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Events

Breakfast

"Financial Services Marketing in a Data-Driven Era...

SAN FRANCISCO
17
Sep
08:00
am
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Event Summary:

FCS West will stage a fall breakfast series in San Francisco entitled “Transformative Marketing 2020.” These three events will tackle different aspects of the rapidly changing marketing landscape, looking at MarTech, Emerging Marketing Trends, and Generational Trends impacting financial marketing specifically. Exploring these diverse topics as we look to the coming year, we will hear from marketing, advertising, and media professionals in the finance vertical as well as other sectors speaking to creative and successful executions pushing the boundaries of current marketing capabilities.

The topic for the series kick-off is "Financial Services Marketing in a Data-Driven Era."

The marketing industry’s transformation in recent years has been centered on two things: technology and data. Whether it’s software-based marketing automation, programmatic ad buying, or account-based marketing (AMB), decision-makers in the industry are grappling with how these new tools and philosophies mesh with their conventional notions of how to sell to all demographics. How are financial firms confronting this new data-driven marketing era? And what does the future hold for marketing leaders as they adjust their key performance indicators and other metrics to conform to this new ecosystem?

Questions about this and all FCS San Francisco events may be directed to FCS West President Pete Matthews, [email protected].

Sponsors:

  • FCS West Diamond Sponsor:

    Seeking Alpha
  • FCS West Platinum Sponsor:

    Bloomberg Media
  • FCS West Gold Sponsor:

    Forbes
  • FCS West Gold Sponsor:

    Quartz
  • FCS West Gold Sponsor:

    Reuters
  • FCS West Gold Sponsor:

    The Wall Street Journal

Featuring:

  • Clarissa HorowitzPanelist

    VP, Marketing

    BitGo

Tickets:

Membership Price:
$80.00
Young Members Circle Price:
$70.00
Branded Table (8) Price:
$680.00
Non-Member Price:
$95.00

This event has ended

Omni San Francisco Hotel, 500 California Street at Montgomery Street Francisco
Lunch

NEW DATE: Barbara Goose, Chief Marketing Officer,...

New York
17
Sep
12:00
pm
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Event Summary:

NEW DATE: FCS New York is proud to welcome Barbara Goose, Chief Marketing Officer for John Hancock, as the guest speaker at our monthly CMO Luncheon series on Tuesday, Sept. 17.

John Hancock, the U.S. division of Toronto-based Manulife, supports approximately 10 million Americans with a broad range of financial products, including insurance, planning and advice, and retirement solutions.  The firm holds a top-tier brand awareness ranking with a 78% awareness score with US consumers.

Join us as we welcome Barbara Goose for her debut FCS presentation.

Sponsorships are available for this lunch; please contact FCS CEO Kevin Windorf.

Featuring:

  • Barbara GooseGuest speaker

    Chief Marketing Officer

    John Hancock

Tickets:

Membership Price:
$110.00
Young Members Circle Price:
$100.00
Branded Table (10) Price:
$1,500.00
Non-Member Price:
$170.00

This event has ended

The New York Yacht Club, 37 West 44th Street, NYC
Social

FCS Charity Billiards Night in New York

New York
19
Sep
06:30
pm
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Event Summary:

FCS NYC is excited to host the inaugural FCS Charity Billiards Night (aka 'Shark Night'). Join us in Greenwich Village for a fun evening of pool, ping pong, darts and unparalled industry networking.

Don't worry about your skill level, the house pros will be on site coaching you through your break, best combination play or, dare we say, Masse shot!

The event will feature two glorious hours of unlimited pool, unlimited premium open bar and plenty of food to energize your game. For those of us feeling our inner Tom Cruise or Paul Newman, we’ll host a special Indoor Office Olympics Tournament!

This will be a great night to bring your friends and colleagues, your best clients and your favorite prospects!

