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Driving customer engagement with personalized financial experiences

10:00am PDT Thursday, April 16th, 2020

Traditional competitive barriers in retail financial services are crumbling. Banks, credit card issuers, insurers, and wealth management firms are being besieged by digital disruptors, with personalized insights and superior customer experiences becoming the norm. How can your financial services firm get a leg up on the competition in this type of environment? One way to insure customer loyalty and engagement is to focus on customer advocacy through hyper-personalized digital financial experiences. Attend this live webinar and hear from guest speaker Alyson Clarke, Principal Analyst at Forrester, as she highlights some key findings from her recent report on customer advocacy in the financial services sector. Then during our panel discussion, you will learn of customer advocacy at leading financial service firms and why improving customer perceptions is not only good for your brand but good for your bottom line. Attend the webinar to discover: • How advocating for customers drives a sustainable competitive advantage • Why the wealth management sector scored highest for customer advocacy in a recent Forrester survey • How customer advocacy is linked to increased future purchase intent • How to improve customer engagement through hyper-personalized digital banking experiences Speakers: Alyson Clarke, Principal Analyst, Forrester Katy Gibson, VP, Application Products, Envestnet | Yodlee Seb Taveau, VP, Developer Experience, Envestnet | Yodlee Evan Schuman, Moderator, VentureBeat More to come...

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5 steps to scale your SaaS model from early- to growth-stage

10:00am PDT Tuesday, April 21st, 2020

How do SaaS companies scale? Automation is the key. It can significantly speed up quote-to-cash cycles and shorten your close cycles, free up cash to make investments, and help increase your valuation with more accurate forecasting. Plus, with cash flow improved, you can accelerate hiring, create and test new products, and more. Key Takeaways: *Seven mistakes to avoid when building an agile B2B subscription billing model *Five steps required to align the team on your subscription financial processes *Three tips for choosing the technology stack that will help you grow Speakers: *Mike Etheridge, VP Finance, Arena Solutions *David Appel, Head of Software & SaaS, Sage Intacct *Stewart Rogers, Analyst At Large, VentureBeat

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5 tips for scaling your business

10:00am PDT Wednesday, April 22nd, 2020

Imagine if you could reduce or completely eliminate all the time your team currently spends on manual business processes. What could your company accomplish? What kind of efficiency, simplicity, and cost savings could you achieve, and what kind of innovation could you imagine? Going digital with your business processes can help your company reduce errors, speed up agreements, reduce costs, and most importantly, let you focus on growing your business. It’s easier and more cost-effective than you imagine — you can start small and have a big impact with things like inexpensive digital agreements, automated billing, and more. Digital agreements, for example, can help you accelerate and automate your current processes, improve the employee and customer experience, and ensure your growth is on the right track. To learn more about how modernizing your business processes can help boost efficiency in every area of your company and help you grow your business, don't miss this VB Live event! In this webinar, you’ll learn: •How to get work done faster, more efficiently and at less cost •How to transform the way you handle all your business processes from start to finish •How to transform the way you prepare, sign, act and manage agreements •How the right technology can help grow your business Speakers: *Leo Rodriguez, Small Business Ecosystem, DocuSign Inc. *Laurie McCabe, Cofounder & Partner, SMB Group Inc. *Stewart Rogers, Analyst-at-Large, VentureBeat More speakers coming soon!

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