Register Now for the 2020 Digital Marketing of Financial Services Summit


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


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

(By Invitation Only – Photo ID required)

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 2019 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

Frank Dudley


Brand New Media


Northwestern University


Vijay Viswanathan, Ph.D.

Lead Analyst

Brand New Media


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

Fran Cashman

EVP, Global Head of Marketing and Communications

Legg Mason

Mark J. McKenna

Head of Global 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 will present results and insights from the Bloomberg Financial Advisor Study, which reveals what 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



Jeanne Fu

Vice President, Digital Marketing

M&T Bank


Keith Gormley

Vice President, Acquisition Marketing and Social Media



Amit Pandya

Corporate Vice President, Digital Marketing

New York Life


Anthony Vitalone

Head of Global Digital Marketing and Client Experience


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


Founding & Current Sponsors