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!

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.

Speaker
Daniel Allocca Managing Director, Head of Demand Generation and Analytics
Nuveen, A TIAA Company
View Bio »
Speaker
Jason Angrisani Global Head of Marketing - Financial Products
Bloomberg LP
View Bio »
Speaker
Brian Becker Executive Director, Head of Newsroom
JP Morgan Chase
View Bio »
Speaker
Mark Bornstein Vice President, Content Marketing
ON24
View Bio »
Speaker
Joe Cohen Chief Communications Officer
AXIS Capital
View Bio »
Speaker
Maria D'Errico Vice President, Global Head of Strategic Marketing Services
BNY Mellon
View Bio »
Speaker
Daniel Darst Chief Marketing Officer Investment and Wealth, Head of Bank Brand and Advertising
People's United Bank
View Bio »
Speaker
Michael Derins CEO
Archer
View Bio »
Speaker
Falguni Desai Global Head of Strategy, Electronic Trading Technology
Credit Suisse
View Bio »
Speaker
Hallie Harenski VP, Marketing and Strategy
Crum & Forster
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Speaker
Peter Isaacson Chief Marketing Officer
Demandbase
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Speaker
Elizabeth McLaughlin Assistant Vice President, Marketing
Affinity Federal Credit Union
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Speaker
Abbas Merchant Group VP, Marketing Segments and Services
M&T Bank
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Speaker
Kirti Naik Global Head of Brand Strategy & Digital Insights
Russell Investments
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Speaker
Lynn Padian CVP Retirement Marketing
New York Life Insurance Company
View Bio »
Speaker
Shaalin Parekh Senior Market Development Manager
Seismic
View Bio »
Speaker
Yu Wong Executive Director, Digital Strategy
Morgan Stanley
View Bio »
  • 8:00am – 9:00am Breakfast
  • 9:00am – 9:10am Opening Remarks featuring Argyle Host
  • 9:10am – 9:45am Keynote Presentation: "What's A Bank To Do?"
    read more »

    Aligning today’s banks with the wealth management business.

    Daniel Darst
    Chief Marketing Officer Investment and Wealth, Head of Bank Brand and Advertising
    People's United Bank

  • 9:50am – 10:10am Thought Leadership Spotlight: "Human Marketing in the Digital Age: How Financial Services Companies Use Webinars to Drive Revenue"
    read more »

    Mark Bornstein
    Vice President, Content Marketing
    ON24

  • 10:10am – 10:35am Networking Break
  • 10:35am - 10:55am Thought Leadership: "Account- Based Marketing in a Financial Services World"
    read more »

    Account-Based Marketing is becoming a standard marketing strategy for most B2B companies. But what are some of the best practices, and how are financial services companies applying an account –based approach to their business? In this session, you’ll learn the following:

    • What are the critical steps to a high performing Account-Based Marketing strategy?
    • What are other financial services organizations doing with ABM?
    • How can you measure success using ABM?

    Learn how ABM can drive more pipeline and revenue for your business.

    Peter Isaacson
    Chief Marketing Officer
    Demandbase

  • 11:00am – 12:00pm Panel Discussion: “Technology’s Role in Marketing to Consumers”
    read more »

    Session topics include, but aren’t limited to:
    • Creating omni-channel campaigns and finding success in digital and mobile marketing
    • Driving customer acquisition through personalization
    • Utilizing AI and machine learning to create deeper connections along each customer’s journey
    • Facing the challenge of shifting to digital channels and competing with digital-only players in the banking industry
    • Using analytics to show the value of marketing and data influencing decisions  

    Moderator: 

    Hallie Harenski
    Vice President, Marketing and Strategy
    Crum & Forster

    Panelist: 

    Daniel Allocca
    Managing Director, Head of Demand Generation and Analytics
    Nuveen, A TIAA Company

    Jason Angrisani
    Global Head of Marketing - Financial Products
    Bloomberg LP

    Maria D'Errico
    Vice President, Global Head of Strategic Marketing Services
    BNY Mellon

    Shaalin Parekh
    Senior Market Development Manager
    Seismic

    Kirti Naik
    Head of Brand Strategy & Digital Insights
    Russell Investments

  • 12:00pm – 12:20pm Networking Break
  • 12:20pm – 1:05pm Panel Discussion: “Building a Team for New & Changing Technology”
    read more »

    Session topics include, but aren’t limited to:

    • Conquering the challenge of finding the right talent
    • Building a team that can focus on data, and lots of data
    • Retraining existing talent on new technology and new skill sets
    • Exploring external marketing teams as an option 
    • Does having the right talent/team affect which new technologies you adopt?
    • Scarcity in talent roles such as data and analytics

    Moderator:

    Joe Cohen
    Chief Communications Officer
    AXIS Capital 

    Panelist: 

    Brian Becker
    Executive Director, Head of Newsroom
    JP Morgan Chase

    Michael Derins
    CEO
    The Archer Group

    Falguni Desai
    Global Head of Strategy, Electronic Trading Technology
    Credit Suisse

    Yu Wong
    Executive Director, Digital Strategy
    Morgan Stanley

  • 1:05pm – 2:05pm Lunch
  • 2:05pm – 2:40pm Keynote Presentation: "Challenges and Choices in Creating a Connected Customer Experience"
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    Today, Marketing is becoming more and more intertwined with technology and is changing the way we engage, interact, market and sell to customers. This presentation will provide an example of a connected customer experience and discuss challenges and choices organizations are likely to face in developing their digital marketing ecosystem to deliver a connected customer experience. 

    Abbas Merchant
    Group VP, Marketing Segments and Services
    M&T Bank

  • 2:40pm – 2:55pm Networking Break
  • 2:55pm – 3:30pm Keynote Presentation featuring New York Life Insurance Company
    read more »

    Lynn Padian
    CVP Retirement Marketing
    New York Life Insurance Company

  • 3:30pm – 3:35pm Argyle Closing Remarks
  • 3:35pm – 4:35pm 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!

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:

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 $304 per night, taxes not included. For details on where the event will take place, please contact your Argyle relationship manager.

Venue

The Fitzpatrick Grand Central


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