Upcoming Event: Digital Marketing Of Financial Services 2014

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The Customer Decision Journey & Its Impact On Digital Marketing & Media

Wednesday, September 17, 2014

8:00 AM—12:30 PM

Bloomberg Global Headquarters, 7th Floor

731 Lexington Avenue, New York, NY

REGISTER HERE

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

Top Line Results of Digital Marketing of Financial Services 2014

Frank Dudley, Professor, Northwestern University and President, Brand New Media

Scot Wheeler, Professor, Northwestern University and Director, Brand New Media

9:15 AM—9:45 AM

The Customer Decision Journey & Digital Strategy

David Edelman, Partner, McKinsey, Leader of Digital Strategy & Marketing Practice

9:45 AM—10:30 AM

Digital Marketing and Media Strategy in Financial Services

Amir Weiss, Head of Global eBusiness, MetLife

Jeff Coghan, SVP, Strategic Marketing, The Hartford Funds

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

Jeff Klainberg, Vice President, Head of User Experience, Oppenheimer Funds

Roger Tye, Senior Director, Consumer Engagement, Allstate

10:30 AM—10:45 AM Break
10:45 AM—11:15 AM

Business Innovation: How to Leverage Data to Cross Sell and Innovate Financial Products and Services

Scot Wheeler, Professor, Digital Analytics, Northwestern University & Director, Brand New Media

Jason Wang, MS Candidate, Integrated Marketing Communications, Northwestern University

11:15 AM—11:45 AM

Data Driven Insights in Financial Services

Google

11:45 AM—12:15 PM

Case in Action: Making the Marketing – Technology Partnership Work

Brian Van Dyke, Head of Digital Strategy, Morgan Stanley

Shahriar Rafimayeri, Managing Director, Morgan Stanley

Saras Agarwal, Managing Director, Head of Digital and Multi-Channel, AXA US

Rahul Joneja, Senior Director, Wealth Management Technology, AXA US

12:15 PM—12:30 PM

Digital Marketing and Media Leadership Council Awards

—Founding & Current Sponsors—

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