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Zachary
Estes
Assistant Director, Customer Success
Moody's
Zac Estes is an Assistant Director, Customer Success at Moody’s, where he leads onboarding and implementation strategies for insurance clients across North America. In his current role, Zac focuses on migrating clients from legacy on-premise systems to Moody’s SaaS solutions, which enhance their ability to analyze and manage exposure to natural catastrophe risk. He is experienced in driving end-to-end product adoption, from initial onboarding through full integration into clients’ internal systems and workflows. His work enables clients to streamline operations, improve risk modeling accuracy, and realize greater value from their investment in Moody’s. With a background rooted in client success and technical enablement, Zac finds success in bringing a strategic, solutions-oriented approach to every engagement.
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19 November 2025 13:30 - 14:15
Panel: From first touch to long-term loyalty - Elevating onboarding to drive retention
Effective onboarding is more than a one-time interaction - it's the foundation of long-term customer loyalty and retention. This panel explores how leading organizations are rethinking the onboarding experience to deliver immediate value, build trust early, and create strong customer relationships that last. From personalized onboarding journeys to proactive engagement strategies, our panelists will share practical insights and proven approaches to turning first impressions into lasting partnerships.