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10
Oct

Digital Marketing of Financial Services 2020

Summit

Summary

The FCS is delighted to partner with Northwestern University and Brand New Media to present a special Education Summit: "Digital Marketing of Financial Services 2020."

  • Hosted at Bloomberg's NYC headquarters, this is a FREE EVENT for FCS Members.  Registration is required.  Please contact FCS Admin Coordinator Vanessa Sandri at [email protected] or (617) 595-2912.
  • Once your membership is confirmed, your registration will be processed.  Please be sure to bring Photo ID to the event, otherwise lobby security will not allow you access to the event.

Top-line results on the most comprehensive research on digital marketing and media of the Wealth Management, Asset Management and Insurance industries will be revealed at this annual event. 

SUMMIT AGENDA

8:00 – 8:45 AM                Continental Breakfast and Welcome Reception

8:45 – 9:30 AM                Top Line Results of Digital Marketing of Financial Services 2020 Research Initiative
Presenters: Frank Dudley, Professor, Northwestern University and President, Brand New Media and Vijay Viswanathan PhD, Professor, Northwestern University and Lead Analyst, Brand New Media
Frank and Vijay will present top line results of the most comprehensive research conducted on digital marketing and media within the financial services industry.

9:30 – 10:00 AM              Marketing Officer Panel

Presenters: Brenda Tsai, Chief Marketing Officer, BNY Mellon; Fran Cashman, EVP, Global Head of Marketing and Communications, Legg Mason; Larry Black, Global Head of Marketing, FTSE Russell

Our panel of senior marketers from some of the largest financial services firms will discuss the role of digital marketing and media within the overall marketing organization. They will discuss specific KPIs for digital, the role of data/analytics, how digital media is now planned and bought, and the roles of agency and consulting partners.

10:00 – 10:15 AM           Digital Excellence Awards

Rankings of Top Wealth Management, Asset Management and Insurance firms will be revealed in three key growth categories: Social Media, Mobile Experience and overall Customer Experience.

10:00 – 10:30 AM           Coffee Break

10:30 – 11:00 AM            The Future of Financial Advisory Services

Presenter: Michelle Lynn, Global Head of Data Science and Insight, Bloomberg Media Group

Michelle will present results and insights from the Bloomberg Financial Advisor Study, which reveals the world FAs see facing them as the new economy grows, the technology revolution continues, and more clients enter retirement.

11:00 – 11:30 AM           Digital Marketing Leadership Panel

Presenters: Daniel Allocca, Senior Managing Director, Global Head of Brand and Demand Generation, Nuveen; Amit Pandya, Director – Head of Digital Strategy and Platforms, New York Life Insurance Company

Senior digital strategists from some of the largest and most successful financial services firms will discuss where digital is having the greatest impact on the business and their strategies and plans for 2020.  The discussion will primarily focus on Customer Experience Innovation and how data is being utilized to drive more personalized marketing with advisors and customers across multiple channels. Digital tools and technologies required to meet these business objectives will also be discussed.

11:30 – 12:00 PM           Customer Experience Innovation

Presenter: David Duncan, PhD, Co- Author of “Competing Against Luck: The Story of Innovation and Customer Choice” and Senior Partner, Innosight

David Duncan and Clayton Christenson (author of "The Innovator’s Dilemma") have recently co-authored “Competing Against Luck,” based on a simple yet profound idea: customers don’t buy products and services; they hire them to do a job. And understanding which jobs your customers need done is key to customer experience innovation.  David will share a new and innovative approach to unlocking customer need and business growth opportunity.

Speakers

Frank DudleyKeynote Presenter

President

Brand New Media

Frank Dudley is President of Brand New Media and a Professor at Northwestern University in Chicago.

Vijay Viswanathan, PhDKeynote Presenter

Lead Analyst

Brand New Media

Vijay Viswanathan, PhD, is Lead Analyst for Brand New Media and a Professor at Northwestern University in Chicago.

Brenda TsaiPanelist

Chief Marketing Officer

BNY Mellon

Brenda Tsai is the Chief Marketing Officer of BNY Mellon, which she joined in 2018.

Daniel AlloccaPanelist

SMD, Global Head of Brand & Demand Generation

Nuveen

Dan Allocca is Senior Managing Director, Global Head of Brand and Demand Generation, at Nuveen, which he joined in 2017.

Larry BlackPanelist

Global Head of Marketing

FTSE Russell

Larry Black is Global Head of Marketing at FTS Russell, which he joined in 2012.

Frances CashmanPanelist

EVP, Head of Global Marketing and Communications

Legg Mason

Fran Cashman is EVP, Head of Global Marketing and Communications, at Legg Mason, which she joined in 2010.

Amit PandyaPanelist

Director – Head of Digital Strategy and Platforms

New York Life

Amit Pandya is Director – Head of Digital Strategy and Platforms, New York Life Insurance Company, which he joined in 2014.

David DuncanPresenter

Senior Partner

Innosight

David S. Duncan is a strategic advisor, writer and speaker on topics of growth and innovation. He is currently a Senior Partner at Innosight, based in Innosight’s global headquarters in Lexington, MA. He is a trusted advisor to top leaders at many of the world’s most iconic companies, helping them to navigate disruptive change, create sustainable growth, and transform their organizations to thrive for the long-term.

Tickets:

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FREE EVENT FOR FCS MEMBERS. To register, please contact FCS Admin Coordinator Vanessa Sandri, [email protected], 617-595-2912.

Until the Event

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Start
October 10, 08:00AM EDT
End
October 10, 12:00PM EDT

Address:

Bloomberg, LP, 731 Lexington Avenue, Room: 7MRP, New York City
  • This event is expected to sell-out. Please REGISTER today.