Register Now for the 2019 Digital Marketing of Financial Services Summit

Presented by

(By Invitation Only – Photo ID required)

Thursday, October 10, 2019
7:30 AM to 12:00 PM EST

Location
Bloomberg L.P.
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.

Frank Dudley
President
Brand New Media
Professor, Marketing Management, Digital Marketing, Media and Innovation
Northwestern University

Vijay Viswanathan, Ph.D.
Lead Analyst
Brand New Media
Professor, Statistics, Analytics and Integrated Marketing Communications
Northwestern University

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

Larry Black
Managing Director, Global Head of Marketing
FTSE Russell

Lauren Boyman
Managing Director, Chief Marketing Officer
Morgan Stanley Wealth Management

Fran Cashman
Global Head of Communications and Engagement
Legg Mason

Kevin McKenna
Global Head of Marketing
Putnam Investments

Brenda Tsai
Chief Marketing Officer
BNY Mellon

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

Coffee Break

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.

Michelle Lynn
Global Head of Data Science & Insights
Bloomberg Media Group

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.

Daniel Allocca
Senior Managing Director, Global Head of Brand and Demand Generation
Nuveen

Keith Gormley
Vice President, Acquisition Marketing and Social Media
Prudential Financial

Amit Pandya
Corporate Vice President, Digital Marketing
New York Life

Anthony Vitalone
Head of Global Digital Marketing and Client Experience
VanEck Securities

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

 

—Founding & Current Sponsors—

Register Now for the 2018 Digital Marketing of Financial Services Summit

Presented by

By Invitation Only

Thursday, October 4, 2018
8:00 AM—11:45 AM

Location
Bloomberg L.P.
731 Lexington Avenue
New York, NY 10022

8:00 AM—8:30 AM Continental Breakfast & Networking
8:30 AM—9:15 AM

Presentation of Financial Marketing Research

Frank Dudley
President
Brand New Media
Professor, Marketing Management, Digital Marketing, Media and Innovation
Northwestern University

Ryan Ginger
Analyst
Brand New Media
MS IMC Candidate
Northwestern University

9:15 AM—9:45 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.

Lauren Boyman
Chief Marketing Officer
Morgan Stanley Wealth Management

Marty Willis
Chief Marketing Officer
Nuveen

Mason Reed
SVP Brand and Corporate Marketing Services
Schwab

Emily Pachuta
Chief Marketing Officer – The Americas
Invesco

Sheri Gilchrist
Global Chief Marketing Officer
IPGIM Investment (formerly Prudential Investment Management)

9:45 AM—10:00 AM

Awards Presentation*

2018 ranking of top Wealth Management, Asset Management and Insurance firms in Social Media, Mobile Excellence and Customer Experience will be revealed.

*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.

10:00 AM—10:15 AM

Coffee Break

10:15 AM—10:45 AM

Bloomberg: Developing a Media Partnership Leveraging Advisor Data & Insights

Michelle Lynn
Global Head of Data Science & Insights
Bloomberg Media Group

10:45 AM—11:15 AM

Digital Strategy and Customer Experience Panel: Optimizing Customer Experience via Financial MarTech

Amit Pandya
Director, Head of Digital Strategy and Platforms
New York Life

Scott Furlong
Head of Digital Experience
State Street Global Advisors

Jason Hoyle
Vice President, Integrated Marketing and Customer Experience
Principal Financial Group

Anthony Vitalone
Head of Global Digital Marketing and Client Experience
VanEck

11:15 AM—11:45 AM

Business Case: Developing a Next Best Action Engine to Drive an Integrated Customer Experience

Christopher Young
Director of Industry Strategy and Marketing
Adobe

 

—Founding & Current Sponsors—

Register Now for the 2018 Digital Marketing of Financial Services Summit

Presented by

By Invitation Only

Cocktail Reception and Dinner

Wednesday, October 3, 2018
6:00 PM—9:00 PM

Location
The Harvard Club of New York
The Mahogany Room
35 W 44th St
New York, NY 10036

