Scaling personalisation with limited resources

AI, personalisation, data, and automation are reshaping how for-purpose organisations engage donors, members, volunteers, and patients. But where do you begin—and how do you keep it human? In this session, leaders from Glaucoma Australia and Financial Institute Australia unpack practical ways to personalise your data, segment smartly (not endlessly), and use AI to lift outcomes without lifting your budget.

• ‍Unveiling digital’s role: How right-sized personalisation and clean data fuel retention, satisfaction, and revenue—plus what to avoid (like over-segmentation and sensitive signals).‍
• Proven strategies: Battle-tested approaches to segmentation in your CRM, member/donor journeys, and governance—starting with objectives, then data, then tech.‍
• Real-world examples: See how calculated asks, personalised URLs, and Experience Cloud journeys lifted average gifts and engagement—without a large team.

Who should watch?

Ideal for nonprofit and association leaders, member/donor engagement teams, CRM/MarTech owners, and anyone modernising customer journeys on limited resources. If you want measurable uplift while keeping the human in the loop, this is for you.