How State Street Global Advisors Transformed Their Client Experiences

With nearly 11 billion transactions conducted via ATM each year, it’s easy to forget that people were once skeptical of these machines. Yet, now, ATMs are staples of convenience for financial institutions and clients alike.

Today, this industry is facing another moment of significant change. Clients now want to conduct their business almost exclusively online. Some finance businesses have been hesitant to change. Others, like State Street Global Advisors, are embracing this brave new world, and creating innovative, digital experiences for their clients.

Join Kate Marx, Head of Digital Training and Transformation Program Management at State Street Global Advisors, and Aurelia Solomon, Director of Product Marketing at Drift, to hear how State Street Global Advisors uses Drift to drive more revenue with qualified clients and streamline their digital experience — one conversation at a time.

You’ll learn: 

  • #1 How to make your client experiences more secure, more personalized, and most importantly, more human
  • #2 Exactly how State Street Global Advisors uses Drift to get their clients the right information, at the exact moment they want it
  • #3 How you can get started with Drift to turn your website into conversion engine

Presenters

Kate Marx

Head of Digital Training and Transformation Program Management at State Street Global Advisors

Aurelia Solomon

Director of Product Marketing at Drift

How State Street Global Advisors Transformed Their Client Experiences