What Does It Take to Achieve Healthcare CRM Maturity Across the Enterprise?

Leaders from Emory Healthcare and HonorHealth, along with CRM experts from LionShare and Kelly Faley Consulting, share practical lessons on how healthcare organizations can personalize communications more thoughtfully, govern messaging across teams, and measure CRM performance in ways leaders understand.

Turning CRM into an Enterprise Growth Strategy, Part 2: Personalization, Governance, and ROI

// By Therese Lockemy, MBA // Leaders from Emory Healthcare and HonorHealth, along with CRM experts from LionShare and Kelly Faley Consulting, share practical lessons on how healthcare organizations can personalize communications more thoughtfully, govern messaging across teams, and measure CRM performance in ways leaders understand.

Stop chasing AI “shoulds”: a focus-first approach for health system marketers

AI in Healthcare Marketing June 2026 Day 2 Session 1

Presented June 16, 2026 at 1 p.m. Eastern

Panelists:

• Luke Farkas, VP of Innovation & AI, Unlock Health
• Daniel Fell, Health Systems Practice Lead, Unlock Health and eHealthcare Strategy & Trends Editorial Advisory Board Member
• Joe McMahon, Vice President, Northwell Health’s Enterprise Change Management team
• Anne Martino, Chief Marketing and Communications Officer, Children’s Wisconsin

Moderated by:

• Wendy Margolin, Contributing Writer, Plain-English Health Care

After this session, participants will be able to:

• Explain why AI progress is primarily a change-management challenge in hospital marketing and identify the common failure mode of “everything, all at once” prioritization.
• Diagnose their organization’s default AI orientation (what it tends to prioritize and protect) and understand why two health systems can make opposite AI decisions and both be right.
• Assess their team’s AI fluency and translate it into a focused 90-day plan, including what to do now, what to postpone, and what guardrails are required for adoption.

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Are Hyper-Personalized Patient Journeys Our New Future? How Industry Leaders Are Using AI Agents to Get There

A virtual summit for healthcare marketers and digital strategists from eHealthcare Strategy & Trends

Presented December 11, 2025 at 2:30 p.m. Eastern

Panelists:

• Andrew Chang, Chief Marketing Officer, UChicago Medicine
• Chris Hemphill, Founder and Head of Applied Data Science & AI Modular Feedback
• Paul Lambson, Assistant Vice President, Consumer Technology, Northwell Health

Moderated by:

• Drew Marlatt, VP, Data Products and Technology, BPD

You’ll Learn:

• How healthcare consumerism can improve with AI “agents”— autonomous software that can navigate systems, pull data, and complete transactions without human intervention.
• What it looks like to design systems and processes where consumer interactions feel effortless.
• What happens when websites are no longer the primary tool for transactions.
• How AI agents are enabling real-time personalization and eliminating the “one-size-fits-all” healthcare digital experience that has long frustrated patients.

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AI Agents and Workflow Optimization: From Idea to Impact

A virtual summit for healthcare marketers and digital strategists from eHealthcare Strategy & Trends

Presented Thursday, December 11, 2025 at 1 p.m. Eastern

Panelists:

• Drew Marlatt, VP, Data Products & Technology, BPD
• Carrie Liken, Strategic Account Executive, Snowflake

Moderated by:

• Therese Lockemy, founder and CEO, Inner Path Digital

Join us to learn how healthcare marketers are:

• Identifying high-value workflows that are ready for AI agents today, and where manual oversight is still essential
• Reducing operational friction by using agents to automate tasks like appointment scheduling, care coordination, data pulls, list creation, campaign setup, segmentation, and reporting
• Connecting cloud data, MarTech, and enterprise systems so agents can act on unified, governed information
• Designing guardrails, governance models, and human-in-the-loop checkpoints that keep outputs safe, accurate, and on-brand
• Learning from agent use cases in other industries, and translating those practices responsibly into healthcare
• Preparing teams for a new operating model where AI agents augment capacity, accelerate execution, and free humans for higher-value work
• Balancing near-term efficiency gains with long-term opportunities to reimagine end-to-end marketing workflows

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