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Episode 3

What to say and when: Content built for behavior

June 17 @ 1PM ET | 10AM PT

June 17, 2025
1PM ET | 10AM PT

In the third episode of our Engagement Masterclass Series—building on segmentation and personalization—we’re focusing on the next critical piece of the puzzle: content. Even the most advanced data strategies fall flat without messaging that truly connects.

This session is designed for bank and credit union marketers looking to build scalable, targeted content that aligns with customer needs, life stages, and behaviors.
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What you'll learn:

  • Content Mapping for Segments: Match messaging to specific personas, products, and stages of the customer journey.
  • Scalable Content Frameworks: Create modular, dynamic content that adapts to multiple audiences.
  • Compliance by Design: Develop creative that stays within regulatory lines without sacrificing impact.
  • Success Stories: Real-world examples of content strategies driving engagement and conversion.

Masterclass registration

Walk away with practical frameworks, real-world examples, and the tools to turn personalized content into deeper connections, stronger engagement, and measurable marketing impact.

This is the third episode in our monthly Engagement Masterclass Series, designed to help banks and credit unions turn first-party data into smarter, more effective campaigns. You’ll gain practical strategies to improve segmentation, personalization, and campaign performance—plus, a live Q&A with our Managed Services Team to get answers to your data-driven marketing questions.

Hosted by the Digital Onboarding Managed Services Team

The Managed Services Team (MST) empowers financial institutions to maximize engagement, retention, and growth by developing educational content and best practices that drive success. Beyond execution, the MST serves as a strategic partner to our financial institution customers, providing expert guidance, creative solutions, and continuous optimization to help strengthen their customer and member relationships and achieve measurable results.

Justin Roberts
Sr. Director, FI Marketing Strategy
Growth Strategy Team

Ebony Ivey
Director of FI Marketing Strategy - Managed Services Team

Ebony is the Director of FI Marketing Strategy on Digital Onboarding’s Managed Services Team, where she brings extensive expertise in financial services. She has led initiatives in customer lifecycle marketing, acquisition, and content strategy, optimizing client acquisition and brand awareness. Ebony excels in bridging strategy and execution to drive business results for our customers.

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