As the world pivots to online connections and working from home, the FCS is proud to present a free virtual event on "Agile Marketing in Turbulent Times - J.P. Morgan's TV Ad Success Story," featuring a conversation between Dipti Kachru, Chief Marketing Officer, U.S. Wealth Management, J.P. Morgan, and April Rudin, Founder & President of The Rudin Group. The event, produced in partnership with The Balance and Investopedia, will be presented live at 11:30am ET on Thursday, June 18. A recording will be made available afterwards.
Following welcome remarks by Investopedia's Katherine Divney, FCS Executive Committee Member & Board Secretary, Dipti and April will do a deep dive into how the J.P. Morgan marketing team was able to create their remarkable and poignant TV ad in just days from inception through production.
Since financial services marketing has long "suffered" the reputation of not being as agile or nimble as consumer packaged goods or other retail brands, there is much to learn from J.P. Morgan. What lessons does this example of agile marketing hold for financial services marketers? What else do savvy marketers need to consider for reaching clients during this turbulent time of market volatility and uncertainty?
Join us for a thoughtful discussion about what you need to know to drive the important conversation between advisors and clients... as well as brands and their consumers in general.
Managing Director, CMO, U.S. Wealth Management
As Chief Marketing Officer, Dipti leads marketing for the U.S. Wealth Management business, including brand and advertising, client acquisition and deepening strategies, and advisor marketing, all designed to drive growth, and build client affinity and loyalty. As a member of the Wealth Management leadership team, she champions the voice of the customer, guides product design and client experience, and helps the organization effectively deliver the breadth and depth of its offerings across digital and traditional channels, in service of its customers’ financial goals. Dipti has extensive experience in wealth management and financial services marketing, and is recognized for her strong leadership, client-centricity and business acumen. Over the last eight years, she has held senior marketing roles at Chase as well as J.P. Morgan Asset Management, prior to which she spent several years at OppenheimerFunds, Inc. in various marketing roles. Dipti started her career in advertising and promotional marketing, working on some of the most inspiring brands in the world including Pepsi, American Express, Cadburys and Microsoft. She received her undergraduate degree from Lady Shriram College, New Delhi, and her Masters in Strategic Communications from Columbia University. Dipti lives in Jersey City, NJ, with her husband Sid, ten–year-old daughter, Anya, and three-year-old son, Neil.
CEO & Founder
Founder and CEO of The Rudin Group, April J. Rudin is widely acknowledged as a top marketing strategist for the financial-services and wealth-management sectors. Distinguished by her ability to forecast and leverage critical trends, and by her expertise in digital and traditional media, she leads a firm that designs bespoke marketing campaigns for some of the world's leading wealth-management firms, fintechs, and family offices; campaigns that strengthen brand value and drive client acquisition. The Rudin Group was founded in 2008.
April is recognized by Onalytica as the #1 "Influencer" in wealth management, and regularly-featured source of expert commentary to international news and business outlets, trade publications, and broadcast media. She is an annual contributor to the Capgemini World Wealth Report; produces the CFA Institute’s Annual Outlook for U.S. Wealth Management; and speaks about wealth, next-gen, and fintech at conferences in the U.S., Europe, Asia, and Africa. April is also a contributor to the Wealthtech book. April has created an extensive repertoire of thought leadership that has appeared in Huffington Post, American Banker, CFA Enterprising Investor, Family Wealth Report, Fundfire, Wealthmanagement.Com, and heads the editorial board for NexChange, a global fintech start-up based in Hong Kong and serves on the Board of MiradorLLC, a wealthtech firm providing concierge reporting for U/HNW. A member of the Private Asset Management advisory board, she also serves as a judge for the FT Wealthtech awards, Family Wealth Report’s Annual Wealth Management Industry Awards, and Canada’s Wealth Professional Awards. April is the mother of two sons who are quick to point out that they considered her an “influencer” well before Onalytica did.
Event sponsor:The Balance
Programming Partner:The Rudin Group