Events
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SOLD OUT “What High-Net-Worth Investors Want from Their Advisers”
THIS EVENT IS SOLD OUT. FCS New York is delighted to again partner with CFA Institute on a summer breakfast event focused on an important topic for marketers: "What High-Net-Worth Investors Want from Their Advisers." High-net-worth individuals have complex wealth management needs, and they're not afraid to consider a new wealth manager when their needs…
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“Managing Your Greatest Asset — Your Brand Reputation”
The FCS is delighted to partner with Lansons Intermarket to present a powerful breakfast discussion on the importance of Reputation Management. The breakfast will feature a panel of senior marketers who will address the major concerns facing global brands in financial services, including proactive strategies to be deployed against the ever-evolving digital and social landscape.…
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SOLD OUT: “Bank Innovation vs. Fintech”
THIS EVENT IS SOLD-OUT. FCS Charlotte continues its compelling luncheon series with a panel discussion on "Bank Innovation vs. Fintech… and what it means to marketers." The event will open with a presentation by John Tuders, Director of Innovation at Grant Thornton and Adjunct Professor of Innovation at University of North Carolina at Charlotte (UNCC).…
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SOLD OUT: Meredith Verdone, Chief Marketing Officer, Bank of America, at FCS New York CMO Luncheon Series
THIS EVENT IS SOLD OUT. FCS New York is proud to welcome Meredith Verdone, Chief Marketing Officer of Bank of America, to the New York Yacht Club as the guest speaker at our monthly CMO Luncheon series on Thursday, July 18. A longstanding supporter of the FCS, Meredith was an early participant in the evolution…
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Patrick McLean, EVP, Chief Marketing Officer, TD Bank, at FCS New York CMO Luncheon Series
FCS New York is proud to welcome Patrick McLean, EVP, Chief Marketing Officer for TD Bank, back to the New York Yacht Club as the guest speaker at our monthly CMO Luncheon series on Wednesday, May 22. Since his last appearance in New York, Pat also served on a CMO panel for an FCS Philadelphia…
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Emily Pachuta, Chief Marketing & Analytics Officer, Invesco, at FCS New York CMO Luncheon Series
NEW DATE… FCS New York is proud to welcome Emily Pachuta, Chief Marketing & Analytics Officer for Invesco, as the guest speaker at our monthly CMO Luncheon series on Thursday, June 6. Invesco is an independent investment management firm, managing more than $954.8 billion in assets on behalf of clients worldwide (as of March 31,…
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Barbara Goose, Chief Marketing Officer, John Hancock, at FCS New York CMO Luncheon Series
NEW DATE: FCS New York is proud to welcome Barbara Goose, Chief Marketing Officer for John Hancock, as the guest speaker at our monthly CMO Luncheon series on Tuesday, Sept. 17. John Hancock, the U.S. division of Toronto-based Manulife, supports approximately 10 million Americans with a broad range of financial products, including insurance, planning and…
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SOLD OUT “Financial Services Ad Agency Round-Up”
THIS EVENT IS SOLD OUT. FCS Central springs into its 2019 season with a highly anticipated “Financial Services Ad Agency Round Up” luncheon on Wednesday, May 15. The event brings together senior executives from media agencies who represent and specialize in financial services. The peer-to-peer roundtable discussion will feature compelling case studies and success stories,…
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SOLD OUT: Dustin Cohn, Head, Brand Marketing for Consumer & Investment Management, Marcus by Goldman Sachs, at FCS New York CMO Luncheon Series
THIS EVENT IS SOLD OUT. FCS New York is proud to welcome Dustin Cohn, Managing Director, head of brand marketing for the Consumer and Investment Management Division of Goldman Sachs, including Marcus by Goldman Sachs®, as the guest speaker at our monthly CMO Luncheon series on Thursday, August 15. Launched in 2016, Marcus by Goldman…
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SOLD OUT: FCS Education Summit “Creative Excellence Takes Center Stage”
THIS EVENT IS SOLD OUT. Our Spring Education Summit will be dedicated to showcasing select winners from this year's FCS Portfolio Awards. SEE REVISED AGENDA BELOW. This first-ever event was created in response to our membership's keen interest in learning more about the award-winning work that will be honored at the 25th Anniversary FCS Portfolio…
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“Scaling Editorial Content Solutions”
FCS New York is delighted to partner with Reuters to stage a unique breakfast presentation about a unique financial marketing case study: Bank of America's successful content campaign from the World Economic Forum 2019. When you're a global player and the stage is Davos, Switzerland, where the world's leaders in government, industry and culture gather…
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“The Evolving Role of Financial Advisors”
FCS Boston takes a look at "The Evolving Role of Financial Advisors" over breakfast, hosted by Citizens Bank Wealth Management. With the emergence of AI-driven wealth solutions, financial advisors must increasingly demonstrate value to clients beyond asset allocation. Through deeper discovery, advisors can change the narrative around financial planning and help clients adopt a more…
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SOLD OUT: Niharika Shah, Prudential’s Head of Brand Marketing, Advertising and Global Insights, at FCS New York CMO Luncheon Series
THIS EVENT IS SOLD OUT. FCS New York is proud to welcome Niharika Shah, Vice President, Head of Brand Marketing, Advertising and Global Insights, at Prudential Financial, as the guest speaker at our monthly CMO Luncheon series on Thursday, April 11. A veteran presenter at FCS events, including FCS Race for Kids and the FCS…
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SOLD OUT “How Financial Marketers Get Content Right”
THIS EVENT IS SOLD OUT. The FCS makes a triumphant return to Philadelphia with a breakfast event on "Content Marketing," hosted by our sponsor, The Inquirer. For the past few years, marketers have responded to the demand for Content Creation as a tool to increase engagement with their audiences. But ever since digital solutions opened…
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SOLD OUT “Marketing Personalization”
THIS EVENT IS SOLD OUT. FCS Charlotte will stage its first event of 2019 on March 19th with a luncheon on "Marketing Personalization." The event will open with a presentation by Jeff Turner, the head of RED Team at the Washington Post. Jeff's team builds personalization tools and testing for the Post and develops white…
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“Is Your Financial Brand Relatable?”
The FCS is excited to partner with brand consultancy BrandCap to address the importance of Brand Relatabilty over a breakfast presentation and panel discussion. BrandCap recently completed a study among 1,000 consumers, age 18-36, analyzing how well they connect to insurgent vs. incumbent financial services brands. Relatability correlates directly to consideration and trust, and BrandCap’s…