A Summit Specifically For Financial & Professional Services

Key Customer Journey Triggers

See real-life use cases, roadmaps and case studies of businesses that have dominated product adoption, and inbound search at all stages of the customer journey.
At Digital Sales & Marketing World | April 5-7, 2020
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Presented By:
Credit Union 2.0

About This Summit

Kirk Drake, Author of Credit Union 2.0 delivers a 90-minute workshop designed to help the financial and professional services industries understand how to find key customer journey triggers within transactional data that guides the inbound marketing experience. Kirk will share use cases, roadmaps and case studies of clients who have measurably increased engagement, product adoption, inbound search at all stages of the customer journey.

WHAT YOU CAN EXPECT

  • Identifying key customer journey triggers
  • See examples of real companies doing this well
  • Learn how to measurably increase product adoption, engagement, and inbound search

Spotlight Industry Speakers

This Summit is part of Digital Sales & Marketing World.

DSMW is Connecticut’s largest event for sales, marketing and leadership teams with industry-disrupting workshops, immersive breakout summits, inspiring keynotes, and endless networking opportunities.

 

Featured Keynotes

 

Your pass gets you access to it all!

 

See the Full Event

Get Your Tickets!

VIP EXPERIENCE

Premier access for the ultimate DSMW experience with exclusive networking, VIP Lounge, and more.

$2,199
$1,499 Limited time early-bird pricing. On September 1, 2020*, price increases to "Last Chance" price of $1,699.
ACCESS TO OPENING WORKSHOP & ACTIVITIES

Facilitated by Marcus Sheridan.

ACCESS TO KEYNOTE SESSIONS

Access to all main stage keynote sessions including Ramon Ray, Ann Handley, Ron Tite and more to be announced soon!

ACCESS TO EXPO LOUNGE & COCKTAIL PARTIES

SEATING

The closer you are to the stage, the better the experience.

front

Front of the Room

ACCESS TO ROLE-SPECIFIC SUMMITS ON APRIL 6, 1PM TO 4PM.

Three hours of interactive training and expert learning sessions across seven highly-specialized, role-specific tracks.

ACCESS TO INDUSTRY-SPECIFIC SUMMITS ON APRIL 7, 10:30AM TO NOON

Three hours of interactive training and expert learning sessions across seven highly-specialized, industry-specific tracks.

FOOD & BEVERAGE

Your chance to learn from the best digital sales and marketing experts in the business

Breakfast and lunch included both days.

Access to complimentary coffee and snacks all day in the VIP lounge.

Drink tickets provided to be used at parties. **

AFTER PARTY

Connect (and celebrate!) with growth-minded business leaders, digital marketers, and sales pros.

VIP SMALL GROUP CONVERSATIONS

An exclusive time to meet with speakers and IMPACT trainers in an intimate, small group setting.

VIP RECHARGE LOUNGE

For when you just need a little “me time” — and some time to catch up on work.

VIP DINNER PARTY

Our VIP Dinner Party is so VIP, even Jay Gatsby is on the waitlist.

POST EVENT BENEFITS
DIGITAL SALES & MARKETING POST-EVENT VIRTUAL WORKSHOP

An exclusive group workshop for VIP ticket holders facilitated by Marcus Sheridan.

VIDEO FOR SALES POST-EVENT VIRTUAL WORKSHOP

An exclusive group workshop for VIP ticketholders, facilitated by Zach Basner.

*Early-bird pricing expires at 11:59 p.m., Eastern, on August 31, 2020.

** VIP Drink Tickets Information: Three drinks tickets will be provided per person for the welcome reception, two drink tickets per person for the cocktail hour, and two drink tickets per person for the after party.

 

Digital Sales & Marketing World Is Designed for Teams!

The more people you bring, the better the experience — and the bigger your discount!

Often, when you attend a conference alone, you come back with a notebook full of ideas and strategies that, ultimately, never get off the ground. When you attend Digital Sales & Marketing World as a team, however, you embark upon a transformative, collaborative learning experience guaranteed to spark true and lasting change at your organization.

When you bring four or more people, you qualify for extra team benefits.

  • Bring between four and nine people, and save 15%! (Automatically applied at during registration)
  • Bring ten or more people and save 25%! (please email us to receive instructions)

 

Cancellation Policy

See full Cancellations, Refunds & Transfers Policy.


Discounts Available for Students & Nonprofits

  • 50% off Community and All-Access passes for students. 
  • 35% of Community and All-Access passes for nonprofits. 

To request a student or nonprofit discount, please email us.

 

Upgrade Your Ticket at Any Time

Simply pay the difference — your desired ticket level minus what you paid for your current ticket.

To request an upgrade, please email us.