The Art & Science of Marketing

Recap

On August 19, the FCS partnered with Integreon to present a free virtual event on “The Art & Science of Marketing.” During the discussion, panelists from leading financial firms shared insights into how they balance and coordinate harmony between creative, data and sales teams.
The panel was moderated by Murray Joslin, EVP of Creative & Business Solutions, Integreon, and included:
  • Pinki Mehta, Head of Global Marketing & Digital Experience, AllianceBernstein
  • William Obre, Head of Marketing & Communications, Americas, AXA Investment Managers
  • Melissa Scauri, Global Head of The Creative Studio, Morgan Stanley
Top takeaways from the panel discussion:
  • A team mentality is key. Celebrate wins and work through challenges as a team instead of individuals.
  • Roles and required skill sets are evolving faster with the progress of technology. Evaluate roles more frequently and encourage development and expansion of skills within your team.
  • Make it easier for teams to maintain brand compliance by building foundational elements that can be used across a variety of platforms.
  • Understanding your data is crucial. Leveraging AI makes a significant difference in both understanding the data and identifying your “champions.”
  • Encourage your teams to think creatively and explore new opportunities to make your brand stand out.
To glean more ideas and insights from the complete panel discussion, you can watch the video recording for free. (registration required.)
Reported by Emily Watkins, Integreon
(Photo, left to right: Murray Joslin, Melissa Scauri, Will Obre, Pinki Mehta)

On Monday, August 19, the FCS will partner with Integreon to present a free virtual event on “The Art & Science of Marketing.” Featuring a panel discussion with marketing executives from leading financial brands, we will focus on how to keep your creative, sales and data teams working in harmony. We’ll explore questions like:

  • How do you ensure that your teams are all aligned and what methods do you put in place to foster collaboration and prevent silo-ing?
  • What role does your data/tech team play in optimizing and executing campaigns?
  • What safeguards and processes do you have in place to ensure the data collected by your tech team is compliant with regulations?
  • How do you strategically repurpose content to maximize value and reach?
  • What collaborative processes do you use to streamline content creation and distribution?
  • How do you help each department understand the impact of their work on overall business outcomes?
  • As trust is paramount in financial services, how do your teams work together to foster trust and transparency?

Our panelists include:

  • Pinki Mehta, Head of Global Marketing & Digital Experience, AllianceBernstein
  • William Obre, Head of Marketing & Communications, Americas, AXA Investment Managers
  • Melissa Scauri, Global Head of The Creative Studio, Morgan Stanley

Moderating the discussion will be Murray Joslin, EVP of Creative & Business Solutions at Integreon, our exclusive programming partner.

REGISTER TODAY for this free virtual event.

  • Start August 19, 2024 12:00 PM EDT
  • End August 19, 2024 12:45 PM EDT
  • Location ZOOM

Speakers

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 William Obre

Head of Americas Marketing & Communications

William Obre has served as the head of Americas Marketing & Communications for AXA Investment Managers (€858 billion AUM) since September 2020. His mandate covers 11 countries and four operating languages, leading marketing efforts for one of AXA IM’s fastest growing regions. Over the last four years, he has driven a digital transformation resulting in […]

Panelist Melissa Scauri

Global Head of The Creative Studio

Melissa Scauri is the Global Head of The Creative Studio at Morgan Stanley. She joined Morgan Stanley’s marketing team in New York as an Executive Director in 2017.  Her prior experience includes Carpenter Group, ADP, Merrill Lynch and Paine Webber. She had previously worked at Morgan Stanley as its Media Director for Firmwide Marketing.

Moderator Murray Joslin

EVP, Creative & Business Solutions

Murray Joslin spearheads the Creative and Business Solutions team and is responsible for client delivery across a spectrum of creative, marketing, and business research services. As a key executive at Integreon, Murray guides global strategy, product development, technology integration and growth. Murray has over 20 years of experience in client acquisition, operational transformation, and technology implementation […]

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