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Understanding Event-Based Marketing versus Behavior-Based Marketing
Program Code:
135
Date:
Wednesday, December 12, 2007
Time:
1:45 PM to 3:00 PM
SPEAKER
(S):
Greg Holzwarth, Senior Vice President, Customer Information o-Management Group, SunTrust Banks, Inc
Dan defines and tailors Unica's marketing solutions for specific vertical industries, with a primary focus on financial services. As the former CMO of MarketSoft, Dan managed product marketing, packaging and pricing; vertical industry marketing; corporate marketing; business development, demand generation and channel sales. Dan has over 20 years experience in the financial services and enterprise software industries with domain expertise in direct marketing, retail, wholesale and commercial banking; consumer investments; transaction processing and archival; card products; fraud prevention; payment services, enterprise application integration (EAI) and customer relationship management. Prior to joining MarketSoft, Dan spent six years as vice president of worldwide product marketing for Pegasystems, Inc, a leading business process management (BPM) software vendor. Previously he served as managing director for financial services at Metatomix, and held senior level positions at both M&T Bank and Chemical Bank (now JP Morgan Chase). He was also president and founder of Queen City Beer, Ltd., a microbrewery. Dan earned an MBA in finance from New York University's Stern School, and a BS in industrial engineering from Columbia University.
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Description
Discover how to reap the benefits of the next level of the Event Based Marketing (EBM) model. Learn how other organizations monitor enterprise-wide customer behavior to identify meaningful events and patterns at an individual level, and then trigger "right time" business actions before it is too late.
Whether it is a missed regular deposit trigger delivered to a relationship manager or an unusual transaction alert emailed to a customer, timely recognition and action increase cross-sell rates, improve customer retention, and boost overall profitability.
Real-world case studies will show you:
• Different technical approaches to implementing an EBM program
• Three key aspects of EBM programs: speed, openness, and ease of use
• Relative strength and weaknesses of various event-based marketing approaches
• How to dramatically improve close rates with customer "readiness to act" triggers