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!

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.

Speaker
Lloyd Balman Head of Experimental Marketing
TD Bank
View Bio »
Speaker
Clifton Bartley Vice President, Corporate Marketing, UX
BNY Mellon
View Bio »
Speaker
Brian Becker Executive Director, Head of Content, Digital Team
JP Morgan Chase
View Bio »
Speaker
Deirdre Bigley Global Chief Marketing Officer
Bloomberg
View Bio »
Speaker
Kaydee Bridges Vice President, Digital & Social Media Strategy
Goldman Sachs
View Bio »
Speaker
Joe Cohen Chief Communications Officer
Axis Insurance
View Bio »
Speaker
Aniko DeLaney Global Head of Corporate Marketing, Managing Director
BNY Mellon
View Bio »
Speaker
Falguni Desai Global Head of Strategy, Electronic Trading Technology
Credit Suisse
View Bio »
Speaker
Brian Duke Vice President of Business Development
Conversant
View Bio »
Speaker
Mike Eisenreich Global Head of Bloomberg Studio
Bloomberg LP
View Bio »
Speaker
Jim Eup Senior Director, Product Marketing
Salesforce Marketing Cloud
View Bio »
Speaker
Jonathan Fiur Director, Financial Services Solutions
Aprimo
View Bio »
Speaker
Jill Hughes Enterprise ABM Manager, Sales
Seismic
View Bio »
Speaker
Stephen Jalkut Head of Marketing
Tokio Marine Holdings
View Bio »
Speaker
Drew Kettering Managing Director, TIAA Digital
TIAA
View Bio »
Speaker
Kip Morgan Head of Media and Brand Analytics
Prudential Financial
View Bio »
Speaker
Chase Neinken Director, Financial Services
NewsCred
View Bio »
Speaker
Elyse Southwell Vice President of Advertising & Digital Sales
NASDAQ
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Speaker
Neve Thind Head of Marketing Technology
Voya Financial
View Bio »
Speaker
Bridgette Thompson Head of North American Marketing
Aviva Investors
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Speaker
Ritchie Vener Chief Marketing Officer
York Risk Services Group
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Speaker
Robin Way President
Corios
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Speaker
Pini Yakuel Founder & CEO
Optimove
View Bio »
Speaker
Lucy Zachman Managing Director - Digital Marketing
Synchrony Financial
View Bio »
Speaker
Matt Zilli Vice President, Product Marketing
Marketo
View Bio »
Speaker
Dema Zlotin CEO
Rio SEO
View Bio »
  • 7:40am – 8:40am Breakfast
  • 8:40am – 8:45am Argyle Executive Forum Opening Remarks
  • 8:45am - 9:20am Fireside Chat featuring Bloomberg: "Ingredients for Success: Content, Design, and Technology"
    read more »

    Featuring:

    Deirdre Bigley
    Global Chief Marketing Officer
    Bloomberg

    Mike Eisenreich
    Global Head of Bloomberg Studio
    Bloomberg 

  • 9:20am - 9:40am Thought Leadership Spotlight featuring Marketo: “Tomorrow’s Marketer: The 3 T’s for Success in Financial Services”
    read more »

    Yesterday’s marketing was a support function unable to demonstrate ROI for financial services institutions. Tomorrow’s marketing will become a strategic function driving digital transformation to be the main steward of the client experience. But how do we get there? Radical shifts are required in the techniques and/or technologies we adopt, the talent we hire, and the teams we structure.

    Join Marketo’s VP of Product & Segment Marketing, Matt Zilli, as he presents a new framework for becoming tomorrow’s marketer in today’s competitive financial services landscape. Learn how marketers can:

    • Shift from traditional monologue-based techniques to modern dialogue-based marketing for engaging clients and advisors
    • Create digitally connected experiences across multiple touchpoints to meet growing expectations of next-generation clients
    • Build the marketing organization of the future incorporating the right departments and people

    Matt Zilli
    Vice President, Product Marketing
    Marketo

  • 9:40am – 10:05am Networking Break
  • 10:05am – 10:55am Panel Discussion: “Marketing to the Demanding Yet Privacy-Wary Customer”
    read more »

    Session topics include, but are not limited to:

    • 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

    Moderator:

    Bridgette Thompson
    Head of North American Marketing
    Aviva Investors

    Panelists:

    Brian Becker
    Executive Director, Head of Content, Digital Team
    JP Morgan Chase

    Jill Hughes
    Enterprise ABM Manager, Sales
    Seismic

    Pini Yakuel
    Founder & CEO
    Optimove         

    Lucy Zachman
    Managing Director - Digital Marketing
    Synchrony Financial

  • 10:55am – 11:15am Thought Leadership Spotlight featuring NewsCred: "How to Drive Leads through Content Marketing"
    read more »

    As companies continue the arms race to build bigger and better content programs, the big ROI question remains unanswered. In this talk, we'll walk through live examples of how Fortune 500 financial services companies are distributing content through paid, social, and email to drive visitors back to an owned destination and convert via content marketing.

