Adopt Game-changing Strategies to Increase Your … 3–4 2015 // The New Yorker A Wyndham Hotel Adopt Game-changing Strategies to Increase Your Omni ... Enhance sales by integrating

19

aw

ard

-win

nin

g

financia

l brands!

Gold Sponsors Silver Sponsors Bronze Sponsor

november 3–4 2015 // The New Yorker A Wyndham Hotel

Adopt Game-changing Strategies to Increase Your Omni-Channel ROI

Featured speakersFast track your success to

clara shih CEO & Founder, Hearsay social Author of The Facebook Era

PMS 186 Red white outline

Mike linton Chief Marketing Officer farmers insurance group

david landau, SVP, Head of Onsite and Email Acquisitions, citigroup

alex sion President & Managing Director Moven

Peter J. Eliopoulos Chief Marketing Officer M&T bank and wilmington Trust

Tricia blair Chief Digital Officer, lincoln financial group

www.financialdigitalmarketingus.com

Maximize Conversion

Drive Client Acquisition

Satisfy Compliance

Cement Brand Loyalty

Grow Wallet Share

Optimize Personalization

Integrate Touch Points

PMS 186 Red white outline

www .eightonesix.net

Register Today by Calling 1866 298 9343 x 200

Welcome to the largest financial digital marketing forum –

providing you with specialized solutions to transform digital

channels and increase profitability.

Capitalize on industry disruptors at this one-stop event, featuring

40+ elite marketers amongst North America’s foremost financial

institutions. Accelerate your digital transformation with proven

strategies and tactical implementation tips.

Grow revenue and brand loyalty by deepening B2C/B2B relationships.

Gain practical insights to enhance personalization, mobile, social,

content, search, big data, optimization, user experience, and display.

Evangelize your brand and convert digital into a robust customer

acquisition engine. Break ahead of your competition and thrive in the

digital economy.

Register Today!

Your Digital Marketing for Financial Services Summit Team

Strategy Institute

Acquire criticAl insights from finAnciAl brAnd innovAtors:

event in numbers

3 Practical wisdom: Implementation tips from 19

leading financial service organizations

3 15 exclusive case studies: Innovations from financial

institutions of different sizes

3 360° transformation: Maximize impact at every

touch point

3 Disruptive tech: Exploit automation, RTB, wearable,

predictive analytics

3 Performance driven: Increase efficacy with

measurement and optimization

3 Compliance: Dive into candid regulatory conversations

3 Web 3.0: Drive conversion with UX and psychology

WhAt’s neW this YeAr

24 interActive sessions 15 exclusive

cAse studies 40+elite speAkers5 poWer

pAnels

WeAlth mAnAgers6

insu

rAnc

e

4mAjor bAnks/ credit unions6

credit cArd/pAYment3

Who You Will meet At this event

Omni-channel: Maximize impact at every customer touch point

Profitability: Improve sales, unlock revenue and raise retention

legal & compliance: Increase reach under regulatory constraints

disruptive Tech: Monetize emergent trends and grow business

sEO & display: Deploy automation and analytics to optimize ad spend

Mobile & social: Capture key moments of truth with contextualization

content strategies: Enhance engagement and production

data & Optimization: Strengthen client acquisition and loyalty through actionable insights

next gen UX: Leverage wearables, psychoanalysis and gamification

b2b success: Deepen relationships and enable sales via advisor networks

Banking // Credit Union // Investment & Wealth Management // Insurance // Credit Card // Mutual Fund // Brokerage // Loan & Mortgage

CMO | Marketing | Advertising | Digital | Interactive | Emerging Channels | Mobile | Social | Search | Branding | Analytics & Optimization | Communications | Online | Payment Innovation

• Engage target audiences and increase revenue generation

• Save costs and optimize your multi-channel integration

• Cultivate trust, grow loyalty and protect market share

Communications // Strategy // SEO // Automation // Social Media & CRM // Analytics // Research // Software

President | VP, Business Development | Marketing | Sales

• Connect with decision-makers and million-dollar budgets

• Cater to a market in need of tailored digital marketing solutions

• Generate new contacts and build crucial business relationships

Digital // Marketing // Media // Advertising // Communications & PR

Digital & Interactive | Measurement & Analytics | Media Planning | Content Development | Research | Brand Communications | Consumer Insights

• Demonstrate your expertise and acquire valuable clients

• Capitalize on emerging opportunities and trends

• Interact with experts and top industry executives

finAnciAl institutions Agencies consultAnts, vendors And solution providers

pAst Attendees include:

