Register Now for the 2017 Digital Marketing of Financial Services Summit

Presented by


By Invitation Only

Tuesday, September 26, 2017

7:30 AM—12:15 PM ET

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


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
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

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

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
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

Rusty Rahmer
Head of Enterprise Digital Intelligence
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—