Customer Marketing Catch-up
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Dean Lindsay | How to launch a great fintech-focused customer advocacy program | Customer Marketing Catch-up

Customer Marketing Catch-up
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Key talking points:

  • Keeping in the loop with your other departments, especially with product leaders.
  • Make sure to stay in touch with your advocates - if they don't know about the feature, chances are the rest of your customer base don't know about it either.
  • How to cross-sell and upsell to advocates
  • Getting involved in thought leadership
  • Future of customer marketing

About the guest:

  • Aunalisa Arellano is currently the Head of Customer Marketing at Filevine. She has a strong practice in B2B SaaS marketing and thrives in customer-focused roles. Some exciting career accomplishments so far include:
  • Diversity and Inclusion Board Member at Shareworks by Morgan Stanley
  • First-Generation College Student Mentor (Legacy Program) at Westminster College
  • Drove the launch of an inaugural client advisory board at Filevine
  • Created the first-ever equity compensation by gender and race report at Shareworks by Morgan Stanley
  • Currently building the core customer marketing and advocacy strategy at Filevine

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