FCS West continues its fall breakfast series in San Francisco entitled “Transformative Marketing 2020.” Two monthly events will tackle different aspects of the rapidly changing marketing landscape, looking at Content Marketing Trends and Generational Trends impacting financial marketing specifically. Exploring these diverse topics as we look to the coming year, we will hear from marketing,…
FCS San Francisco's 4th of 7 planned breakfasts in 2019 will address "Banking in a Cashless Society." Ever since the introduction of the general-purpose credit card in the 1950s, the United States has been slowly moving toward a cashless society. In 2016, credit-card transactions eclipsed cash transactions globally, with the trend becoming more prevalent as…
FCS San Francisco's 3rd of 7 planned breakfasts in 2019 will address "ESG: Passing Fad or the Future of Investing?" Environmental, Social, and Governance (ESG) investing has taken the financial world by storm in recent years. Also known as socially responsible investing (SRI) or, more simply, sustainable investing, assets in the category now account for…
FCS San Francisco's 2nd of 7 planned breakfasts in 2019 will address "Blockchain & Crypto: How Do I Market This?" We’ll begin with a brief explainer to help you understand: What is it? Why should I care about it? And then our panel will dive into the finer points of how to explain it to your…
FCS San Francisco opens its 2019 breakfast series with a panel discussion on "What Does Brand Safety and Suitability Mean for Your Brand?" With the ever-changing media landscape, how do marketers ensure their brand is aligned with appropriate and relevant content? In light of the continuing importance of automation and broad platform buying, whether programmatic…
We open 2019 in New York with a research-driven luncheon on "Millennials with Money." Edelman, our content partner for this event, will present their new research on the topic. As a follow-up to Edelman's deep-dive study in 2016 on this generation’s relationship with money and financial services, the new study revisits these dynamics now that Millennials…
FCS New York concludes 2018 with our final CMO luncheon of the year with guest speaker Dipti Kachru, CMO, Wealth Management and Affluent Segment, for Chase. The theme of her presentation will be "The Evolving Role of the Marketer — My Lessons from 2018.” With nearly 4 million clients, the Chase Wealth Management division offers…
FCS Charlotte tackles "The Voice Revolution" in this month's luncheon featuring a great line-up of speakers. We'll talk about the next wave of opportunity created by audio marketing, empowered by AI technology, and embraced by consumers more and more each day. From how to best harness search to how to navigate the complexity of AI…
FCS New York is proud to welcome Jason Hill, Vice President, Brand & Content, at Goldman Sachs, as the guest speaker at our monthly CMO Luncheon series on Wednesday, November 14. A veteran presenter and panelist at FCS events, Jason will make his luncheon debut to discuss Goldman Sachs’ approach to marketing philanthropic programs and…
The FCS returns to The New York Times on November 7th for a moderated panel discussion on "Consumer Centricity." All previous breakfast events held at the Times have sold-out, and this event is expected to as well. The topic will focus on how financial services companies are navigating the challenges of consumer centricity. In the…
THIS EVENT IS SOLD OUT. FCS Chicago will stage a CMO Spotlight luncheon with Marty Willis, Chief Marketing Officer of Nuveen, the asset management unit of TIAA, on Tuesday, November 13. TIAA is one of the oldest names in the retirement industry, founded by industrialist Andrew Carnegie in 1918. In January 2017, TIAA renamed its…
The FCS welcomes Living Group for a second annual presentation of their proprietary Living Ratings, a benchmarking report on the brand and digital intelligence of the Global 100 Asset Managers. Living's CEO Kate Shaw will be on hand to reveal the rankings of the Top 10, as the report will be launched globally in conjunction with…
FCS Chicago will host a luncheon on "Marketing Financial Technology to Investors" at the Union League Club. Our panel of experts will discuss the importance of the latest technology tools to investors. From a marketing perspective, they'll discuss how various tech tools make a difference in lead generation, client engagement, and client loyalty. The topic…
We are proud to host our 20th Anniversary FCS Race for Kids at the luxurious Lodge at Spruce Peak (formerly known as Stowe Mountain Resort). Our biggest charity fundraiser of the year, Race for Kids supports: Hope & Heroes Columbia University Medical Center Downey Side Adoption Agency Make-A-Wish Foundation of Vermont In addition to the…
To celebrate the 13th annual presentation of the prestigious FCS Financial Marketer of the Year award, we invite you to join us for a Gala Dinner on Thursday, November 29th at The New York Yacht Club in midtown Manhattan. This event will pay tribute to the 2018 FMY Award winner E*TRADE Financial; Chief Marketing Officer…