Chief Marketing Officer

1 Day Meeting

2017 Financial Services Forum:
Marketing & Technology Innovation

Boston, MA - Sep 07, 2017

Overview

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 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 a program geared specifically towards marketing, digital, technology, analytics and data executives. Key topics will include:

  • Creating digitally connected, interactive experiences for consumers across multiple touchpoints 
  • Delivering personalized experiences while managing customers’ privacy concerns
  • How to build a future-minded organization with the right talent for cross-functional collaboration
  • How leading organizations are overcoming regulatory roadblocks quickly to keep up with innovative disruptors

Our keynote presentationsfireside chatspanel 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!

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Who Should Attend

Speakers

If you'd like to recommend a speaker, please email speakerinquiry@argyleforum.com

Terry Soto

Terry Soto

Multicultural Market Strategy Expert & Author

About Marketing Solutions, Inc.

Daniel Allocca

Daniel Allocca

Managing Director, Head of Business Management, Strategy and Analytics

Nuveen

Allison Baird

Allison Baird

Senior Vice President Marketing

Boston Private

Lloyd Balman

Lloyd Balman

Head of Marketing for Retail

TD Bank

Rob Begg

Rob Begg

Vice President, Product Marketing

Salesforce

James Eardley

James Eardley

Financial Service Global Director

SAP Hybris

Alyssa Gilmore

Alyssa Gilmore

Global Head of Communications, Financial Products

Bloomberg

Jane Goldman

Jane Goldman

Vice President, Social Media & Content Creative Strategist

Citizens Bank

Joe Hyland

Joe Hyland

Chief Marketing Officer

ON24

Jill Kremins

Jill Kremins

Chief Marketing Officer

BNY Mellon Wealth Management

Amy Pirozzolo

Amy Pirozzolo

Vice President, Marketing

Fidelity Charitable

Todd Purcell

Todd Purcell

Senior Vice President, Platform Marketing

Webster Bank

Chris Rohan

Chris Rohan

Vice President, Institutional and International Marketing

Eaton Vance Management

David Siegel

David Siegel

CEO

Investopedia

Dan Simon

Dan Simon

CEO

Vested

Liz Stott

Liz Stott

Director, Campaign Strategy and Execution

Empower Retirement

Agenda

Download Agenda
8:00am - 9:00am
Breakfast
9:00am - 9:10am
Opening Remarks by Argyle Host

Terry Soto
Multicultural Market Strategy Expert & Author
About Marketing Solutions, Inc.

9:10am - 9:45am
Keynote Presentation featuring TD Bank: "Forget Snapchat - Let's Talk About Real Chats"

In this session Balman engages you in a deep dialog about happiness, ukuleles, Metallica and the meaning of life. Balman will also persuade you to incorporate 1:1 "Experience" marketing into your marketing plans.  The core themes are:

  • Why Experiential Spending is on the Rise
  • Social Media Trends & Social Media Addiction
  • Formulas for Incorporating Experience Marketing into you Marketing Plans

You will walk away from this session with a different perspective on life, marketing and the future.  

Lloyd Balman
Head of Marketing for Retail
TD Bank

9:45am - 10:05am
Thought Leadership Spotlight featuring Salesforce Marketing Cloud: "4 Big Insights from the 2017 Salesforce State of Marketing Report"

The Salesforce State Of Marketing report is an annual survey of over 3500 marketers from around the world and asks their best practices, highest performing strategies and plans for the next year.   The report takes an in-depth look at the digital, advertising and social strategies of modern marketers and always sparks great debate.  Join Rob Begg, VP Product Marketing - Salesforce, for highlights from the report and the top 4 insights that marketers from Financial Services organizations can take away from the research.   