Sponsorship packages are available.
  • Billiards Presenting Sponsor: $1,500 (includes 10 tickets)
  • Shark Sponsor: $850 (includes 5 tickets)
  • Pool Pro Sponsor: $600 (includes 3 tickets)
  • 9-Ball Sponsor: $450 (includes 2 tickets) 

Net proceeds from this event will help drive our philanthropic mission for 2019-2020 as the FCS continues to support 7 children's charities nationally.  Since 2000, we've donated more than $2.6 million.  Come out and play for fun, come out and play for the kids!

To book a sponsorship, contact FCS CEO Kevin Windorf or one of our event co-chairs:

Paul Patella, BNY Mellon
Paul Leibowitz, Leibowitz Branding & Design
Abiy Bekele, SmartBrief

Want to get involved?  Contact the co-chairs to join the event committee.

Sponsors:

  • Shark Sponsor:

    SmartBrief

Tickets:

Membership Price:
$125.00
Young Members Circle Price:
$115.00
Branded Table () Price:
$150.00

This event has ended

Amsterdam Billiards & Bar, 110 E 11th Street (at Broadway), New York City
Summit

Digital Marketing of Financial Services 2020

New York
10
Oct
07:30
am
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Event Summary:

The FCS is delighted to partner with Northwestern University and Brand New Media to present a special Education Summit: "Digital Marketing of Financial Services 2020."

  • Hosted at Bloomberg's NYC headquarters, this is a FREE EVENT for FCS Members.  Registration is required.  Please contact FCS Admin Coordinator Vanessa Sandri at [email protected] or (617) 595-2912.
  • Once your membership is confirmed, your registration will be processed.  Please be sure to bring Photo ID to the event, otherwise lobby security will not allow you access to the event.

Top-line results on the most comprehensive research on digital marketing and media of the Wealth Management, Asset Management and Insurance industries will be revealed at this annual event. 

SUMMIT AGENDA

7:30 – 8:45 AM                Continental Breakfast and Welcome Reception

8:45 – 9:30 AM                Top Line Results of Digital Marketing of Financial Services 2020 Research Initiative
Presenters: Frank Dudley, Professor, Northwestern University and President, Brand New Media and Vijay Viswanathan PhD, Professor, Northwestern University and Lead Analyst, Brand New Media
Frank and Vijay will present top line results of the most comprehensive research conducted on digital marketing and media within the financial services industry.

9:30 – 10:00 AM              Marketing Officer Panel

A panel of CMOs from some of the largest financial services firms will discuss the role of digital marketing and media within the overall marketing organization.  They will discuss specific KPIs for digital, the role of data/analytics, how digital media is now planned and bought, and the roles of agency and consulting partners.

10:00 – 10:15 AM           Digital Excellence Awards

Rankings of Top Wealth Management, Asset Management and Insurance firms will be revealed in three key growth categories: Social Media, Mobile Experience and overall Customer Experience.

10:00 – 10:30 AM           Coffee Break

10:30 – 11:00 AM           Customer Experience Innovation

Presenter: David Duncan, PhD, Co- Author of “Competing Against Luck: The Story of Innovation and Customer Choice” and Senior Partner, Innosight

David Duncan and Clayton Christenson (author of "The Innovator’s Dilemma") have recently co-authored “Competing Against Luck,” based on a simple yet profound idea: customers don’t buy products and services; they hire them to do a job. And understanding which jobs your customers need done is key to customer experience innovation.  David will share a new and innovative approach to unlocking customer need and business growth opportunity.

11:00 – 11:30 AM           Digital Marketing Leadership Panel

Digital Strategists from some of the largest and most successful financial services firms will discuss where digital is having the greatest impact on the business and their strategies and plans for 2020.  The discussion will primarily focus on Customer Experience Innovation and how data is being utilized to drive more personalized marketing with advisors and customers across multiple channels. Digital tools and technologies required to meet these business objectives will also be discussed.

