Presentation – Refined for Relevance: How TurboTax Unlocks Personalization at Scale

Behind every tax return is a unique financial story. Matching customers to the right tax expert takes careful consideration and a deep understanding of life and tax complexities. By parsing over 60,000 data points and distilling them into key, actionable attributes, Nick Karvounis reveals how TurboTax’s CRM models have evolved to match customers with the best support for their specific life situation. Nick Karvounis Senior Marketing Manager, CRM Growth & Innovation Intuit - TurboTax