appears on or is cited by mainstream financial media.

PRESENTERS:

Bridgette Haymaker
VP of Product Strategy
Total Expert

Bridgette Haymaker is Vice President of Product at Total Expert, a venture-backed technology company providing the first modern, web-based, enterprise-level marketing and sales software solution built specifically for the financial services industry. In this role, Bridgette and her team leverage data and deep customer empathy to create intuitive solutions that solve big customer problems. Prior to Total Expert, Bridgette was a Product Leader at Intuit for nearly 10 years. She spent most of her time there innovating on the core suite of QuickBooks Online products across Web, Mac and Mobile. During her final two years, she created and executed on the strategy for personalizing QuickBooks at scale by harnessing user data, which she is finding to be analogous to some of the problems she is solving at Total Expert! She is a graduate of the University of Wisconsin-Madison where she earned a Bachelor of Business Administration degree with a Major in Marketing. She lives in Minneapolis, Minnesota, with her husband Ryan, 18-month old daughter Rory, and dog Badger.


Olivia Teich
Head of Product
Blend

Olivia Teich is Head of Product at Blend, a Silicon Valley technology company propelling consumer lending into the digital age. In this role, Olivia focuses on partnering with consumers and the industry to identify the areas where Blend’s product can make the biggest impact to improve lending. Prior to Blend, Olivia was the Director of Product Management at Dropbox where she led the teams working on Dropbox’s collaboration products, the Dropbox mobile, web and desktop experiences, and the developer ecosystem. She also built the Innovation and School Experience Teams at AltSchool and served as Vice President of Product at Jive, where she scaled the product and team from Series B through IPO. She is a graduate of Stanford University where she earned a B.A. in International Relations and International Security Studies.