Join us for an exclusive fireside chat with RBC Wealth Management, a leader in digital transformation, as they share how they’re modernising customer acquisition and engagement.
In an industry rooted in tradition, RBC Wealth Management is bridging the gap between digital and offline experiences, ensuring their phone and web channels provide the same high level of service. Learn how they’re unlocking valuable insights from customer interactions, enhancing marketing strategies, and meeting customers where they are—whether online or over the phone.
Discover why innovation in financial services is about more than technology—it’s about creating seamless, personalised experiences at every touchpoint.
*Please note: Due to limited venue capacity, attendance is restricted to one representative per company. Additional registrants will be placed on a waiting list and contacted if space becomes available.*
Speakers
Marc Goatcher, Director of Marketing - Acquisition, RBC Wealth Management
Marc Goatcher is the Director of Marketing, Acquisition at RBC Wealth Management. With a proven track record of delivering against ambitious targets, Marc develops and executes comprehensive marketing campaigns across the full marketing mix. With over two decades in financial services, Marc has a proven track record of navigating complex regulatory environments, ensuring strategic projects and initiatives are delivered effectively.
Duncan MacPherson, UK Director, Invoca
As Invoca's UK Director of Sales, Duncan MacPherson drives the company's international growth. Leveraging over 25 years of experience in both corporate and scale-up settings, he excels at building high-performing commercial teams and delivering tailored solutions for the UK and EMEA markets. Renowned for his strong relationship-building skills, Duncan prioritizes exceptional customer engagement, fueling Invoca's success in the region.
Tom Miller, Senior Director Customer Success - International, Invoca
Tom Miller is the Senior Director of Customer Success at Invoca, helping brands optimise how they acquire and engage customers. With over 15 years of SaaS leadership experience, he works with organisations to bridge digital and offline experiences - unlocking insights from customer conversations to enhance business performance, elevate customer experience, and deliver measurable, revenue-driving impact across every stage of the customer journey.
In Partnership with:
