Thursday, October 10, 2019
7:30 AM to 12:00 PM EST
731 Lexington Avenue
New York, NY 10022
(By Invitation Only – Photo ID required)
Continental Breakfast & Welcome Reception
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.
Brand New Media
Vijay Viswanathan, Ph.D.
Brand New Media
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.
Managing Director, Global Head of Marketing
Managing Director, Chief Marketing Officer
Morgan Stanley Wealth Management
EVP, Global Head of Marketing and Communications
Mark J. McKenna
Head of Global Marketing
Chief Marketing Officer
10:00 AM – 10:15 AM
Digital Excellence Awards*
*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.
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.
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.
Senior Managing Director, Global Head of Brand and Demand Generation
Vice President, Digital Marketing
Vice President, Acquisition Marketing and Social Media
Corporate Vice President, Digital Marketing
New York Life
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