By Invitation Only
8:00 AM—2:15 PM
731 Lexington Avenue (between 58th and 59th Streets)
New York, NY 10022
Breakfast and Lunch will be served. Photo ID is required.
|8:00 AM—8:30 AM||Continental Breakfast|
|8:30 AM—9:15 AM||
Top Line Results of Digital Marketing of Financial Services 2016 Research Initiative
Frank Dudley, President, Brand New Media and Professor, Northwestern University will present top line results of the most comprehensive research conducted on digital marketing and media within the financial services industry. In addition, the top financial services companies that were evaluated, scored and ranked in Mobile Experience and Social Media will also be revealed.
|9:15 AM—9:30 AM||
Digital Excellence Awards
2016 Ranking of top Insurance, Wealth Management and Asset Management firms in Social Media and in Mobile Experience.
|9:30 AM—10:00 AM||
The Future of Digital Advice and the Client Experience
Martin Attiq will discuss the emergence of digital advice as an important component for financial advisory services. Martin will discuss how digital advice is being integrated into the overall client experience with a financial advisor and how SigFig’s partnerships with firms like UBS and Wells Fargo Advisors are transforming the way clients interact with financial institutions.
|10:00 AM—10:15 AM||
|10:15 AM—10:45 AM||
Business Case: Getting to ROI in Social Media
Mr. Dones, will present a case on the evolution of the social channel at USAA. He will cover how USAA organized around social and how the firm is driving both brand engagement and product conversion via its social channel. He and Matthew Schneider, Ph.D., Brand New Media, will also introduce a process and framework by which ROI model of the social channel was developed and how it is used to rationalize investment in the social channel.
Vijay Viswanathan, Ph.D.
|10:45 AM—11:30 AM||
Digital Strategy 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 2017. 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.
Bryan Van Dyke
|11:30 AM—12:00 PM||
Organizing for Growth: A Customer-Centric Approach
Ms. Segreto has served as CMO of one of Prudential’s largest lines of business and now leads marketing and communications for Prudential’s Center for Next Generation Growth. The Center is a new group within Prudential that is dedicated to developing simplified products and outcome-oriented solutions to meet evolving customer needs and preferences, and a technology-enabled, multi-channel model to better engage with its customers.
|12:00 AM—1:30 PM||
Lunch & Chief 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.
|1:30 PM—2:15 PM||
Workshop and Business Case: How to Develop an ROI Model for Omni-Channel Marketing
Jordan Upton, Director of Analytics for Hartford Funds and Vijay Viswanathan, Ph.D., Brand New Media, will cover the business challenge and process for developing and implementing and an omni-channel ROI model.
Vijay Viswanathan, Ph.D.
—Founding & Current