The FCS is proud to partner with EY to bring "Activating Clients in the Digital World" as the topic of our April breakfast. The event will open with a presentation by EY's Amy Summy, Principal, Marketing Transformation, who will then moderate a panel discussion on how to engage clients with new digital offerings, products and experiences.
Some of the points we'll explore include:
- How financial institutions are framing the digital experience for their clients.
- What critical relationships and collaborations must be forged internally for an organization to be successful.
- Where disruption is occurring withing financial marketing.
- The reevaluation of marketing practices and communication strategies to allow clients to voice their views anytime and anywhere.
- Where investments are being made to improve the customer experience (e.g., content, data, technology, channels, connected journey, customer service).
- What skills and capabilities are now needed for marketing leaders to succeed in the digital world.
Join us for a deep look into the multi-faceted changes that are helping financial institutions undergo digital transformation.
Partner, Marketing Transformation Leader, Digital
Amy Summy is a Partner in EY’s Digital practice where she serves as the Marketing Transformation Leader. With a primary focus on financial services, Amy guides clients on their customer and growth strategies to increase shareholder and customer value through marketing, product innovation, sales and service. Prior to joining EY, she was SVP and Chief Marketing Officer of TE Connectivity, a ~$14 billion Fortune 200 company. She led a team that strengthened the brand, accelerated account growth and scaled the company's online capabilities globally. Prior to TE, Amy was an executive at Sapient and SapientNitro, where she held several roles including leading the firm’s Financial Services business and serving as the company’s CMO. Outside of work, Amy advises startups and advocates for childhood cancer research. She co-founded and serves on the Board of No More Kids with Cancer.
Chief Marketing & Communications Officer, IMD
David Wells is chief marketing and communications officer of the Investment Management Division (IMD) of Goldman Sachs. Previously, he worked closely with Investment Management Division leadership to develop and implement various strategic initiatives. Before that, David oversaw Media Relations for the firm in the Americas. He joined Goldman Sachs as a managing director in 2010. Prior to joining Goldman Sachs, David was head of marketing and communications for Europe, the Middle East and Africa at J.P. Morgan from 2008 to 2010. Before joining the banking industry, he was a journalist. David was the editor of international company news, deputy world news editor and senior Wall Street correspondent for the Financial Times, where he worked from 2003 until 2008. During that time, he was also a commentator for National Public Radio’s Marketplace and a frequent contributor to programs on CNBC, CNN, the BBC and other television networks. From 1998 to 2003, David covered Wall Street and the energy industry for Bloomberg News. During the 1990s, he wrote for news outlets in Texas, including Petroleum Argus, an energy industry trade publication, and the Fort Worth Star-Telegram. David earned a BA in Political Science from Texas Christian University and an MA in Latin American Studies from the University of Texas, where he serves on the board of the program’s advisory council.
Chief Experience Officer
Donald Chesnut recently joined Mastercard as the Chief Experience Officer. In this role, he is repsonsible for bringing “outside-in”, customer and consumer-centric thinking across Marketing, Sales, Products & Innovation, Operations and Technology.
Before joining Mastercard, Mr. Chesnut was the Chief Experience Officer at the consultancy SapientRazorfish, which is a leader in customer experience-led digital business tranformation. Mr. Chesnut led Sapient’s global Customer Experience Practice, which included capabilies such as Customer Research and Insight, CX Strategy, Experience Design, and Experience Innovation. Some of his priorities were evolving digital capablities to support new types of customer experiences such as wearable products, digital/physical environments, and cognitive experiences (AI-powered customer experiences), digital service design, and the global delivery of experience-based services.
In his two decades as a consultant, he has helped some of the world’s leading brands in their journey of digital transformation, bringing both CX strategy and UX design best practices to how those business were transforming. Some clients included Disney, HSBC, Target, RBS, Wall Street Journal, Walmart, United Airlines, Citibank, Hilton, UBS, Unilever, Carnival, US Bank, and many others across the range of vertical industries. Many of his clients have been global in nature, and he spent two years working in Europe helping build Sapient’s presence across Europe.
Prior to Sapient Mr. Chesnut was a product manager at American Express in their Interactive Services division, and an Interactive Services leader at Siegel & Gale, a leading brand strategy consultancy.
Mr. Chesnut has a Masters degree in Interactive Telecommunications and an undergraduate degree in Computer Science and Dramatic Literature (double major), both from New York University. He is a published author, frequent speaker, and jury member in the areas of Customer Experience and best practices in Digital Product and Experience Design.
Head of Demand Generation & Marketing Analytics
Daniel Allocca leads Demand Generation and Analytics at Nuveen where he is a Managing Director in the New York Office. He is responsible for delivering the firm’s strategy across paid and owned channels for social, search, email, programmatic and analytics. Prior to Nuveen, Daniel was a Senior Vice President at PIMCO where he led the Strategic Initiatives Group. In this role he led an award winning Digital Transformation Program and built a Marketing Analytics function. He also has extensive Financial Services and Advertising Research experience. Daniel earned an MBA from NYU Stern School of Business and earned two undergraduate degrees; Finance from Western Connecticut State University and Audio Engineering from Berklee College of Music.
Exclusive Programming Partner:EY
- The New York Yacht Club requires proper attire: jackets for men, NO JEANS.
- All ticket prices increase $15 per person on April 26..
- No refunds after April 26.