Events
Exploring SEGMENTATION
Thursday, December 9, 2021 11:00-12:40 PST Virtual Event
Your customers are diverse. How do you effectively segment them to serve them better?
Segmentation, the art and science of grouping your customer base into like-minded groups, is the basis of targeted marketing. But how can you do it effectively, especially when you have only limited resources?
We'll first have a primer to cover the basics. Then we'll have collaborative discussions about how to tackle certain issues at some specific financial institutions. Please join us!
As with previous workshops, we encourage participant-driven collaborative discussion. Please come prepared to discuss where you are at in your thoughts or endeavours regarding any form of segmentation.
Presenters:
Merlyn Roberts, Owner, Roberts Data Insights Advisory
Fraser Uitdenbosch, Former Director of Enterprise Intelligence at First West Credit Union of Vancouver, BC
11:05-11:35
Brief Segmentation Primer
How do you do segmentation? We'll give you an overview of the basics and walk you through a few details.
11:35-12:20
Collaborative Discussions
We'll break up into two groups to openly discuss specific issues that some participants have at their financial institutions. This is collaborative and you are encouraged to participate!
12:20-12:30
Closing
We'll wrap up with an overview of some ideas presented in the collaborative discussions.
12:30-12:50
Follow-Up Breakout Discussions
This is an optional opportunity for you to present your own questions, problems and scenarios directly with our speakers in breakout rooms.
FI Showcase: Segmentation Strategies
Tuesday, January 11, 2022 11:00-12:40 PST Virtual Event
Your customers are diverse. How do you effectively segment them to serve them better?
Segmentation, the art and science of grouping your customer base into like-minded groups, is the basis of targeted marketing. But how can you do it effectively, especially when you have only limited resources?
We'll feature success stories from three financial institutions about how they successfully use segmentation. Please join us!