Chief Marketing Officer

1 Day Meeting

2018 CMO Financial Services Forum: Marketing & Technology Innovation

San Francisco, CA - Oct 30, 2018

Overview

Discuss the implementation of emerging technologies with senior marketing executives during a daylong event full of expert-driven discussions, panels, and networking. 

Stay in Front of Emerging Innovations in Marketing

Digital continues to transform the role of the CMO, integrating key functions of marketing across other parts of the C-suite – from sales to business intelligence is now required to evolve. Forward-thinking senior marketing executives are tapping into new technologies and strategies to build lasting relationships with customers that drive growth for their organizations. 

To address the shift in the role of marketing, Argyle Executive Forum is bringing together thought leaders and top executives for our 2018 CMO Leadership Forum. We’ve designed the agenda to highlight the next wave of brand strategy and how it builds relationships through storytelling and carefully crafted content; how brands are being reinvigorated to reach new generations of consumers; and the data and targeting tactics at your fingertips for improved engagement with customers. 

Join us to discuss important topics that are top of mind for senior marketing leadership, including:

  • The importance of incorporating data and digital marketing into every aspect of the marketing process;
  • How to align with the core values and identities of your customers through technology-driven personalization;
  • The evolving role of proven data insights to craft a marketing strategy catered to the modern customer; and
  • Best practices for encouraging marketing teams and organizations to put the customer first.


Attend the event designed by senior level marketers – our Argyle Advisory Board, with opportunities to expand your network, engage with thought-provoking content, and hear from panels of leading experts in the shift to a digital paradigm.

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Speakers

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

Jennifer Borchardt

Jennifer Borchardt

Director of Omnichannel Experience & Strategy | Wealth Management

U.S. Bank

Jonathan Alloy

Jonathan Alloy

Vice President, Innovation

Wells Fargo

Donna Bailey

Donna Bailey

Vice President, Credit Card Product Manager

Wells Fargo

Peggy Cramer

Peggy Cramer

VP, Communications

PENSCO Trust Company

Vered Frank

Vered Frank

Managing Director, Digital, Product & Content Marketing

Charles Schwab

Susan Hinchman

Susan Hinchman

Vice President Marketing Program Manager, Wealth and Investment Management

Wells Fargo

Sam Lau

Sam Lau

Head of Digital Marketing

Blue Shield of California

Mindy Loverin

Mindy Loverin

Vice President of Strategic Partnerships

Shutterstock Custom

James Meono

James Meono

Director, Digital Marketing

MUFG Union Bank, N.A.

Shaalin Parekh

Shaalin Parekh

Product Marketing Manager

Seismic

Brian Sniegowski

Brian Sniegowski

Director, Innovation and Development

Farmers Insurance Group of Companies

Deep Srivastav

Deep Srivastav

SVP, Head of Client Strategies & Analytics

Franklin Templeton

Debora Tomlin

Debora Tomlin

CMO

CSAA Insurance Group

Cynthia Zavala Diaz

Cynthia Zavala Diaz

AVP, Digital Marketing

Wells Fargo

Agenda

This event will feature insights from top executives, including

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

Jennifer Borchardt
Director of Omnichannel Experience & Strategy | Wealth Management
US Bank

9:10am - 9:45am
Keynote Presentation: "Leveraging Artificial Intelligence for Business Strategy"

AI is one of the new buzz words in business today yet its been around since the 1960s. The exciting reason for this “resurgence“ is because computing has expanded and is faster and smarter today. Artificial Intelligence is being used in many different fields today from healthcare to manufacturing to credit card fraud.

Donna will present some key areas within Artificial Intelligence that you don’t have to be a data scientist or coder to understand. If you use it strategically it can radically change your business.

Machine learning, natural language processing and robotics and the implications to shifting todays business strategy will be discussed.

