SOLD OUT “Activating Clients in the Digital World”

THIS EVENT IS SOLD OUT.

The FCS is proud to partner with EY to bring "Activating Clients in the Digital World" as the topic of our April breakfast. The event will open with a presentation by EY's Amy Summy, Principal, Marketing Transformation, who will then moderate a panel discussion on how to engage clients with new digital offerings, products and experiences.

Some of the points we'll explore include:

  • How financial institutions are framing the digital experience for their clients.
  • What critical relationships and collaborations must be forged internally for an organization to be successful.
  • Where disruption is occurring withing financial marketing.
  • The reevaluation of marketing practices and communication strategies to allow clients to voice their views anytime and anywhere.
  • Where investments are being made to improve the customer experience (e.g., content, data, technology, channels, connected journey, customer service).
  • What skills and capabilities are now needed for marketing leaders to succeed in the digital world.

Join us for a deep look into the multi-faceted changes that are helping financial institutions undergo digital transformation.

  • Start April 30, 2019 08:00 AM EDT
  • End April 30, 2019 10:00 AM EDT
  • Location The New York Yacht Club, 37 West 44th Street, NYC

Speakers

Keynote & Moderator Amy Summy

Partner, Marketing Transformation Leader, Digital

Amy Summy is a Partner in EY’s Digital practice where she serves as the Marketing Transformation Leader. With a primary focus on financial services, Amy guides clients on their customer and growth strategies to increase shareholder and customer value through marketing, product innovation, sales and service. Prior to joining EY, she was SVP and Chief […]

Panelist Daniel Allocca

Head of Brand and Demand Generation

Daniel Allocca is Head of Brand and Demand Generation at Nuveen where he is a Senior Managing Director in the New York Office. He is responsible for all advertising, design, multimedia and demand generation. Prior to Nuveen, Daniel was a Senior Vice President at PIMCO where he led the Strategic Initiatives Group. In this role […]

Panelist David Wells

Managing Director, Investment Management Division

David is chief marketing and communications officer of the Investment Management Division (IMD) of Goldman Sachs. Previously, he worked closely with Investment Management Division leadership to develop and implement various strategic initiatives. Before that, David oversaw Media Relations for the firm in the Americas. He joined Goldman Sachs as a managing director in 2010. Prior […]

Panelist Donald Chesnut

Chief Experience Officer

Donald Chesnut recently joined Mastercard as the Chief Experience Officer. In this role, he is repsonsible for bringing “outside-in”, customer and consumer-centric thinking across Marketing, Sales, Products & Innovation, Operations and Technology. Before joining Mastercard, Mr. Chesnut was the Chief Experience Officer at the consultancy SapientRazorfish, which is a leader in customer experience-led digital business […]

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