Join the debate with innovators and peer executives in Financial Services marketing. Become part of our growing Digital Marketing Forum for Financial Services Private Group.

flickr

Get your opinions heard. Follow us on Twitter @DMFinancialTO, #DMFSNYC

flickr

1

2

3

4

5

6

7

8

9

10

AttAin 10 keY solutions to enhAnce Your digitAl roi:

t he WeAlth of experience At the conference is AmAzing. if You Are in the digitAl mArketing field for finAnciAl services, this is one of the must-see, must-Attend conferences

silu modi, vp, digitAl, mAcquArie bAnking And finAnciAl services

Allstate Insurance // Bank of America // Barclaycard //

BBVA Compass // Brown Brothers Harriman // Wells

Fargo // Cambridge Trust // Citi // Capital One //

Farmers Insurance // Franklin Templeton Investments

// FTSE // Goldman Sachs // Guardian Life Insurance //

Investors Bank // JPMorgan Chase // Lincoln Financial

Group // MasterCard // Morgan Stanley // Pacific Life

// Prudential Financial // Regions Financial Corporation

// Standard Life // State Street Global Advisors //

Transamerica // TD Bank // U.S. Bank // Visa

Register Online at www.financialdigitalmarketingus.com

Partners

Register Today by Calling 1 866 298 9343 x 200

7:30 AM

rEgisTraTiOn and cOnTinEnTal brEakfasT

Breakfast Sponsor:

8:15 AM

OPEning cOMMEnTs frOM THE cHair

Andrew Artemenko, Senior Director, Financial Services Category Lead, neustar

8:30 AM

OPEning addrEss

The next digital frontier – improve Profitability & stay relevant in the digital EraIn less than a decade, nearly 2 billion people are interacting on social networks – connecting, engaging and building relationships. Join a thought-provoking analysis on how financial services can engage with consumers and enhance profits in the burgeoning digital economy. Get an insider’s perspective on:

• Makingthecaseforchangewithinyourorganization• Theopportunitycostofnotbeingwhereyourcustomersare• WhyFIsandadvisorsmustembracedigitaltechnology

Challenge conventional marketing approaches and position your business for digital success.

Clara Shih, CEO & Founder, Hearsay social; Author of The Facebook Era

9:15 AM

kEynOTE addrEss

beneath the iceberg – building data to create a Powerful brand Behindboldcreatives,analyticspermeateeveryaspectofFarmersInsurance’sbrandstrategy.Transformhowyourcompanythinksaboutcustomers.Surfaceandoperationalizedatatoproduceresults today while protecting tomorrow. Decipher strategies to:

• Developananalyticsteamwithoutcrushingcreatives• Designthemasterdatamartandmarketingdashboards• Driveperformanceandprojectrevenue• Deploydatatotestandlearnfaster

Deliver significant business results through a robust analytics strategy.

Mike Linton, Chief Marketing Officer, farmers insurance group

10:00 AM

Mid-MOrning nETwOrking brEak

Interact with conference speakers and fellow attendees

day 1: TUEsday, nOvEMbEr 3rd, 2015reinvent Your brAnd to thrive in the digitAl Age

The Financial Brand | Marketingland | Cisco VNI | Forrester | Accenture | *DMFS Toronto 2015

58% of consumers have tried a new brand in the last three months that they didn’t even know about one year ago

Global Users 24%Young Professionals 35%

Millennials 23%Mobile Mothers 21%

have purchased financial products/services via mobile

By 2016, the sum of all video forms will be approximately 86% of worldwide consumer traffic.

Conversion rates on many banks’ website remain low — in some areas, well below 10%

Millennials switch banks twice as often as other consumer groups.x2

2015 - 2016 priorities*



cHOOsE yOUr Track

weaponizing content – How to build an Effective digital-first first content strategyBNY Mellon is reinventing its 231 year-old brand through a coordinated global content strategy in web, social media, mobile, and corporate communications. Build the foundation for technology, content creation and editorial processes to improve your ROI. See how a hybrid digital-content model is transforming BNY Mellon’s business lines along with marketing, sales and HR.

• Evangelizeinnovationintothemindsetofcontentowners• Optimizepersonalizationanddistribution• Usecontentmappingtoaligncampaignswithsales• Extendthelifespanofassetswhilereducingcosts

Channel content to improve your business performance in the digital world.

