Chief Marketing Officer

1 Day Meeting

2017 Financial Services Forum:
Marketing & Technology Innovation

New York, NY - Jun 01, 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 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:

 

·         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

Speakers at our 2016 Forums included: Scott Blandford, Chief Digital Officer, TIAA; Raghavendra Bhat, Head, Digital Product Engineering, Capital One;  Kristie Helms, Chief Content Officer, Head of Digital Content Marketing and Social Media, State Street; Alex Cavalieri, Vice President, Digital Marketing, BlackRock; Jennifer Stalzer, Vice President, Product and Brand Communication, MasterCard; Andrea Zaretsky, Vice President, Head of Marketing and Customer Experience, Digital Partnerships, American Express; Gareth Gaston, EVP, Omnichannel at U.S. Bank; Gary Griffin, SVP Database Marketing at Bank of America; Karen O'Brien, VP Global Social Media at Western Union; and more.  We look forward to bringing together another fantastic faculty in 2017, and to hosting you alongside our community of Fortune 500 marketing and technology leaders from the New York Area and beyond!

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Who Should Attend

Speakers

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

Lloyd Balman

Lloyd Balman

VP & Head of Branded, Live & Premium Experiences

TD Bank

Clifton Bartley

Clifton Bartley

Vice President, Corporate Marketing, UX

BNY Mellon

Brian Becker

Brian Becker

Executive Director, Head of Content, Digital Team

JP Morgan Chase

Deirdre Bigley

Deirdre Bigley

Global Chief Marketing Officer

Bloomberg

Kaydee Bridges

Kaydee Bridges

Vice President, Digital & Social Media Strategy

Goldman Sachs

Joe Cohen

Joe Cohen

Chief Communications Officer

Axis Insurance

Aniko DeLaney

Aniko DeLaney

Global Head of Corporate Marketing, Managing Director

BNY Mellon

Falguni Desai

Falguni Desai

Global Head of Strategy, Electronic Trading Technology

Credit Suisse

Brian Duke

Brian Duke

Vice President of Business Development

Conversant

Mike Eisenreich

Mike Eisenreich

Global Head of Bloomberg Studio

Bloomberg LP

Jim Eup

Jim Eup

Senior Director, Product Marketing

Salesforce Marketing Cloud

Jonathan Fiur

Jonathan Fiur

Director, Financial Services Solutions

Aprimo

Jill Hughes

Jill Hughes

Enterprise ABM Manager, Sales

Seismic

Stephen Jalkut

Stephen Jalkut

Head of Marketing

Tokio Marine Holdings

Drew Kettering

Drew Kettering

Managing Director, TIAA Digital

TIAA

Kip Morgan

Kip Morgan

Head of Media and Brand Analytics

Prudential Financial

Chase Neinken

Chase Neinken

Director, Financial Services

NewsCred

Elyse Southwell

Elyse Southwell

Vice President of Advertising & Digital Sales

NASDAQ

Neve Thind

Neve Thind

Head of Marketing Technology

Voya Financial

Bridgette Thompson

Bridgette Thompson

Head of North American Marketing

Aviva Investors

Ritchie Vener

Ritchie Vener

Chief Marketing Officer

York Risk Services Group

Robin Way

Robin Way

President

Corios

Pini Yakuel

Pini Yakuel

Founder & CEO

Optimove

Lucy Zachman

Lucy Zachman

Managing Director - Digital Marketing

Synchrony Financial

Matt Zilli

Matt Zilli

Vice President, Product Marketing

Marketo

Dema Zlotin

Dema Zlotin

CEO

Rio SEO

Agenda

Download Agenda
7:40am - 8:40am
Breakfast
8:40am - 8:45am
Argyle Executive Forum Opening Remarks
8:45am - 9:20am
Fireside Chat featuring Bloomberg: "Ingredients for Success: Content, Design, and Technology"

Featuring:

Deirdre Bigley
Global Chief Marketing Officer
Bloomberg

Mike Eisenreich
Global Head of Bloomberg Studio
Bloomberg 

9:20am - 9:40am
Thought Leadership Spotlight featuring Marketo: "Tomorrow's Marketer: The 3 T's for Success in Financial Services"

Yesterday’s marketing was a support function unable to demonstrate ROI for financial services institutions. Tomorrow’s marketing will become a strategic function driving digital transformation to be the main steward of the client experience. But how do we get there? Radical shifts are required in the techniques and/or technologies we adopt, the talent we hire, and the teams we structure.

Join Marketo’s VP of Product & Segment Marketing, Matt Zilli, as he presents a new framework for becoming tomorrow’s marketer in today’s competitive financial services landscape. Learn how marketers can:

 

  • Shift from traditional monologue-based techniques to modern dialogue-based marketing for engaging clients and advisors
  • Create digitally connected experiences across multiple touchpoints to meet growing expectations of next-generation clients
  • Build the marketing organization of the future incorporating the right departments and people

 

 

Matt Zilli
Vice President, Product Marketing
Marketo

9:40am - 10:05am
Networking Break
10:05am - 10:55am
Panel Discussion: "Marketing to the Demanding Yet Privacy-Wary Customer"

Session topics include, but are not limited to:

  • Building an omnichannel strategy to catering to the cross-device financial customer
  • Overcoming the challenges presented by regulation hurdles to maintain a competitive advantage
  • Creating personalized experiences while avoiding the “creepy factor”
  • Utilizing data to identify your most valuable or at-risk customers

Moderator:

Bridgette Thompson
Head of North American Marketing
Aviva Investors

Panelists:

Brian Becker
Executive Director, Head of Content, Digital Team
JP Morgan Chase

Jill Hughes
Enterprise ABM Manager, Sales
Seismic

Pini Yakuel
Founder & CEO
Optimove         

Lucy Zachman
Managing Director - Digital Marketing
Synchrony Financial

10:55am - 11:15am
Thought Leadership Spotlight featuring NewsCred: "How to Drive Leads through Content Marketing"

As companies continue the arms race to build bigger and better content programs, the big ROI question remains unanswered. In this talk, we'll walk through live examples of how Fortune 500 financial services companies are distributing content through paid, social, and email to drive visitors back to an owned destination and convert via content marketing.