Digital Marketing Summit

Thursday, October 4, 2018
8:00 AM—11:45 AM

Location
Bloomberg L.P.
731 Lexington Avenue
New York, NY 10022

Cocktail Reception and Dinner

Wednesday, October 3, 2018 / 6:00 PM – 9:00 PM

6:00 PM—7:00 PM Cocktail Reception
7:00 PM—9:00 PM Dinner

How to Evaluate and Measure your Customer Experience Capability

Frank Dudley and Ryan Ginger will introduce you to the Customer Experience Measurement Model that was developed at Northwestern University and has been applied to evaluating a measuring the Customer Experience capabilities of Asset Management, Wealth Management and Insurance companies.

Digital Marketing of Financial Services Summit

Thursday, October 4, 2018 / 8:00 AM – 11:45 AM

8:00 AM—8:30 AM Continental Breakfast & Networking
8:30 AM—9:15 AM

Presentation of Financial Marketing Research

Frank Dudley
President
Brand New Media
Professor, Marketing Management, Digital Marketing, Media and Innovation
Northwestern University

Ryan Ginger
Analyst
Brand New Media
MS IMC Candidate
Northwestern University

9:15 AM—9:45 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.

Lauren Boyman
Chief Marketing Officer
Morgan Stanley Wealth Management

Marty Willis
Chief Marketing Officer
Nuveen

Mason Reed
SVP Brand and Corporate Marketing Services
Schwab

Emily Pachuta
Chief Marketing Officer – The Americas
Invesco

Sheri Gilchrist
Global Chief Marketing Officer
IPGIM Investment (formerly Prudential Investment Management)

Fotocopiadoras multifuncionais de alta qualidade de impressão você encontra aqui na locação de impressoras economize tempo e dinheiro com locação de impressoras Somos uma equipe especializada no fornecimento e adaptação de soluções tecnológicas de locação de impressoras, vendemos e também locamos impressoras e multifuncionais de alto volume.

9:45 AM—10:00 AM

Awards Presentation*

2018 ranking of top Wealth Management, Asset Management and Insurance firms in Social Media, Mobile Excellence and Customer Experience will be revealed.

*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.

10:00 AM—10:15 AM

Coffee Break

10:15 AM—10:45 AM

Bloomberg: Developing a Media Partnership Leveraging Advisor Data & Insights

Michelle Lynn
Global Head of Data Science & Insights
Bloomberg Media Group

10:45 AM—11:15 AM

Digital Strategy and Customer Experience Panel: Optimizing Customer Experience via Financial MarTech

Amit Pandya
Director, Head of Digital Strategy and Platforms
New York Life

Scott Furlong
Head of Digital Experience
State Street Global Advisors

Jason Hoyle
Vice President, Integrated Marketing and Customer Experience
Principal Financial Group

Anthony Vitalone
Head of Global Digital Marketing and Client Experience
VanEck

11:15 AM—11:45 AM

Business Case: Developing a Next Best Action Engine to Drive an Integrated Customer Experience

Christopher Young
Director of Industry Strategy and Marketing
Adobe

 

—Founding & Current Sponsors—

Register Now for the 2018 Digital Marketing of Financial Services Summit_OLD

Presented by

By Invitation Only

Cocktail Reception and Dinner

Wednesday, October 3, 2018
6:00 PM—9:00 PM ET

Location
The Harvard Club of New York
The Mahogany Room
35 W 44th St
New York, NY 10036

Digital Marketing Summit

Thursday, October 4, 2018
8:00 AM—11:45 AM EST

Location
Bloomberg L.P.
731 Lexington Avenue
New York, NY 10022

Cocktail Reception and Dinner

Wednesday, October 3, 2018 / 6:00 PM – 9:00 PM ET

6:00 PM—7:00 PM Cocktail Reception
7:00 PM—9:00 PM Dinner
Keynote Speaker

Organizing Financial Services Marketing around the Customer Experience

Financial Marketers understand that technology is only as innovative as the customer experience that it can facilitate. Disruptive MarTech is informing new organizational structures and roles within Financial Services marketing. What are these new organizational dynamics and how will financial marketing be managed and facilitated in the future?

