2017 Financial Services Forum: Marketing & Technology

Innovation

Thursday, sepTember 7, 2017 | bosTon

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agenda

2017 Financial Services Forum: Marketing & Technology Innovation (Boston)

Thursday, sepTember 7, 2017 | 8:00am – 5:30pm

8:00am – 9:00am

Breakfast

9:00am – 9:10am

opening remarks by argyle hosT

Terry SotoMulticultural Market Strategy Expert & AuthorAbout Marketing Solutions, Inc.

9:10am – 9:45am

keynoTe presenTaTion feaTuring Td bank:

“Forget Snapchat – Let’s Talk About Real Chats”

In this session Balman engages you in a deep dialog about happiness, ukuleles, Metallica and the meaning of life. Balman will also persuade you to incorporate 1:1 “Experience” marketing into your marketing plans. The core themes are:

• Why Experiential Spending is on the Rise

• Social Media Trends & Social Media Addiction

• Formulas for Incorporating Experience Marketing into you Marketing Plans

You will walk away from this session with a different perspective on life, marketing and the future.

Lloyd BalmanHead of Marketing for RetailTD Bank

agenda

9:45am – 10:05am

ThoughT leadership spoTlighT feaTuring salesforCe markeTing Cloud:

“4 Big Insights from the 2017 Salesforce State of Marketing Report”

The Salesforce State Of Marketing report is an annual survey of over 3500 marketers from around the world and asks their best practices, highest performing strategies and plans for the next year. The report takes an in-depth look at the digital, advertising and social strategies of modern marketers and always sparks great debate. Join Rob Begg, VP Product Marketing - Salesforce, for highlights from the report and the top 4 insights that marketers from Financial Services organizations can take away from the research.

Rob BeggVice President, Product MarketingSalesforce Marketing Cloud

10:05am – 10:30am

Networking Break

agenda

10:30am – 11:20am

panel disCussion:

“Transforming Financial Services Marketing with Technology”

Session topics include, but are not limited to:

• Leverage new tools and technologies to synergize marketing efforts across multiple channelsanddeliveraunifiedcustomerexperience

• The evolution of the B2B marketing technology stack and how to prioritize technology investments

• Usinganalyticstoidentifyhighperformancesegmentsanddrivingprofitsinthoseareas

• Real-time data to improve the customer experience

• Converting analytics to next-gen platforms

• Talent and employee engagement needed to achieve success

*Please note that this session is off the record.

Panelists:Daniel AlloccaManaging Director, Head of Business Management, Strategy and AnalyticsNuveen

Jill KreminsChiefMarketingOfficerBNY Mellon Wealth Management

Todd PurcellSenior Vice President, Platform MarketingWebster Bank

Chris RohanVice President, Institutional and International MarketingEaton Vance Management

Liz StottDirector, Campaign Strategy and ExecutionEmpower Retirement

agenda

11:20am – 11:40am

ThoughT leadership spoTlighT feaTuring sap

James EardleyFinancial Service Global DirectorSAP Hybris

11:40am – 12:20pm

fireside ChaT:

“Great Techspectations: How Technology is Transforming Financial Marketing”

Featuring:Allison BairdSenior Vice President MarketingBoston Private

Dan SimonCEOVested

Interviewed by:Alyssa GilmoreGlobal Head of Communications, Financial ProductsBloomberg

12:20pm – 12:40pm

Networking Break

agenda

12:40pm – 1:00pm

ThoughT leadership spoTlighT feaTuring on24:

“Rethinking Engagement for the Modern Buyer”

Let’sfaceit–CMOsareinatoughspot,especiallyinthehypercompetitivefinancialservicessector. We’ve got the budget and marketing technology to scale our reach, yet we’re all strugglingtofindtheleadswhoconverttoloyalcustomers.It’stimeweseesuccesswithanengagement-firstmindset–creatingdigitalexperiencesthatgobeyondthesuperficialclickandformahumanconnection.JoeHyland,CMOofON24,willsharehowfinancialservicescompanies use webinar engagement to capture the behavioral data marketers need to drive revenue.

Joe HylandChiefMarketingOfficerON24

1:00pm – 2:00pm

Lunch

2:00pm – 2:40pm

keynoTe presenTaTion feaTuring fideliTy ChariTable:

“It is not about the tech. . .A Cinderella Story”

Hear how one of the nation’s largest grant makers transformed a quiet marcom team into a strategic marketing organization centered on the customer journey. You’ll learn how an approach grounded in customer experience and ROI resulted in a growing marketing budget, new agile operations and a future-minded technology foundation—all of which have driven record breaking results.

*Please note that this session is off the record.

Amy PirozzoloVice President, MarketingFidelity Charitable

agenda

2:40pm – 3:00pm

Networking Break

3:00pm – 3:40pm

keynoTe presenTaTion feaTuring invesTopedia:

“Optimizing Distribution: How to Draw the Largest Audience to your Content”

Digital marketers are spending hundreds of millions of dollars on developing great content butareinsufficientlyfocusedondrawinginthemosteyeballspossible.Lessismore.Marketersshouldspendgreatertimeonleveragingdata,socialmedia,newslettersandothertrafficdriving mechanisms to attract the largest audience, rather than focusing solely on quantity of output. David Siegel, a digital media executive with over 18 years of experience leading organizationsthroughinnovativeproductdevelopment,rapidrevenuegrowthandtrafficacceleration will share his top 10 best practices on how to optimize your distribution.

David SiegelCEOInvestopedia

3:45pm – 4:25pm

fireside ChaT feaTuring CiTizens bank:

“Making Banking More Social”

Featuring:Jane GoldmanVice President, Social Media & Content CreativeCitizens Bank

Interviewed by:Terry SotoMulticultural Market Strategy Expert & AuthorAbout Marketing Solutions, Inc.

agenda

4:25pm – 4:30pm

Closing remarks by argyle hosT

Terry SotoMulticultural Market Strategy Expert & AuthorAbout Marketing Solutions, Inc.

4:30pm – 5:30pm

Closing Reception

__________________________________________________________________________________

*Please note, the agenda is subject to change.

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Thought leadership spotlight partners

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As market leader in enterprise application software, SAP helps companies of all sizes and industries runbetter.Frombackofficetoboardroom,warehousetostorefront,desktoptomobiledevice–SAPempowerspeopleandorganizations towork togethermoreefficientlyandusebusinessinsight more effectively to stay ahead of the competition. SAP applications and services enable approximately310,000businessandpublicsectorcustomerstooperateprofitably,adaptcontinu-ously, and grow sustainably. For more information, visit www.sap.com, visit the SAP News Center or follow SAP on Twitter at @sapnews.

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