Speakers

Learn how your peers drove success in their organizations with customer-first marketing

Sarah Esterman

Lifecycle Marketing Manager, Simple

Sarah runs lifecycle marketing at Simple. She believes email success is measured in value provided to the customer, not just click rate.

 

SESSION DETAILS

How an Online Financial Services Company Uses Email to Reduce Customer Friction, Help Take the Confusion Out of Banking, and Increase Engagement 407%  

EMAIL & MOBILE TRACK

Tuesday 11:30 - 11:55 AM

Marketers often focus on using email marketing to plug leaks in a customer conversion process by, for example, sending abandoned cart reminders to prospective customers. However, email can also be used to optimize the experience for existing customers and, in doing so, improve adoption of customer actions that lead to profitability.

To help you use email to optimize your customers’ experience, we’ll explore a case study from a company in an industry with one of the most complex customer onboarding and lifecycle processes – financial services. (If a financial company can reduce friction in its processes, yours will seem like a breeze in comparison.)

In this session, Sarah Esterman, Lifecycle Marketing Manager, Simple, will share how her team maintains an overall average open rate of more than 50% by using email marketing to overcome areas of customer friction discovered through:

  • Customer service calls and chats
  • Mobile and desktop device usage
  • Customer actions
  • Customer empathy

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