Email Amplify: Balancing personalization, compliance, and brand consistency

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Thursday, August 3rd, 6:00 PM EST

Industry Leaders in New York City are invited to join this roundtable dinner on ‘Email Amplify: Balancing personalization, compliance, and brand consistency’.

An expert moderator will guide the knowledge-sharing event, stimulating discussion between participants in a closed, confidential environment. Attendance is by invitation only and complimentary. 

For insight on this event, photos and guest interactions, see our post on LinkedIn.

Email Amplify: Balancing personalization, compliance, and brand consistency 

In the digital era, email communication is indispensable for BFSI (Banking, Financial Services, and Insurance) organizations. Balancing personalization with compliance is crucial, as strategies like automation and segmentation can drive growth while ensuring adherence to regulations. By delivering compliant, tailored content to specific customer segments, providers can boost client engagement, build trust, and enhance financial outcomes. Futhermore, these must also be balanced with brand consistency, not letting personalization and compliance compromise the integrity and identity of the brand.

Incorporating compliant mass customization into a broader digital strategy allows BFSI organizations to stay competitive, meet evolving customer needs, and uphold stringent data privacy standards. This alignment between personalization, compliance, and consistency not only serves clients effectively but also ensures the utmost data security.

  • What challenges are companies facing in achieving personalization while ensuring compliance?
  • In what ways is the personalization of email communication being leveraged to contribute to building trust and enhancing financial outcomes in the BFSI sector?
  • What strategies and mechanisms are BFSI leaders implementing to ensure their personalized email communications adhere to the industry’s stringent compliance and data privacy regulations?

Amali – The Sopra Room

115 East 60th Street NY NY 10022 | Google Maps

The Ortus Club hosts knowledge-sharing discussions in the best private dining rooms in the world. These venues provide an elegant high-end atmosphere and impeccable table service.

Attended by:

CISO, Cloud Security Expert, Information Security Leader at Amazon Web Services (AWS)
Technology COO, Transformation Lead, Platform Applications at Wells Fargo
VP, Email Marketing Strategy at JP Morgan Chase
VP, Cloud, AI Workflow Intelligence Solutions at Change Healthcare
Head of Content and Internal Communications, Global Banking and Financial Institution Coverage at BNP Paribas
Head of Digital Transformation at Societe Generale
Head of Engineering at Xero
Head of IA Channel Marketing at JP Morgan Chase
US Head, Technology & Cyber Risk at RBC Capital Markets
Senior Manager, Marketing Automation at Capital group
Program Manager, Office of the CISO at Credit Agricole Corporate and Investment Bank
District Leader at Primerica

For insight on this event, photos and guest interactions, see our post on LinkedIn.

6:00 PM: Arrival of guests and drink reception
6:30 PM: Welcoming and opening address by The Ortus Club
6:40 PM: Short Introduction by Exclaimer
6:45 PM: Discussion instigated by the moderator and continued by the group
7:15 PM: Appetizers are served
7:45 PM: Discussion ends and mains are served
8:15 PM: Dessert and coffee are served, guests are encouraged to stay and network

Hosted by Exclaimer

Event Detail

Thursday, August 3, 2023 18:00
New York City

Why attend?