How Financial Institutions Are Aligning Marketing Budgets Towards Growth

ABOUT THIS WEBINAR
Align your FI’s strategic marketing plan and budget to ensure growth for the future.

71% of executives state that all strategic priorities and projects that were identified last year are being reevaluated. At the same time, 43% of financial services organizations state they are seeing record activity. As financial services executives pivot to tackle new challenges, ensure you position your organization for growth, and create a new strategy to optimize your growth. Learn how leading organizations are managing this change and discuss:

1. Changing customer expectations and how to make strategic adjustments
2. How financial services are aligning marketing budgets towards growth
3. Transformation within the bank workforce, services, and branches
4. Changing marketing budgets and approaches for content marketing
5. Tips and tricks for what is currently working in financial services

This Virtual Event is sponsored by Yext - businesses around the world use Yext to take back control of the customer journey, starting on their own website.
AGENDA
  • 1:00 PM Industry Expert - YEXT: Shane Closser, Head of Industry/GM for Financial Services
  • 1:30 PM Panel Discussion (Jennifer Heyman, Head of Social Media Conversation l Wells Fargo; Jeff Fenigstein, Vice President of Marketing and Sales Operations l Woodruff-Sawyer; Emily Friesen, SVP Strategic Marketing l Arrowhead Credit Union; Sayeed Sanaullah, First Vice President, Corporate Strategy & Strategic Planning l Wells Fargo; Shane Closser, Head of Industry/GM for Financial Services l Yext)
ADDITIONAL INFO
  • Duration: 2 hours
  • Price: Free
  • Language: English
  • Who can attend? Anyone with the event link can attend
  • Dial-in available? (listen only): Not available.
FEATURED PRESENTERS
  • J

    Jim Lilly

    Program Manager and Host
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  • Webinar hosting presenter

    Sayeed Sanaullah

    First Vice President, Corporate Strategy & Strategic Planning l Wells Fargo
    Sayeed serves as First Vice President, Corporate Strategy & Strategic Planning at Wells Fargo. In this role, he a) leads corporate strategy and business strategy, b) develops executive presentation and communication for C-level leadership, the...
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  • Webinar hosting presenter

    Shane Closser

    Head of Industry/GM of Financial Services | Yext
    Shane Closser is the Head of Industry/General Manager for Financial Services at Yext. He leads all financial services-related activities, including strategy, product, and ISV and GTM partnerships. Shane is a published author and award-winning...
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  • Webinar hosting presenter

    Jeff Fenigstein

    Vice President of Marketing and Sales Operations | Woodruff Sawyer
    As the Vice President of Marketing and Sales Operations at Woodruff Sawyer, a 100-year-old commercial insurance brokerage firm based in San Francisco, Jeff Fenigstein is responsible for all marketing efforts, including enabling a renowned team of...
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  • Webinar hosting presenter

    Emily Friesen

    SVP Strategic Marketing | Arrowhead Credit Union
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  • Webinar hosting presenter

    Jennifer Heyman

    Head of Social Media Conversation | Wells Fargo
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  • 1587395322-f0413be610c9459b

    Strategy Institute

    Admin
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