Why You Should Attend!

Transactions that were once dominated by physical money, human interaction, or long lines at banks are now commonly executed through digital interfaces. The evolution of technology in the Financial Services industry has caused marketers to look at new and innovative techniques to transform the financial institutions.

Argyle Executive Forum is bringing together financial services executives at our annual 2018 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: 

  • Creating a seamless customer experience across multiple channels and touchpoints
  • Integrating data and digital marketing across every channel
  • Utilizing automation such as predictive analytics and machine learning
  • Creating personalized and digital content
  • Delivering personalized experiences while managing customers’ privacy concerns

Speakers at our 2017 Forums included: Elyse Southwell, Vice President, Global Digital Revenue Strategy & Operations, Nasdaq; Aniko DeLaney, Global Head of Corporate Marketing and Managing Director, BNY Mellon; Brian Becker, Executive Director, Head of Content, Digital Team, JP Morgan Chase; Joe Cohen, Chief Communications Officer, AXIS Capital; Mike Eisenreich, Global Head of Bloomberg Studio, Bloomberg; Jennifer Heyman, Vice President, Digital & Social Media, Wells Fargo; Andrew Cohen, Vice President, Global Brand, Visa; Matt Dunn, Managing Director, Head of Digital Marketing, Morgan Stanley; and Melissa Caldwell, Head of Digital Marketing & Analytics, Capital One.

Our keynote presentations, fireside chats, panel sessions, and interactive group discussion sessions will enable you to learn about and discuss these topics and more. Plus, you can expand your network by meeting peers from across the nation and around the world. 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 Angela De Jong at adejong@argyleforum.com.

Daniel Allocca Managing Director, Head of Business Management, Strategy and Analytics, Marketing
Nuveen Investments
View Bio »
Jason Angrisani Global Head of Marketing - Financial Products
Bloomberg LP
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Daniel Darst Chief Marketing Officer Investment and Wealth, Head of Bank Brand and Advertising
People's United Bank
View Bio »
Falguni Desai Global Head of Strategy, Electronic Trading Technology
Credit Suisse
View Bio »
Peter Eliopoulos Chief Marketing Officer
M&T Bank
View Bio »
Martin Lange Global Head of Marketing Innovation, Investment Services
BNY Mellon
View Bio »
Kirti Naik Global Head of Brand Marketing & Communications
Russell Investments
View Bio »
Andrew Scherer Associate Vice President Web Strategy
Church Pension Group
View Bio »
Bryan VanDyke Head, Digital and Managing Director
Morgan Stanley
View Bio »
  • 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 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 "2018 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 $304 per night, taxes not included. For details on where the event will take place, please contact your Argyle relationship manager.


The Fitzpatrick Grand Central

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