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Breakout Session / Thursday / September 1, 2022 / 10:30 AM

Improving Customer Experience With Marketing Automation

Delivering an incredible customer experience does wonders for a bank - increasing customer satisfaction, opening up opportunities for additional business, and getting referrals with positive word-of-mouth. However, many banks struggle to deliver a positive experience in a way that is scaleable.

In this session, panelists will discuss how to use automation to deliver better personalized experiences to customers, from their initial onboarding all the way to turning them into advocates.


Carol Adkisson | Director of Marketing Operations | Act-On Software
Carol Adkisson is a marketing leader with over 20 years of experience across SaaS technology companies and the financial services industry. She currently serves as Director of Marketing Operations for Act-On Software, marketing automation software for the full customer lifecycle. With a passion for process and analytics, Carol focuses her expertise on helping marketers increase efficiency through data-driven insights. Prior to joining Act-On, Carol lead marketing teams at Advantis Credit Union, Jama Software, and WebMD Health Services. Carol has a Bachelor of Arts in Journalism from the University of Oregon and an MBA from Concordia University.
Anita Brooks | Founder | P4 Power Coaching
Anita Brooks is the founder of P4 Power Coaching, emphasizing the importance of people, processes, performance, and profitability for true business success. She motivates dynamic breakthroughs as an international speaker and trainer, in-demand business coach, certified communications specialist, certified personality trainer, and bank board member. Her expertise and training help organizations identify and plug the invisible drains stealing their money, time, and energy. An award-winning author, from the page and stage, Anita inspires people to remember that in business as in life, it’s never too late to make a fresh start with fresh faith. Anita also hosts The Exceptional Leadership podcast, where she challenges us to remember, we all influence someone, the question is, “Are we influencing well? Exceptionally well?” Connect and keep up with Anita at
Staci Shedd | Head of Customer Experience & WOW! Employee Engagement Strategy & Support | TD Bank
Staci Shedd is the Head of Customer Experience and WOW! Employee Engagement Strategy and Support at TD Bank. With over 25 years' experience in customer loyalty, performance metrics, and strategic business planning and execution, Staci drives Legendary experiences with the end goal to create FANs out of Customers and Employees. How could anything be more fun?

Bradley Cooper | Editor | ATM Marketplace
Bradley Cooper is the editor of ATM Marketplace. He was previously the editor of Digital Signage Today, Kiosk Marketplace and Blockchain Tech News. His background is in Information Technology, Advertising, and Writing.
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