Laura Barger, Managing Director, Head of Corporate Content Marketing, bny Mellon

10:30 AM

casE sTUdy: bny MEllOn

cOnTEnT MarkETing

10:30 AM

POwEr PanEl: MObilE MarkETing

On demand – Enhance Penetration and Market share with Mobile integrationMobile has continually transformed how consumers interact and transact. Go beyond mobile banking to increase awareness, engagement, and acquisition for your brand. Access consumers and improve revenue with advice from thought leaders to:

• Generatevaluefrommobileinteractionsandadvertising• Delivermobile-weboptimizationandnativeapps• Couplemobilewalletandloyaltyoffers• Explorewearablesandaugmentedreality

Protect market share and expand mobile footprint cost-efficiently.

Dan Marks, Chief Marketing Officer, Hancock & whitney banks

Mike Linton, Chief Marketing Officer, farmers insurance group

Brian Frederick, VP, Digital Marketing, M&T bank

11:15 AM

indUsTry EXPErT

follow the Millennial Trail – Engage Millennials in financial conversations and grow your businessNoonewillarguethatmillennialsaremoredifficulttotarget.Thisgeneration doesn’t engage with financial institutions or brands their parentsmaycovet.Understandhowfinancialorganizationscan:• Nurturemillennialstowardsyourofferings• Employdigitaltacticsthissegmentiscomfortablewith• Convertconversationsintorevenueandbusinessgrowth

Attract a new generation of customers to sustain your pipeline.

Larry Lubin, President, blUErUsH

10:30 AM

casE sTUdy: bny MEllOn

weaponizing content – How to create an Effective digital-first content strategyBNY Mellon is reinventing its 231 year-old brand through a coordinated global content strategy in web, social media, mobile, and corporate communications. Build the foundation for technology, content creation and editorial processes to improve your ROI. See how a hybrid digital-content model is transforming BNY Mellon’s business lines along with marketing, sales and HR.

• Evangelizeinnovationintothemindsetofcontentowners• Optimizepersonalizationanddistribution• Usecontentmappingtoaligncampaignswithsales• Extendthelifespanofassetswhilereducingcosts

Channel content to improve your business performance in the digital world.

Laura Barger, Managing Director, Head of Corporate Content Marketing, bny Mellon

11:15 AM

sEarcH 3.0

People-based Marketing is coming. are you ready?On September 28, Google announced the launch of a Customer Match program, enabling addressability at the individual level acrossYouTube,Gmail,andsearch.GooglejoinsFacebook,Criteo,Oracle,andAOL/Verizon–allcompetingtocreateapeople-basedmarketingplatform.Enhanceyoursearchapproachwithinitialinsights from Google’s Customer Match program. Learn how to:

• Incorporatefirst-partydataintosearchandmarketingprograms• Improveaudienceanddemographictargeting• Turnhighvaluecustomersintobrandambassadors

Realizehowfinancialbrandscantakeadvantageofpeople-basedmarketing.

Robert Baer, Senior Director, Strategy & Analytics, Merkle, rkg

11:45 AM

sPOTligHT: cOnTEnT sTraTEgy

The new customer Journey – why content defines How consumers Meet, Engage and return to your brand Today’sconsumerjourneyisconstantlyevolving;marketersneedto understand how to reach their intended audience with impact. Connect with consumers at a deeper level by sharing content that mattersmosttothem.RecognizewhereandwhentoengagecustomersalongyourbrandjourneyandproveROI.

Shafqat Islam, Co-Founder and Chief Executive Officer, newscred

MObilE & sEarcH

Join speakers and your peers for a relaxing luncheon.12:00 PM nETwOrking lUncHEOn

encourAging to see innovAtive And creAtive WAYs to solve the issues, constrAints And chAllenges in A highlY

regulAted industrY. it’s nice to get out of Your comfortAble home environment to meet peers fAce to fAce, Who hAve neW And inspiring ideAs AndreW Artemenko, svp, digitAl mArketing & content strAtegY, bAnk of AmericA

Join the LinkedIn community Digital Marketing Forum for Financial Services

1:15 PM

casE sTUdy: ciTi

1:15 PM

aUTOMaTiOn PanEl

2:00 PM

bEsT PracTicEs

cHOOsE yOUr Track

OnlinE acqUisiTiOn

drive client acquisition and retention through first class UX and wearables ExploreCiti’sinnovationtolaunchnewdigitalexperiences,includingitsAppleWatchapp.Designoptimalexperiencesonweb,mobile,andwearables.Takeawaykeyprinciplesandguideposts to:

• Combinespeedtopurpose(conversion)withcohesivebranding

• Followthetencommandmentsonwearabledesign• Deliveraunifiedexperiencefordifferenttargetaudiences

Complement your marketing efforts with UX design to better results.

