About this Webinar
As more and more client conversations happen on digital channels, sales and marketing teams need to collaborate like never before. Are they both delivering memorable client experiences in support of their firm’s most important goals? The only way to tell is to bring these teams together despite siloed systems, data, and processes.
What you’ll learn
- How to grow the impact of both sales and marketing teams by using enablement technology
- How to personalize client-facing content in compliance with industry regulations
- How to measure content usage and impact to inform priorities and identify opportunities
Speakers
Kerry Ryan, CPWA®
Director, Financial Services Product Marketing, Seismic
Kerry is Director of Financial Services Industry Marketing, responsible for go to market strategy and messaging for financial services, partnering closely with Sales, Customer Success & Advocacy, Product Management and Marketing colleagues to support the digital transformation and business growth of financial services firms globally.
Cheryl DeLany
SVP, Global Distribution Enablement
Franklin Templeton