TOP 5 REASONS TO ATTEND

Uniquely relevant to financial services marketers focussed on DIGITAL
Get access to two days of unprecedented content tailored just for you. No other summit combines the unique challenges of financial services with the speed of digital. Seek insights from the leaders in digital that are directly applicable to you.

Navigate compliance hurdles specific to the industry
Regulatory compliance puts limitations on FIs that marketers in other industries don’t have. Share experiences and tactics with top financial marketers to identify the most effective strategies that respect the rules.

Take away recent, relevant strategies employed by leading FIs
With specific case studies from the country’s most successful institutions, walk away with actionable tips and tactics to revitalize your digital strategy. Get your burning questions answered with live Q&A, and learn from the success and failures of your industry peers.

Connect with senior executives focussed on the same challenges
Come face to face with fellow financial marketers to tackle common challenges and build new relationships. Make the most of the 10+ dedicated hours of networking and discussion to find profitable connections.

Source the content that’s most relevant to you with eight dedicated tracks
Get straight to the topics that matter most to you with targeted track topics that address your challenges. From social media to content marketing to big data, you will be spoiled for choice with over 32 action-packed sessions.

 

Speakers Include:

Frank Eliason, Partner, BrainTrust Partners
Juan Silvera, CMO, Rabobank N.A
Elina Vilk, Head of Marketing, Enterprise Solutions, PayPal
Sheri Gilchrist, Managing Director, Global Head of Marketing Services, BNY Mellon Investment Management
Emily Friesen, SVP Strategic Marketing, Arrowhead Credit Union
Andras Lazar, Director, Digital Acquisition, American Express
Rebecca Wooters, Head of Citi Cards Customer Engagement, Citi
Laura Hahn, Director of Marketing and Customer Engagement, Guardian Life
Mari Pagliughi, Director, Head of Digital Communications, Guardian Life
Tim Hong, SVP Marketing and Product, MoneyLion
Mark Goines, Vice-Chairman & Former CMO, Personal Capital
Toby Rotman, VP, Testing and Optimization, U.S. Bank
Nag-Bushan Odekar, VP, Head of Marketing, Individual Markets, Great West Financial
Laura Wooster, VP Marketing, John Hancock Insurance
Chris Nichols, Chief Strategy Officer, CentreState Bank
Rahul Todkar, VP, Enterprise Data Science and Marketing Analytics, Charles Schwab
Jennifer Heyman, VP Social Media, Wells Fargo
Amy Heidersbach, VP – Platform, API & Developer Marketing, Capital One
Melissa Musgrove, VP, Head of Social Media, Regions Bank
Greg Lull, Head of Consumer Insights, Credit Karma
Jayme Lacour, Director of Social Media, Putnam Investments
Mike Chao, Head of Digital Products and Capabilities, Blackrock
Larry Lubin, Founder, Bluerush

Agenda Topics Include:

Day 1:

7:30 AM Registration and Breakfast
8:15 AM Opening Comments from the Chair
8:30 AM Keynote Address
9:15 AM Case Study: Citi
10:00 AM Speed Networking
10:15 AM Morning Break

BIG DATA
10:45 AM Industry Expert: Advanced Segmentation and Clustering Techniques to Identify and Convert
11:15 AM Case Study: BNY Mellon: It’s a Brave New World: Leaning in to the New Age of Data, Digital and Content to Drive Returns
11:45 AM Industry Expert: Exploiting Moments of Influence to Reach Customers Who are Ready to Buy

CONTENT MARKETING
10:45 AM Industry Expert: Optimizing Content to Attract, Retain, and Grow Share of Wallet With Your Customers
11:15 AM Case Study: Guardian Life - Listening to Consumers to Create Ongoing Relevancy and Brand Engagement
11:45 AM Industry Expert: Target Audiences Using Native Advertising to Increase Brand Recognition

12:15 PM Networking Lunch

MOBILE & DISPLAY
1:15 PM Industry Expert: Battling Bots – Minimizing Ad Fraud to Increase Human Impressions and ROI
1:45 PM Panel: Mobile First: Bringing Mobile to the Forefront to Meet Consumer Needs and Drive Conversions
2:30 PM Industry Expert: Moments That Matter – Understanding Today’s Mobile Consumer

CUSTOMER EXPERIENCE
1:15 PM Industry Expert: Using Customer Journey Maps to Make the Right Digital Investments
1:45 PM Panel: Website/UX: Optimize Your Website to Create a Superior UX and Retain Customers
2:30 PM Industry Expert: Agile Marketing – Adjust your Strategy in Real Time to Increase Profits

3:00 PM Afternoon Break
3:30 PM Technology Showcase: Capitalize on the New Tools for Your Brand to Enhance Your Digital Marketing Strategy
3:45 PM Panel: Omni-channel - Sending a Consistent Message Across Touch Points to Solidify Your Brand
4:30 PM Conference Adjourns to Day Two
4:45 PM Cocktail Reception

Day 2:

7:45 AM Registration and breakfast
8:30 AM Opening comment from Chair
8:45 AM Keynote: Digital Transformation
9:30 AM Case Study: PayPal
10:00 AM Spotlight: Drive Conversion and Maximize ROI with Engaging Video Content
10:15 AM Morning Break

ATTRIBUTION
10:45 AM Fireside Chat: Charles Schwab
11:30 AM Industry Expert: Customer Insights – Leverage Your Mass Customer Data to Boost Marketing Effectiveness
12:00 PM Case Study: Credit Karma: How to Measure the Complete Value of Marketing with Indirect Attribution

SOCIAL
10:45 AM Panel: Social Best Practices
11:30 AM Industry Expert: Social Listening Strategies to Gauge Brand Health and Attack Your Pain Points
12:00 PM Case Study: Regions Bank: Driving Revenue and Engagement in Social Media

12:30 PMNetworking Lunch

REAL TIME MARKETING
1:30 PM Industry Expert: Enabling Compliant Marketing and Sales Pieces to Speed Up Success
2:00 PM Case Study: American Express

PERSONALIZATION
1:30 PM Industry Expert: How to Use Personalization to Enhance Your Customer-centricity and Brand Loyalty
2:00 PM Case Study: Arrowhead Credit Union

2:30 PM Afternoon Break
3:00 PM Peer to Peer: In-house vs. Outsource
4:00 PM Case Study: Capital One
4:30 PM Conference Adjourns