- Speakers
- Meredith Olmstead, CEO/Founder of FI GROW Solutions
Mitch Rutledge,
CEO/Co-Founder Vertice AI
- Focus
- We will focus on how to empower financial institutions to leverage their current customer data for growth and deeper customer/member relationships.
- Agenda
- • Transform data into personalized customer experiences.
• Discuss and solve common pitfalls and core integration challenges.
• Provide demos with tools available to execute solutions.
Discover how to leverage your customer and member data to deepen relationships and grow!
Our expert team of marketers and data scientists will host an interactive virtual session where you'll learn how to use your existing customer data to drive growth and deepen relationships with your members and customers.
Join our interactive virtual session to learn how to use customer insights for better marketing and customer service. You'll gain practical strategies and a clear understanding of how to turn raw data into personalized experiences that deliver real results.
This session will cover:
- How to unlock the potential of your existing data to drive growth.
- How to utilize your transaction, demographic, and product usage information to deliver more personalized and impactful interactions.
- How to navigate common roadblocks and integration hurdles with short demos of the best tools available to tap into your CORE data.
This session is ideal for marketing professionals, data analysts, and financial institution decision-makers seeking to enhance customer engagement and deepen customer/member relationships.
Register now to save your seat for this upcoming interactive virtual session.
Meredith is the CEO of FI GROW Solutions, a digital marketing agency, with team members spanning from East to West coast, that focuses on financial institution digital marketing success.
She has helped design and implement numerous marketing and sales campaigns. Working with credit unions and banks as a partner and innovator, Meredith loves using her background in teaching to help clients build the internal skills necessary to achieve lasting digital growth.
Meredith has acquired great success through her leadership and knowledge and now is your chance to learn from her expertise.
Mitch has been in the software technology sector for more than 25 years and in the advanced analytics and AI sector for more than 12 years.
Prior to starting Vertice AI, Mitch spent 12 years with SAS Institute as a leader in their go-to-market accounts organization working in the U.S. and the United Kingdom. His career has been focused on providing analytic solutions that deliver outcomes for clients in several industries, including financial services, retail, CPG, and others.
He is a graduate of Georgia Tech with a Bachelor’s degree in chemical engineering. Beyond Vertice AI, Mitch and his family love to travel, having been to more than 50 countries and counting.
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