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Keena Pettijohn
CEO& Founder WaaS©/CUE Credit Union Evangelist/Bank Strategic Advisor/2022 BISA Technology Innovations Award/ Keynote Speaker/Integration & Technology Partnerships/Innovations Advisor/ Females& Finance Associate Partner
Keena Pettijohn is the CEO & Founder of Lifelogixs Strategic Consultancy Group, specializing in helping organizations improve profitability, achieve ROI, and exceed sales quotas through digital engagement tools.
She works with executive-level decision makers who are seeking to transform their business models by revolutionizing customer engagement with automated digital solutions, targeting individuals with a proactive approach to change and a focus on enhancing sales, client management, lead generation, and overall customer experience.
Keena leverages over 20 years of experience in financial services, insurance, private banking, financial planning, and trust solutions within bank and credit union distribution channels. Her unique expertise lies in fintech and insurtech, integrating investment, insurance, and banking relationships with technology to enhance product and service delivery through multiple channels like social media, call centers, content marketing, financial planning, CRM software, and physical retail locations.
Her approach involves creating a playbook of tailored content to expand audience reach, foster customer advocacy, generate leads, and positively impact sales culture and profitability.
Keena Pettijohn is a skilled wealth management manager who excels in automating marketing processes, enhancing prospecting activities, and boosting client adoption and advocacy levels through the strategic use of Customer Relationship Management software.
She holds a Bachelor of Arts in Business Finance and Marketing and English, as well as an Associate of Arts and Sciences in Business Administration and Management, both from The Ohio State University.
In addition to leading Lifelogixs Strategic Consultancy Group, Keena has previously served as an Authorized Strategic Partner for Enterprise New Business Development at Strategic Partners Group.
To explore collaboration opportunities or learn more about her services, you can reach out to Keena Pettijohn directly on LinkedIn, via email at Partners@Lifelogixs.com, or by phone at 561-985-6238.