Harnessing the Digital Customer Journey to

Drive Customer

and Deepen Relationships in Uncertain Times

BAI Webinar presented by:

RECORDED: April 22, 2020
TIME: 1:00 - 2:00 PM CT

It’s time for financial services companies to think differently about demand marketing. Harnessing the customer journey, both on and off-line, to build customer relationships and to improve customer experience is an opportunity to better differentiate and compete in a crowded marketplace, especially in uncertain times. Yet as an industry defined by regulations, it can feel like an uphill battle to drive Digital Demand Transformation. Balancing the growing needs of the business with the increased expectations of the customer is the new reality for financial services.

Join us for this complimentary BAI webinar to hear experts define opportunities and challenges for financial services companies both to better engage customers and prospects and to better manage and optimize sustainable demand.

Key Takeaways:

  • Orchestrate multi-channel engagement that addresses the buying needs of your customers and prospects
  • Streamline your technology, processes and data to support customer journey, improve organizational efficiency and increase ROI
  • Enable demand marketing to deliver more qualified leads to your sellers and/or bankers


Jennifer Harmel
EVP and Principal, Financial Services Practice Lead

Jennifer has nearly twenty-five years of experience in driving Demand Generation efforts for clients ranging from Fortune 500 companies in the US and Europe, to governmental agencies and small start-ups. Having worked as a client, a client agency and an agency owner herself, Jennifer brings a unique and all-inclusive perspective to her approach.

At ANNUITAS, Jennifer leads all aspects of the organization’s Strategy and Technology practice areas, ensuring that teams are building best-in-class solutions for clients ranging from global Enterprises to high-growth technology. She also serves as the Financial Services Practice Lead.

Jennifer has her BA in International Studies from American University and MBA/MIBS in International Business from University of South Carolina-Columbia.


Lauren Goldstein
Chief Revenue Officer

Lauren is ignited by a passion for driving business outcomes. In her role as Chief Revenue Officer, Lauren helps marketing and sales leaders at growth-focused organizations transform their demand marketing to drive profitable revenue growth and excellent customer experiences.

Over her twenty-five years in sales and marketing, Lauren has partnered with some of the world’s most respected and innovative companies, including Adobe, Airbnb, American Express, Google and JPMC.

Lauren co-founded Women in Revenue, a non-profit built to empower women in sales and marketing with education, mentorship and networking opportunities.