The insurance and mortgage industries play a critical role in the larger US economy.  This session will take a closer look at how those markets are faring and what marketers and sales execs at leading lenders and carriers are doing to navigate the uncertain economic and regulatory environment.  

HEAR. The latest trends in connecting lead gen, performance marketing and engagement across social media channels
LEARN. How brands are leveraging social media to drive leads, sales and ROI
SEE. Real case studies of social lead gen in action
GET. Tangible insights and best practices you’ll be able to take back to the office and begin using immediately

From economic uncertainty to shifting industry and regulatory changes, the marketing industry is facing increased pressure to maximize efforts to connect with and convert profitable prospects while minimizing unnecessary spend.  By harnessing the vast data resources available today and applying a lens of relevance, accuracy and advanced modeling analytics, marketers can uncover meaningful, predictive insights to connect with and convert profitable prospects that fuel growth.  During this session we will explore:

• How advanced data linking can change your understanding of customers and prospects
• Three identity-based marketing strategies to improve segmentation and help derive critical insights to amplify prospecting and customer acquisition
• How to infer risk and response with customer insights to fine-tune campaign performance and profitability

Join us to see how these strategies have been leveraged across industries, including real estate and automotive, to improve quality of lead data, increase response rate and improve predictability of campaign performance.

Due to recent shifts in the economic landscape, marketers are under increased pressure to discover innovative ways to reach and convert high-value customers. 

Attend this upcoming session to learn how to build an omnichannel data-driven strategy that your marketing team can leverage to identify and engage with the right prospects and customers to supercharge ROI. 

Windfall CEO, Arup Banerjee, will examine: 

• The changing digital marketing ecosystem and macroeconomic trends
• Techniques and tools marketers can leverage to identify and engage with the right audiences to increase their reach and ROI by targeting the right households
• Best practices around implementing and measuring results

The pandemic and macroeconomic challenges have been hard on the industry for a myriad of reasons. As interest rates increased, insurance carriers have de-risked their portfolios, resulting in a sizable decrease to Confie’s sales funnel and increased challenges getting quality leads.  This case study takes a look at how Confie firmed up measurement and reporting, helping to improved quality control signals to focus marketing efforts on revenue producing sales

All mortgage lenders are responding to the high-interest rate environment with some form of “pivot-to-purchase.” Some focus on retaining their portfolio, others by rapidly scaling their lead purchase operations, and others do both.  The typical lender sales motion is measured in hours and days.  Generating more loans in the current hyper-competitive purchase market requires a more complex and nimble sales motion built around both speed for today’s transactions and the process and system flexibility to nurture and convert leads over a much longer time horizon. In this session, we will discuss the four key drivers of success at Truist as they implemented their pivot to purchase in 2022:

• How to optimize the top and middle stages of your acquisition funnel to support longer sales cycles
• How to leverage technology to allocate more focus on sales execution
• How to utilize qualitative metrics to quickly pivot marketing spend where it matters most
• The impact of managerial fortitude on your sales team and the customer experience

Please join this year’s Women@LeadsCon discussion about how the industry has, and is, rapidly changing as customers are demanding an equitable exchange of value in their relationships with brands. During this session, our panel will provide expert insight into how to best empathize with your consumers to succeed in the marketplace, and how empowering women can help lead the charge. 

During this session, learn about the ever-increasing importance of first-party data, escalating privacy regulations in response to consumer demand, and consent initiatives that are no longer optional. We’ll examine current trends and what your organization needs to be doing to stay relevant. 

Lenders and industry executives realize how dire having the right lead gen and conversion strategy in place is to your business in today’s market.  Mortgage professionals cannot miss this session featuring insights from across the mortgage services spectrum!

Change it up in 2023!  What should you be doing differently to reach and convert more prospects?  You can’t expect to have your outreach be the same as it was last year… the world of outbound is changing too quickly. Hear from this panel of call center experts on how to be prepared for the year ahead and hit your goals.

We will discuss: 

• Efficiency and automation to get the most out of your outbound efforts
• Agent management to boost team success
• Getting the most out of your leads
• Compliance and how to navigate the ever-changing waters

Between assessing new tech and managing campaigns, today’s marketing and sales execs have so many responsibilities to juggle in 2023 – but chief amongst them is driving growth.  This panel will give you a cross-industry perspective of the latest proven tactics that are generating measurable results!

There’s a common belief that marketing compliance has to come at the cost of revenue growth.  And while that might be true to an extent, it doesn’t necessarily have to be the case.  And that’s why we’ve gathered this All-Star panel of industry experts!  In this session, we’re going to be dispelling some myths, and uncovering perspectives around just how to balance marketing compliance and data privacy with your organization’s revenue goals.

Perhaps nothing has created a stir in the performance marketing / lead generation industry as much as the recent Notice of Proposed Rulemaking announcement from the Federal Communications Commission. This NPRM will impact your business and it is critical you are up-to-date with the latest industry information.  Join this powerhouse panel as they breakdown exactly what you need to know and how the largest Trade Association in the Performance industry is responding on your behalf. There will be a Q&A session at the end for your questions.

