“Identifying the Financial Audience by Mindset”

FCS SF begins is 2018 breakfast series with a discussion on "Identifying the Financial Audience by Mindset."

Our panel of marketing experts will delve into various questions around the importance of segmentation in today's data-driven marketplace:

  • How do you segment your audience for financial services?
  • How do you balance or integrate psychographics and demographics?
  • How should Financial differ from other verticals? And what can we learn from other verticals?

The presentation by Soumen Mukherjee, Managing Partner, Kantar Millward Brown, will be followed by a panel of brand marketers discussing the importance of identifying the right audience segments.

  • Start March 20, 2018 08:00 AM PDT
  • End March 20, 2018 09:30 AM PDT
  • Location Omni San Francisco Hotel, 500 California Street, San Francisco

Speakers

Presenter Soumen Mukherjee

Managing Partner

Soumen is a passionate researcher and marketing science savant with over 25 years of experience guiding marketing strategy. He has been a trusted advisor to Fortune 500 companies over two decades, driving insights within their marketing, customer, sales and analytics organizations. Soumen has presented and published his research in leading marketing conferences, journals and other […]

Moderator Nicole McCormack

SVP Revenue Strategy & Operations

As SVP, Strategy & Operations at Flipboard, Nicole charters market-driven, data-informed strategies for Flipboard’s key audiences: people, brands, and publishers. In addition, Nicole is responsible for expanding Flipboard’s audience research, brand development, business insights, and international expansion. Before joining Flipboard, Nicole spent three years at Martha Stewart Living Omnimedia where she was most recently AVP […]

Panelist Michele Cardinal

Head of iShares Global Brand and Advertising

Michele has been with BlackRock since 2015, and is responsible for global brand strategy, management, and naming, and campaign strategy and management. Previously, Michele was Head of Global Brand and Product Marketing at Visa Inc., responsible for all aspects of the Visa brand globally as well as global campaign strategy.  She spent 10 years at […]

Panelist Benjamin Stuart

Chief Marketing and Communications Officer

Ben Stuart became Chief Marketing and Communications Officer in 2017, joining Bank of the West with more than 20 years of experience growing businesses within regulated industries. He has spent his career designing and managing complex marketing programs for business-to-business and business-to-consumer companies. Former positions include: Chief Marketing Officer roles with Surescripts and Sutherland Global […]

Panelist Kirstin Falk

Managing Director, Brand Storytelling & Innovation

Kirstin M. Falk is the Managing Director of Brand Storytelling+Innovation at Charles Schwab, a leading financial services company. Kirstin is passionate about building modern brands and driving digital transformation. She is responsible for identifying and piloting emerging digital and content opportunities that activate Schwab’s brand platform and generate audience evangelism. She has built an award-winning […]

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