We will cover:

  • How to use content in distribution channels to generate more conversions than traditional paid media
  • How to use content via email to generate qualified leads 
  • How to monetize traffic coming to your content hub
  • How to build a formula to track the ROI of your content marketing efforts

Chase Neinken
Director, Financial Services
NewsCred

11:15am - 11:35am
Networking Break
11:35am - 11:55am
Thought Leadership Spotlight featuring Aprimo: "Compliance at the Speed of Digital: Balancing Agile and Compliant Marketing"

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 helps Financial Services marketers sharpen their focus on and unlock the value of transformative, technology-enabled, and compliant solutions delivering measurable results. Throughout his career Jonathan has worked with many leading Financial Services firms including Wells Fargo, Bank of America, Citibank, Oppenheimer Funds and Santander.

Having designed and led the marketing technology function for a Fortune 100 Professional and Financial Services company, Jonathan brings considerable enterprise campaign management and operational marketing experience to every engagement. 

Jonathan Fiur
Director, Financial Services Solutions
Aprimo

11:55am - 12:40pm
Panel Discussion: "Reimagine Analytics for Customer Success"

Session topics include, but are not limited to:

  • Best practices in building an analytically driven marketing organization
  • Analytically embed the relationship cycle with the learning cycle to gain insights from every customer touchpoint from acquisition to retention
  • Converting analytics to next-gen platforms
  • Talent and structure needed to achieve success

Moderator: 

Ritchie Vener
Chief Marketing Officer
York Risk Services Group 

Panelists:

Drew Kettering
Managing Director, TIAA Digital
TIAA

Kip Morgan
Head of Media and Brand Analytics
Prudential Financial 

Elyse Southwell
Vice President of Advertising & Digital Sales
NASDAQ 

Robin Way
President
Corios 

12:40pm - 1:00pm
Thought Leadership Spotlight featuring Conversant: "I'm Your Customer. Can You Guess What to Talk to Me About?"

You know all the actions your customers take with you. But what about the wealth of other actions they take and purchases they make, online and offline? With the right person-level data, you’ll know exactly what to talk to each customer about, across all their devices. And you can do it in a totally anonymized, privacy-protected way. This session explores how to execute the smartest, most efficient digital campaigns, well beyond what you can achieve with the data that’s currently available to you. 

Brian Duke
Vice President of Business Development
Conversant

1:00pm - 2:00pm
Lunch
2:00pm - 2:20pm
Thought Leadership Spotlight featuring Salesforce Marketing Cloud: "AI: Your Customers Are Using It, Shouldn't You?"

Jim Eup
Senior Director, Product Marketing
Salesforce Marketing Cloud

2:20pm - 3:05pm
Panel Discussion: "Driving Engagement through Mobile & Social"

Session topics include, but are not limited to:

  • Delighting the customer through convenient mobile experiences
  • Driving positive, humanized brand interactions through social
  • Leveraging app & social data to personalize interactions
  • Anticipating regulation barriers and potential threats posed by social media 

Moderator:

Neve Thind
Director of Marketing Operations & Technology
Voya Financial

Panelists:

Kaydee Bridges
Vice President, Digital & Social Media Strategy
Goldman Sachs

Joe Cohen
Chief Communications Officer
AXIS Capital     

Falguni Desai
Global Head of Strategy
Electronic Trading Technology
Credit Suisse

Stephen Jalkut
Head of Marketing
Tokio Marine Holdings 

Dema Zlotin
CEO
Rio SEO

3:05pm - 3:40pm
Fireside Chat featuring BNY Mellon: 232 Years of Innovation!

BNY Mellon has a unique and profound history, originating with the bank’s founder, Alexander Hamilton.

Hamilton was a visionary leader who laid the foundation for our modern economy. Hamilton instilled in BNY Mellon a pioneering spirit that has driven us forward for 232 years and continues to thrive today.

Join an interactive Fireside Chat with Aniko DeLaney CMO of BNY Mellon discussing the campaign which celebrates legacy, spotlights investments in innovation and drives culture change. The omni channel campaign includes experiential enhancements to our Innovation Centers around the globe, animated social media and AR/VR app. 

Featuring: 

Aniko DeLaney
Global Head of Corporate Marketing, Managing Director
BNY Mellon

Interviewed by:

Clifton Bartley
Vice President, Corporate Marketing, UX
BNY Mellon

3:40pm - 3:55pm
Networking Break
3:55pm - 4:30pm
Keynote Presentation featuring TD Bank: "Forget Snapchat, Let's Talk about Real Chats"

Lloyd David Balman
Head of Experiential Marketing
TD Bank

4:30pm - 4:35pm
Argyle Executive Forum Closing Remarks
4:35pm - 5:35pm
Closing Reception

Sponsors

This event will feature insights from top executives, including

  • Thought Leadership Spotlight Partner

  • Thought Leadership Spotlight Partner

  • Thought Leadership Spotlight Partner

  • Thought Leadership Spotlight Partner

  • Thought Leadership Spotlight Partner

  • Panel & App Partner

  • Panel Partner

  • Panel Partner

  • Panel Partner

  • Breakout Session Partner

  • Senior Supporter Partner

  • Senior Supporter Partner

  • Supporter Partner

  • Supporter Partner

  • Supporter Partner

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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.