Key Lessons for Creating a Better Client Experience
Tuesday October 9th, 2018 • 9:40 am - 10:20 am • Room 121
Sean and Sara will share how Edward Jones is leveraging a client-centric approach to keep clients connected with their brand. You’ll hear a case study about an omni-channel program that leverages personalization, client data and research-based insights to deliver relevant content, drive results and provide a wealth of learnings for future efforts. You’ll walk away with ideas that you may immediately apply to make your engagement efforts more effective.