● What we do: We help organizations improve Profitability, Achieve ROI and Exceed Sales quotas by uncovering and demonstrating the Value of transforming their Customer Experience with Digital Engagement Tools. ● Who we work with: Executive level decision makers that are looking to transform their business model and have the ability to re-imagine how their customers will be fully engaged with the introduction of Automated Digital Customer Engagement Software. I work with Executives that have the mindset to be “Change Instigators” and that want to increase Sales, Improve Client Management, and Maximize Lead Generate and Energize their Customer Experience (CX). ● How it is accomplished: By building a Playbook of relevant content to grow your audience, promote customer Advocacy, provide a “Lead Feed”, and create a positive effect on company sales culture and bottom line. ● Why we stand-out: Accomplished Wealth Management Manager with over 20 years in Financial Services, Insurance, Private Banking, Financial Planning and Trust Solutions in the Bank and Credit Union Distribution Channels. Unique FinTech/Insuratech Wealth Team Leader that has integrated Investment, Insurance and Banking Relationships with Technology that has distinguished the way products, services and advice are given to clients with the deployment of a multi-channeled approach that included Social Media, Call Centers, Content Marketing, Financial Planning, CRM software and physical retail locations. Adept at leveraging Customer Relationship Management software to automate Marketing, increase prospecting and drive adoption and advocacy levels. ● How it Works: We start with a simple dialog to understand your business model and begin to evaluate what services will accomplish your organizations’ growth goals and core culture. ● Ready to Talk: Reach out to me directly on LinkedIn, email me at Keena@KeenaPettijohn.com, or call me at 561-985-6238