Education Summit: Optimizing Digital Experiences in Financial Services 2025

As a sign of the FCS’ commitment to the San Francisco market, FCS West is proud to announce the staging of a full-morning Education Summit on Wednesday, June 4th, 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. 

Augmenting the research presentations will be two panel discussions featuring local senior marketing executives with a wealth of experience in the financial services and fintech space. We’re excited to welcome:

  • Stacy Hammond, Managing Director, Chief Marketing Officer, Charles Schwab
  • Ben Stuart, Head of North America Marketing & Communications, Rabobank
  • Angelica Favela, SVP & Head of Commercial Banking Marketing, Wells Fargo
  • Di Sanborn, Head of Institutional, Developer & Base Marketing, Coinbase
  • Abby Domine, Chief Marketing Officer, Flourish
  • Bianca Rodrigues, Director, Digital Client Experience, Franklin Templeton

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.

Our exclusive programming partners for this event are The Daily Upside and Women in ETFs.

Content Champion Sponsors receive a discounted package of 5 tickets plus branding before and at the event.

Special thanks to the FCS WEST Steering Committee:
Courtney Phillips, The Daily Upside; Joanna Harrison, Harrison Strategic Narratives; Bruce McCoy, The Guardian US; Katrina Noelle, KNow Research; Dorothy Friedrich; Catharine Frick, Catnip.

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.
— Stacy Hammond, Managing Director, Chief Marketing Officer, Charles Schwab
— Ben Stuart, Head of North America Marketing & Communications, Rabobank
— Angelica Favela, SVP & Head of Commercial Banking Marketing, Wells Fargo
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
10:45amFintech 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.
— Di Sanborn, Head of Institutional, Developer & Base Marketing, Coinbase
— Bianca Rodrigues, Director, Digital Client Experience, Franklin Templeton
— Abby Domine, Chief Marketing Officer, Flourish
11:30am-
12:00pm		Networking
  • Start June 4, 2025 08:00 AM PDT
  • End June 4, 2025 12:00 PM PDT
  • Location Northwestern University 44 Montgomery Street 18th Floor San Francisco

Tickets

    • Members$150
    • Young Members Circle$125
    • Content Champ (5 tix)$875
    • Non-Member$195

    *You must be logged into your user account in order to register for the event/purchase tickets

Speakers

Panelist Stacy Hammond

Managing Director, Chief Marketing Officer

Stacy Hammond is Managing Director and Chief Marketing Officer at Charles Schwab. She has leadership responsibility for delivering high-impact programs across Investor Services, Advisor Services, and Workplace Financial Solutions that drive growth, engage clients, and build brand equity. Hammond has been with Schwab for 23 years, holding a variety of roles in retail and marketing. […]

Panelist Ben Stuart

Head of North America Marketing and Communications

Ben Stuart has spent his career at the intersection of brands and change. A strong advocate for creative courage, he’s led marketing programs for some of the largest and strongest brands on the planet: Pepsi, MasterCard, Charles Schwab, Procter & Gamble, American Express and BNP Paribas.  Ben Stuart has more than 20 years of experience […]

Panelist Di Sanborn

Institutional, Developer & Base Marketing

Di Sanborn is the Head of Institutional, Developer & Base Marketing at Coinbase. She is a marketing professional with extensive experience in leading marketing strategies for global companies like BlackRock and Coinbase. Di has a background in journalism and has held various roles in marketing, institutional client segment, factor-based strategies, and global multi-asset strategies

Panelist Angelica Favela

SVP & Head of Commercial Banking Marketing

Angelica Favela is the Senior Vice President and Head of Commercial Banking Marketing at Wells Fargo, where she has built a 32-year career leading marketing teams to drive complex, multi-year strategies for both retail consumers and wholesale clients. In addition to her professional accomplishments, Angelica is actively involved in her community, volunteering with Breakthrough T1D […]

Panelist Bianca Rodrigues

Director, Digital Client Experience

Bianca Rodrigues is Director, Digital Client Experience, Personalization, at Franklin Templeton, which she joined in 2023.

Panelist Abby Domine

Chief Marketing Officer

Abby Domine is the Chief Marketing Officer at Flourish, which she joined in 2021.

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/Moderator 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 […]

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