SOLD OUT “Personalize or Perish”

Crystal Eastman is BlackRock’s Head of Integrated Marketing for the U.S. Her team leads content and distribution strategy across the BlackRock, iShares, and Aladdin brands for both the Personal Investor and Financial Advisor audience segments. Crystal’s team develops and executes channel-specific growth strategies utilizing advertising, digital marketing, direct marketing, proprietary events and sponsorships, and sales enablement tools and tactics. Prior to joining BlackRock in late 2017, Crystal held numerous high impact marketing roles across the financial services space. Crystal served as Chief Marketing Officer of an early stage commercial lending start-up, developing the corporate brand and value story, building a Marketing organization from scratch, and growing customer acquisitions over 500% during a two year period.
Crystal also spent six years at American Express, serving in a variety of Product Marketing and Customer Acquisition roles in the Consumer and Small Business groups. During her tenure, Crystal renegotiated the Hilton/American Express partnership agreement and relaunched the Hilton American Express card with improved customer benefits, resulting in a JD Powers win for Best Travel Credit Card. Crystal began her career as a management consultant, working for both BearingPoint and DiamondCluster International. In this capacity, Crystal advised financial services clientele, including Allstate; The Hartford; and Citibank, on CRM strategies and technologies. Crystal grew up in Miami, FL, and graduated from the University of Miami. She currently resides in downtown New York City with her husband and two children.

At Idio, Kevin Li serves as the Chief Strategy Officer with worldwide responsibility for strategy across product, customer success, go-to-market, and partnerships. Previously, he led the Business Solutions group at ThinkVine providing analytical and strategic support to our business development and channel partnership teams worldwide. Kevin has a strong background in designing scalable web-based applications and specialize in business development and strategic growth functions within technology start-ups. Prior projects include Symphony Organizer (a web-based personnel management system for fine arts organizations) and IdeaBounce.com (a web-based entrepreneurship portal built for Washington University's Olin School of Business).

Erik Schneberger is chief marketing officer for American Century Investments, a premier investment manager headquartered in Kansas City, Mo. Mr. Schneberger leads the teams responsible for channel marketing, brand, marketing operations, value-add, client events, corporate communications and digital. He is based in the firm’s New York office. Mr. Schneberger joined American Century in 2019 from OppenheimerFunds, where he served as head of marketing. Under his leadership, OppenheimerFunds introduced an award-winning global investment campaign that was featured in WSJ’s CMO Today. He also led the customer journey to leverage data and marketing automation to deliver personalized client experience, increasing digital content engagement by 33%. Before his tenure at OppenheimerFunds, he oversaw the digital, creative, multimedia and marketing operations functions at Neuberger Berman. Previously, Mr. Schneberger was the head of digital strategy for OppenheimerFunds. Earlier in his career, he served in several roles across the financial services and management consulting industry with GE Money, BearingPoint and AON Hewitt. Mr. Schneberger earned his Master of Business Administration from the University of Connecticut and his bachelor’s in computer information systems from the Indiana University Kelley School of Business.

Alyson Clarke has returned to Forrester and serves eBusiness & Channel Strategy Professionals. She is a highly skilled expert with extensive industry experience in both wealth management and banking. Alyson has global expertise, having previously worked at Forrester in the financial services vertical in our Sydney, London, and San Francisco offices. She is now based in New York and specializes in digital and non-digital channel strategy and innovation, in particular, the sales, service, and customer experience of financial services and advice across online channels, smartphones, tablets, and branches. Alyson has more than 19 years of financial services industry experience, including senior positions with several of Australia's leading banks and wealth management firms. She has practical experience in leading teams of people to drive results, influencing C-suite executives, and driving change across product development, sales strategy, brand, and marketing. Her previous roles include director of mass affluent and, most recently, head of bank and wealth strategic execution for Westpac; she was also head of multi-brand and vice president of product development for a leading wealth management firm in Sydney. Alyson has spoken at industry and company events in her Forrester and non-Forrester roles and is a well-regarded keynote speaker and industry commentator. She has also co-authored two books on superannuation for financial planners.

Sean Keller is vice president, head of Digital Marketing for Voya Investment Management, the asset management business of Voya Financial, Inc.  In this leadership role, Sean is responsible for driving growth through the end-to-end transformation of the digital marketing efforts of the Investment Management business, which serves Retail, Private Wealth and Institutional clients.  In addition to Digital Outreach and Marketing Strategy, Keller’s responsibilities also include transforming the firm’s Marketing Technologies and its Business Intelligence efforts. Prior to joining Voya, Sean was Vice President of Marketing Strategy & Measurement at OppenheimerFunds where he developed the firm’s predictive modeling, lead generation and marketing ROI capabilities.  Keller has also held a number of marketing roles in industries outside of Financial Services including Travel & Loyalty (British Airways), Telecomms (T-Mobile UK) and Media (GCap Media UK). Sean received his B.A. in Mathematics and Economics from the University of Richmond.