Scott Schilagi, SVP, Digital Client Engagement, North America, citigroup

1:15 PM

aUTOMaTiOn PanEl

Enhance sales by integrating crM with Marketing data Organizationsmustqualifyleadsandrespondtocustomerneedsin order to drive prospects into business deals. Harness your CRM system and automation to create synergies within sales and marketing. Get practical tips to:

• Enhancesalesalignmentandintegration• Analyzeintenttoautomateappropriateactions• Generate,score,andnurtureleads• Improvecampaignsandoverallsales

Use automation to focus your marketing and increase revenue.

Amit Pandya, Marketing Automation Lead, New York Life, new york life

Daniel Allocca, Vice President, Strategic Initiatives, Marketing, PiMcO

Gerry Gibney, Senior Strategist, Financial Services, OpenText

James Roy, VP, Digital Marketing, PiMcO

2:00 PM

bEsT PracTicEs

you ‘almost’ Had Me at Hello! How to avoid failing Online as financial firms

With4.6billionpiecesofcontentproduceddaily,today’sbuyersare more distracted and overwhelmed than ever. Brands struggle to distinguish themselves and implement profitable marketing strategies for the inundated buyer. Discover how you can meaningfully engage consumers to convert them successfully. Gain insights into:

• WhymanyFSfirmsfailtomeetclientexpectations• Toolsandsystemstoevaluateperformance• Empoweringsalesandclientacquisition• Mostimportanttrendstoenableyourorganization

Increase your online acquisition to succeed today and in the future.

Jason Lindstrom, Managing Partner, advisorwebsites.com

Katrina Kordowski, Director, Marketing & Business Development, advisorstream

1:15 PM

casE sTUdy: ciTi

Point of Possibility – drive Unparalleled growth by combining UX, sEO, and Mobile-first Thinking Peer into Citi’s innovation to build a surround-sound customer ecosystem. Become more efficient at converting prospects and achievesubstantialgrowthforyourbusiness.SeehowSEO,userexperience,andmobile-firstdesigncanworktogethertomaximizeresults.Explore3pillarsofsuccessto:

• Reimaginewebsiteswithtouchfirstdesign(mobile)• Adoptaholisticapproachtosearch• Developanagiletestingstrategy

Devise innovative client acquisition strategies for your online channels.

David Landau, SVP, Head of Onsite and Email Acquisitions, citi

2:30 PM

sPEEd PEEr TO PEEr

roundtable discussion: digital acquisitionEngageyourpeersandfinancialmarketinginnovatorsthroughquickround-table discussions. Brainstorm on top challenges and tactical solutions in client acquisition. Share your learning!

2:00 PM

casE sTUdy: dEUTscHE bank

incorporate Marketing automation to improve client Experience and revenue generation Todeliveracohesiveclientexperience,DeustcheBankhasconsolidated different tools into a single communication platform. Generate revenue by integrating content, CRM, reporting, and campaignmanagementacrossyourcustomerjourney.Getpractical tips to:

• Buildaholisticviewofcustomersacrossalltouchpoints• Evaluateandselecttherighttechnology• Linkcampaignperformancetosalesandnurtureleads• Movetowardspredictiveintelligenceand1-1marketing

Harness automation to strengthen your client and advisor relationships.

Anthony Vitalone, Head of Digital Marketing and Social Media, deutsche asset & wealth Management

aUTOMaTiOn

Interact with conference speakers and fellow attendees.2:45 PM Mid-afTErnOOn nETwOrking brEak


3:15 PM

sPOTligHT

Making Personalization work for youRelevant content is what consumers want, whether they are looking to buy a new washing machine or research new services. Personalizedcontentisthedreamofmanyorganizations,butoftenanightmaretoimplementandmaintain.Takeawaystepstoavoidmistakestosuccessfulpersonalization.

Robert Mattson, Director, Product Marketing,Telerik

3:30 PM

POwEr PanEl: OMni-cHannEl inTEgraTiOn

Overcome barriers to build a customer centric, High Performance digital EcosystemSee how financial trendsetters enhance customer loyalty and achieve business priorities with digital marketing and communications. Go beyond pockets of innovation to better position your branding and assets across channels. Develop a cohesive platform to:

• Removesilostoachievemorewithless• Blenddataanalyticstointegratedifferentchannels• Identifyemergingengagementandrevenueopportunities• ImprovedigitalattributionandROI

Developaholisticdigitalmarketingplatformandcatalyzegrowth.

