Chief Marketing Officer

1 Day Meeting

2018 Financial Services Forum: Marketing & Technology Innovation

New York, NY Jun 05, 2018

Overview

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!

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Speakers

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

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Daniel Allocca

Managing Director, Head of Demand Generation and Analytics

Nuveen, A TIAA Company

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Jason Angrisani

Global Head of Marketing - Financial Products

Bloomberg LP

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Brian Becker

Executive Director, Head of Newsroom

JP Morgan Chase

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Mark Bornstein

Vice President, Content Marketing

ON24

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Joe Cohen

Chief Communications Officer

AXIS Capital

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Maria D'Errico

Vice President, Global Head of Strategic Marketing Services

BNY Mellon

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Daniel Darst

Chief Marketing Officer Investment and Wealth, Head of Bank Brand and Advertising

People's United Bank

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Michael Derins

CEO

Archer

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Falguni Desai

Global Head of Strategy, Electronic Trading Technology

Credit Suisse

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Hallie Harenski

VP, Marketing and Strategy

Crum & Forster

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Peter Isaacson

Chief Marketing Officer

Demandbase

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Elizabeth McLaughlin

Assistant Vice President, Marketing

Affinity Federal Credit Union

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Abbas Merchant

Group VP, Marketing Segments and Services

M&T Bank

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Kirti Naik

Global Head of Brand Strategy & Digital Insights

Russell Investments

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Lynn Padian

CVP Retirement Marketing

New York Life Insurance Company

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Shaalin Parekh

Senior Market Development Manager

Seismic

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Yu Wong

Executive Director, Digital Strategy

Morgan Stanley

Agenda

This event will feature insights from top executives, including

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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?"

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"

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"

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"
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"

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"

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

Lynn Padian
CVP Retirement Marketing
New York Life Insurance Company

3:30pm - 3:35pm
Argyle Closing Remarks
3:35pm - 4:35pm
Closing Reception

Sponsors

Interested in sponsoring an event ?

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

Sponsorship Information

This event will feature insights from top executives, including

  • Thought Leadership Spotlight & App Partner

  • Thought Leadership Spotlight Partner

  • Panel & App Partner

  • Panel Partner

  • Breakout Session Partner

  • Senior Supporter Partner

  • Supporter 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.

Hotels

Traveling for the event? Stay at one of our recommended hotels nearby


The following hotels are recommended by Argyle Executive Forum. Please note that we do not have a corporate rate. For details on where the event will take place, please contact your Argyle relationship manager.

The Fitzpatrick Grand Central logo

The Fitzpatrick Grand Central

141 E. 44th Street
New York, NY 10017

Telephone: (800) 367-7701