Name: 8th Annual Digital Marketing for Financial Services West Summit
Start: 26/04/2023 11:30 AM +00:00
End: 27/04/2023 09:30 PM +00:00

AIQ brings order to CX chaos. Our Customer Experience Hub empowers everyone to be a CX champion by giving business teams the freedom to explore and action on customer data while helping technical teams regain control of where data lives and how it&rsquo;s used. Enterprise brands such as Autodesk, M&amp;T Bank, The New York Times, Neiman Marcus, Hertz and many more use our CX Hub to drive growth through extraordinary customer experiences.

Action IQ

EXL is a leading data analytics and digital operations and solutions company that partners with clients to improve business outcomes and unlock growth. By bringing together deep domain expertise with robust data, powerful analytics, cloud, artificial intelligence and machine learning, we create agile, scalable solutions and execute complex operations for the world&rsquo;s leading corporations in industries including financial services, healthcare, and insurance, among others.
&nbsp;We offer an end-to-end suite of customer relationship management solutions, including direct-to-consumer (DTC) and business-to-business (B2B) marketing agency services to support customer acquisition. Our data-led marketing solutions include vertical marketing strategy, marketing analytics, creative services, and campaign planning and execution to help clients drive growth.

EXL Marketing Solutions

The Digital Onboarding adoption platform helps banks and CUs turn account openers into fully engaged and profitable relationships. With personalized messages, microsites, and self-service enrollment widgets, the platform helps people and businesses:
<ul>
<li>Enroll in direct deposits in seconds</li>
<li>Update their default payment methods at multiple merchants at once</li>
<li>Accept pre-approved product offers with a simple eSignature</li>
<li>Enroll in eStatements &amp; Courtesy Pay without logging in</li>
<li>Retrieve their account &amp; member numbers to enroll in services</li>
<li>Opt in to receiving email &amp; text messages</li>
<li>And more!</li>
</ul>

Digital Onboarding

iQuanti, Inc. was founded to deliver on the promise of high-performance digital marketing​. We differentiate ourselves through cutting-edge analytics, a robust proprietary toolset, and a strong record of delivering results to several Fortune 500 clients including American Express, Citi Bank, Discover, Avis, Allstate, and Wyndham.&nbsp;
We were ranked on the Inc.500 list of fastest-growing companies in the US seven times.&nbsp;
We have 600+ employees across our offices in New York, London, Toronto, Mexico City, and Bangalore.&nbsp;
Our digital marketing programs include Strategic Consulting, Demand Generation, Experience Optimization, and Data Science &amp; Analytics services.&nbsp;

iQuanti Pvt.Ltd

A national award-winning marketing agency, MHP/Team SI has pioneered performance marketing for banks with measurable ROI. Dedicated to data-driven strategy, the agency has proven growth for loans, deposits, credit cards, and more.

MHP/Team SI

We help clients on their journey to customer centricity by focusing on Innovation and Experience and bringing together research and consulting expertise in customer insights, user and customer experience, innovation and design, and advanced analytics.
For over 30 years this unique, collaborative approach has driven business results by applying strategic insights to clients&rsquo; strategy, product development, go-to-market and customer relationship decisions.
We are 30 professionals working globally from offices in Canada and the U.S. Unlike large global research firms and single-specialty boutique firms, we maintain senior leadership engagement on projects from start to finish and offer a single point of contact. Partnering closely with our colleagues and clients, we&rsquo;re smarter together.&nbsp;

Phase 5

Seismic is the global leader in enablement, helping organizations engage customers, enable teams, and ignite revenue growth. The Seismic Enablement Cloud&trade; is the most powerful, unified enablement platform that equips customer-facing teams with the right skills, content, tools, and insights to grow and win. From the world&rsquo;s largest enterprises to startups and small businesses, more than 2,000 organizations around the globe trust Seismic for their enablement needs. Seismic is headquartered in San Diego with offices across North America, Europe, and Australia.

Seismic

Sitecore is a global leader of end-to-end digital experience software. Unifying data, content, commerce, and experiences, our SaaS-enabled, composable platform empowers brands to deliver unforgettable interactions across every touchpoint. Our solution provides the cutting-edge tools brands need to build stronger connections with customers, while creating content efficiencies to stand out as transformation and innovation leaders. Experience more at sitecore.com&nbsp;

Sitecore

Verndale is a digital experience agency, purpose-built to help marketing and technology leaders unlock value in the customer journey. From our offices in Boston, Los Angeles, Minneapolis, and Quito we design and build web, mobile, and commerce solutions that bring companies and their customers closer together. Verndale develops digital ecosystems with Sitecore, Optimizely, Salesforce, and other leading platforms, enabling companies to drive better outcomes through the optimization of the customer experience. Verndale is a Sitecore Platinum Partner, an Optimizely Premier Platinum Partner, and was Optimizely&rsquo;s Partner of the Year in 2021. Clients include Acadian, Southeast Toyota Finance, Grant Thornton, Johnson Financial Group, Suncoast Credit Union, and other leading financial institutions.&nbsp;

Verndale

Instapage empowers businesses to grow their digital marketing efforts through an intuitive and powerful landing page platform. Businesses partner with us to build a digital presence reflective of their trailblazing ideas. Through easy-to-use technology and reliable support, we make it simple to build, test, and optimize compelling landing page experiences.

