12/20/2018

DX19: Equipping FS marketers to lead the industry

Trevor Rasmussen December 20th, 2018

At Deluxe Exchange 2019, held Feb. 4-6 in Miami, you’ll glean wisdom and insights from global visionaries, access targeted sessions that address your most pressing pain points, form significant connections with financial industry peers, and experience new product demos that will impact the way you approach business.

At DX19, you’ll spend nearly two full days immersed in engaging, thought-provoking, innovation-rich content. We’ve built out four content tracks and themes that are based on feedback from past attendees, conversations with our customers, and insights gained from our analyst partners. Look out for more information over the coming weeks; for now, here’s a preview of our Marketing Track.

Deluxe Exchange is focused on equipping marketers in the financial services industry with the knowledge and support needed to drive data-centricity in their organization. Data is the most important driver of marketing success in the industry today, and our event will focus on helping marketers use data to impact all aspects of their marketing. Topics will include:

  • State of data-driven marketing
  • Measurement & attribution
  • Applications for AI and machine learning
  • Challenges in capturing deposits
  • Marketing in a post-refi market

Here’s a taste of what we have planned:

USING BIG DATA TO ACHIEVE SUCCESS IN A CHALLENGING LENDING ENVIRONMENT

Feb 5, 2019 1:00 p.m. | SPEAKER: ADRIA LISS, DELUXE

The lending market is in a volatile state. Home prices are rising, and the Fed continues to raise rates, which has led consumers to lose interest in refinancing their mortgages. You’ve likely noticed that the low hanging fruit that was available to marketers for the past decade isn’t as prevalent today and the tactics of the past are no longer as effective. The good news is that the lending market isn’t dead, you just need a different approach for success today!

If you want to stay on top of the lending game, you must get in front of consumers before they trigger, with the right offer, and without blowing up your marketing budget. Easier said than done, right? In this session, you’ll learn how you can leverage data to reach a more targeted universe of consumers before they become a trigger, so you can win more often and achieve your lofty lending goals.

THE OUTLOOK FOR DATA DRIVEN MARKETING IN 2019

Feb 5, 2019 1:00 p.m. | SPEAKER: BRUCE BIEGEL, WINTERBERRY GROUP

Starting with a look at the trends and spend that shaped 2018, we will move forward into the top customer experience, personalization, data, tech, market evolution, and M&A trends that we expect to impact brands, media companies and marketing services partners in the coming year. With these trends in mind, we’ll help you understand the organization, budget, data, and tech implications for your organization in 2019 and beyond. This session should help to guide your thinking as you seek determine where to invest your marketing budget.

MARKETING 2.0: ADDING DATA INTO YOUR MARKETING RECIPE

Feb 5, 2019 2:00 p.m.  | SPEAKER: EUGENE GEIS, DELUXE FINANCIAL SERVICES

To the outside world, marketing looks easy. It’s our job to make it look that way. But we all know that there are many variables and processes that go into every marketing activity. Much like baking a cake, these variables can have a dramatic effect on the final outcome. Each ingredient, along with the amount and even the order they are added, can affect whether the cake (or marketing program) is a success.

Marketing success is measured through a variety of metrics and KPIs that demonstrate the achievement of goals throughout the process. That process involves experimentation and optimization to maximize the performance of the marketing activity. Optimizing a marketing strategy implies several treatments or iterations and it takes more time than we may imagine in this fast-paced technological environment.

To help you build the right recipe for your marketing team, this session will break down these issues and help you develop the strategy to funnel the collective efforts needed for successful campaigns:

  1. The “Cake” Metaphor
  2. Data is the first ingredient to consider
  3. Iterations: It’s rarely GREAT the first time
  4. Experimental marketing: Demystifying the definition of “optimization”
  5. Educating the team

2019 MORTGAGE INDUSTRY UPDATE: DATA DRIVES RELATIONSHIPS

Feb 6, 2019 10:45 a.m. | SPEAKER: GARTH GRAHAM, STRATMOR GROUP

The current mortgage market is all about purchase mortgages, with over 75% of all loans being done for home buyers. Gone are the easy refinances and lenders realize they need to steal share from other lenders in this tougher climate.

Lenders are beginning to realize that having a more consumer-centric approach is also a key driver for growth. So, learn about some of the current economic drivers for the industry, and what lenders are doing to survive in this tougher climate, including investments in marketing and technology. And while data is key, the consumer is king, so attendees will also learn how to drive higher levels of borrower satisfaction to ensure future referrals.

Intrigued? Find out more, including our exciting keynote speakers and other engaging sessions, here.

This content is accurate at the time of publication and may not be updated.