The Future of Client Engagement: Bridging the Digital-Physical Divide


Join us to explore the transformation of client engagement in financial services. This session addresses the often-overlooked aspect of digital branding. Despite heavy investments in physical brand representation, many financial service organisations fall short in their digital presence. We'll discuss strategies for creating a consistent and high-quality digital experience that matches the physical grandeur of financial brands. 

By attending this webinar, you will learn:

  • Strategies for Seamless Digital Journeys: Understand how to create digital paths that are intuitive, user-friendly, and reflective of your brand's physical prestige.
  • Reducing Friction in Client Interaction: Learn techniques to make digital interactions as smooth and effortless as possible, enhancing overall client satisfaction.
  • Building Trust and Loyalty Digitally: Discover the keys to fostering long-lasting relationships with clients through digital mediums.
  • Personalisation Techniques: Explore how to use rich intent data effectively to tailor the digital experience to individual client needs and preferences.
  • Innovative Content Strategies: Gain insights into transforming your digital content strategy, from reimagining traditional formats to embracing multimedia and interactive content.



  • Sasha Dabliz, Head of Marketing, Waverton
  • Conrad Ford, Chief Product Strategy Officer, Allica Bank
  • Matt Ryan, Commercial Director, Totem


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