Artificial Intelligence in People-Centric Financial Marketing

Steve Dorval is President of John Hancock Personal Financial Services LLC and Head of Innovation and Advice for John Hancock, the U.S. division of Toronto-based Manulife. Based in Boston, Steve is responsible for leading the strategic effort to leverage emerging digital services to enhance John Hancock’s ability to deliver investment advice and financial planning to customers. The goal is to help individuals reach financial independence by delivering sophisticated solutions in a simplified way. Steve, who joined John Hancock in 2015 when the company acquired New York Life’s Retirement Plan business, played a lead role in integrating the two businesses. He held a number of roles in New York Life’s retirement and investment business during his more than 15 years there. Previously, he worked at Dewey Square Investors and State Street Bank. Steve graduated with a B.A. in English from Providence College and is a CFA charterholder. He is a member of the CFA Institute and the Boston Security Analysts Society, Inc.

John Laquidara is a Technology Executive in Global Technology & Operations.   He manages Deposit and Wealth Banking Product and Pricing Technology.  John is responsible for the technology that drives interest rate and fee pricing nationally for the Consumer and Wealth lines of business. John began his career in 1986 as a management trainee at BayBanks, Inc. in Boston. As the financial services industry consolidated in the 1990’s and early 2000, John took on positions of increasing responsibility at BankBoston, Fleet, and Bank of America. John spent several years leading efforts to transforming the technology used in the Financial Center and Call Center channels before moving to Deposit Technology in 2011. John earned a bachelor’s degree in Business Administration from the University of New Hampshire in 1986 and an MBA with a concentration in Management Information Systems from Bentley University in 1994. John and his wife Debra reside in Billerica, Massachusetts with their two daughters.  In his free time, John enjoys spending time with family, going to the beach, completing home improvement projects, and relaxing by the pool.

As Director of Industry Strategy for Financial Services at Adobe, Christopher Young leads a team of industry specialists who work with Adobe’s financial services clients to help them develop best-in-class digital marketing strategies using Adobe Marketing Cloud solutions. Prior to joining Adobe, Young spent more than eight years at E*TRADE Financial, where his last position was vice president of brokerage marketing. Prior to E*TRADE, he was the vice president of retail advertising at JPMorgan Chase. Young also has extensive agency experience working with a range of clients across traditional, direct and digital advertising and marketing programs.

Gregory Yates is the Chief Marketing Officer for Institutional Investor, the world's foremost multi-platform convener of global institutional investors via memberships, industry benchmarks, journalism and capital placement. In his role, Greg is responsible for driving the transformation of Brand, Advertising, Communications and Technology on a global scale. Greg’s career began in music production at Electric Lady Studios almost 25 years ago that evolved into business modeling, marketing, content, research and technology. Most recently, he was CMO for RICG, where he transformed the 28-year-old printing company into one of the industry’s first neuro-creative agencies focused on biometric and artificial intelligence disciplines. His unique approach has earned him numerous accolades including a “20 Rising Star in Financial Marketing” and a “Most Valuable Partner in Financial Services”. Greg frequently speaks on innovative marketing and systems architectural topics and is oft invited to consult corporate teams on future trends. Additionally, Greg volunteers his time as Board Director for the Financial Communications Society, supporting charities through their work. Previously, he was CMO of Investing Channel, Managing Director of Intuition and held senior roles at Fox Interactive Media, Fusion 5, IGN, UGO and imeem.

With 18+ years experience in Advertising, Brand & Product Management and Digital / Interactive Publishing, Nick leads Ad Innovation and Strategy for the integrated Advertising business at the NY Times, with a focus on the newly-formed Story [x] partnerships team around emerging technologies.  In addition to generating Big Ideas and award-winning partnership opportunities, he works directly with the Newsroom, Product, Technology and R&D to help monetize new content, data and product developments.