Juan Antonio

Director of Business Operations & Risk Management

Juan Antonio has 20 years of financial service experience in management of the development, implementation and execution of technology solutions with special emphasis on marketing effectiveness and communication services. Juan brings a Lean Six Sigma Black Belt and other industry certifications to any solution along with experience in performance analysis, marketing resource management, digital asset management, web content management, marketing automation, data warehousing and analytics.

All Sessions by Juan Antonio

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Day 1: Nov 3, 2022

4:10 pm

4:10 pm



Are You Delivering the Experience Your Customers Expect?

While 87% of B2B and 73% B2C customers want to be delighted by the experiences companies provide, just 37% of B2B and 15% of B2C financial services consumers say that the financial services companies they’ve interacted recently with have met that standard.

Join us to hear from industry experts about:

  • Tools you can use to apply personalization to forms, sites and documents
  • How you can deliver a better experience to your customers while increasing internal efficiency and lower costs
  • How you can achieve compliance coverage, and differentiated customer experiences
  • How to increase capacity to ensure the creation of all the personalized content.

Deliver personalized experiences to your customers with the right tools

Day 2: Nov 4, 2022