On-Demand Webinar

Scaling Smarter:
Inside The Partnership Model Powering Advanced Personalization

Today’s customers don’t ask for personalization. They just expect relevance. They assume you’ll remember what they browsed, bought, or clicked—and adjust your messaging accordingly.

And while 80% of consumers say they’ll share personal data in exchange for better experiences*, most brands still struggle to keep up.

This webinar breaks down how Intuit TurboTax built one of the most complex, performance-driven CRM programs in the industry. It’s a real-world look at how the right mix of structure, strategy, and collaboration unlocks personalization at enterprise scale.

*Salesforce, State of the Connected Customer

In this session, we covered:

The customer-first CRM framework Intuit TurboTax uses to deliver high-performing, personalized email at scale
How real-time customer data powers dynamic, versioned lifecycle campaigns
The partnership model and workflows that make cross-functional execution possible
Actionable takeaways any brand can use to improve personalization through partnership

Featured speakers

Spencer Smith

Spencer leads strategic growth at Bold Orange, where he helps enterprise brands transform customer engagement through personalization, performance marketing, and lifecycle strategy. With deep experience bridging CRM, creative, and tech, Spencer brings a partnership-first approach to scaling relevancy and making complex CX programs work in the real world.

Nick Karvounis

Nick leads CRM innovation at Intuit TurboTax, where he builds customer engagement programs that drive performance at massive scale. Each year, his team executes one of the most complex, data-rich email programs in the industry—powering millions of personalized communications during the high-stakes tax season.

Tiffany Fitzgerald

Tiffany partners with leading brands to deliver next-level personalization through Movable Ink’s creative technology. With a focus on the media and tech sector, she brings strategic insights that help teams activate data, automate content, and create real-time experiences that resonate.