If you’re like most home services marketing or sales execs, you’re probably looking for better ideas to keep lead flow equal, in an ebb-and-flow seasonal business.  Chris Cubbage will share his approach to this and assessing the lifetime value of a lead.

When ZUCA expanded from ice skating and professional makeup rolling bags into disc golf carts and achieved majority market share as a late entrant in a crowded market, they pursued an unlikely path in sports marketing – social media-amplified community building via sponsorship of amateur players, not pros.  

What does this have to do with lead-gen for consumer services and financial products? ZUCA found a way to create “Relevant Intercepts” to accelerate awareness and consideration that leads to conversion.

If you are selling a considered purchase like mortgage, insurance or home services, you’ll need to harness the power of Relevant Intercepts to gain the attention and consideration of consumers who aren’t looking. Once you’ve defined what these Relevant Intercepts are, and where/how to serve them up, you can expand your reach through digital marketing and automated outreach.  

In this can’t-miss session, you’ll learn how to:

• Gain the insights you need to successfully define and execute on an effective Relevant Intercept strategy
• Determine where and how to deliver valuable Relevant Intercepts to achieve maximum awareness and conversion
• Define digital marketing campaigns to amplify and automate a winning strategy.

Lead generators are experiencing a decline in call answer and transfer rates as consumers grow skeptical of calls that are increasingly tagged as robocalls or spam. How do organizations engage with their prospects when consumers don’t trust the communications? 

Regulators and phone carriers have introduced solutions to protect consumers, but the unintended consequences have been SPAM tagging and/or blocking of legitimate calls. 

Join David Krasinski, VP of Trust and Identity with Neustar, a TransUnion Company, as he discusses strategies and solutions that have proven to optimize answer and transfer rates in contact centers. David will be joined by Naomi Barbeau, VP of Call Center Operations, Suited Connector and Carson Poppenger, Founder & President of Squeeze, who will share their success stories. 

The discussion will focus on the latest industry best practices:

• Registering phone numbers across all major carriers from a single platform to prevent tagging and blocking
• Utilizing branded call display – a new solution that drives answer and conversion rates
• Understanding and incorporating consumers’ individual preferences to improve first call answer rates and reduce overall attempts
• Incorporating best practices for coordinated omnichannel contact attempts

Interested in understanding how to better recapture lost leads and improve performance?  Don’t miss this Lunch & Learn session featuring the insights of Katy Keim, CEO of LQ Digital.  Katy will share strategies to:

• Engage more prospects by connecting on their terms (time and channel)
• Orchestrate touchpoints based on campaign type, lead attribute, or funnel stage
• Optimize in-flight cadences based on specific rules or actions
• Deliver a seamless brand experience with synchronized messaging (bridge the gap between sales and marketing)

If you’re on a quest to bring in more leads with lead magnets, nurture sequences that convert, and paid social media campaigns, you do not want to miss this Wednesday session!  In this session, discover Jason Hunt’s “secret sauce” for crafting lead magnets that customers simply can’t ignore.

You’ll learn:

• Which lead magnet topic will get a lead into your ecosystem at the lowest possible cost
• How to develop a nurture sequence that turns browsers into buyers
• How to use Facebook and Instagram to find your winning ad

Visual storytelling is the best way to communicate with your customers. Stand out in crowded feeds and make a memorable impact using visual content that showcases your brand and your story with personality and polish. Visual content like infographics, interactive microsites, explainer videos, and bite-sized microcontent make your message clear and engaging wherever your audience sees it.

This session will focus on why visual storytelling matters and how you can use it to make a difference in your—and your clients’—marketing. We’ll discuss and share examples of unique, innovative ways to bring even the most complex data and stories to life with visuals. Using HealthStream, the #1 advisor for developing and empowering people to deliver the highest quality of care, as a case study, we’ll review key campaigns that leveraged visual storytelling and the impact visual content has had on key engagement metrics.  

Marketers and sales execs love data and analytics, so why is it so hard to get an honest assessment of their own lead generation capabilities?  This panel covers how to do just that and unlock a critical component to establishing profitable and attainable growth goals in 2024.

We all know that sustainable, long-term growth means employing a full-funnel marketing strategy that converts leads. Hear from savvy marketers on the tips and tricks of optimizing the funnel to ensure you’re not letting strong leads fall out of the funnel. Some of the tactics may surprise you! Featured panelists will talk to shorter-term and longer-term planning promising brand advancement and expansion. Look forward to a lively discussion touching on the following:

• Marketers are collecting more data now than ever. What actionable insights can be derived from the data to deliver and convert more leads?
  Lower funnel often receives most of the focus where results are concerned. Why are these marketers focused on the entire marketing funnel for growth?
• Attribution! First touch, last touch, multi-touch, incrementality – pros and cons
• What to consider when you think about channel mix and key messaging testing.
• What about brand building activation efforts and yielding direct sales impact?