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Tuesday, April 9, 2013

2:50 PM - 3:35 PM
Track: Customer Loyalty and Engagement (Sponsored by Connexions Loyalty) View Track

FIDELITY INVESTMENTS COBRAND CARD PROGRAM: LESSONS LEARNED IN PROGRAM INTEGRATION

Stefan Ross, Director, Credit and Debit Card Products, FIDELITY INVESTMENTS
Rob Finkelstein, VP, Program Development, PARTNER ADVISORS

Fidelity Investment's award winning cobrand card program has evolved from an accommodation" product to a core part of the retail customer experience. The goal of the session will be to provide insights into how Fidelity made the product a core feature of its cash management offering, and lessons in successful integration within the total customer experience from both acquisition and usage perspectives. The session will focus on the benefits of the unique partnership between Fidelity and the program partners and providers, and the evolving role of payments and related products within an investment company context. The session with be will be led by Stefan Ross from Fidelity Investments and Rob Finkelstein from Partner Advisors, who will provide a deep dive on the challenges behind the program integration, the customer centric development of the program and the overall program success metrics.

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