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Why Events Are Pivotal for Today's Financial Services Firms

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"Why Events Are Pivotal for Today's Financial Services Firms"

This playbook explores the importance of events for financial services firms and outlines the best tools and strategies to track and improve event ROI.

The financial services industry is navigating tremendous economic uncertainty. Although continuous change is now the norm, there is one investment that consistently drives value under all circumstances: building stronger connections with customers and partners.

In this playbook, explore data-backed insights into why compelling events are key to cementing loyalty and reducing churn for financial services firms. Discover the latest event tools and best practices that help companies plan, execute, measure, and maximize event ROI.

Read this playbook to learn more about:

  • The benefits of well-executed, personalized events
  • How to prove — and improve — event ROI
  • The best tools for event planning
  • How to scale events while lowering costs


Offered Free by: Banking Dive's Studio by Informa TechTarget and Cvent
See All Resources from: Banking Dive's Studio by Informa TechTarget and Cvent

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