TECH TALK

Becoming your customer’s financial hub with LendingTree

Thursday, February 11

11:00 AM PT / 2:00 PM ET

7:00 PM

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TECH TALK

Becoming your customer’s financial hub with LendingTree

Learn how a holistic view of your customer’s finances can help you increase engagement and make better recommendations.

February 11, 2021 | 11:00 AM PT

Bryce McAvoy

Senior Product Manager,

LendingTree

Jonathan McFaddan

Senior Content Strategist, LendingTree

Mehreen Iqbal

Account Manager,

Plaid

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Becoming your customer’s financial hub with LendingTree

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What was covered

Join Plaid and LendingTree to learn how a holistic view of your customer’s finances can help you build the products and services they want. We’ll cover topics like:


•  How the landscape for personal finance is changing
•  What goes into a best-in-class digital onboarding experience
•  How industry leaders are increasing engagement and LTV
•  How you can move to a single use case to become your customer’s financial hub
•  How to leverage consumer-permissioned personal financial data to offer better recommendations and personalize the in-app experience


At this 45-minute Tech Talk, we’ll explore the intersection of strategy and technology to help you onboard more users, increase their engagement, and optimize LTV.


Key Topics:

What agile event programs are and why they're essential

Strategies and tools for building agile event marketing

How to scale agile event programs without losing brand integrity or valuable data

Steps you can take right now to introduce agile event marketing into your business

About

What You'll Learn

Join Plaid and LendingTree to learn how a holistic view of your customer’s finances can help you build the products and services they want. We’ll cover topics like:


•  How the landscape for personal finance is changing
•  What goes into a best-in-class digital onboarding experience
•  How industry leaders are increasing engagement and LTV
•  How you can move to a single use case to become your customer’s financial hub
•  How to leverage consumer-permissioned personal financial data to offer better recommendations and personalize the in-app experience


At this 45-minute Tech Talk, we’ll explore the intersection of strategy and technology to help you onboard more users, increase their engagement, and optimize LTV.


What we'll cover:

Lending will become almost invisible to consumers

User trust in fintech will accelerate adoption

Mobile banking will become the default

Fintech developers will see unprecedented demand

Money movement will happen automagically

FEATURED

Speaker Highlights

Bryce McAvoy

Senior Product Manager

LendingTree

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Jonathan McFadden

Senior Content Strategist

LendingTree

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Mehreen Iqbal

Account Manager 

Plaid

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About Plaid

Plaid is a technology platform that enables users to connect their financial accounts to the apps and services they want to use. We focus on lowering the barriers to entry in financial services by making it easier and secure to share financial data.

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Bryce McAvoy

Senior Product Manager

Bryce McAvoy is a Senior Product Manager at LendingTree. His passion for delighting users and delivering outstanding products has landed him in a variety of product roles over the last several years. He is currently focused on the logged-in experience for users at LendingTree. Bryce received his Bachelor’s Degree from the University of Richmond. He currently lives in Charlotte, N.C. with his wife, two kids, and their dog.

Jonathan McFadden

Senior Content Strategist

Jonathan McFadden is a senior content strategist at LendingTree, where he writes and edits marketing and UX content for the nation’s largest online lending marketplace. He also co-chairs the company’s grassroots diversity and inclusion program and manages his own brand storytelling and content writing business, Jon Writes. When he’s not serving at his church, juggling clients, or working on the sci-fi novel he’ll publish one of these days, he enjoys spending time with his wife, reading comic books, bingeing Xena: Warrior Princess, and rocking in his recliner.

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Mehreen Iqbal

Account Manager

Mehreen Iqbal is an Account Manager on the Growth team at Plaid. In her role, Mehreen helps digital banks, lenders, and personal finance management apps launch, grow, and optimize their partnership with Plaid. Prior to joining Plaid, Mehreen helped build and scale engineering teams across new products at Marcus by Goldman Sachs and started her career in consulting at KPMG, working with consumer and commercial banks. Mehreen is passionate about launching new products, giving back to the Georgia Tech community, and supporting Women in STEM.

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