The future of the financial marketing industry appears to be walking in step with the constant evolution of the technology industry. Explosive developments in the field of artificial intelligence are attracting financial firms. The rise and success of FinTech firms are challenging traditional providers of financial services to compete more effectively. Financial institutions face the need to transform and embrace digitally focused models that blur the line between them and technology companies like Google, Apple and Amazon. Join us for a full morning of deep-dive conversations that address these issues and more… that add up to an exciting future for financial marketers. The agenda includes three keynote presentations and two panel discussions on:
- "Financial Marketing: What’s Next is Now"
- "FinTech’s Impact on Financial Marketing"
Keynote presenters will be:
- Andrew Grant, Principal, Greenwich Associates, on the Future of Banking
- Bina Kalola, Managing Director, Global Banking & Markets Financial Technology Investments, Bank of America Merrill Lynch, on FinTech in institutional banking
- Greg Yates, Chief Marketing Officer, RICG, on neuroscience and financial services marketing
Panelists include:
- Steve Arthur, Financial Services Industry Director, Google
- Renée Baker, Marketing & Investor Relations, Senior Manager, Aberdeen Asset Management
- John Bagni, Director of Multi-Asset Class Solutions, Citi Wealth Management
- Leslie Campisi, Chief Marketing Officer, Anthemis Group
- Binna Kim, President & Co-Founder, Vested
- Bryan VanDyke, Managing Director and Head of Digital, Morgan Stanley
- additional panelists to be confirmed
Moderators include:
- John Heggestuen, Managing Analyst, BI Intelligence
- Wendi Sturgis, Chief Customer Officer, Yext
The Agenda: 8:00am-8:30am REGISTRATION / BREAKFAST / NETWORKING 8:30am PROGRAM INTRO: Kevin Windorf, FCS WELCOME REMARKS: Howard Lerman, YEXT KEYNOTE INTRO: Phil Sievers, co-chair of Education Summit Committee 8:45am KEYNOTE: Andrew Grant, Greenwich Associates 9:15am "FinTech’s Impact on Financial Marketing" Moderator: John Heggestuen, BI Intelligence Panel:
- Steve Arthur, Google
- Leslie Campisi, Anthemis Group
- Binna Kim, Vested
10:00am BREAK 10:15am KEYNOTE INTRO: Damon Webber, Bank of America Merril Lynch KEYNOTE: Bina Kalola, Bank of America Merril Lynch 10:45am: "Financial Marketing: What’s Next is Now" Moderator: Wendi Sturgis, YEXT Panel:
- John Bagni, Citi Wealth Management
- Renee Baker, Aberdeen Asset Management
- Bryan VanDyke, Morgan Stanley
11:30 am: KEYNOTE: Greg Yates, RICG 12:00 noon Summit closes Annual FCS Executive Education Summit Host sponsor: Yext One Madison Avenue NYC Tickets: Members $125 YMC $115 Non-members $175