Dan Marks, Chief Marketing Officer, Hancock & whitney banks

Moderator: Doug DeSchutter, President, U.S. Regulatory & Digital Communications, broadridge financial

Kevin Li, SVP, Product & Customer Success, idio

Berta Aldrich, Chief Marketing Officer, franklin square capital

4:30 PM

TEcHnOlOgy sPOTligHT

apply 3d facial analysis as a Powerful lead generator and Engagement ToolOur relationship with money is complex, often eliciting intense emotions. Historically, the financial services industry has relied upon clients to communicate goals and concerns either verbally orviawrittensurveys.Thesemethodsprovideverylimitedinsightintotheirclient’struefeelings.Explorehowfacialanalysiscanhelp you generate valuable leads and opportunities by engaging clients openly. Hear about the success at Bank of New Zealand and implementationbyamajorUSfinancialprovider.

Jason Heath, VP, sales, nviso

4:50 PM

cOnfErEncE adJOUrns TO day TwO

5:00 PM

cOckTail rEcEPTiOn

NetworkwithindustryleaderswhileenjoyingsomeofthebestNYChastooffer.Startbyjoiningfellowdelegatesandspeakersforcomplimentaryappetizers.

7:30 AM

rEgisTraTiOn & cOnTinEnTal brEakfasT

Breakfast Sponsor:

8:15 AM

OPEning cOMMEnTs frOM THE cHair

Jared Hendrickson, VP and General Manager - New York, dac group

8:25 AM

OPEning addrEss

crucial dialogues – Empower your brand and Marketing Operation to Maximize business M&TBankislaunchingamulti-faceted,integratedbrandcommunications strategy across channels. Combine social, search, video,display,andcontenttomaximizeyouronlineandofflinefootprint. Push performance by linking top-funnel brand work to mid-bottom funnel activities. Devise the blueprint to:

• Boostacquisitionviaprogramming• Honetargetingwithcustomerdata• Implementresponsivedesign• Growasocialpresenceorganically

Measure,learn,andoptimizeyourmarketingprograms.

Peter J. Eliopoulos, CMO, M&T bank and wilmington Trust; Director, Office of the Customer Advocate

Brian Frederick, VP, Digital Marketing, M&T bank

9:10 AM

kEynOTE addrEss

innovation: no country for Old Men? colliding disruptive digital Marketing and consumer TrendsWhosaysdisruptionistheprivilegedterritoryoftheyoung,brash,and idealistic with little to lose? Hear from the President of the bankingphenomenonMoven.Realizehowmobilepayments,social,and big data are shaping the way people think about money and everydaybanking.Morphyourorganizationtobankon:

• Disruptivethreatsandemergingtrends• Newdistributionmodelsandcrowd-sourcedbusiness• Digitalmarketingthatinspires,engagesandcaptivates

Reinventyourorganizationtokeeppacewiththenextgenerationof customers.

Alex Sion, President & Managing Director, Moven

9:55 AM

sPOTligHT

strengthen relationships and conversion by revisiting your customer Engagement strategyWhetherinretailbanking,insurance,orwealthmanagement,consumersaredeterminingtheirownbuyer’sjourneys.Makeomni-channel marketing a reality and enrich your customer relationships through digital channels. Learn how best-in-class marketers are mastering the art and science of digital marketing.

Shyna Zhang, Director of Product Marketing, Marketo

day 2: wEdnEsday, nOvEMbEr 4TH, 2015


Register Today by Calling 1 866 298 9343 x 200

cHOOsE yOUr Track

10:45 AM

casE sTUdy: J.P. MOrgan assET ManagEMEnT

sOcial & vidEO

why video Matters More than you Think!By 2016, video consumption will exceed 86% of worldwide consumer traffic. Reach your target audience in the most compelling way possible with rich and imaginative video content. Overcome challenges as content becomes increasingly democratized,migratingfromcomputerstotabletsandmobiledevices. Develop expertise to:

• EnhancefindabilitywithvideoSEO• Partnerwithyourlegalteam• Adaptcontentformobileviewing• MeasuresuccessandROI

Leverage video as a growing engagement platform for your brand.

