Next Gen CX for Financial Services

July 17-July 19, 2017

Renaissance Boston Waterfront Hotel, Boston, MA


Tim Hong

Tim Hong is the Chief Marketing Officer at MoneyLion. Before joining MoneyLion, Tim was a member of the founding team at Tsumobi Inc, a peer-to-peer messaging software company. Prior to that Tim was SVP, Product Development & Analytics at EmSense, a global market research firm applying neuroscience and machine learning techniques for Fortune 500 clients. He holds a master's degree from Stanford University as well as Bachelor of Science degrees in Materials Science & Engineering and Physics from MIT.

Day One: Achieving a Holistic View of Your Customer

11:55 AM LIVE WITH’ But How Did You Know That?! Getting Personalization Right

Today’s customers are intrigued by personalized offers and experiences, but only if they are presented in the correct way. They are wary of their personal data being used as marketing tools and are especially skittish of their bank or insurance company offering up any of their information, even if it would be very beneficial for them in the long run. Compliance issues also make it hard to personalize experiences, as every customer is supposed to be treated the same. How do you begin to combat what seems like an impossible task? Join this session to hear more about:

• Where do you get started on personalization?
• How can you use CRM tools to further this goal? Are there other tools that would work better?
• What is the balance between personalizing and crossing privacy lines into creepiness?
• When would customers prefer to come to you, rather than having you come to them with special offers and further communications?

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