By Invitation Only
Cocktail Reception and Dinner
Wednesday, October 3, 2018
6:00 PM—9:00 PM ET
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
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|
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?
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.
|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.
|9:45 AM—10:00 AM||
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||
|10:15 AM—10:45 AM||
Bloomberg: Developing a Media Partnership Leveraging Advisor Data & Insights
|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.
|11:15 AM—11:45 PM||
Business Case: Developing a Next Best Action Engine to Drive an Integrated Customer Experience
—Founding & Current Sponsors—