Why You Should Attend!

Technology is disrupting the financial services landscape in profound ways, necessitating immediate transformation from financial institutions. Transactions that were once dominated by physical money, human interaction, or long lines at banks are now commonly executed through digital interfaces, despite the burdensome regulation and privacy concerns that persist in the financial space. 

To discuss these topics and more, Argyle Executive Forum is bringing together financial services executives at our annual 2017 Financial Services Forum: Marketing & Technology Innovation in New York. Throughout a full day of content and networking, we will focus on the most pressing issues that marketing & technology executives are tackling within the financial services landscape, with an agenda geared specifically towards CMOs, CDOs, CTOs and CIOs, as well as digital, marketing, analytics, technology and data VPs and Directors in a leadership role.  Topics covered by our speaking faculty will include:


·         Create digitally connected, interactive experiences across multiple touchpoints

·         Delivering personalized experiences while managing customers’ privacy concerns

·         Building a future-minded organization with the right talent for cross-functional collaboration

·         Overcoming regulatory roadblocks quickly to keep up with innovative disruptors

Speakers at our 2016 Forums included: Scott Blandford, Chief Digital Officer, TIAA; Raghavendra Bhat, Head, Digital Product Engineering, Capital One;  Kristie Helms, Chief Content Officer, Head of Digital Content Marketing and Social Media, State Street; Alex Cavalieri, Vice President, Digital Marketing, BlackRock; Jennifer Stalzer, Vice President, Product and Brand Communication, MasterCard; Andrea Zaretsky, Vice President, Head of Marketing and Customer Experience, Digital Partnerships, American Express; Gareth Gaston, EVP, Omnichannel at U.S. Bank; Gary Griffin, SVP Database Marketing at Bank of America; Karen O'Brien, VP Global Social Media at Western Union; and more.  We look forward to bringing together another fantastic faculty in 2017, and to hosting you alongside our community of Fortune 500 marketing and technology leaders from the New York Area and beyond!

Register to Attend

This event will feature insights from top executives, including:

If you'd like to recommend a speaker, please email Tyler Lettich at tlettich@argyleforum.com.

Brian Becker Executive Director, Head of Content, Digital Team
JP Morgan Chase
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Nancy Brennan Managing Director, Head of Marketing, Global Banking & Markets, Bank of America
Merrill Lynch
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Alex Cavalieri Vice President, Digital Marketing
BlackRock Financial Management Inc.
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Aniko DeLaney Global Head of Corporate Marketing, Managing Director
BNY Mellon
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Debra Feresten Head of Marketing & Communications
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Stephen Jalkut Head of Marketing
Tokio Marine Holdings
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Kip Morgan Head of Media and Brand Analytics
Prudential Financial
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Larry Nagel Head of Online Marketing
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Tiffany Perkins-Munn Global Head of Client Analytics
JP Morgan Chase
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Amanda Rubin Global Co-Head, Brand and Content Strategy
Goldman Sachs
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Elyse Southwell Vice President of Advertising & Digital Sales
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Ritchie Vener Chief Marketing Officer
York Risk Services Group
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Lucy Zachman Managing Director - Digital Marketing
Synchrony Financial
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  • 8:00am - 9:00am Networking breakfast and registration

    Take the time to get to know the fellow attendees, speakers and sponsors that you will be sharing the day with. Continental breakfast with coffee, tea and juices will be served.

  • 9:00am - 1:00pm Morning sessions
    Our speakers share their expertise on hot topics and challenge areas through various presentation styles. Keynotes, panels and fireside chats will be broken up by networking breaks.
  • 1:00pm - 2:00pm Lunch

    Enjoy a healthy buffet lunch and networking time.

  • 2:00pm - 4:30pm Afternoon sessions

    Our speakers will share their expertise on hot topics and challenge areas through various presentation styles. Sessions will be broken up by one afternoon coffee and snack break.

  • 4:30pm - 6:00pm Cocktail reception 

    Wrap up the day with a cocktail (or a few!) and hors d'Oeuvres. Head home with new connections and a notebook full of key takeaways to implement back at the office. 

What will be discussed? Explore hot topics and challenge areas such as:

Content Marketing in a Regulated World

    • Adhering to industry regulations without sacrificing creativity
    • Addressing customers’ heightened expectations for tailored, relevant, valuable content
    • Leveraging content marketing across new digital channels
    • Accounting for potential roadblocks in a regulated marketplace and best practices to avoid getting stalled 





Marketing to the Demanding Yet Privacy-Wary Customer

    • Building an omnichannel strategy to catering to the cross-device financial customer
    • Overcoming the challenges presented by regulation hurdles to maintain a competitive advantage
    • Creating personalized experiences while avoiding the “creepy factor”
    • Utilizing data to identify your most valuable or at-risk customers




Brand authenticity in a Skeptical Environment

    • Building trust and addressing public sentiment towards the financial industry
    • Driving personalized, transparent brand experiences
    • Creating value & utility without sacrificing creativity
    • Leveraging customer research and insights to deliver a tailored brand experience


Driving Engagement through Mobile & Social

    • Delighting the customer through convenient mobile experiences
    • Driving positive, humanized brand interactions through social
    • Leveraging app & social data to personalized interactions
    • Anticipating regulation barriers and potential threats posed by social media 


Still have questions? We have answers.

I want to attend, but what if I'm unsure of my schedule and need to cancel my participation?

Just let us know. We understand that schedules change! However, we always have a waiting list for this event, and if you don't cancel, we will assume you are still attending and your spot will go unused. If you must, cancel at least 48 hours prior to the event to make room for others!

What if I can't be OOO for a whole day, or need to come late?

We have wifi and private rooms available for attendees to take calls and spend some quiet time on emails, as well as access to printing. Have a morning meeting you can't miss? No problem. This event was designed for busy executives - we get it.

I'd like to bring some colleagues. Do I need to register them online?

Events are more fun with friends, and we'd be happy to host your team. You can have them register online, or send us their names, titles and email addresses and we will take care of it for you! request a pass.

I don't see the event venue listed. Where will the meeting be held?

To maintain exclusivity, we don't release the venue address until the registration process has been completed. All logistical details will be shared once you have requested a pass and been approved.

The "2017 Financial Services Forum: Marketing & Technology Innovation in New York" is proudly sponsored by:

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  • "Argyle offers a terrific opportunity to learn about marketing challenges and strategies across industries."

    The CMO of Perry Ellis on how the CMO forums create a space to share perspectives and solutions with peers in an informal setting.

  • "As a member of the CMO community, I have been impressed by the caliber of the organization and the network. "

    A VP of Marketing at Compass Group USA on attending Argyle CMO events and making connections.

  • "Their forums bring together engaging speakers and fascinating content. "

    The CMO of Constellation Brands on the Argyle CMO series.

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Traveling for the event? Stay at one of our recommended hotels nearby:

Please note the below is the preferred hotel of Argyle Executive Forum. Please specify that you are part of the Argyle group when booking sleeping rooms in order to receive a discounted rate of $311.00 per night, taxes not included. 


The Fitzpatrick Grand Central

141 E. 44th Street
New York, NY 10017
Telephone: (800) 367-7701