Marie Ford
Partner, Spencer Stuart
Marketing Officer, Digital & Financial Services Practices
Spencer Stuart

Digital Marketing of Financial Services Summit

Thursday, October 4, 2018 / 8:00 AM – 11:45 AM ET

8:00 AM—8:30 AM Continental Breakfast & Networking
8:30 AM—9:15 AM

Top Line Results of Digital Marketing of Financial Services 2018 Research Initiative

Frank Dudley and Ryan Ginger, Brand New Media, will present top line results of the most comprehensive research conducted on digital marketing and media within the financial services industry.

Frank Dudley
President
Brand New Media
Professor, Marketing Management, Digital Marketing, Media
and Innovation

Northwestern University

Ryan Ginger
Analyst
Brand New Media
IMC Candidate
Northwestern University

9:15 AM—9:45 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.

 

Lauren Boyman
Chief Marketing Officer
Morgan Stanley
Wealth Management

 

Marty Willis
Chief Marketing Officer
Nuveen

 

Mason Reed
SVP Brand and Corporate Marketing Services

 

Emily Pachuta
Chief Marketing Officer –
The Americas
Invesco

 

Sheri Gilchrist
Global Chief Marketing Officer
PGIM Investment (formerly Prudential Investment Management)

9:45 AM—10:00 AM

Awards Presentation*

2018 Ranking of Top Wealth Management, Asset Management and Insurance firms in Social Media, Mobile Excellence and Customer Experience will be revealed.

*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.

10:00 AM—10:15 AM

Coffee Break

10:15 AM—10:45 AM

Bloomberg: Developing a Media Partnership Leveraging Advisor Data & Insights

Michelle Lynn
Global Head of Data Science & Insights
Bloomberg Media Group

10:45 AM—11:15 AM

Digital Strategy and Customer Experience Panel: Optimizing Customer Experience via Financial MarTech

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 digital in 2019. 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.

Amit Pandya
Director, Head of Digital Strategy and Platforms
New York Life

Scott Furlong
Head of Digital Experience
State Street Global Advisors

Michael Duffy
Global Director of Digital Marketing
Bank of America Merrill Lynch

Jason Hoyle
Vice President, Integrated Marketing and Customer Experience
Principal Financial Group

11:15 AM—11:45 PM

Business Case: Developing a Next Best Action Engine to Drive an Integrated Customer Experience

Christopher Young
Director of Industry Strategy and Marketing
Adobe

 

—Founding & Current Sponsors—

Register Now for the 2017 Digital Marketing of Financial Services Summit

Presented by

email_imagery

By Invitation Only

Tuesday, September 26, 2017

7:30 AM—12:15 PM ET

Location
Bloomberg L.P.
120 Park Avenue, 22nd Floor
New York, NY 10017

REGISTER HERE

7:30 AM—8:30 AM Continental Breakfast
8:30 AM—9:15 AM

Top Line Results of Digital Marketing of Financial Services 2017 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.

Frank Dudley
President
Brand New Media
Professor, Marketing Management, Digital Marketing, Media and Innovation
Northwestern University

Ryan Ginger
Lead Analyst
Brand New Media
Professor, Statistics, Analytics and Integrated Marketing Communications
Northwestern University

9:15 AM—9:45 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.

Deirdre D. McGraw
Executive Vice President – Marketing, Communications and Community Relations
Ameriprise Financial

Frank Cooper III
Senior Managing Director & Global Chief Marketing Officer
BlackRock

Fran Cashman
Global Head of Communications and Engagement
Legg Mason

Jim Olsen
Principal, Marketing Communications and Canadian Marketing
Edward Jones

Gail Galuppo
Senior Vice President, Chief Marketing Officer
Aflac

9:45 AM—10:00 AM

Digital Excellence Awards*

2017 Ranking of Top Wealth Management, Asset Management and Insurance firms in Social Media, Mobile Excellence and Customer Experience will be revealed.

*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.

