Keynote Topic
Personalization in Regulated Industries
Breakthroughs and challenges in insurance, pharma, financial services, and healthcare.
Insurance, pharma, financial services, and healthcare face the same personalization mandate as every other sector — with compliance, privacy, and medical or legal review sitting in the middle of every customer journey. Dave has led this work from the inside as CMO of Aetna and from the outside advising carriers, insurers, and pharmaceutical commercial teams.
This keynote is built specifically for regulated environments: how insurers can personalize quoting, onboarding, claims, and renewal moments without tripping compliance; how pharma teams personalize HCP and patient engagement within MLR constraints; and how financial services firms use AI-driven personalization where suitability rules apply.
Built For
- Insurance carriers: marketing, distribution, and customer-experience leadership
- Pharma commercial, HCP engagement, and patient-services teams
- Financial services product, marketing, and digital leaders
- Health plans and provider systems
What Audiences Take Away
- Where personalization creates the most value across the insurance customer lifecycle
- How to design personalization that clears compliance, legal, and MLR review
- Data and consent architecture that holds up under regulatory scrutiny
- Cross-sector case examples from insurance, pharma, health, and banking
Recent Engagements on This Topic
| Organization | Location |
|---|---|
| AstraZeneca | Virtual |
| Takeda Pharmaceuticals | Cambridge, MA |
| Vanguard Investments | NYC |
Formats: 60-minute keynote, leadership offsite session, or board briefing.
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