Featuring:

  • Frank DudleyKeynote Presenter

    President

    Brand New Media
  • Vijay Viswanathan, PhDKeynote Presenter

    Lead Analyst

    Brand New Media
  • David DuncanPresenter

    Senior Partner

    Innosight

FREE EVENT FOR FCS MEMBERS. To register, please contact FCS Admin Coordinator Vanessa Sandri, [email protected], 617-595-2912.

Bloomberg, LP, 731 Lexington Avenue, Room: 7MRP, New York City
Breakfast

"Transformative Content Marketing Trends"

SAN FRANCISCO
15
Oct
08:00
am
View More Close

Event Summary:

FCS West continues its fall breakfast series in San Francisco entitled “Transformative Marketing 2020.” These three events tackle different aspects of the rapidly changing marketing landscape, looking at MarTech, Emerging Marketing Trends, and Generational Trends impacting financial marketing specifically. Exploring these diverse topics as we look to the coming year, we will hear from marketing, advertising, and media professionals in the finance vertical as well as other sectors speaking to creative and successful executions pushing the boundaries of current marketing capabilities.

The topic for the second breakfast in the series is "Transformative Content Marketing Trends."

Just as many financial services firms feel like they’ve finally found their groove with content marketing, the industry is embarking on its next phase of change. Text-based thought-leadership content may remain the medium of choice for most firms looking to establish their intellectual prowess, but increasingly their audiences are shifting their attention elsewhere, particularly to new, mobile-first media like podcasts, video, and interactive, bite-sized social content. Amid this always-shifting landscape, what is the new native content? And how has the shift changed the way marketers position their wider strategies around content and communications?

Full panel of marketing executives to be announced.

Questions about this and all FCS West events may be directed to FCS West President Pete Matthews, [email protected].

Sponsors:

  • FCS West Diamond Sponsor:

    Seeking Alpha
  • FCS West Platinum Sponsor:

    Bloomberg Media
  • FCS West Gold Sponsor:

    Forbes
  • FCS West Gold Sponsor:

    Quartz
  • FCS West Gold Sponsor:

    The Wall Street Journal

Featuring:

  • Josephine ChewPanelist

    Vice President of Digital Marketing

    Wells Fargo

Tickets:

Membership Price:
$80.00
Young Members Circle Price:
$70.00
Branded Table (8) Price:
$680.00
Non-Member Price:
$95.00

This event has ended

Omni San Francisco Hotel, 500 California Street at Montgomery Street Francisco
Breakfast

"Marketing During Generational Shifts"

SAN FRANCISCO
19
Nov
08:00
am
View More Close

Event Summary:

FCS West concludes its fall breakfast series in San Francisco entitled “Transformative Marketing 2020.” These three events tackle different aspects of the rapidly changing marketing landscape, looking at MarTech, Emerging Marketing Trends, and Generational Trends impacting financial marketing specifically. Exploring these diverse topics as we look to the coming year, we will hear from marketing, advertising, and media professionals in the finance vertical as well as other sectors speaking to creative and successful executions pushing the boundaries of current marketing capabilities.

The topic for the final breakfast in the series is "Marketing During Generational Shifts."

Millennials used to be known simply as those pesky digital natives poking at the conventions of the generations that came before them. But now that those born roughly between 1980 and 2000 are the biggest generation in the workforce, with hefty potential retirement savings dollars in tow, how can financial industry marketers looking to capture their attention adapt their strategies to better communicate and sell to this next generation of investors?

Questions may be directed to FCS West President Pete Matthews, [email protected].

Sponsors:

  • FCS West Diamond Sponsor:

    Seeking Alpha
  • FCS West Platinum Sponsor:

    Bloomberg Media
  • FCS West Gold Sponsor:

    Forbes
  • FCS West Gold Sponsor:

    Quartz
  • FCS West Gold Sponsor:

    The Wall Street Journal

Tickets:

Membership Price:
$80.00
Young Members Circle Price:
$70.00
Branded Table (8) Price:
$680.00
Non-Member Price:
$95.00

This event has ended

Omni San Francisco Hotel, 500 California Street at Montgomery Street Francisco

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