10:00 AM—10:15 AM

Coffee Break

10:15 AM—10:45 AM

The Future of Investing: Robo-Advising & Customer Experience Innovation

Tobin McDaniel will discuss the development of Schwab Intelligent Portfolios and how Robo-Advising complements Schwab’s existing business model and drives growth for the firm with key products and markets.

Tobin McDaniel
President
Schwab Wealth Investment Advisory, Inc. Sponsor of Schwab Intelligent Portfolios

10:45 AM—11:15 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 digital in 2018. 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.

Amit Pandya
Corporate Vice President, Digital Marketing
New York Life

Chris Howard
Head of Digital Marketing
Deutsche Asset Management

Mari Pagliughi
Head of Digital Communications
Guardian Life Insurance Company of America

Lee Shapcott
Global Head of Marketing, Client Group
AllianceBernstein (AB)

Muhammad Nabeel Zeeshan
Director of Digital Marketing & UX
The Bank of New York Mellon (BNY Mellon)

11:15 AM—11:45 PM

Evolution of Financial Services in the Era of Customer Experience

Succeeding in the era of experiences requires frictionless customer interactions and the transformation of data to create a clear picture of each and every customer. The aspiration of every financial services institution is to deliver superior cross-channel customer experiences to increase engagement and retention and drive sales and revenue from digital channels. Transformation and reinvention involve more than just technology. Equally as critical are the people and processes.

Christopher Young
Director of Industry Strategy and Marketing
Adobe

Rusty Rahmer
Head of Enterprise Digital Intelligence
Vanguard
Executive Board of Directors
Digital Analytics Association

11:45 AM—12:15 PM

Workshop: Recruiting & Marketing Financial Intermediaries through Video and Social Media

This workshop will focus on how to leverage video and social media to recruit advisors and agents while simultaneously humanizing and marketing the corporate brand.

Kristin Anne Dudley
Employer Brand Strategist & Workplace Documentarian
Brand New Idea, LLC

—Founding & Current Sponsors—

sponsors

Upcoming Event: Digital Marketing of Financial Services 2016—ROI and Customer Experience Innovation

email_imagery

By Invitation Only

December 8,
2016

8:00 AM—2:15 PM

Bloomberg LP
731 Lexington Avenue (between 58th and 59th Streets)
New York, NY 10022

Breakfast and Lunch will be served. Photo ID is required.

REGISTER HERE

8:00 AM—8:30 AM Continental Breakfast
8:30 AM—9:15 AM

Top Line Results of Digital Marketing of Financial Services 2016 Research Initiative

Frank Dudley, President, Brand New Media and Professor, Northwestern University will present top line results of the most comprehensive research conducted on digital marketing and media within the financial services industry. In addition, the top financial services companies that were evaluated, scored and ranked in Mobile Experience and Social Media will also be revealed.

Frank Dudley
Professor, Digital Marketing, Media and Innovation
Northwestern University
President
Brand New Media

9:15 AM—9:30 AM

Digital Excellence Awards

2016 Ranking of top Insurance, Wealth Management and Asset Management firms in Social Media and in Mobile Experience.

9:30 AM—10:00 AM

The Future of Digital Advice and the Client Experience

Martin Attiq will discuss the emergence of digital advice as an important component for financial advisory services. Martin will discuss how digital advice is being integrated into the overall client experience with a financial advisor and how SigFig’s partnerships with firms like UBS and Wells Fargo Advisors are transforming the way clients interact with financial institutions.

Martin Attiq
Vice President of Strategic Partnerships
SigFig Wealth Management

10:00 AM—10:15 AM

Coffee Break

10:15 AM—10:45 AM

Business Case: Getting to ROI in Social Media

Mr. Dones, will present a case on the evolution of the social channel at USAA. He will cover how USAA organized around social and how the firm is driving both brand engagement and product conversion via its social channel. He and Matthew Schneider, Ph.D., Brand New Media, will also introduce a process and framework by which ROI model of the social channel was developed and how it is used to rationalize investment in the social channel.

