Recap: The 5 MUST HAVEs for Effective Marketing Personalization in Financial Services for 2022

The 5 must haves

Personalization is key for engagement, but consumers are more aware of marketing tactics than ever. It’s all too easy to spot poorly made automated emails with dynamic tags (that may or may not have broken). It’s a new year and the best time to test strategies to drive growth.

Join us to discover how to truly personalize your marketing with data and direct mail to get noticed and drive results in 2022.

Meet the Presenters


Sam Yarborough


With nearly a decade of experience in marketing, design, and strategy, partnerships is an accumulation of Sam’s strengths and passions – bringing people together to creatively solve problems, approach technologies and use cases with new perspectives and, deliver mutually beneficial results. After all, we’re all better together.

In her free time, Sam enjoys spending time in her home mountains and rivers of Montana with her husband Jason, kids Jack and Nora, and dog Lucy.




As SalesIntel’s Director of Demand Generation, Keith has close to a decade of experience in scaling hyper-growth B2B SaaS startups – two of which have successfully been acquired. Keith has a passion for intuitive technology and is always looking for new ways to implement it within his lead generation process.