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"Financial Services Marketing in a Data-Driven Era"



FCS West will stage a fall breakfast series in San Francisco entitled “Transformative Marketing 2020.” These three events will tackle different aspects of the rapidly changing marketing landscape, looking at MarTech, Emerging Marketing Trends, and Generational Trends impacting financial marketing specifically. Exploring these diverse topics as we look to the coming year, we will hear from marketing, advertising, and media professionals in the finance vertical as well as other sectors speaking to creative and successful executions pushing the boundaries of current marketing capabilities.

The topic for the series kick-off is "Financial Services Marketing in a Data-Driven Era."

The marketing industry’s transformation in recent years has been centered on two things: technology and data. Whether it’s software-based marketing automation, programmatic ad buying, or account-based marketing (AMB), decision-makers in the industry are grappling with how these new tools and philosophies mesh with their conventional notions of how to sell to all demographics. How are financial firms confronting this new data-driven marketing era? And what does the future hold for marketing leaders as they adjust their key performance indicators and other metrics to conform to this new ecosystem?

Questions about this and all FCS San Francisco events may be directed to FCS West President Pete Matthews, [email protected].


Clarissa HorowitzPanelist

VP, Marketing


Clarissa Horowitz brings more than 20 years of marketing and communications experience to BitGo and leads the company’s global marketing strategy. She joined BitGo from MobileIron, where she was responsible for demand generation, field marketing, communications, branding, and the company’s website. She was a key part of the team that led the company through its 2014 IPO and subsequent growth to annual revenue of more than $175 million. Prior to joining MobileIron, Clarissa ran the enterprise tech practice at Sparkpr, where her clients included Aravo, Oanda, Qualys, Workforce Software, and MobileIron. Previously, she was part of the global communications and public affairs team at Google. Clarissa joined Google after several years at Porter Novelli, where she led new business efforts and worked with clients including HP, PeopleSoft, Wells Fargo, and Yahoo!, as well as numerous early-, mid-, and late-stage startups. Clarissa holds a bachelor’s degree from the University of California Berkeley.


  • FCS West Diamond Sponsor:

    Seeking Alpha
  • FCS West Platinum Sponsor:

    Bloomberg Media
  • FCS West Gold Sponsor:

  • FCS West Gold Sponsor:

  • FCS West Gold Sponsor:

  • FCS West Gold Sponsor:

    The Wall Street Journal


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Until the Event

September 17, 08:00AM PDT
September 17, 09:30AM PDT


Omni San Francisco Hotel, 500 California Street at Montgomery Street Francisco
  • All ticket prices increase $15 per person on Sept. 16.
  • No refunds after Sept. 13.