Allison Baumann

Program, Delivery & Measurement for Annuities Marketing

Allison Baumann, is the Program, Delivery & Measurement for Annuities Marketing at Nationwide. She is a strong marketing professional with 12+ years experience in marketing and a Bachelor of Science from the Kelley School of Business. She’s a subject matter expert in Salesforce Audience Studio, Ad Studio, Pardot, Digital Advertising Strategy, Coordinated Sales & Marketing, Website Personalization and Audience Onboarding across Nationwide Financial. Allison is on the UpTempo board for the Louisville Orchestra and volunteers for Louisville Girls Leadership and Kentucky Youth Assembly.

All Sessions by Allison Baumann

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Day 1: Nov 17, 2020

11:15 am

11:15 am


How Nationwide Streamlined Compliance by Leveraging Uberflip To Build An Optimized Advisor Experience

In the FinServ world, the process of defining advisor experience, consistent design, website experience and most importantly, compliance, is a long and multi-touch journey.  With so many internal stakeholders, managing a go-to-market strategy can have its challenges. In this session, Allison Bauman, Program, Delivery & Measurement for Annuities Marketing at Nationwide will share how her team has refined their GTM process to manage the flow; from defining a problem or solution to the launch and measurement of their program.  Through-out the session, Allison will highlight areas that are improved by technology and how the right people at the right stage can take a somewhat complicated GTM strategy and streamline it to function to meet their goals! Join us to cut through the noise and gain practical tips on:
•      Building campaigns that build both excite and comply across all touchpoints
•      Taking a 360 look at the journey of decision-making and compliance for speed and efficiency
•      Building engagement and enabling complexities to be simplified
Implement winning strategies to realise technology and people working in synergy.
Uberflip (as you have etc and Allison)

Day 2: Nov 18, 2020