Frank Dudley
President
Brand New Media
Professor, Marketing Management, Digital Marketing, Media and Innovation
Northwestern University

Vijay Viswanathan, Ph.D.
Lead Analyst
Brand New Media
Professor, Statistics, Analytics and Integrated Marketing Communications
Northwestern University

10:45 AM—11:30 AM

Digital Strategy 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 digital in 2017. 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.

Bryan Van Dyke
Managing Director and Head of Digital
Morgan Stanley

Scott Roen
Managing Director, Global Digital
BlackRock

Brian Robinson
Senior Vice President, Wealth Management Digital Delivery
Northern Trust

Michael Duffy
Global Director of Digital Marketing
Bank of America Merrill Lynch

Michael Eisenreich
Global Head of Content, Creative & Digital Marketing
Bloomberg LP

11:30 AM—12:00 PM

Organizing for Growth: A Customer-Centric Approach

Ms. Segreto has served as CMO of one of Prudential’s largest lines of business and now leads marketing and communications for Prudential’s Center for Next Generation Growth. The Center is a new group within Prudential that is dedicated to developing simplified products and outcome-oriented solutions to meet evolving customer needs and preferences, and a technology-enabled, multi-channel model to better engage with its customers.

Kara Segreto
Vice President, Center for Next Generation Growth
Prudential Financial

12:00 AM—1:30 PM

Lunch & Chief 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.

Roger Adams
SVP and Chief Marketing Officer
USAA

Lauren Boyman
Managing Director and Chief Marketing Officer
Morgan Stanley Wealth Management

Saras Agarwal
Managing Director, Head of Marketing Programs
AXA

Melissa Wall
Senior Vice President, Marketing
CNL Financial Group

Deirdre Bigley
Chief Marketing Officer
Bloomberg LP

1:30 PM—2:15 PM

Workshop and Business Case: How to Develop an ROI Model for Omni-Channel Marketing

Jordan Upton, Director of Analytics for Hartford Funds and Vijay Viswanathan, Ph.D., Brand New Media, will cover the business challenge and process for developing and implementing and an omni-channel ROI model.

Jordan Upton
Director, Marketing Analytics
Hartford Funds

Vijay Viswanathan, Ph.D.
Lead Analyst
Brand New Media
Professor, Statistics, Analytics and Integrated Marketing Communications
Northwestern University

—Founding & Current
Sponsors—

sponsors

Upcoming Event: Digital Marketing of Financial Services 2016—Strategy and Planning Summit

BG_NY

By Invitation Only

June 16,
2016

7:30 AM—12:00 PM

Bloomberg L.P.
731 Lexington Avenue (between 58th and 59th Streets)
New York, NY 10022
29th Floor Auditorium

For the 29th floor
Auditorium, all guests are directed to the 6th floor and
are asked to take the next set of elevators to the 29th floor

7:30 AM—8:30 AM Continental Breakfast
8:30 AM—9:15 AM

Topline Results: Digital Marketer of Financial Services 2016

Frank Dudley, President, Brand New Media and Professor, Northwestern University will deliver topline Results from the Digital Marketing of Financial Services 2016 survey of Financial Marketers. Budget allocation against over 20 digital channels, organization of digital marketing, usage and satisfaction with digital media channels and metrics will also be shared.

Frank Dudley
Professor, Digital Marketing, Media and Innovation
Northwestern University
President
Brand New Media

9:15 AM—10:00 AM

FINRA: Guidance on Robo-Advisors and Emerging Technology Platforms

Tom Pappas, Vice President and Director, Advertising Regulation, FINRA will provide guidance regarding the marketing of programmatic trading platforms as well as marketing via emerging technology/media platforms such as mobile and social. Data and Privacy issues related to omni-channel marketing initiatives will also be discussed.

Tom Pappas
Vice President & Director, Advertising Regulation
FINRA

10:00 AM—10:15 AM

Refreshment Break

10:15 AM—10:45 AM

Best Practices in Mobile Marketing of Financial Services

Brian H. Robinson, Senior Vice President, Wealth Management Digital Delivery, Northern Trust, will present best practices on the firm’s mobile strategy that garnered Northern Trust
first place in the most recent evaluation of the top 30 wealth management companies by Brand New Media and Northwestern University.

