Events

  • Personalized: Customer Strategy in the Age of AI

    This event is sold out. FCS New York is excited to partner with first-time sponsor ADWEEK for a “Cocktails with Content” book event on Thursday, February 13 (4:30pm-6:30pm) at the company’s NYC headquarters. Authors Mark Abraham and David Edelman will be discussing their new book, “Personalized: Customer Strategy in the Age of AI.” They work…

    New York

  • Achieving Brand Differentiation in Financial Services

    On Thursday, January 23, FCS Philadelphia kicks off the New Year with a deep-dive discussion into the age-old challenge of Brand Differentiation. But in a new era of “Golden Investing,” surrounded by the promise of Artificial Intelligence, and under the specter of expected industry consolidation… what strategies should financial marketers devise and activate in 2025?…

    Philadelphia

  • Alexander Ngo, CMO North America, Chubb, Kicks Off Holiday Cocktails

    The next FCS New York “Cocktails with Content” reception will be a special Holiday Edition as we extend the event to celebrate “a season of gratitude.” Join us on Thursday, December 12, when Alex Ngo, Chief Marketing Officer, North America, for Chubb, sits for a fireside chat at the Taj Lounge in the Flatiron District.…

    New York

  • FCS Book Event: “the Black-White Wealth Gap” & Financial Marketing

    FCS New York is excited to partner with Yahoo Finance to present a special book event, featuring Louise Story, author of “Fifteen Cents on the Dollar: How Americans Made the Black-White Wealth Gap,” and Dara Marshall, Head of Brand Management, JPMorganChase. Join us on Wednesday, December 18 (5:30pm-7:30pm) for this unique “Cocktails with Content” event, hosted…

    New York

  • Financial Marketer of the Year Gala 2024

    This event is sold out. GALA TICKET SALES TO CLOSE AT NOON ON WEDNESDAY, NOVEMBER 27. On Tuesday, December 3, we will celebrate the 19th Annual FCS Financial Marketer of the Year (FMY) Award at a gala dinner at the New York Yacht Club. We will honor this year’s winner, along with two runners-up, as…

    New York

  • Marketing Transformation: Strategies For Success In The AI Era

    On Thursday, November 14, FCS Charlotte will present its premier event of 2024, when industry leaders gather to discuss transformative strategies in financial marketing. Becca Weigman, Managing Director of Accenture Song’s Marketing Practice, will chair a dynamic panel, exploring the integration of AI and digital innovation in marketing. The panel will include:  This content-driven session…

    Charlotte

  • Visualizing Investment & Wealth Management in 2024

    The FCS is excited to partner with first-time sponsor Getty Images for a free virtual event on “Visualizing Investment & Wealth Management in 2024.” Join us on Monday, November 4 at 12:00pm ET, when Tristen Norman, Head of Creative for Getty Images Americas, presents the latest VisualGPS data. With the actionable insights from this research,…

    Virtual

  • The Future of Sports Marketing in Financial Services

    On Tuesday, November 19, the FCS will stage a sports marketing-themed “Cocktails with Content” event at The Liberty NYC (35th & Fifth). Join us for “Game Changers: The Future of Sports Marketing in Financial Services” — an in-depth discussion of how visionary marketers are exploring the ever-growing landscape of sports sponsorships and fan engagement. From…

    New York

  • Brand and Demand: Marketing’s Great Love Story

    On Monday, October 21st, the FCS will again partner with Prophet, this time for a free virtual event on “Brand and Demand: Marketing’s Great Love Story.” Marketers today face mounting pressure to balance long-term brand building with short-term demand generation—all while proving impact and driving results.  In this event, we’ll explore how top-performing marketers create value…

    Virtual

  • Living Ratings of Asset Managers 2024

    The FCS welcomes the return of Living Group for the 8th annual presentation of its proprietary Living Ratings, a benchmarking report on the brand and digital intelligence of the top Global 100 Asset Managers. In this year’s sneak peek dubbed “Building brand. Building reputation,” Kate Shaw, CEO of Living Group, will present a summary of…

