Client Experience Optimization: The Content Journey and How to Use Big Data to Better Understand Your Clients

Domain: Client Services

Firms are feeling the impact of rapidly changing technologies and the market’s demand for a more personalized and relevant online journey. In this session, you will learn how to implement strategic changes to your digital platform to meet ever-evolving client expectations and deliver the right information to the right visitor at the right time. Discover how to put client experience optimization — the art of providing users with a frictionless, intuitive, efficient and customized journey — at the core of your website strategy.

Topics include:

  • How technological advancements allow firms to customize the online visitor experience
  • Where to start and how to segment markets and develop meaningful client experiences
  • How to personalize the journey based upon markets, interests and previous user-metrics
  • How to track and analyze each visitor’s movement through your website for an end-to-end view that ensures you provide the most relevant information to them

Morgan MacLeod, Ringmaster, Cubicle Fugitive 


Member Price: $59
Prospective Member Price: $79

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Video-Recorded Session

This session includes video, audio and synced presentations for an enhanced virtual learning experience.