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 San Francisco. 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 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; Deepak Nadig, Head of API & Developer Platform Engineering at PayPal; Javed Roshan, Head of Data Services at Capital One Financial; 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 Bay 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 Hayley Adelson at hadelson@argyleforum.com.

Speaker
Jonathan Alloy Vice President, Wholesale Banking Product Management
Wells Fargo
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Speaker
Rinoti Amin Head of Marketing Strategy - Latam
PayPal
View Bio »
Speaker
Jennifer Heyman Vice President, Digital & Social Media
Wells Fargo
View Bio »
Speaker
Bart Molenda Head of Paid Acquisition
Square
View Bio »
Speaker
Karen O'Brien Vice President, Global Social Media
Western Union
View Bio »
Speaker
Rahul Todkar Vice President, Marketing Analytics and Enterprise Data Science
Charles Schwab
View Bio »
  • BREAKFAST Kick off the day with a healthy breakfast and networking. Connect with your peers in the marketing and technology communities from the financial services industry before the morning’s content begins.
  • OPENING FIRESIDE CHAT featuring CHARLES SCHWAB Rahul Todkar, VP Marketing Analytics & Enterprise Data Science
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    Join Rahul Todkar, Vice President, Marketing Analytics and Enterprise Data Science of Charles Schwab, in an interactive, informal session that will explore the scope of responsibility and priorities of the Chief Analytics Officer! 

    Todkar drives company-wide growth by spearheading marketing analytics, digital analytics, enterprise data science, and data visualization at Charles Schwab. He enjoys tackling challenges presented by big data and thrives in an environment with data and technology complexities to drive business transformation through power of analytics.

    Rahul Todkar
    Vice President, Marketing Analytics and Enterprise Data Science
    Charles Schwab

  • MORNING NETWORKING BREAKS Take a break to make new connections and discuss the morning presentations over coffee and snacks.
  • PANEL DISCUSSION “Reaching the Demanding yet Privacy-Wary Customer”
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    • Building an omni-channel 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

  • LUNCH Take a midday break to grab lunch, network with your peers, and discuss the morning presentations.
  • PANEL DISCUSSION “Disrupting the Future of Financial Services “
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    • Leveraging emerging capabilities to streamline outdated processes
    • Automating manual processes to become more accessible to expanded customer base 
    • Marketing innovative platforms to provide customers with expedited services
    • Fostering collaboration to drive synergy between technology and  marketing 

  • AFTERNOON NETWORKING BREAKS Take a break to switch tables, meet some new peers, and discuss the afternoon presentations over coffee and snacks.
    read more »

    Join Western Union’s Vice President of Global Social Media, Karen O’Brien, to kick off the last leg of our afternoon content. O’Brien will speak to the progress Western Union has made at the intersection of social engagement, advocacy and loyalty for consumers, ultimately enabling the organization to deliver deep brand engagement and results though multi-channel experiences.

    Karen O'Brien
    Vice President, Global Social Media
    Western Union

  • AFTERNOON KEYNOTE featuring WESTERN UNION Karen O'Brien, VP Global Social Media
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    Kick off the last leg of our afternoon content with Western Union’s Vice President of Global Social Media, Karen O’Brien! O’Brien will speak to the progress Western Union has made at the intersection of social engagement, advocacy and loyalty for consumers, ultimately enabling the organization to deliver deep brand engagement and results though multi-channel experiences.

    Karen O'Brien
    Vice President, Global Social Media
    Western Union

  • CLOSING KEYNOTE featuring SQUARE Bart Molenda, Head of Paid Acquisition
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    Join Bart Molenda, Head of Paid Acquisition at Square, for an exciting closing keynote session focusing in on the next transformation in store for the FinTech leader! 

    Molenda aims to accelerate Square’s growth among an existing market and expand the universe of credit card acceptors by using data, attribution modeling, and a strong testing framework to efficiently acquire customers through online and offline channel. He previously served as Head of Marketing for eBay’s Classified Groups before joining Square.

    Bart Molenda
    Head of Paid Acquisition
    Square

  • CLOSING 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 marketing hot topics and challenge areas such as:

Omnichannel strategy

Evaluate where you are on the omnichannel maturity curve, reflect on how your team is driving accountability around the omnichannel customer experience, and find out what you could be doing better. Our speakers will discuss:

  • Methodologies for measuring ROI
  • Targeting with customer data
  • Managing cross functional collaboration
  • Comparing single and multichannel interactions

Mobile Marketing

Confront the shift to the mobile consumer head on, by learning how the Fortune 500 has adapted their marketing efforts for mobile devices. Discuss mobile's evolution and make predictions for the future. Get briefed on:

  • Optimizing content for mobile
  • Managing the mobile channel as a marketer
  • Building a unified view of users across channels
  • Measuring the ROI of mobile

Buyer 2.0: the B2B customer

Who is the B2B customer of today, as opposed to 5-10 years ago? Learn how successful organizations have implemented new channels and capabilities to reach this specific type of consumer. Gain insight into:

  • Catering outreach to the customer
  • Empowering your sales team
  • Establishing brand credibility
  • Becoming a thought leader

Customer engagement

Explore how we understand our customers in today's hyper-connected world, and develop a brand dialogue to effectively communicate with them. Hear discussions on:

  • Understanding audience fragmentation
  • Connecting emotionally with customers
  • Communicating across multiple touch points
  • Integrating new media with traditional strategy

The digital CMO

The digital sphere has changed the role of the CMO, in scope and practice. Talk about how this affects all areas of the executive agenda, from budgeting to hiring. Learn how top CMOs are:

  • Being catalysts for change
  • Adopting new measurement tools
  • Defining new roles to add value
  • Leading by example

Content marketing

Exceed your customer's expectations for a tailored experience with effective content marketing. Find out how other marketing leaders are:

  • Driving engagement through personalization
  • Measuring content efforts
  • Exploring new communication channels
  • Understanding customer preferences

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 San Francisco" 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.

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

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    The CMO of Constellation Brands on the Argyle CMO series.

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