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Your access to and use of this site is subject to the following terms and conditions and all applicable laws. By accessing and using this site, you accept the following terms and conditions, without limitation or qualification.

Unless otherwise stated, the contents of this site including, but not limited to, the text and images contained herein and their arrangement are the property of Argyle Executive Forum, LLC. All trademarks used or referred to in this website are the property of their respective owners.

Nothing contained in this site shall be construed as conferring by implication, estoppel, or otherwise, any license or right to any copyright, patent, trademark or other proprietary interest of Argyle Executive Forum, LLC or any third party. This site and the content provided in this site, including, but not limited to, graphic images, audio, video, html code, buttons and text, may not be copied, reproduced, republished, uploaded, posted, transmitted or distributed in any way, without the prior written consent of Argyle Executive Forum, LLC. You may download, display and print one copy of the materials on any single computer solely for your personal, non-commercial use, provided that you do not modify the material in any way and you keep intact all copyright, trademark and other proprietary notices.

The information provided on this site is free of charge and for informational purposes only and does not create a business or professional services relationship between you and Argyle Executive Forum, LLC. Links on this site may lead to services or sites not operated by Argyle Executive Forum, LLC. No judgment or warranty is made with respect to such other services or sites and Argyle Executive Forum, LLC takes no responsibility for such other sites or services. A link to another site or service is not an endorsement of that site or service. Any use you make of the information provided on this site, or any site or service linked to by this site, is at your own risk.

THIS SITE AND ITS CONTENTS ARE PROVIDED “AS IS” AND Argyle Executive Forum LLC MAKES NO REPRESENTATION OR WARRANTY OF ANY KIND WITH RESPECT TO THIS SITE OR ANY SITE OR SERVICE ACCESSIBLE THROUGH THIS SITE. Argyle Executive Forum LLC EXPRESSLY DISCLAIMS ALL EXPRESS AND IMPLIED WARRANTIES INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. IN NO EVENT WILL Argyle Executive Forum LLC BE LIABLE TO ANY PARTY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, CONSEQUENTIAL OR OTHER DAMAGES (INCLUDING, BUT NOT LIMITED TO, LOST PROFITS, BUSINESS INTERRUPTION, LOSS OF PROGRAMS OR DATA) WITHOUT REGARD TO THE FORM OF ACTION AND WHETHER IN CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY OR OTHERWISE, ARISING OUT OF OR IN CONNECTION WITH THIS SITE, ANY CONTENT ON OR ACCESSED THROUGH THIS SITE OR ANY SITE OR SERVICE LINKED TO, OR ANY COPYING, DISPLAYING OR USE THEREOF.

Argyle Executive Forum, LLC maintains this site in New York, USA and you agree that these terms of use and any legal action or proceeding relating to this site shall be governed by the laws of the State of New York without reference to its choice of law rules. If you attempt to bring any legal proceedings against Argyle Executive Forum, LLC you specifically acknowledge that Argyle Executive Forum, LLC is free to choose the jurisdiction of our preference as to where such action against us may be held. As you have agreed by using this site to choose the laws of the State of New York to govern any such proceedings, we will probably choose to defend any such action in New York and we can make this decision entirely as it suits us, without regard to where in the world you are located or from where in the world you visited this site.

You are responsible for complying with the laws of the jurisdiction from which you are accessing this site and you agree that you will not access or use the information on this site in violation of such laws. Unless expressly stated otherwise herein, any information submitted by you through this site shall be deemed non-confidential and non-proprietary. You represent that you have the lawful right to submit such information and agree that you will not submit any information unless you are legally entitled to do so. Because of the open nature of the Internet, we recommend that you not submit information you consider confidential.

CX Webinar:

Beyond Dollars – The Power of Personalization in Financial Services

On-Demand

On-Demand

Speakers

Anna Startseva

Director - Product Marketing

Freshworks

Jeff Woodland

Director of Marketing

Five9

Sponsors

Beyond Dollars - The Power of Personalization in Financial Services

Category of Personal Information Collected	Collection Sources	Business Purpose for Collection	Categories of Third Parties with whom Personal Information is Shared
Personal Identifiers including, name, postal address, phone number, email address, or similar contact information.	■ Consumers that contact us directly. ■ Service providers	■ Administering and expanding our business services ■ Improving our website ■ Corresponding with users of the services and responding to inquires ■ Advertising and Marketing our products and services ■ Analytic purposes	■ Service providers ■ Partners ■ Vendors ■ Affiliates
Professional information, including business email, employment address, name of employer, and job title	■ Consumers of our products and services ■ Service providers	■ Conduct and develop our business. ■ Correspond with Consumers. ■ Provide our products and services. ■ Send marketing communications.	■ Service providers ■ Partners ■ Vendors ■ Affiliates
Commercial/Service information, including events, downloads, whitepapers and publications of ours you subscribe to	■ Consumers of our products and services ■ Service providers	■ Send marketing and communications ■ Improve our services ■ Analytic Purposes	■ Service ■ Providers ■ Partners ■ Vendors ■ Affiliates
Internet or other electronic network activity information, including, but not limited to, Internet Protocol address, browsing history, search history, and information regarding a Consumer’s interaction with an Internet Web site, application, or advertisement.	■ Consumers that visit our websites. ■ Service providers	■ Conduct and develop our business with Consumers and with others. ■ Improve and provide our website, and our products and services generally. ■ Customize our website to users’ needs. ■ Analytics and advertising	■ Service ■ providers ■ Affiliates
Inferences	■ Users of our products and services ■ Service providers	■ Conduct and develop our business with Consumers and with others. ■ Improve and provide our website, and our products and services generally. ■ Customize our website to users’ needs. ■ Analytics purposes ■ Advertising purposes	■ Service ■ providers ■ Affiliates