How Trust, Discovery & Influence Are Changing
The FCS is proud to again partner with LinkedIn to bring this Summit to San Francisco, following its sold-out production in New York.
Financial services has always been built on trust. But the ways that trust is earned, influence is created, and brands are discovered are being reshaped by fundamental changes in technology and buyer behavior.
Join us for an afternoon of compelling conversations as senior financial marketers and industry experts will examine three forces driving that transformation:
- The financial buyer is changing. New generations are bringing different expectations to how they discover, evaluate and engage with financial brands.
- Financial discovery is changing. AI and large language models are beginning to transform how buyers research companies, evaluate choices and receive recommendations.
- Financial influence is changing. Brand credibility increasingly reflects an ecosystem of voices — from executives and employees to customers, experts, creators and peers.
Over five sessions presenting new research, executive interviews and marketer perspectives, we’ll explore what these shifts mean for financial brands today — and how marketing leaders should be thinking about trust, visibility and influence as they plan for 2027.
AGENDA
| 2:30pm | Doors Open / Registration |
| 2:55pm | WELCOME Kevin Windorf, CEO, FCS |
| 3:00pm | MONEY MOVES: FROM WEALTH TO LEGACY Jim Gardner, Executive Director of Intelligence, The Wall Street Journal | Barron’s Group |
| 3:45pm | THE FORCES RESHAPING TRUST & INFLUENCE IN FINANCIAL SERVICES New research presented by Vita Molis, Global Head of Thought Leadership Research, B2B Institute, LinkedIn |
| 4:15pm | Break |
| 4:25pm | AI & THE FUTURE OF FINANCIAL DISCOVERY Louis Debatte-Monroy, Global Head of Marketing, Adyen Davis McCain, Researcher, Profound, moderator |
| 4:55pm | THE NEW VOICES OF FINANCIAL INFLUENCE Humphrey Yang, YouTube Creator Ashley Cole Seidman, VP, US Media, Content & Creator Partnerships, Visa |
| 5:25pm | WHAT FINANCIAL MARKETERS SHOULD TAKE INTO 2027 |
| 5:55pm | SUMMIT SYNTHESIS Katrina Noelle, President & Founder, KNow Research |
| 6:00pm – 7:00pm | Cocktail Reception |
In keeping with the FCS philanthropic mission, this event will support several children’s charities, as selected by our speakers.
The FCS would like to thank LinkedIn, our programming partner and corporate member, for developing this Summit’s content and agenda.