    Virtual

  • FCS MOVES: Cheryl Gilberg, CMO, Mizuho Americas

    The FCS is delighted to welcome back to our stage Cheryl Gilberg, Chief Marketing Officer and Managing Director, at Mizuho Americas. Cheryl will be our guest speaker on Wednesday, October 16, for our monthly FCS MOVES — our Members Only Virtual Event Series, beginning at 12 noon ET. Cheryl was a featured speaker at our…

    Virtual

  • Local Visibility in Financial Services: Charting the Course for Growth

    On Wednesday, November 13, FCS New York will welcome first-time sponsor, SOCi, for a presentation and discussion on “Local Visibility in Financial Services.” SOCi is a leading marketing technology company that focuses on localized social media and marketing management for multi-location enterprises. SOCi’s latest Local Visibility Index (LVI) research for financial services reveals essential insights…

    New York

  • FCS MOVES: Tara Giuliano, CMO, Nuveen

    FCS MOVES — our Members Only Virtual Event Series — continues with a spotlight conversation with Tara Giuliano, Chief Marketing Officer at Nuveen. Join us on Monday, November 18, beginning at 12 noon ET, for an in-depth discussion with Tara about Nuveen’s accomplishments in 2024 and goals for next year. Tara will be interviewed by…

    Virtual

  • Experience Change: How Financial Services is Transforming Before Our Eyes

    On Thursday, October 24th, FCS New York is partnering with Code and Theory to present “Experience Change: How Financial Services is Transforming Before Our Eyes.” This panel discussion will feature: Moderating the conversation will be Sam Chotiner, Head of Strategic Accounts, Code and Theory. This event will be hosted by Code and Theory at Stagwell’s…

    New York

  • Marketing Strategies to Engage Tech-Savvy Clients

    On Thursday, October 17, the FCS will again partner with Storyful for another engaging “Cocktails with Content” reception. Amy Lee, VP, Intelligence & Strategy at Storyful, will lead a discussion on Marketing Strategies to Engage Tech-Savvy Clients. Featuring a panel of senior marketing executives, we’ll explore how AI, data, and social intelligence are reshaping the…

    New York

  • The Great MarTech Debate

    On Wednesday, November 13, FCS Philadelphia will present a panel discussion on “The Great MarTech Debate.” We will be hosted by Hamilton Lane at its headquarters in Consohocken, PA, a Philly suburb. The conversation will focus on the marketing technologies currently being used by financial marketers to drive increased engagement, personalization and revenue. Leading the discussion…

    Philadelphia

  • Brand Building in the Age of AI

    On Monday, October 28, the FCS will partner with first-time sponsor Lippincott to present a free virtual event on “Brand Building in the Age of AI.” As marketers and brand builders, we’re obsessed with AI. But how do consumers feel about it? And what do they expect from financial services brands when it comes to…

    Virtual

  • FCS RFK Marketing Summit 2025

    Twenty-five years after its launch as a humble charity fundraising event, the FCS RFK Marketing Summit has evolved into the must-attend destination conference for financial marketing, communications and media professionals. On January 5, 2025, the FCS RFK Marketing Summit will kick-off three days of unprecedented content – more than 10 hours of presentations, interviews, and…

    Stowe, Vermont

  • Generative AI Tipping Point

    Imagining Wealth & Asset Management in 2034 Our “Cocktails with Content” reception on Tuesday, September 24, will delve into the significance — and the future — of Artificial Intelligence in the world of wealth and asset management. Cory McCruden, who heads up this sector practice at EY, will present research findings from her recent white…

    New York

  • FCS MOVES: Matthew Heath, CMO, EMEA & Americas, Invesco

    We’re excited to launch Season 5 of FCS MOVES — our Members Only Virtual Event Series — when Matthew Heath, Chief Marketing Officer, EMEA & Americas at Invesco, joins us from London for a one-on-one interview with FCS Board Director Sheevani Raikundalia of Bloomberg Media. On Monday, September 30, Matthew will make his FCS debut…

    Virtual