Session Overview


Kirk Drake presents a workshop to help the financial industry understand key customer journey triggers that guide inbound marketing direction. Kirk shares use cases, roadmaps, and case studies that show increased engagement, product adoption, and inbound search at each stage of the customer journey.

Event Starts In

241Days 18Hours 26Minutes 47Seconds

2020-11-30 10:00:002020-12-02 10:00:00CU 2.0 at Digital Sales & Marketing World 2020CU 2.0[email protected]

Session Facilitators


Kirk Drake

Financial Technology Strategist

Dylan Moore

Project Manager

Zeke Hudson

Content Director

What To Expect


Identify Customer Journey Triggers

Each stage of an account holder's journey offers new opportunities to strengthen your relationship, nurture, and sell.

Accelerate Product Adoption

Build automated nurturing sequences that can increase product saturation at your bank, credit union, or fintech.

Explore Case Studies

See how other institutions have used content strategies to educate, reduce new account churn, and book more loans.

Strategize Relevant Content

Review which types of content builds strong nurturing sequences for account holders in each stage of their journey.

What People Say


A Home Run

"CU2.0’s support has helped us stay on track and truly unlock the full potential of our small marketing department."

-- Jennifer Oliver, CEO South Bay Credit Union

More Demos

“Our ability to attract and nurture leads skyrocketed with CU 2.0’s marketing automation. We increased monthly unique site visits from a dozen to over a thousand.”

-- David Deckelmann, CEO LiveSurvey

Greater Visibility

“CU 2.0 was able to put us in front of key, C-level decision makers in a very tough market to penetrate.”

-- Carl-Alain Memnon, CEO Grain Technologies

Register Today


If you want to grow your institution, you need to understand your account holders' financial journeys. This breakout session provides the tools and insight you'll need to earn loyalty and increase profitability.

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