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Episode 2

Powering engagement with personalization

May 20 @ 10AM PT | 1PM ET

May 20, 2025
10AM PT | 1PM ET

Today’s account holders expect relevance. Generic outreach just doesn’t cut it.

This session builds on last month’s Masterclass, Mastering Data-Driven Segmentation, by taking you from identifying the right audience to delivering the right message at the right time. We’ll explore how to turn data into dynamic, personalized journeys that nurture stronger relationships and drive real results. Whether you’re a solo marketer or leading a multi-person team, you’ll walk away with scalable frameworks and real-world examples to take your personalization strategy to the next level.
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What you'll learn:

  • How to use behavioral and demographic data to drive hyper-personalized engagement
  • Smart strategies for personalizing each stage of the customer lifecycle
  • Real examples from banks and credit unions using Digital Onboarding to improve activation, retention, and cross-sell
  • Common personalization pitfalls and how to avoid them
  • Tools and tactics to tailor communications without overextending your team

Masterclass registration

This is the second episode in our new monthly Engagement Masterclass Series designed to share customer and member engagement strategies and best-practices for banks and credit unions. Attendees will also have the opportunity to participate in a live Q&A session with our Growth Strategy Team to get practical answers to your own personalization challenges.

Hosted by the Digital Onboarding Growth Strategy Team

The Growth Strategy Team (GST) empowers financial institutions to maximize engagement, retention, and growth by developing educational content and best practices that drive success. Beyond execution, the GST serves as a strategic partner to our financial institution customers, providing expert guidance, creative solutions, and continuous optimization to help strengthen their customer and member relationships and achieve measurable results.

Justin Roberts
Sr. Director, FI Marketing Strategy
Growth Strategy Team

Justin Roberts
Sr. Director of FI Marketing Strategy - Growth Strategy Team

Justin is the Head of FI Marketing Strategy on Digital Onboarding’s Growth Strategy Team, where he focuses on helping financial institutions build personalized customer journeys and strategies driven by data and outcomes.

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