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

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

This year’s [email protected] program will include insights from leading industry experts around the importance of first party data due to increasing privacy regulations and consumer consent initiatives.  We’ll share strategies and tools that marketers can use to ensure their data is clean, complete, and connected.  This year’s program will wrap with a look at the current trends shaping our business and what we can expect moving forward.

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!

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.

• 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)

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.  

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

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.