Rob Begg
Vice President, Product Marketing
Salesforce Marketing Cloud

10:05am - 10:30am
Networking Break
10:30am - 11:20am
Panel Discussion: "Transforming Financial Services Marketing with Technology"

Session topics include, but are not limited to:

  • Leverage new tools and technologies to synergize marketing efforts across multiple channels and deliver a unified customer experience
  • The evolution of the B2B marketing technology stack and how to prioritize technology investments
  • Using analytics to identify high performance segments and driving profits in those areas
  • Real-time data to improve the customer experience
  • Converting analytics to next-gen platforms
  • Talent and employee engagement needed to achieve success

Moderator:

Liz Stott
Director, Campaign Strategy and Execution
Empower Retirement

Panelists:

Daniel Allocca
Managing Director, Head of Business Management, Strategy and Analytics
Nuveen

Jill Kremins
Chief Marketing Officer
BNY Mellon Wealth Management 

Todd Purcell
Senior Vice President, Platform Marketing
Webster Bank   

Chris Rohan
Vice President, Institutional and International Marketing
Eaton Vance Management 

11:20am - 11:40am
Thought Leadership Spotlight featuring SAP: "Engaging the Unengaged Customer"

James Eardley
Financial Service Global Director
SAP Hybris

11:40am - 12:20pm
Fireside Chat: "Great Techspectations: How Technology is Transforming Financial Marketing"

Featuring:

Allison Baird
Senior Vice President Marketing
Boston Private 

Dan Simon
CEO
Vested

Interviewed by:

Alyssa Gilmore
Global Head of Communications, Financial Products
Bloomberg 

12:20pm - 12:40pm
Networking Break
12:40pm - 1:00pm
Thought Leadership Spotlight featuring ON24: "Rethinking Engagement for the Modern Buyer"

Let’s face it – CMOs are in a tough spot, especially in the hypercompetitive financial services sector. We’ve got the budget and marketing technology to scale our reach, yet we’re all struggling to find the leads who convert to loyal customers. It’s time we see success with an engagement-first mindset –creating digital experiences that go beyond the superficial click and form a human connection. Joe Hyland, CMO of ON24, will share how financial services companies use webinar engagement to capture the behavioral data marketers need to drive revenue.

Joe Hyland
Chief Marketing Officer
ON24

1:00pm - 2:00pm
Lunch
2:00pm - 2:40pm
Keynote Presentation featuring Fidelity Charitable: "It is not about the tech. . .A Cinderella Story"

Hear how one of the nation’s largest grant makers transformed a quiet marcom team into a strategic marketing organization centered on the customer journey.  You’ll learn how an approach grounded in customer experience and ROI resulted in a growing marketing budget, new agile operations and a future-minded technology foundation—all of which have driven record breaking results.

Amy Pirozzolo
Vice President, Marketing
Fidelity Charitable

2:40pm - 3:00pm
Networking Break
3:00pm - 3:40pm
Keynote Presentation featuring Investopedia: "Optimizing Distribution: How to Draw the Largest Audience to your Content"

Digital marketers are spending hundreds of millions of dollars on developing great content but are insufficiently focused on drawing in the most eyeballs possible. Less is more. Marketers should spend greater time on leveraging data, social media, newsletters and other traffic driving mechanisms to attract the largest audience, rather than focusing solely on quantity of output. David Siegel, a digital media executive with over 18 years of experience leading organizations through innovative product development, rapid revenue growth and traffic acceleration will share his top 10 best practices on how to optimize your distribution.

David Siegel
CEO
Investopedia     

3:45pm - 4:25pm
Fireside Chat featuring Citizens Bank: "Making Banking More Social"

Featuring:

Jane Goldman
Vice President, Social Media & Content Creative
Citizens Bank

Interviewed By:

Terry Soto
Multicultural Market Strategy Expert & Author
About Marketing Solutions, Inc.

4:25pm - 4:30pm
Closing Remarks by Argyle Host

Terry Soto
Multicultural Market Strategy Expert & Author
About Marketing Solutions, Inc.

4:30pm - 5:30pm
Closing Reception

Sponsors

This event will feature insights from top executives, including

  • Thought Leadership Spotlight Partner

  • Thought Leadership Spotlight Partner

  • Thought Leadership Spotlight Partner

  • Breakout Session Partner

  • Breakout Session Partner

  • Senior Supporter Partner

  • Senior Supporter Partner

  • Senior Supporter Partner

Interested in sponsoring an event?

Speak to one of our dedicated sponsorship teams sponsorship@argyleforum.com

Sponsorship Information

Advisory Board

We are proud to share with you the following Argyle Industry Influencers. Their contributions to Argyle help keep the programs we offer our membership current and relevant, so we can continue delivering you premiere experiences, content development, and membership engagement.