Private Panel
Experience
perspective
ideas as a group
Insights
Sponsor:
PANEL
Hyper-Personalized Communication & Marketing Techniques to Build Deeper Customer Relationships
As more and more companies adapt and move towards a personalized marketing approach with their customers, many more companies today are moving towards a hyper-personalized approach. These companies and sales teams are leveraging the use of real-time data and predictive behavior to offer them highly personalized and targeted product, services, and even content.
We are assembling an online advisory panel to understand, from the experiences of our panelists, the best practices in leveraging hyper-personalized communication and innovative marketing techniques to building more meaningful relationships with customers. The key customer segment this panel will focus on are wealth management customers.
Participation in this panel is done at your own convenience and exclusively online on Currnt, a global, start-to-end, knowledge-sharing platform. You will have the unique opportunity to engage with 20 equal-caliber peers and demonstrate your thought-leadership -- in addition to earning merit-based compensation.
Michael Phelan, a former CMO and Principal at Go-to-Market Pros will moderate this panel and help facilitate the discussion to revolve around collectively understanding the best practices in creating hyper-personalized experiences to build deeper relationships in wealth management customers.
This engagement is expected to launch at the end of June.
peopleExpert participation
- Direct marketing professionals at wealth management companies
- Corporate purchasing professionals at wealth management companies who oversee & approve premium promotional suppliers
- Marketing or business professionals from the corporate premium promotions market
- Marketing professionals who have launched and or marketed innovative direct mail products to the small-and-medium-business (SMB) market
- Marketing professionals who have developed marketing support material for wealth management advisors
- Marketing professionals who have developed value-added distribution channels to the SMB market for direct mail related products
lockThis panel is now closed to new applicants.
Engage with equal-caliber peers any time you want.
Enhance your knowledge on this subject.
Gain recognition as a thought-leader in your industry.
Earn cashable rewards through points.
“I like that I can do this when I have time,
and there is no set schedule.”
Eric Allen, Senior Manager, Supply Chain at EY
“I find the topics engaging and I love the
flexibility of checking in and providing insights
at my convenience.”
Kimberly Underwood, Consultant at Underwood Consulting
“Great platform, great questions and topics.
The potential to earn a little more money for
participating is nice as well.”
Oren Birks, Sr. Director of IT at PBI-Gordon
“I really enjoy being on the panels, sharing
information and reading the perspective of the
other panelists. It is quite intriguing and most
all of the panelists are quite bright.”
Patty Soltis, CX Strategist at Kinetic Edge Consultants
“Very interactive, informative and without
any inherent bias. This is as good a collaborative
platform as you can get.”
Pinaki Banerjee, Program Director at ITC InfoTech
“It is a perfect platform not just to share
but to learn and stay updated.”
Armando Leyva, HR Director at 360º HC
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add remove What is Currnt?Currnt is a “Knowledge Networking” platform where companies and professionals come to stay relevant on the latest advances in their industries in the face of the increasing pace of change. Companies sponsor panels to learn about where markets are headed or how to leverage new capabilities. Professionals join to demonstrate and develop their passions with equal caliber peers in expert-only facilitated online engagements. On Currnt, we take our passions seriously and ourselves lightly. See our Community Guidelines, to learn more of the rules of the road, here are some highlights
- Be yourself. The authenticity of Currnt begins with the passion of people.
- Be respectful. This applies to every person, at all times.
- Be inclusive. Tolerate, welcome, and consider diverse people and perspectives.
- Build empathy and understanding. Engage in debates that are in good faith.
- Foster meaningful and genuine connections. This is what Currnt is all about.
- Do not plagiarize or fail to cite other’s ideas.
- Don’t game the points by trying to coordinate intentional recognition.
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add remove How do Panels work?The panel is like a facilitated forum of hand selected experts on a topic sponsored by a company that wants to learn fast. Panels are organized in chapters called Themes that focus on one subtopic at a time. In some panels Themes are only 24 hours in duration, in others they are a week long, and in some they are two weeks long. When one Theme closes, a new one begins. You come in when you feel like it, but try to come in twice per Theme. You earn points from your peers and the facilitator when they react to your ideas. Likewise, others earn points when you interact on their posts. The more we discuss and debate, the better the insights, the more points earned by all.
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add remove Why should I apply? Do I get paid?Professionals join Currnt because they want to remain relevant on subjects they’re passionate about and subjects that are shaping the future of their industry. They also:
- Engage and connect with equal caliber peers in their industry
- Learn and enhance their knowledge
- Get recognized and rewarded for providing their inputs and thought-leadership
- When specified above in the project description, you can earn honorarium payments and/or recognition points redeemable for cash. Learn more here.
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add remove Are there specific times I need to participate?There are no set times for calls or meetings. Participation is 100% online on the Currnt platform and engagement between the all expert panelists is asynchronous in written form. Just come in twice per Theme, at your convenience.
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add remove How do KnowledgeStreams and DesignSprints work?Streams are ongoing online engagements for exploration or working iteratively with a panel, and Sprints are on-demand engagement to get to actionable insights quickly. Both are facilitated and are always-on for participants to engage at-convenience. The conversations are segmented into Themes which are subtopics which are like chapters in a book. In a 4 Day Sprint, Themes are 24 hours, whereas a Theme in a Stream is every two week. Throughout the discussion, the facilitator highlights and categorizes the “key takeaways” to be voted and distilled into a summary report. It’s also common that other pieces of content (whitepapers, blogs, podcasts) are also prepared from the distilled insights.
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add remove I’ve applied. Now what?Your application will be internally reviewed in the following 24-48hrs and screened for any conflict of interest, and general fit. Next your application will be shortlisted for the sponsor to accept, bookmark or reject. You will receive a notification each step of the way, but expect this may take a couple of days, or even weeks if the panel is new. Nevertheless, in addition to the notifications, you can always go back to the Apply page to view the status of your application.
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add remove I’ve been selected. What am I expected to do when selected?Once you receive your Welcome Email, please RSVP by clicking the link in the notification. You can also gain access to the panel through your ‘My Currnt’ at the top of the page. Finally, once you have RSVP’d by logging into the panel, there is often a Welcome Tab where you can introduce yourself to the other panelists. If it’s a new panel, the first Theme will launch in a few days, if it’s an ongoing panel just jump right in by reacting to the question or to what the other panelists had to say.
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add remove If I have other questions or issues, what should I do?
Hyper-Personalized Communication & Marketing Techniques to Build Deeper Customer Relationships