Register Now for the 2018 Digital Marketing of Financial Services Summit_OLD

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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

Bloomberg L.P.
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
Keynote Speaker

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?

Marie Ford
Partner, Spencer Stuart
Marketing Officer, Digital & Financial Services Practices
Spencer Stuart

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.

Frank Dudley
Brand New Media
Professor, Marketing Management, Digital Marketing, Media
and Innovation

Northwestern University

Ryan Ginger
Brand New Media
IMC Candidate
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.


Lauren Boyman
Chief Marketing Officer
Morgan Stanley
Wealth Management


Marty Willis
Chief Marketing Officer


Mason Reed
SVP Brand and Corporate Marketing Services


Emily Pachuta
Chief Marketing Officer –
The Americas


Sheri Gilchrist
Global Chief Marketing Officer
PGIM Investment (formerly Prudential Investment Management)

9:45 AM—10:00 AM

Awards Presentation*

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

Coffee Break

10:15 AM—10:45 AM

Bloomberg: Developing a Media Partnership Leveraging Advisor Data & Insights

Michelle Lynn
Global Head of Data Science & Insights
Bloomberg Media Group

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.

Amit Pandya
Director, Head of Digital Strategy and Platforms
New York Life

Scott Furlong
Head of Digital Experience
State Street Global Advisors

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

Jason Hoyle
Vice President, Integrated Marketing and Customer Experience
Principal Financial Group

11:15 AM—11:45 PM

Business Case: Developing a Next Best Action Engine to Drive an Integrated Customer Experience

Christopher Young
Director of Industry Strategy and Marketing


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