Esmée Einerson, VP, Digital Media & Content Producer, J.P. Morgan asset Management

11:30 AM

sPOTligHT

Turn data into Engagement and action – lessons learned from leading financial institutions A dollar spent on customer retention goes further than a dollar spentoncustomeracquisition.Learnhowyoucanmonetizebigdatatomaximizeengagementacrossmultipletouch-pointsinthecustomerjourney.Engageyourcustomersattherighttimeand with hyper-targeted messages to improve satisfaction and deliver higher customer lifetime value.

Yotam Benami, General Manager, Americas idomoo

11:45 AM

firEsidE cHaT

achieve social Media compliance in a regulated Environment It’s not always smooth sailing to get social buy-in, especially for regulatedmarkets.Recognizehowyoucanbuildadoptionofsocialthrough education. Implement an innovative social strategy while maintaining vigilant risk practices.

• Enablesocialmediathrougheducation• Buildgovernanceintoyourprocesses• Ensurestrategicalignment

Strengthen your compliance with first-hand advice from an industry veteran.

Jonathan Reedy, Senior Manager, Enterprise Business Development, Hootsuite

Jonathan Narveson, Senior Manager, Finance & Risk Services Practice, accenture

10:45 AM

casE sTUdy: J.P. MOrgan assET ManagEMEnT

why video Matters More than you Think!By 2016, video consumption will exceed 86% of worldwide consumer traffic. Reach your target audience in the most compelling way possible with rich and imaginative video content. Overcome challenges as content becomes increasingly democratized,migratingfromcomputerstotabletsandmobiledevices. Develop expertise to:

• EnhancefindabilitywithvideoSEO• Partnerwithyourlegalteam• Adaptcontentformobileviewing• MeasuresuccessandROI

Leverage video as a growing engagement platform for your brand.

Esmée Einerson, VP, Digital Media & Content Producer, J.P. Morgan asset Management

11:30 AM

bEsT PracTicEs

leverage data to drive customer-centricityIn finance, customer loyalty is becoming a thing of the past. An Accenture study of 4,000+ retail-banking consumers found that Millennials switch banks twice as often as other consumers do. Marketers must use data to build contextual, real-time experiences in order to drive both brand loyalty and revenue. Understand:

• Theroleofpersonal,qualitative,quantitative,anddescriptivedata in cross-channel contextual marketing

• Howtosolvetopchallengesinbecomingcustomer-centric• Howpredictiveanalyticscanbethekeytocustomer

acquisition and retention

Maintain customer-centricity at every touch point in your customer’s lifecycle using data.

Brian Hovis, SVP, Head of Digital Marketing for North America Bank and Mortgage, citi

Michael McIntyre Vertical Markets Director, Financial Services Experian Marketing services

big daTa

10:45 PM

OPTiMizaTiOn PanEl

Measurement & attribution – Testing approaches to strengthen your rOi decisionsTestingcangeneratetremendousinsightsintocustomerwants,needs and behaviors. Understand contributions from different touchpointsandoptimizeresultsthroughoutyourcustomer’sjourney.Sourcetechniquesto:

• Refinecontentandadvertising• ImplementA/Bandcomplexmulti-varianttesting• Improveattributionmodelstobetterallocatemarketingspend• Assesshowonlineandofflineeffortscorrespondtosales

Apply testing to improve your campaigns and overall marketing efficacy.

Eric Walker, Senior Manager, Customer Acquisition Marketing, capital One

Lucy Zachman, Managing Director - Digital Marketing, synchrony financial

Jaime Punishill, VP, Digital Marketing & Channel Management, Tiaa-crEf

10:15 AM Mid-MOrning nETwOrking brEak Interact with conference speakers and fellow attendees.

12:15 AM

sPEEd PEEr TO PEEr

roundtable discussion: data analyticsEngageyourpeersandfinancialmarketinginnovatorsthroughquick round-table discussion. Brainstorm on top challenges and tactical solutions in big data. Share your learning!

Follow us on Twitter @DMFinancialTO #DMFSNYC

2:15 PM

bEsT PracTicEs

The future of customer acquisition – improve Profitability with People-based MarketingCustomer acquisition has long been a top priority for marketers, but it is also fraught with cost, complexity, and numerous other challenges. Leverage people-based marketing strategies to acquire your best customers with precision, at a massive scale. Benefit from:

• Coreprinciplesofpeople-basedmarketing• Tacticsforprofilingandtargetingthemostvaluablecustomers• AWesternUnioncasestudy:Howtoacquirecustomersprofitably

Steer growth by targeting the right consumers across all channels and devices.

