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2017 Financial Services Forum: Marketing & Technology
Innovation
Thursday, sepTember 7, 2017 | bosTon
adminisTraTive noTes
securityPlease wear your name badge at all times during the meeting.
Please do not leave your personal belongings unattended in the meeting rooms.
Argyle Executive Forum will not be responsible for items left in the rooms.
mobile devicesPlease do not allow any mobile device to disrupt the meeting while in session.
All devices should be on silent mode.
ConversationPlease use areas outside of the ballroom to converse when the meeting is in session.
smokingPlease note that smoking is not permitted in the meeting venue.
The content of this program and the attendee list remain the sole property of Argyle Executive Forum and may not be rented, sold, or given to any outside party or used to market or promote any other meeting. Any such unauthorized distribution represents theft of property for which Argyle Executive Forum will pursue any and all appropriate legal remedies.
Speaker Materials are available upon request, pending availability.
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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.
The information, views, and opinions expressed by speakers and other participants at our conferences are those of the individual and do not necessarily reflect the views and opinions of Argyle Executive Forum.
Argyle Executive Forum, its directors and officers, do not guarantee that any information provided by a speaker or other participant is accurate or complete and Argyle Executive Forum does not endorse any opinions that may be presented.
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