Your Partners Will Never Use a Traditional CRM

Dec. 8, 2021 | 10–11 a.m. PT/1–2 p.m. ET/6–7 p.m. GMT

Access to data — and the insights it provides — is fundamental to client success, but getting partners and professionals on board with a traditional CRM remains a challenge.

During this webinar, we’ll explore how your CRM can break from tradition to work for your firm and its unique needs, eliminating the manual effort required of marketing teams. By unifying data across the applications your professionals use every day, your firm can strengthen client relationships, build a better brand, empower firmwide collaboration, and drive revenue growth.

Speakers

Lavinia Calvert

General Manager, Marketing and Business Development Solutions
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Lavinia Calvert

General Manager, Marketing and Business Development Solutions

Intapp

Lavinia Calvert leads the marketing and business development solutions business at Intapp, focusing on serving the technology and information needs of professionals in the legal, accounting, and consulting sectors. Calvert brings a deep and diverse base of international business experience spanning the fintech, media, and legal sectors. She has held a number of executive leadership roles in the U.S., Japan, Australia, and New Zealand, including Chief Marketing Officer at OnePlace prior to its acquisition by Intapp in May 2019, Chief Marketing Officer at IP law firm AJ Park, and Vice President Asia Pacific and Executive Vice President Strategy and Marketing at Reuters Media. Calvert has a bachelor’s degree in Business and post-graduate honors in Marketing from Massey University.

Christopher Di Masi

Chief Information Officer

Winstead

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Christopher Di Masi

Chief Information Officer

Winstead

Christopher Di Masi is the Chief Information Officer at Winstead. He is an executive with more than 20 years of experience guiding technology to work for the business and its employees. He has a strong vision towards what is possible combined with the common sense to identify what is practical, resulting in a proven history of bringing stability, efficiency, and evolution to the business. Di Masi previously served as Chief Information Officer at Jennings Strouss.

Jeannie Muzinic

Chief Business Development and Marketing Officer

Fisher Phillips

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Jeannie Muzinic

Chief Business Development and Marketing Officer

Fisher Phillips

Jeannie Muzinic is a member of Fisher Phillips’ Executive Leadership Team and leads the marketing, business development, media, marketing technology, and client experience functions. Leveraging the firm’s ability to quickly respond to rapidly evolving workplace issues, Muzinic’s role ensures clients have robust access to leading thought leadership resources, innovation offerings, and client experience opportunities through the firm’s website, event programming, digital campaigns, and tailored client portals. Implementing a diversified marketing technology infrastructure allows the firm to disseminate curated content, emphasize its brand equity and substantive strengths, and provide a gateway for client feedback to ensure the firm consistently and proactively provides exceptional client service and addresses the needs of the modern employer. Muzinic also works closely with the firm’s Management Committee and firm leadership to implement strategic priorities across its practice groups, industry teams, and markets. The seamless integration across the Executive Leadership Team truly sets Fisher Phillips apart as it enables collaboration, innovation, and diversity of ideas.

Time & date

Dec. 8, 2021 | 10–11 a.m. PT/1–2 p.m. ET/6–7 p.m. GMT

Event Details

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