This event is sold out.
The FCS will stage a full-morning Education Summit on Wednesday, January 31, at the New York Yacht Club, on the theme “Optimizing Customer Experience in Financial Services.” The content of this event will be driven by the research and work of professors at Northwestern University‘s Medill School of Journalism, Media, Integrated Marketing Communications, in partnership with the Financial Marketing Institute (FMI), led by Frank Dudley.
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 leveraging data, AI, marketing technology and innovative media platforms to create deeper and more personalized customer engagement.
The Summit will feature new research plus panel discussions with marketing executives from leading financial brands. The FCS will look to stage similar Summits in our regional chapters during the first half of 2024.
Sponsorship packages for this event are available. Please contact FCS CEO Kevin Windorf.
|Registration & Breakfast
|Financial Marketing Institute research presentation
Best practices on optimizing the Customer Experience and examples of the top performing companies for 2024, 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
|Marketing & Customer Experience Leadership panel
Discussion of how to optimize digital experiences to facilitate a more dynamic approach to customer engagement.
Francesco Lagutaine, Chief Marketing and Communications Officer, M&T Bank
Wendy Wahl, Chief Marketing Officer, Guardian Life
Henry Detering, Chief Marketing Officer, Neuberger Berman
|Leveraging AI and Predictive Analytics to Optimize Customer Engagement
Review of the latest frameworks that shape strategic thought in the realm of predictive analytics and AI, including real-world examples illustrating how these technologies are supporting customer-centric strategies and setting new standards for innovation and customer engagement.
Vijay Viswanathan, PhD, Professor, Northwestern University
|Digital Marketing & Customer Experience panel
Discussion of strategic priorities for 2024 and exploration of newer, more innovative digital marketing and media tactics, including tools and channels designed to drive more efficient and effective experiences for customers and prospects.
Suzanne Lieb, Head of North America Marketing, Columbia Threadneedle Investments
Catherine Carroll, Head of Digital Marketing, PGIM
Matt Lesle, Global Head of Digital Product, J.P. Morgan Asset Management