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Webinar: The Economic Times

The Economic Times | Financial Marketers Summit

Feb. 18, 2021 10:00AM – 01:00PM

april, 2021


In today’s times, financial marketers rely a lot on consumer insights and data for leveraging advanced analytics for insight-driven marketing. That’s because: Cross-channel marketing is on the rise; micro-targeting is the next big thing in marketing, and predictive analytics is helping companies create futuristic models of consumer buying and retention behaviour.

While much of the focus is around customer acquisition, but customer retention is a slightly neglected but perhaps more critical aspect of the consumer lifecycle journey. It is important for consumer businesses such as banks and financial services companies to activate customer engagement models that trigger user retention.

Focus on this critical aspect can help consumer businesses deploy a much more powerful approach to manage the customer lifecycle journey. In this context, The Economic Times, along with WebEngage, is initiating conversations on some of the most compelling issues & trends that are priority for today’s financial services marketers. The summit will bring together key opinion leaders to deliberate on these issues and draw insights to help industry professionals in taking future decisions.



  • Changing marketing strategies for the BFSI industry post COVID
  • Managing marketing budget during a crisis
  • Analysing customer outreach initiatives
  • Understanding the evolved, connected consumer of today
  • Creating positive experiences to increase adoption and usage frequency
  • Leveraging BI to deal with data challenges and its effective utilization
  • Leveraging an omnichannel communication strategy
  • Delivering exceptional experiences at touchpoints to create brand evangelists
  • Analysing the role of martech in orchestrating campaigns, data, and analytics
  • The impact of a CDP on a BFSI brand’s digital experience touchpoints
  • Understanding the impact of a data-lake for today’s customer-first BFSI businesses



10:00 AM – 10:05 AM Introduction by The Economic Times
10:05 AM – 10:10 AM Welcome Address by Avlesh Singh, Co-founder & CEO, WebEngage
10:10 AM – 10:30 AM Keynote Address by Ms. Kalpana Morparia, Independent Director & Former Chairman South & South East Asia, J.P. Morgan.
10:30 AM – 11:15 AM Ring in the New: Marketing Reborn for BFSI Industry

Srinivas Jain, Executive Director & Chief of Strategy, Digital & Technology, SBI Mutual Funds Jasneet Bachal, CMO, Yes Bank
Aalok Bhan, Director & CMO, Max Life Insurance
Manish Dubey, CMO, ICICI Prudential Life Apoorv Sood, Vice President, Global Business & Partnerships, WebEngage
11:15 AM – 12:00 PM Converting customers into evangelists with contextual experiences

Dharmender Narang, Chief Customer Experience Officer, IIFL
KV Dipu, President, Bajaj Allianz General Insurance
Ratan Kesh, EVP & Head- Retail Operations and Service, Axis Bank
Keyur Dhami, VP – Customer Success, WebEngage
Subramanyam Iyer, Senior Vice President and Head – Customer Experience, DBS Bank India
12:00 PM – 12:45 PM The importance of Customer Data Platform in the ‘Data-Age’ for BFSI

Sameer Nigam, Co-founder & CEO, Phonepe
Subhash Kelkar, Chief Information & Digital Officer, ICICI Securities
Ankit Utreja, Co-founder & CTO, WebEngage
Sharad Saxena, CTO, Bank of Baroda
Kirti Patil, Joint President & CTO, Kotak Mahindra Life Insurance
12:45 PM – 01:00 PM Summary of day’s proceedings & Vote of thanks by Priyam Jha, Lead – Brand Marketing, WebEngage
01:00 PM – 01:05 PM End of program


WebEngage is a customer data platform and marketing automation suite that makes user engagement and retention simplified and highly effective for consumer businesses. It helps enterprises and SMBs drive more revenue from their existing customers and anonymous users through contextual and personalized user engagement.

It enables product and marketing practitioners to design intuitive user lifecycle journeys with data-backed, timely campaigns across multiple channels.Currently, WebEngage offers up to ten channels, namely email, mobile and web push notifications, in-app messages, SMS, web overlays, Facebook, WhatsApp and Google Ads.

The platform offers Product Analytics (Segmentation, Funnels, Cohorts, Uninstall Analytics) & Marketing Analytics (Revenue Analytics -- RFM), Campaign Performance Analytics, Tag-based Analytics) along with nine communication channels for engagement campaigns. WebEngage works with over 300 enterprise customers worldwide across industries like E-Commerce, Edtech, Fintech, Gaming, Financial Services, Foodtech, Travel, Transportation, and many more.

WebEngage has been a pioneer in the B2C marketing automation space in the Indian market. The company started as an onsite engagement tool back in 2011. In 2016, WebEngage evolved into a full-stack marketing automation platform for digital consumer businesses that exist on the web and mobile.

Since then, WebEngage has grown multifold, helping customers worldwide enhance their user engagement, and strengthen retention as a practice. On the back of engagement-led marketing, WebEngage has helped brands influence conversions, increase revenue, and amplify customer loyalty. With additional educational initiatives like EngageMint, EngageCast, and the WebEngage blog, the brand is helping product and marketing teams learn about the impact of intelligent engagement on revenue and growth.

For more information, visit https://webengage.com/ or follow them on LinkedIn and Twitter. WebEngage powers the user engagement of top global brands around the world, like Myntra, Firstcry, G2A, Unacademy, Unilever, Shaw Academy, Goibibo.

25feb6:20 pm7:40 pmVirtual EventTest - ET | Financial Marketers Summit6:20 pm - 7:40 pm Online


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