FCS Boston will stage a full-morning Education Summit on Thursday, September 19, at the offices of Columbia Threadneedle Investments, on the theme “Customer Experience Innovation in Financial Services Marketing.” The content of this event will be driven by the research and work of Frank Dudley, professor at Northwestern University‘s Medill School and president of Financial Marketing Institute (FMI).
As Customer Experience consistently ranks as the top priority and responsibility of most CMOs and their colleagues managing digital marketing, we will be exploring how financial services firms are successfully creating deeper and more personalized customer engagement by optimizing customer experiences.
The Summit will feature research plus panel discussions with marketing executives from leading financial brands and their resource partners.
Sponsorship packages for this event are available. Please contact FCS CEO Kevin Windorf.
For information about this event or FCS Boston, please contact chapter president AnneMette Bontaites of Yahoo Finance or vice president Melissa More of Fortune.
AGENDA
9:00am
Registration & Breakfast
9:30am
Financial Marketing Institute research presentation
Best practices on optimizing the Customer Experience and examples of the top performing companies , based on the recent output from FMI’s digital experience models and its most current research.
- Frank Dudley, President, Financial Marketing Institute, Professor, Northwestern University
10:00am
Marketing & Customer Experience Leadership panel
- Wendeline Dill, Head of Advisor & Field Marketing, J.P. Morgan Wealth Management
- Jeff Wilson, SVP, Head of Marketing, Business, Corporate & Investment Banking, Citizens
- Greg Corrado, Head of Global Digital Marketing, Wellington Management
10:30am
Creative + Content in the Age of Dynamic Marketing panel
- Kai Tier, Executive Director, Creative Technology, R/GA
- Ash Ahmad, Lead Consultant, Digital Content Marketing, FMI
11:00am
Departures