(By Invitation Only – Photo ID required)
Thursday, October 10, 2019
7:30 AM to 12:00 PM EST
731 Lexington Avenue
New York, NY 10022
|7:30 AM – 8:45 AM||Continental Breakfast & Welcome Reception|
|8:45 AM – 9:30 AM||
Top Line Results of Digital Marketing of Financial Services 2018 Research Initiative
Frank Dudley and Vijay Viswanathan, Ph.D., Brand New Media, will present top line results of the most comprehensive research conducted on digital marketing and media within the financial services industry.
Vijay Viswanathan, Ph.D.
|9:30 AM – 10:00 AM||
Marketing Officer Panel
A panel of CMOs 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 the role of data/analytics within the organization, how digital media is now planned and bought, the roles of agency and consulting partners, and specific KPIs for digital will also be discussed
|10:00 AM – 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.
*Awards are based on quantitative outputs from proprietary models developed by Brand New Media and Northwestern University. The criteria is rigorous and uniform across all categories of financial services that are analyzed.
|10:15 AM – 10:30 AM||
|10:30 AM – 11:00 AM||
Bloomberg: The Future of Financial Advisory Services
Michelle Lynn 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 AM – 11:30 AM||
Digital Marketing Leadership Panel
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 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 AM – 12:00 PM||
Customer Experience Innovation
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.
David Duncan, Ph.D.
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