This event is sold out.
The FCS will stage our annual full-morning Education Summit on Thursday, January 30, at the New York Yacht Club, on the theme “Optimizing Digital Experiences 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 financial services firms strive to enhance customer satisfaction and drive loyalty, optimizing digital experiences has become a critical focus for marketers and digital leaders alike. This event will explore how firms are leveraging cutting-edge tools—including data analytics, AI, marketing technology, and emerging media platforms—to create seamless, personalized, and impactful digital journeys that meet evolving customer expectations and deliver measurable business results.
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 Chicago and San Francisco chapters during the first half of 2025.
Sponsorship packages for this event are available. Please contact FCS CEO Kevin Windorf.
AGENDA
8:00am | Registration & Breakfast |
8:30am | Financial Marketing Institute (FMI) research presentation >>> Best practices on Optimizing Digital Experiences in Financial Services >>> Top line results from FMI’s most recent Digital Marketing of Financial Services annual research initiative for 2025 >>> Examples of the top performing companies for 2025, based on the recent output from FMI’s digital experience models. — Frank Dudley, President, Financial Marketing Institute, Professor, Northwestern University |
9:15am | Marketing Leadership panel Discussion of managing the development and implementation of digital experiences that drive business growth and facilitate a more dynamic approach to customer engagement. — Jennifer Ball, Global Chief Marketing Officer, Franklin Templeton — Paul Halpern, Chief Marketing Officer, J.P. Morgan Wealth Management — Michael Roberts, Chief Marketing & Communications Officer, MetLife |
10:00am | Break |
10:15am | Leveraging AI and Marketing Intelligence to Optimize Digital Experiences How AI is impacting the customer experience and best practices that financial marketers can adopt today to leverage AI in their marketing programs. — Vijay Viswanathan, PhD, Professor, Northwestern University |
10:45am | Digital Experience Leadership panel Discussion of tools and channels used to manage and drive more efficient and effective digital experiences with customers and prospects. Newer and more innovative digital marketing tactics, technologies, and media strategies will be explored, along with priorities and focal areas for 2025. — Pinki Mehta, SVP/MD – Global Marketing & Digital Experience, AllianceBernstein — Andrea Saporito, Head of Digital Marketing, Wealth Management, Morgan Stanley — David Pereira, VP, Digital Client Experience and Marketing, Ameriprise Financial additional panelist to be announced |
11:30- 11:45am | Networking |