Dynamic Marketing Management in the Age of Intelligence

Recap

On June 11, FCS Philadelphia gathered at host sponsor FS Investments for an education summit surrounding the topic of digital marketing in 2024. The session kicked off with research from Frank Dudley, professor of marketing at Northwestern University and president of the Financial Marketing Institute. Frank then segued to moderate a dynamic panel featuring Allora Buckshon Executive Director, Product Marketing at FS Investments, Kristy DelMuto, Head of Brand and Marketing at Mainsail Partners, and Alicia McIlhinney, SVP, Head of Marketing at Archer.

(Photo below, l to r: Frank, Alicia, Kristy, Allora)

Here are some key insights from the summit:

  • The core tenets of a dynamic marketing model includes focusing on talent, organization and culture, dynamic brand experiences, product and marketing integration, real-time analytics and more.
  • A key marketing challenge is the competition for B2B decision-maker’s time. Given how busy B2B decision-makers are, the panel discussed strategies for developing meaningful content and brand messaging that this target audience would want to engage in despite wearing so many hats.
  • Use customer advocacy to drive differentiation. The panel discussed how differentiation was incredibly limited in their respective financial sectors, but how they could use advocacy and testimonials from their own customers to “show” a differentiated brand experience in their marketing.
  • Position culture as a differentiator. The panelists all leaned into building internal culture – and helping their target audience experience their brand culture as a way to create more differentiation in a commoditized space.
  • There is a relentless quest for driving leads. Driving leads, especially with a challenging target audience, is never easy. The panel talked about investing in roles that could sit between marketing and sales and own CRM and marketing systems to better drive leads. Furthermore, they emphasized the importance of data quality in order to reach their audiences.

Reported by
Phil Edelstein, Founder, Substance Strategy & Creative
FCS Philadelphia chapter president

FCS Philadelphia will stage a highly focused Education Summit on Tuesday, June 11, at FS Investments on the theme “Dynamic Marketing Management in the Age of Intelligence.” The content of this event will be driven by the research and work of Frank Dudley, president of Financial Marketing Institute (FMI) and professor at Northwestern University | Medill School of Journalism, Media, Integrated Marketing Communications

Event topics will include:

  • 2024 digital marketing priorities, tactics and best practices
  • New, innovative digital marketing approaches
  • Leveraging data, technology and A.I. to drive more robust customer experiences

Following an opening research presentation, including several case studies, Frank will moderate a panel discussion with three financial marketing executives from across the Philly region. They’ll discuss how they are using digital marketing, tools and data to drive results within their organizations. Our panelists include:

  • Allora Buckshon, Executive Director, Product Marketing, FS Investments
  • Alicia McIlhinney, SVP, Head of Marketing, Archer
  • Kristy DelMuto, Head of Brand and Marketing, Mainsail Partners

Sponsorship packages for this event are available. Please contact FCS CEO Kevin Windorf.

  • Start June 11, 2024 08:30 AM EDT
  • End June 11, 2024 10:30 AM EDT
  • Location FS Investments Corporate Headquarters 201 Rouse Boulevard Philadelphia

Speakers

Panelist Allora Buckshon

Executive Director, Product Marketing

Allora Buckshon is Executive Director, Product Marketing, at FS Investments, which she joined in 2016.

Panelist Alicia McIlhinney

SVP, Head of Marketing

Alicia McIlhinney is SVP, Head of Marketing, at Archer, which she joined in 2020. Archer is a technology-enabled service provider that delivers outsourced operations to help investment managers grow through product innovation and cost management.

Panelist Kristy DelMuto

Head of Brand and Marketing

Kristy serves as brand champion, chief storyteller and digital marketing leader at growth equity firm, Mainsail Partners, helping position the firm as the partner of choice for bootstrapped founders of growing software companies. In this role, Kristy is responsible for delivering compelling content and experiences that clearly communicate the firm’s value to all key constituents, […]

Presenter/Moderator Frank Dudley

President

Frank Dudley is a professor at Northwestern University (ranked #1 for Marketing in the U.S.) where he teaches courses in Modern Marketing Management, Marketing Strategy, Digital Marketing, Media and Innovation and Influencer Marketing. Frank is also President of the Financial Marketing Institute (FMI), which currently conducts the most comprehensive research on digital marketing and media […]

Sponsors