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7th Annual Digital Marketing for Financial Services Event Recap and Presentation

Windfall Team

Windfall recently had the opportunity to participate in the 7th annual “Digital Marketing for Financial Services (DMFS) West” virtual event. We had a great turnout at our virtual booth and our very own Dan Stevens, SVP of Business Development and Operations at Windfall, presented on AI-driven analytics. The topic was “Accelerate Your Direct Marketing Efforts with Accurate Data and Machine Learning / AI.”

DMFS is geared toward marketing, advertising, and analytics leaders in the financial services industry. However, much of what was talked about can be applied to many industries including luxury goods, nonprofits, and educational institutions. But even within the focus of financial services at DMFS, the turnout to Dan’s presentation was incredible. 338 event-goers attended our session! 

Luckily for you, if you were not able to attend the session, we’ve got a copy of it and would love to share it with you. If you would like to download Dan’s 30-minute presentation please follow this link.

In the presentation, Dan discusses the current state of the financial market in the United States. This includes U.S. economic performance and several valuable insights around the changes in household wealth. Over the last few years, there have been some dramatic changes in the face of economic factors and the effects of the pandemic. Spoiler alert! Wealth has grown, but where has it gone? Dan digs into that.

Dan talks about the changes taking place in the data world and how they are affecting advertising. ROI on ads has dropped dramatically in the last couple of years, due in large part to the rise of privacy and changes that Apple, Facebook, and others have made to their platforms and systems. The way third-party consumer data has ruled the web is changing, and Dan’s presentation offers solutions to this problem and new ways to think about acquisition and growth marketing. 

We’ve seen organizations say that focusing on customer loyalty programs and providing great service is a way to win. The truth is that loyalty programs and branding only do so much to acquire new customers. While we agree that it is important for customer retention, it is not a replacement for effective customer acquisition strategies via advertising.

Dan takes a deep dive and gives 5-steps to help you to be successful applying data and machine-learning to power your marketing. We know you’ll find the information from this webinar very valuable and you’ll know where to go when you’re ready to apply the 5 actionable steps towards more effective marketing.



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