Jordan Cohen, Chief Marketing Officer, fluent

Michael Reese, U.S Prepaid & CRM Marketing Manager, western Union

2:45 AMMid-afTErnOOn nETwOrking brEak

Interact with conference speakers and fellow attendees.

1:30 PM

sOcial MEdia PanEl

balancing act – How to Maximize social channels and Meet complianceMost financial marketers struggle with using social media effectively under regulatory constraints. Build trust, cultivate affinity and satisfy compliance. Differentiate your brand with innovations in content production,governance,anddistribution.Utilizesocialchannelsto:

• Createanauthenticbrandandfosterloyalty• Developcommunicationpoliciesforstaffandadvisors• Establishtherightbalancebetweenengagementandsales• MeetnewFFIECguidelines

Optimizeyoursocialmediawithintheregulatoryframework.

Melissa Musgrove, VP, Head of Social Media, regions financial

Keith Gormley, Director, Social Media, Prudential financial

Christine Pierpoint, SVP, Financial Services Marketing, iMrE

12:30 PM nETwOrking lUncHEOn Join speakers and your peers for a relaxing luncheon.

extremelY relevAnt And provided A good level of detAil thAt Will AlloW us to tAke bAck leArning to our business

kevin miller, business mAnAger, cApitAl one

thought provoking. greAt WeAlth of exAmples And stAtistics AnitA sAAr, president And ceo, estoniAn credit union

3:15 PM

casE sTUdy: bEcU

More than Just Money – How Underdogs can win in financial servicesFounded80yearsago,BECUisAmerica’sfourthlargestcreditunion with over $11 billion in assets. Hear about the long-standing campaignthathelpedgrowBECUto850,000+members.Forgepersonal relationships and stand up to your competition with significantly larger budgets and retail footprints. Appeal to consumers by:

• Debunkingcommonmisconceptions• Tappingintosharedvaluesandlocalroots• Fosteringpositivewordofmouth• Makingthebankingexperienceeasier

Grow your business by turning the credit union model into a benefit.

Stephen Black, VP, Marketing, bEcU / boeing Employees credit Union

Alan Brown, Co-Founder and CEO, dna

4:00 PM

OPEn fOrUM

conference Tangibles – summary recommendations and the road ahead Stay for the opportunity to pose burning questions to your peers. As a collective think-tank, the audience will debate ideas, hot issues, and solutions from the past two days. Create a concrete list ofrecommendationsforyourorganization.Planaheadforyour2016 roadmap!

4:30 PM cOnfErEncE adJOUrns

the content pAnel WAs verY insightful... xAn mcgivneY, Avp, digitAl mArketing content

mAnAger, voYA investments

ConferenceRoom

23

4

5

6

78

9

10

11

12

1

FOOD & BEVERAGE

ExhibitorRoom

THOUGHT LEADERSHIPOPPORTUNITY

SOLD

SOLD

SOLD

SOLD

SOLD

NETWORKING & DIALOGUE

SOLD

SOLD

SOLD

SOLD

SOLD

Register Today at www.financialdigitalmarketingus.com

rAise Your profile At north AmericA’s lArgest finAnciAl digitAl mArketing forumParticipate in the prestigious gathering of over 250 top marketing professionals in financial services across North America. Showcase your solutions to an executive audience from banking, insurance, credit card, and wealth management.

WHY EXHIBIT?• Promote your brand and generate leads by connecting face-to-face

• Build valuable relationships to become a provider of choice

• Demonstrate thought leadership and grow your sales*Limited exhibit space and sponsorship packages are available.

By harmoniously fusing a history replete with vignettes that include dignitaries, such as Nikola Tesla, John F. Kennedy, and Muhammad Ali with a multitude of upmarket amenities, this hotel offers newly redesigned guest rooms and a covetable location in the very heart and soul of midtown Manhattan.

the neW Yorker A WYndhAm hotel emerges As neW York citY’s neWest re-imAgined historic hotel

3 Networking: Onsite social activities for conference attendees and speakers.

3 Accommodation: Redesigned guest rooms feature a soothing color palate, ergonomic workstation and a stunning Art Deco-style bathroom with sleek fixtures and rainforest showerhead.

3 Upscale Services and Amenities: Enjoy the wealth of hotel services and amenities including a 24hr Fitness center and on-site dining at Tick Tock Diner or Cooper’s Tavern.

3 Location: Steps away from the Empire State Building, Times Square, the Chrysler Building, and many more.

3 Convenience: Save travel time and money.

benefits to stAYing At the hotel include… Book your accommodation by Monday, October 12th, 2015, for our exclusive conference rate of $269/night by mentioning “DMFS Summit by Strategy Institute.”

