THIS EVENT IS SOLD OUT. 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
8:00 – 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
Presenters: Brenda Tsai, Chief Marketing Officer, BNY Mellon; Fran Cashman, EVP, Global Head of Marketing and Communications, Legg Mason; Larry Black, Global Head of Marketing, FTSE Russell; Lauren Boyman, Managing Director, Chief Marketing Officer, Morgan Stanley Wealth Management; Mark McKenna, Head of Global Marketing, Putnam Investments
Our panel of senior marketers 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.
10:15 – 10:30 AM Coffee Break
10:30 – 11:00 AM The Future of Financial Advisory Services
Presenter: Michelle Lynn, Global Head of Data Science and Insight, Bloomberg Media Group
Michelle will present results and insights from the Bloomberg Financial Advisor Study, which reveals the world FAs see facing them as the new economy grows, the technology revolution continues, and more clients enter retirement.
11:00 – 11:30 AM Digital Marketing Leadership Panel
Presenters: Daniel Allocca, Senior Managing Director, Global Head of Brand and Demand Generation, Nuveen; Amit Pandya, Director – Head of Digital Strategy and Platforms, New York Life Insurance Company; Anthony Vitalone, Head of Global Digital Marketing and Client Experience, VanEck; Keith Gormley, Vice President, Acquisition Marketing and Social Media, Prudential Financial; Jeanne Fu, Vice President, Digital Marketing, M&T Bank
Senior 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.
11:30 – 12:00 PM 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.
