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iA Strategy & Tech Presents: Customer Preference Series, Session 1 -The Basics
22 September 2021 at 02:00 p.m.
Regulation F is scheduled to be implemented on November 30, 2021, and part of that implementation is gathering and using your customer’s contact preferences. While the CFPB doesn’t explicitly require communication in the customer’s preferred way, it’s likely we’re moving in that direction. Besides, contacting customers in a way they prefer should be good for your business, too. We’ll also discuss how and when we should gather preference from our customers, including language and frequency recommendations for the various channels through which customers can update their preferences.
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iA Strategy & Tech Presents: Customer Preference Series, Session 2 - Data Maintenance & Hygiene
29 September 2021 at 02:00 p.m.
How can you determine if your preference data is accurate and up-to-date? How should data be transferred between creditors, partners, and vendors? You can't use preference in your strategies if you don't know the answers to those questions, and they are two of the biggest question marks in the customer preference conversation.
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iA Strategy & Tech Presents: Customer Preference Series, Session 3 - Preference Strategy & Implementation
6 October 2021 at 02:00 p.m.
Once you’ve gathered preference data, how do you use it? We’ll discuss how to use preference in your outbound strategies, and how to build a customer profile so you can meet the customer where they want to be met.
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Women in Consumer Finance 2021
6 December 2021 at 02:45 p.m.
Sharpen your leadership skills, expand your professional network and help improve your workplace culture when you attend Women in Consumer Finance 2021 – a conference and networking experience for ALL women in consumer finance.
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