Why You Should Attend!

Argyle Executive Forum is bringing together financial services executives at our annual 2018 Financial Services Forum: Marketing & Technology Innovation in Boston. 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.  

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. Topics covered by our speaking faculty will include:

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

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

Event RSVP


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.

Allison Baird Senior Vice President Marketing
Boston Private Bank & Trust
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John Bell Vice President, Enterprise Digital Marketing
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Michael Gannon Vice President, Content Marketing
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Steve Gogolak Vice President Digital Client Experience & Insights
Boston Private
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Gary Griffin Senior Vice President, Database Marketing
Bank of America
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Melinda Kuleszka Vice President, Marketing and Communications
Fidelity Investments
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Renee Smyth EVP, Chief Experience and Marketing Officer
Camden National Bank
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  • 8:00am – 9:00am Breakfast
  • 9:00am – 9:10am Argyle Opening Remarks
  • 9:10am – 9:45am Keynote Presentation featuring Boston Private
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    Steve Gogolak
    Vice President Digital Client Experience & Insights
    Boston Private

  • 9:50am – 10:10am Thought Leadership Spotlight featuring ON24
  • 10:10am – 10:35am Networking Break
  • 10:35am – 11:20am 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  

  • 11:20am – 11:40am Networking Break
  • 11:40am – 12:25pm 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
    • Does having the right talent/team affect which new technologies you adopt?
    • Scarcity in talent roles such as data and analytics

  • 12:30pm – 1:05pm Keynote Presentation featuring Travelers
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    John Bell
    Vice President, Enterprise Digital Marketing

  • 1:05pm – 2:05pm Lunch
  • 2:05pm – 2:40pm Keynote Presentation TBA
  • 2:40pm – 2:55pm Networking Break
  • 2:55pm – 3:30pm Keynote Presentation TBA
  • 3:35pm – 4:10pm Keynote Presentation TBA
  • 4:10pm – 4:20pm Argyle Closing Remarks
  • 4:20pm – 5:20pm 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 "2018 Marketing & Technology Innovation in Financial Services Forum" in Boston 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 $359 per night, taxes not included. For details on where the event will take place, please contact your Argyle relationship manager.


Westin Boston Waterfront

425 Summer Street
Boston, MA 02210
Telephone: (617) 532-4600