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? Do the academic lessons of the past still apply? Or are there fresh tactics — perhaps tech-enabled — that will empower marketers to elevate their brands above the sea of sameness within financial services?

Chapter president Phil Edelstein of Substance Strategy & Creative has recruited three veteran marketers to share their ideas and perspectives on how to successfully differentiate their brands in the new world order. Our panelists are:

  • Kelly Furia, Global Head of Marketing and Experience, DLL
  • Jeff Coghan, Senior Vice President, Digital Marketing, Hartford Funds
  • Jerry Lezynski, Vice President of Marketing and Communications, Osaic Wealth

The discussion will be moderated by FCS CEO Kevin Windorf, CMO, North America for 2112 Communications.

Join us on Thursday, January 23rd, for this breakfast event, when we’re hosted by Hartford Funds at their Wayne, PA, headquarters.

To sponsor this event, please contact Phil Edelstein.

  • Start January 23, 2025 08:30 AM EST
  • End January 23, 2025 10:00 AM EST
  • Location Hartford Funds 690 Lee Road Wayne, PA

Speakers

Panelist Kelly Furia

Global Head of Marketing and Experience

Kelly Furia, Global Head of Marketing and Experience at DLL, is a dynamic leader with a passion for building brands and creating omnichannel experiences while fostering high-performing teams and cultures. Since 2020, Furia has revolutionized the marketing function at DLL by embedding a profound customer obsession within the organization. She has spearheaded initiatives that prioritize […]

Panelis Jeff Coghan

SVP, Digital Marketing

Jeff Coghan is a seasoned marketing executive with over two decades of experience in the financial services industry. Currently, he leads the Digital Marketing Team at Hartford Funds, where he has been instrumental in enhancing the company’s brand presence through strategic PR and advertising initiatives. Since joining Hartford Funds in 2013, Jeffrey has overseen the […]

Panelist Jerry Lezynski

Vice President of Marketing and Communications

Jerry Lezynski leads the marketing and communications team responsible for strategic planning, direction and implementation of marketing and communication programs to drive brand awareness, recognition and adoption of products and services among Osaic’s financial advisors (formerly Lincoln Financial Network). Jerry has extensive experience in financial services creating brand identity programs and developing business-to-business marketing programs […]

Moderator Kevin Windorf

CEO, FCS; CMO, 2112 Communications

Kevin Windorf was appointed CEO of the Financial Communications Society in 2015, after previously serving as its President since 2009. He was elected to the FCS Board of Directors in 2005. Kevin joined 2112 Communications in 2023 as CMO North America, based in the agency’s New York office. Before transitioning to the agency phase of […]

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