Donna Bailey
Vice President Credit Card Product Manager
Wells Fargo

9:50am - 10:10am
Thought Leadership: "Scaling Branded Visual Content"

As Mary Meeker outlined in her 2017 internet trends report, adults are spending an average of 3+ hours per day looking at digital media on mobile devices. It’s no surprise that this behavior is driving mobile ad spend and an increasing demand for engaging content with shorter time frames to get it done. In this session, Mindy Loverin, Shutterstock Custom - VP of Strategic Partnerships, addresses the problem of how brands have more options today to create content, yet are not set up to create content at scale. Actionable takeaways include how to scale content across multiple channels, learning which channels to prioritize for maximum engagement and types of content that resonate with customers.

Mindy Loverin
Vice President of Strategic Partnerships
Shutterstock

10:10am - 10:35am
Networking Break
10:35am - 11:20am
Panel Discussion: "Building a Team for New & Changing Technology"
  • 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
  • Aligning your sales and marketing team 
  • Does having the right talent/team affect which new technologies you adopt?
  • Scarcity in talent roles such as data and analytics

Moderator: 

Cynthia Zavala Diaz
AVP, Digital Marketing
Wells Fargo

Panelist: 

Vered Frank
Managing Director, Digital, Product & Content Marketing
Charles Schwab

James Meono
Director, Digital Marketing
MUFG Union Bank

Shaalin Parekh
Product Marketing Manager
Seismic

Brian Sniegowski
Director, Innovation and Development
Farmers Insurance

11:20am - 11:40am
Networking Break
11:40am - 12:25pm
Panel Discussion: "The Relationship Between Consumers and Financial Services: How To Adjust Your Marketing Strategy"

Everyone has a relationship with a financial services provider but everyone’s needs for service are different.  Let’s take a look at 5 of the most prevalent segments in the Bay Area and discuss where they are on the lifecycle continuum, their goals, challenges and what makes them unique.  Panelists include professionals from financial institutions doing business in the greater Bay Area.

Moderator: 

Susan Hinchman
Vice President Marketing Program Manager, Wealth and Investment Management 
Wells Fargo

Panelist: 

Jennifer Borchardt
Director of Omnichannel Experience & Strategy | Wealth Management
US Bank

Peggy Cramer
VP, Communications
PENSCO Trust Company

Sam Lau
Head of Digital Marketing
Blue Shield of California

12:25pm - 1:25pm
Lunch
1:25pm - 2:00pm
Keynote Presentation: "Personalization in the B2B Marketing Space"

A lot of personalization technologies and corresponding data constructs have been led by the B2C space. Personalization in B2B space can be both challenging and rewarding in terms of rich information, the need for strategic context, greater need for accuracy and greater rewards on conversion. The session would focus on those opportunities and challenges.

Deep Srivastav
SVP, Head of Client Strategies & Analytics
Franklin Templeton

2:00pm - 2:20pm
Networking Break
2:20pm - 2:55pm
Fireside Chat: "Leading Through Change"

Jonathan Alloy
Vice President, Innovation
Wells Fargo

Interviewed by: 

Jennifer Borchardt
Director of Omnichannel Experience & Strategy | Wealth Management
US Bank

3:00pm - 3:35pm
Keynote Presentation: "Grow Your Business & Improve the Customer Experience with Data & Analytics"

Customer expectations for brand experience are rising. The age of technology has made instant gratification the norm – consumers want 24/7 convenience and availability, delivered when and how it fits their schedule and lifestyle. They also expect that the companies they do business with know them well enough to deliver a personalized experience. A winning strategy requires data and analytics as fuel to power the engine of a customer-driven organization.

Debora Tomlin
CMO 
CSAA Insurance Group

3:35pm - 3:45pm
Closing Remarks featuring Argyle Host

Jennifer Borchardt
Director of Omnichannel Experience & Strategy | Wealth Management
US Bank

3:45pm - 4:45pm
Closing Reception
*Schedule and timing is subject to change

Sponsors

Interested in sponsoring an event ?

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

Sponsorship Information

This event will feature insights from top executives, including

  • Thought Leadership Spotlight & App Partner

  • Panel Partner

  • Supporter Partner

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.