Upcoming Webinar: The Path to Peak Personalization

Join us for the upcoming webinar The Path to Peak Personalization on August 29 at noon CT! The bar for client service is constantly rising, is your firm meeting it? Through effective personalization, your firm can better retain existing clients and attract new ones. This webinar will look at the key deliverables necessary to consider when creating personalized, memorable and valuable experiences for your clients.

    Learning Outcomes:

    • Align personalization goals to your firm’s business objectives
    • Learn best practices on how to score digital engagement
    • Identify locations on your website that are good candidates for personalization 
    • Understand basic personalization rules
    • Leverage engagement data to understand your customers' behavior and segments 

        Chad Solomonson, VP of Marketing & Alliances, RDA
        Jaina Baumgartner, Personalization MVP, RDA
        Michelle Woodyear, Director of Digital Marketing, Covington & Burling LLP

        Learn more and register today! 

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