Brian Robinson
Senior Vice President, Wealth Management Digital Delivery
Northern Trust

10:45 AM—11:15 AM

Best Practices in Social Marketing of Financial Services

Tim Bolhafner, Senior Project Leader, Digital Marketing, Edward Jones will present best practices on the firm’s content and social strategy, that earned it first place in the most recent evaluation and of the top 30 wealth management companies by Brand New Media and Northwestern University.

Tim Bolhafner
Senior Project Leader, Digital Marketing
Edward Jones

11:15 AM—12:00 PM

Digital Strategy Panel

A panel of leading digital strategists will discuss their current digital initiatives underway and the prioritization of those initiatives for planning purposes. Particular attention will be placed on the transition from AdTech to MarTech and the tech stack required to develop and implement targeted and personalized digital communications to intermediaries and investors.


Saras Agarwal
Managing Director, Head of Digital & Multichannel Marketing
AXA U.S.


Philip Bossy
VP Digital Strategy and Planning, Digital Business Technology & Enterprise IT Services
Lincoln Financial Group


Stacey Harper
AVP, Digital Marketing Transformation & Optimization
USAA


Randy Hlavac
Digital Strategist
Brand New Media
Professor, Digital, Social & Mobile Marketing
Northwestern University

—Founding & Current
Sponsors—

sponsors

Upcoming Event: Digital Marketing of Financial Services 2015

BG_NY

By Invitation Only

Thursday, Dec 10, 2015

7:30 AM—12:00 PM

Bloomberg Global Headquarters

731 Lexington Avenue, New York, NY

REGISTER HERE

7:30 AM—8:30 AM Breakfast & Registration
8:30 AM—9:15 AM

Topline Results and Trends from Digital Marketing of Financial Services 2015 Research Initiative

Frank Dudley will deliver top line results and insights from the most comprehensive, annual research initiative on digital marketing and media within the financial services industry. The results cover organization of digital marketing within financial services firms, allocation of budgets against over 20 digital media platforms, agency and vendor procurement, digital metrics and measurement, the use and consumption of digital media by financial intermediaries and investors as well as the annual rankings of the top 30 Wealth Management and Insurance companies in their mobile and social capabilities by Northwestern University and Brand New Media.

Frank Dudley
Professor, Digital Marketing, Media and Innovation
Northwestern University
President
Brand New Media

9:15 AM—9:30 AM

Social and Mobile Excellence Awards

Awards will be presented to the top Wealth Management and Insurance firms in Mobile and Social, as analyzed and ranked by Northwestern University and Brand New Media.

9:30 AM—10:15 AM

On-Demand Marketing

Today’s consumers want it now, they want it tailored to them, and they want it to be simple. For many businesses, delivering a digital experience that accomplishes this is about much more than a cool app or user interface design. It is about deeply rethinking how one uses data to transform the experience someone has with your brand. Leaders are designing customer interactions in ways that allow them to better discover a customer’s needs at a given moment, and then they align a wide range of processes to deliver the right experience. Cutting across channels, linking functional groups, and breaking through the tech constraints of their legacy systems are challenges every company faces, and there are lessons we can learn from the pioneers. Based on McKinsey’s work with global clients across many sectors, David will share the best practices in driving the transformations needed in operations, organization, and tech infrastructure to deliver On-Demand.

David Edelman
Global Co-leader, Digital, Marketing & Sales
McKinsey & Company

10:15 AM—10:30 AM

Break

10:30 AM—11:15 AM

Digital Strategy Panel

Digital Strategy has evolved into a discipline that touches almost every aspect of the organization. A panel of leading digital strategists will discuss topics related to digital content strategy, the effective use of data and analytics to drive more compelling customer experiences, programmatic media planning and buying, more effective sales enablement and CRM systems, digital marketing operations and digital innovation initiatives in social and mobile for 2016.

