Heidi Smith

Head of Strategy and Insights, Financial Services

Heidi Smith is a Financial Services focused MarTech Executive who has had the good fortune to sit on all sides of the table. Heidi spent more than 15 years working for Financial Services firms leading MarTech teams directly. She served IBM’s Watson Marketing brand as a Financial Services Subject Matter Expert and has served as Account Executive at Capgemini helping Insurance brands achieve their goals. Heidi has a successful history building trusted partnerships in enterprise organizations. Specifically, being the facilitator who enables Technology, Marketing and Business Executives, to clearly articulate common vision, strategy and appropriate path(s) to execution. Heidi holds B.A. degrees in English and Organizational Communications from The University of North Carolina Charlotte.

All Sessions by Heidi Smith

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Day 1: Nov 3, 2022

Day 2: Nov 4, 2022

4:10 pm

4:10 pm


Build a Data-Driven Approach to Engaging Customers

With regulations changing and third-party cookies depreciating, recognizing and marketing to anonymous users at the top-of-funnel will prove to be a challenge. On top of this, the customer’s demand for a high degree of personalization is causing financial services to rethink how they go to market. Organizations are forced to reimagine their tech stacks and internal processes. Join us during this session where you’ll learn how Jackson Hewitt is:

  • Building out a data-driven value exchange that leverages personalization and illustrates a customer-centric focus
  • Creating organizational synergies across engineering, product, legal and marketing teams
  • Empowering business users to reduce the time it takes to execute omni-channel campaigns