Education Summit: Optimizing Digital Experiences in Financial Services 2025

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

8:00amRegistration & Breakfast
8:30amFinancial 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
9:15amMarketing 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
10:00amBreak
10:15amLeveraging 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
10:45amDigital 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
  • Start January 30, 2025 08:00 AM EST
  • End January 30, 2025 11:30 AM EST
  • Location New York Yacht Club 37 W44th Street NYC

Speakers

Panelist Paul Halpern

Chief Marketing Officer

Paul Halpern is the Chief Marketing Officer of JP Morgan Wealth. He works closely with Online/Mobile and Digital Banking, on the development of the Firm’s banking products and digital solutions and teams with Financial Advisors to help them better engage with clients to offer the full range of wealth management services. Paul joined Morgan Stanley […]

Panelist Jennifer Ball

Global Chief Marketing Officer

Jennifer Ball is the Global CMO for Franklin Templeton Investments, based in New York, New York. Her team contributes to Franklin Templeton’s position as “trusted partner for what’s ahead” through a data-driven marketing strategy. Accountable for brand, advertising & sponsorships, client marketing, product marketing, digital experience and analytics, the Marketing team runs integrated, customized campaigns […]

Panelist Michael Roberts

Chief Marketing & Communications Officer

Michael Roberts is MetLife’s chief marketing and communications officer and a member of the company’s Executive Leadership Team. In this role, Roberts leads Global Marketing and Communications with responsibility for the development and execution of marketing and communications strategies and customer experiences that deliver material and measurable impact for MetLife’s key stakeholders: associates, communities, customers […]

Panelist Pinki Mehta

SVP/MD, Global Marketing and Digital Experience

Pinki Mehta is SVP/MD, Global Marketing and Digital Experience. In this role, she’s responsible for developing and executing strategic marketing programs across Alliance Bernstein’s global asset-management business. Pinki leads brand management; integrated creative, content and digital strategy; operations; and events. With deep experience in digital transformation, Pinki is passionate about building user-centric, data-driven experiences at […]

Panelist Andrea Saporito

Head of Digital Marketing, Wealth Management

Andrea Saporito is Head of Digital Marketing for Wealth Management at Morgan Stanley. She is responsible for defining the vision and setting the agenda for the digital platforms and channels used to drive client acquisition and deepen engagement for E*TRADE and the Morgan Stanley Financial Advisor businesses. Andrea has held roles at American Express in […]

Panelist David Pereira

VP, Client Digital Experience & Marketing

David Pereira is Vice President, Client Digital Experience & Marketing, at Ameriprise Financial, which hee joined in 2023.

Presenter Vijay Viswanathan, PhD

Professor & Associate Dean, IMC

Vijay Viswanathan is Lead Analyst, Financial Marketing Institute and Associate Dean of Integrated Marketing Communications at Northwestern University, which he joined in 2010.

Presenter Frank Dudley

President

Frank Dudley is a professor at Northwestern University (ranked #1 for Marketing in the U.S.) where he teaches courses in Modern Marketing Management, Marketing Strategy, Digital Marketing, Media and Innovation and Influencer Marketing. Frank is also President of the Financial Marketing Institute (FMI), which currently conducts the most comprehensive research on digital marketing and media […]