Saras Agarwal
Managing Director, Digital & Multichannel Marketing
AXA U.S.

Anthony Vitalone
Head of Digital Marketing and Social Media
Deutsche Bank – Asset and Wealth Management

Lauren Boyman
Head of Marketing Strategy & Chief Operating Officer of Marketing
Morgan Stanley

11:15 AM—12:00 PM

Case Study: How Asset Managers Can Increase Digital ROI

Professor Hlavac will present how Brand New Media developed a digital value model for one of the largest Asset Management firms. Learn how to leverage digital analytics to develop a model by which digital campaign performance can be more rigorously analyzed and optimized over time.

Randy Hlavac
Professor, Digital, Social & Mobile Marketing
Northwestern University
Principal Consultant
Brand New Media
Author of Social IMC: Social Strategies with Bottom-Line ROI

—Founding & Current Sponsors—

sponsors

REGISTER HERE

Upcoming Event: Digital Marketing and Media Planning Summit for the Financial Services Industry 2015

BG_NY

By Invitation Only

Thursday, June 4, 2015

8:00 AM—2:00 PM

Bloomberg Global Headquarters, 28th Floor, MPR B

731 Lexington Avenue, New York, NY

REGISTER HERE

8:00 AM—8:30 AM Breakfast & Registration
8:30 AM—9:15 AM

Welcome & Top Line Results of Financial Marketer Survey Results

Frank Dudley, President, Brand New Media
Professor, Digital Marketing, Media and Innovation, Northwestern University

Frank Mulhern, Chair, Integrated Marketing Communications
Associate Dean of Research, Northwestern University

Topline Results from the annual benchmarking survey of financial marketers will be presented. Results cover budget allocation to over 15 different digital marketing and media channels, organizational best practices of digital marketing and media, agency and vendor management/procurement and measurement and metrics and data on content strategy and user experience journey mapping.

9:15 AM—10:00 AM

The Digital Customer Experience: The Digital Strategist’s Perspective

Eric Philp, VP of eMarketing, Prudential Financial

Anthony Vitalone, Head of Digital Marketing and Social Media, Deutsche Bank

Mitch Rose, Vice President, Global Content Strategy, Planning & Operations, J.P. Morgan

Saras Agarwal, Managing Director, Head of Digital and Multichannel Marketing, AXA US

Digital strategists for some of the largest financial services firms will share best practices and real examples on how to leverage digital to engage financial intermediaries and investors. Data-driven content strategy, behavioral segmentation and how to architect the next generation digital customer experience will be some of the topics to be covered during the session.

10:00 AM—10:30 AM

Coffee Break

10:30 AM—11:45 AM

Social Engagement: How to Monitor & Engage Audiences via Social Media

Randy Hlavac, Professor, Northwestern University

Author, Social IMC: Social Strategies with Bottom Line ROI

Today, knowing how to monitor & analyze peer-to-peer social conversations is critical for your organization. It allows you to avert crises and engage key audiences with highly relevant content & 1-to-1 communications. This session will give you the tools to develop an effective social monitoring program & key tips to begin engaging with your high value audiences.

11:45 AM—12:45 PM

The Millennial Advisor: How the Next Generation of Financial Advisors are Using Social Media and Emerging Technologies to Grow Their Business

Jacob Dunn, CFP, CRPC, CRPS, Vice President, Private Wealth Manager, Merrill Lynch Private Banking and
Investment Group

Jason A. Macaluso, Vice President-Wealth Management, Boone Macaluso Capital Advisors, UBS Financial Services Inc.

Financial Advisors from top Wealth Management firms will share how to use social media channels like LinkedIn and other emerging new media channels such as podcasts, etc., to acquire and retain customers.

12:45 PM—2:00 PM

Luncheon Keynote: FINRA: Guidance on Digital Tools and Emerging Technology Platforms

Amy Sochard, Senior Director, Advertising Regulation, FINRA

Amy will share guidance on emerging tools being used by financial intermediaries via digital marketing and media. An update on guidance related to emerging social and mobile channels will also be covered during this session.

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