To make your reservation, please contact:

The New Yorker A Wyndham Hotel481 8th AvenueNew York NY10001 US

Direct: 1-212-971-0101Reservations: 1-800-764-4680

With A legAcY As enduring And bountiful As the big Apple itself,

ConferenceRoom

23

4

5

6

78

9

10

11

12

1

FOOD & BEVERAGE

ExhibitorRoom

THOUGHT LEADERSHIPOPPORTUNITY

SOLD

SOLD

SOLD

SOLD

SOLD

NETWORKING & DIALOGUE

SOLD

SOLD

SOLD

SOLD

SOLD


connect With World leAding digitAl mArketing solution providers. find AnsWers to Your biggest chAllenges

Title Breakdown

40% CMO, VP/Director/Manager of Digital Marketing

25% Director/Manager of Strategy/Online/ Internet/ Social Marketing

20% Sales, Business Development, Marketing

10% Industry Stakeholders

5% Consultants

Audience Breakdown

33% Investment / Wealth Management

27% Banks, Insurance, Credit Unions & Credit Cards

14% Marketing Agencies

24% Technology Vendors

don’t miss this opportunitY to be At the center of Action! to leArn more, contAct dArren hAughiAn At 1-866 298-9343 x 276 or emAil [email protected].

Who Will You meet?


ATTENTION MAILROOM: If undeliverable to addressee, please forward to: CMO and SVP/VP/Director of Marketing, Digital, Interactive, Brand & Communications

November3rd&4th,2015•TheNewYorkerAWyndhamHotel

yOUr

#1 EvEnT

On fin

ancia

l

dig

iTal M

arkETin

g

See inside

Registration fee: Theregistrationfeeincludesluncheon,receptions,refreshments,networking breaks, continental breakfast, and original course materials. Payment is required in advance and can be made by company check, VISA, MasterCard, or AmericanExpress.PleasemakechequespayabletotheStrategyInstituteInc.andwrite the registrant’s name on the face of the cheque.

Early Bird special: ExpiresonAugust28th&September25th,2015.Cannotbeusedwith group discount.

Group Discount: AGroupDiscountisofferedforthisconference(notincombinationwithanyotheroffer).TobeeligiblefortheGroupDiscount,delegatesMUSTregisteratthesametime.Thetotaldiscountperdelegate(includingapplicablegroupdiscounts,etc.)MUSTnotexceed25%oftheregularconferencecost.

Cancellations: Cancellations must be received in writing by October 20th, 2015. Cancellations received by this date will be eligible for a prompt refund less a $495.00 administration fee. If you register for the program and do not attend, you are liable for the full registration fee unless you cancel according to the terms stated above. If you are unable to attend, delegate substitution is permitted up to, and including, the day of the conference.

Admission Policy: Strategy Institute reserves the right to restrict entry to the conference to any individual. Any such person requested to leave the conference site shall do so immediately upon request, whether previously issued a badge permittingentry.Thereisnorefundpayablewithrespecttoanyonerefusedentry.Anyinformationobtainedattheconference cannot be relied upon for any particular set of circumstances, cannot be taken as professional advice or opinion. Attendees must consult with the appropriate professional before acting in response to information obtained at the conference.

Evening Social Activities: Please drink responsibly. Strategy Institute shall not be liable for any consequential damagesand/orpersonalinjuriescausedbyexcessiveorirresponsiblealcoholconsumption.

4 eAsY WAYs to register

Tel: 1-866-298-9343 ext. 200

Email: [email protected]

Web: www.financialdigitalmarketingus.com

Address: Strategy Institute, 230 Park Avenue, 10th Floor New York City, NY 10169

Conference only $1,895 - SAVE $300 $1,995 - SAVE $200

Register by Aug 28th 2015

Register by Sept 25th 2015

Regular

$2,195

exclusive insights from:

GROuP BOOkINGS: RECEIVE 25% DISCOUNT. REGISTER FOUR DELEGATES AND EACH PERSON WILL RECEIVE A 25% DISCOUNT

conference code: 115033

24 interActive sessions

15 exclusive cAse studies

40+ elite speAkers

5 poWer pAnels

Documents

Adopt Game-changing Strategies to Increase Your … 3–4 2015 // The New Yorker A Wyndham Hotel Adopt Game-changing Strategies to Increase Your Omni ... Enhance sales by integrating