    We will cover:

    • How to use content in distribution channels to generate more conversions than traditional paid media
    • How to use content via email to generate qualified leads 
    • How to monetize traffic coming to your content hub
    • How to build a formula to track the ROI of your content marketing efforts

    Chase Neinken
    Director, Financial Services
    NewsCred

  • 11:15am – 11:35am Networking Break
  • 11:35am – 11:55am Thought Leadership Spotlight featuring Aprimo: “Compliance at the Speed of Digital: Balancing Agile and Compliant Marketing”
    read more »

    Financial Services marketers must manage the same complexity and deliver the same high-quality and consistent experience as any other marketer. But they have the added burden of doing so while managing compliance.

    Financial Services customers expect real-time financials to be available on their mobile devices. How do Financial Services marketers quickly deliver compelling, compliant content across paid, owned, and earned channels?

    This presentation shares the story of how one global bank succeeds at managing compliance at the speed of digital.

    Jonathan helps Financial Services marketers sharpen their focus on and unlock the value of transformative, technology-enabled, and compliant solutions delivering measurable results. Throughout his career Jonathan has worked with many leading Financial Services firms including Wells Fargo, Bank of America, Citibank, Oppenheimer Funds and Santander.

    Having designed and led the marketing technology function for a Fortune 100 Professional and Financial Services company, Jonathan brings considerable enterprise campaign management and operational marketing experience to every engagement. 

    Jonathan Fiur
    Director, Financial Services Solutions
    Aprimo

  • 11:55am – 12:40pm Panel Discussion: “Reimagine Analytics for Customer Success”
    read more »

    Session topics include, but are not limited to:

    • Best practices in building an analytically driven marketing organization
    • Analytically embed the relationship cycle with the learning cycle to gain insights from every customer touchpoint from acquisition to retention
    • Converting analytics to next-gen platforms
    • Talent and structure needed to achieve success

    Moderator: 

    Ritchie Vener
    Chief Marketing Officer
    York Risk Services Group 

    Panelists:

    Drew Kettering
    Managing Director, TIAA Digital
    TIAA

    Kip Morgan
    Head of Media and Brand Analytics
    Prudential Financial 

    Elyse Southwell
    Vice President of Advertising & Digital Sales
    NASDAQ 

    Robin Way
    President
    Corios 

  • 12:40pm – 1:00pm Thought Leadership Spotlight featuring Conversant: "I’m Your Customer. Can You Guess What to Talk to Me About?"
    read more »

    You know all the actions your customers take with you. But what about the wealth of other actions they take and purchases they make, online and offline? With the right person-level data, you’ll know exactly what to talk to each customer about, across all their devices. And you can do it in a totally anonymized, privacy-protected way. This session explores how to execute the smartest, most efficient digital campaigns, well beyond what you can achieve with the data that’s currently available to you. 

    Brian Duke
    Vice President of Business Development
    Conversant

  • 1:00pm – 2:00pm Lunch
  • 2:00pm – 2:20pm Thought Leadership Spotlight featuring Salesforce Marketing Cloud: “AI: Your Customers Are Using It, Shouldn't You?”
    read more »

    Jim Eup
    Senior Director, Product Marketing
    Salesforce Marketing Cloud

  • 2:20pm – 3:05pm Panel Discussion: “Driving Engagement through Mobile & Social”
    read more »

    Session topics include, but are not limited to:

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

    Moderator:

    Neve Thind
    Director of Marketing Operations & Technology
    Voya Financial

    Panelists:

    Kaydee Bridges
    Vice President, Digital & Social Media Strategy
    Goldman Sachs

    Joe Cohen
    Chief Communications Officer
    AXIS Capital     

    Falguni Desai
    Global Head of Strategy
    Electronic Trading Technology
    Credit Suisse

    Stephen Jalkut
    Head of Marketing
    Tokio Marine Holdings 

    Dema Zlotin
    CEO
    Rio SEO

  • 3:05pm – 3:40pm Fireside Chat featuring BNY Mellon: 232 Years of Innovation!
    read more »

    BNY Mellon has a unique and profound history, originating with the bank’s founder, Alexander Hamilton.

    Hamilton was a visionary leader who laid the foundation for our modern economy. Hamilton instilled in BNY Mellon a pioneering spirit that has driven us forward for 232 years and continues to thrive today.

    Join an interactive Fireside Chat with Aniko DeLaney CMO of BNY Mellon discussing the campaign which celebrates legacy, spotlights investments in innovation and drives culture change. The omni channel campaign includes experiential enhancements to our Innovation Centers around the globe, animated social media and AR/VR app. 

    Featuring: 

    Aniko DeLaney
    Global Head of Corporate Marketing, Managing Director
    BNY Mellon

    Interviewed by:

    Clifton Bartley
    Vice President, Corporate Marketing, UX
    BNY Mellon

  • 3:40pm – 3:55pm Networking Break
  • 3:55pm – 4:30pm Keynote Presentation featuring TD Bank: "Forget Snapchat, Let's Talk about Real Chats"
    read more »

    Lloyd David Balman
    Head of Experiential Marketing
    TD Bank

  • 4:30pm – 4:35pm Argyle Executive Forum Closing Remarks
  • 4:35pm – 5:35pm Closing Reception

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

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 

     

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

     

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!

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:

About Image
  • "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.

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. 

Venue

The Fitzpatrick Grand Central


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