Sarah Weddle

Head of Brand Marketing


All Sessions by Sarah Weddle

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Day 1: Nov 7, 2024

Day 2: Nov 8, 2024

12:30 pm

CASE STUDY: THE POWER OF THE UNSCALABLE

TRACK 1: RESILIENT BRAND

Balancing High-Touch Impact with Scalable Efficiency

Break free from “automate everything” thinking and discover how bespoke, relationship-driven tactics can drive unmatched trust, loyalty, and differentiation in financial services. You will walk away with actionable strategies on:

  • Identifying moments in the customer journey where hyper-personalized outreach delivers outsized ROI compared to automated campaigns.
  • Designing unscalable experiences—concierge onboarding, custom content, surprise-and-delight touchpoints—that deepen emotional connections.
  • Integrating high-touch initiatives with automated programs to create a balanced marketing mix that maximizes both efficiency and human impact.

Leave with a refreshed perspective on when to scale, when not to, and how unscalable moments can make your brand unforgettable.