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 digital, marketing, analytics, technology and data executives, 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


Our keynote presentationsfireside chats and panel sessions will give you the perspective and actionable takeaways that only a room of Fortune 500 financial services executives can provide. We look forward to hosting you!

Register to Attend

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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
View Bio »
Speaker
Rinoti Amin Head of Marketing Strategy - Latam
PayPal
View Bio »
Speaker
Andrew Artemenko Senior Director, Platform Sales
Neustar
View Bio »
Speaker
Melissa Caldwell Head of Digital Marketing & Analytics
Capital One
View Bio »
Speaker
Andrew Cohen Vice President, Global Brand Innovation Marketing
Visa
View Bio »
Speaker
Raj Dhamodharan Senior Vice President, Social Networks & Digital Payment Platforms
Mastercard
View Bio »
Speaker
Lara Druyan Managing Director, Head of Innovation, West Coast
Royal Bank of Canada
View Bio »
Speaker
Matt Dunn Managing Director & Head of Digital Marketing - Wealth Management
Morgan Stanley
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Speaker
Jonathan Fiur Director, Financial Services Solutions
Aprimo
View Bio »
Speaker
Jennifer Heyman Vice President, Digital & Social Media
Wells Fargo
View Bio »
Speaker
Eileen Loustau Senior Vice President, Head of Multi-Channel Banking & Segment Strategy
Bank of the West
View Bio »
Speaker
Ravi Misquitta Senior Vice President, Marketing Strategy & Technology
Franklin Templeton
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Speaker
Bart Molenda Head of Paid Acquisition
Square
View Bio »
Speaker
Karen O'Brien Vice President, Global Social Media
Western Union
View Bio »
Speaker
Nag Odekar Vice President & Head of Marketing
Great-West Financial
View Bio »
Speaker
Brian Sniegowski Head of Innovation and Development
Farmers Insurance
View Bio »
  • 8:30am - 9:30am Breakfast
  • 9:30am - 9:40am Opening Remarks by Argyle Host
    read more »

    Jonathan Alloy
    Vice President, Wholesale Banking Product Management 
    Wells Fargo

  • 9:40am - 10:15am Keynote Session featuring Wells Fargo: "The Latest & Greatest in Tech Innovation"
    read more »

    Jonathan Alloy
    Vice President, Wholesale Banking Product Management 
    Wells Fargo

  • 10:20am - 10:40am 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 Fiur
    Director, Financial Services Solutions
    Aprimo

  • 10:40am - 11:05am Networking Break
  • 11:05am - 11:50am Panel Discussion: “Connecting with Consumers Online and Off”
    read more »

    Session topics include, but aren’t limited to:

    • How financial services marketers are bridging the gap between online and offline customer interactions
    • Harnessing consumer data for more effective targeting across channels
    • Finding the right balance between creating personalized experiences while avoiding the “creepy factor”
    • How financial services marketers are utilizing data to identify most valuable/at-risk customers
    • The transformation of big data into machine learning, and other innovations which drive efficiency across the board

    Moderator:

    Nag Odekar
    Vice President, Marketing
    Great-West Financial

    Panelists:

    Melissa Caldwell
    Head of Digital Marketing & Analytics
    Capital One

    Lara Druyan
    Managing Director, Head of Innovation, West Coast 
    Royal Bank of Canada

    Matt Dunn
    Managing Director & Head of Digital Marketing - Wealth Management 
    Morgan Stanley

    Brian Sniegowski
    Head of Innovation & Development
    Farmers Insurance

  • 11:50am - 12:15pm Networking Break
  • 12:15pm - 1:00pm Panel Discussion: “Harnessing the Power of Social to Drive Engagement”
    read more »

    Session topics include, but aren’t limited to:

    • How financial services marketers are utilizing social channels to connect with consumers
    • An overview of how different social platforms can be used successfully, to maximize interaction
    • Best practices for tailoring your content to fit the medium
    • How marketers are utilizing the power of social to respond to customers in real-time

    Moderator:

    Eileen Loustau
    Senior Vice President, Head of Multi-Channel Banking & Segment Strategy
    Bank of the West

    Panelists:

    Andrew Cohen
    Vice President, Global Brand Innovation Marketing 
    Visa

    Jennifer Heyman
    Vice President, Digital & Social Media 
    Wells Fargo

    Ravi Misquitta
    Senior Vice President, Marketing Strategy & Technology 
    Franklin Templeton

  • 1:00pm - 2:00pm Lunch
  • 2:00pm - 2:40pm Keynote Session featuring Great-West Financial: "The Evolution of the Financial Advisor"
    read more »

    As the financial services industry embraces technology and innovation, it's becoming shockingly clear that soon, people and processes can be easily replaced by robots and artificial intelligence. So, how will financial services executives adapt to this shift, and what does the future hold for the financial advisor? In this session, Nag Odekar, vp of marketing at Great-West Financial explains.

    Nag Odekar
    Vice President, Marketing
    Great-West Financial

  • 2:40pm - 3:00pm Networking Break
  • 3:00pm - 3:35pm Keynote Session featuring Western Union
    read more »

    Western Union has made significant progress in consumer engagement and driving loyalty through social channels, which has enabled the organization to create more interactive multichannel experiences. In this session, Karen O’Brien, Western Union’s VP of Global Social Media, shares how investing in social has paid off for this financial services company.

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

  • 3:40pm - 4:15pm Keynote Session featuring Square
    read more »

    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

  • 4:15pm - 4:25pm Closing Remarks by Argyle Host
    read more »

    Jonathan Alloy
    Vice President, Wholesale Banking Product Management 
    Wells Fargo

  • 4:25pm - 5:25pm Closing Reception

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:

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.

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

The below hotels are recommended by Argyle Executive Forum. Please note that we do not have a corporate rate. For details on where the event will take place, please contact your Argyle relationship manager.

Venue

Hotel Nikko


222 Mason St.
San Francisco, CA 94102
Telephone: (415) 394-1111
Website

Venue

Omni San Francisco Hotel


500 California Street
San Francisco, CA 94104
Telephone: (415) 677-9494
Website

Venue

San Francisco Marriott Marquis


780 Mission Street
San Francisco, CA 94103
Telephone: (415) 896-1600
Website

Venue

San Francisco Marriott Union Square


480 Sutter Street
San Francisco, CA 94108
Telephone: (866) 912-0973
Website