Instapage

Sprinklr is the leading enterprise company for all customer-facing functions. With advanced AI, Sprinklr's unified customer experience management (Unified-CXM) platform helps companies deliver human experiences to every customer, every time, across any modern channel. Headquartered in New York City with employees around the world, Sprinklr works with more than 1,000 of the world&rsquo;s most valuable enterprises &mdash; global brands like Microsoft, P&amp;G, Samsung and more than 50% of the Fortune 100.

Sprinklr

Marq is the brand-enablement platform that allows anyone to create, customize, and easily deliver branded marketing materials to their customers.
Marq helps financial institutions provide custom quotes and rates through creative automation, streamline compliance with lockable brand templates, and enable anyone from loan officers to business administrators, to build brand-approved content easily.

Marq

Pantheon is a SaaS platform for websites that deliver extraordinary performance. Harnessing the power of WebOps, we empower teams to develop, test, and release website changes faster and more reliably. With tools to automate, collaborate cross-functionally, and optimize your sites, Pantheon revolutionizes the way digital teams work. We put you in control with speed, agility, and the confidence that comes from having unlimited scalability and uptime, enterprise security, world-class support, and the fastest performance in the industry. Pantheon gives you the ability to focus on what matters most &ndash; delivering truly amazing digital experiences that create value for your organization.

Pantheon

Legal review of marketing assets is often a lengthy, repetitive and manual process, with inconsistent feedback. Delays in approval can impact launch of revenue driving marketing activity, creating a fraught relationship between legal and marketing.
Red Marker offers marketing compliance software using custom trained, proprietary AI and automation to remove the manual work behind legal reviews of marketing, identifying legal and brand risk in documents and on websites, and providing suggested changes to remove risks.
Automation increases speed and accuracy in identifying risks, whilst decreasing human error and inconsistency, reducing liability, and ultimately enabling assets to reach market without delay from marketing or legal.

Red Marker AI

SitePlug drives incremental sales from high intent users by leveraging the power of search and content. The key performance products - Site Discover, Site Direct, and Site Suggest help brands enable a frictionless path to purchase and conversions.&nbsp;
<ul>
<li>Site Discover connects brands with buyers across content, coupons, deals, price comparisons, reviews and email client placements.</li>
<li>Site Direct redirects the user to the brand&rsquo;s website in case of domain typos.</li>
<li>Site Suggest suggests the relevant brand to high-intent users via search. &nbsp;</li>
</ul>
SitePlug is trusted by leading brands, has partnerships with 10,000+ unique publishers, and has integrations with the largest affiliate platforms. Today, brands drive over a billion dollars in incremental revenue leveraging SitePlug&rsquo;s proprietary technology to achieve higher ROI.

SitePlug

8:00 AM REGISTRATION &amp; NETWORKING BREAKFAST
<ul>
<li>Start your day off right and connect with digital marketing leaders from across the financial services sector &nbsp;</li>
<li>Get to know your industry peers and colleagues over a delicious breakfast &nbsp;</li>
<li>Source practical tips, discuss best practices and prepare for the day ahead&nbsp;</li>
</ul>
&nbsp;
8:55 AM OPENING COMMENTS FROM YOUR HOST
Jessica Eting, Co-Founder, COO, Flourish
&nbsp;
9:00 AM KEYNOTE PRESENTATION: THE 5 PILLARS OF DIGITAL TRANSFORMATION&nbsp;
Laura Merling, Chief Transformation and Operations Officer, Arvest Bank&nbsp;
&nbsp;
9:30 AM CMO POWER PANEL DISCUSSION: NEXT LEVEL ENGAGEMENT: CUSTOMER CONVERSATIONS &nbsp;
TAKING SEAMLESS PERSONALIZED DIGITAL MARKETING TO THE NEXT LEVEL OF COMPLEXITY &amp; ROI&nbsp;
Moderator: Jackie Buonassisi, Vice President, Omnichannel Group, US Bank&nbsp;
Linda Goldstein, Chief Marketing Officer, CSAA Insurance Group, a AAA Insurer&nbsp;
Erin Pryor,&nbsp;Executive Vice President, Chief Marketing Officer &amp; Client Experience, First Horizon Bank&nbsp;
&nbsp;
10:00 AM INDUSTRY EXPERT: DIGITAL TRANSFORMATION: ILLUMINATING YOUR BRAND'S COMPETITIVE EDGE&nbsp;
ALIGNING YOUR DIGITAL JOURNEY TO MATCH AN EXISTING REPUTATION AND COMPETITIVE EDGE&nbsp;
Stacey Summers, Director of External Communications, Acadian Asset Management
&nbsp;
10:30 AM INDUSTRY EXPERT: &nbsp;USING DIGITAL GUIDES TO BUILD REAL RELATIONSHIPS
HOW TO STOP ACQUIRING UNPROFITABLE ACCOUNTHOLDERS
Ted Brown, CEO and Cofounder, Digital Onboarding&nbsp;
&nbsp;
11:00AM EXHIBITOR LOUNGE: VISIT BOOTHS &amp; SOURCE EXPERTISE &nbsp;&nbsp;
<ul>
<li>Explore the latest digital marketing and strategies with our financial service industry leading sponsors</li>
<li>Share your challenges with the biggest innovators in the business&nbsp;</li>
<li>Schedule one-to-one private meetings for personalized advice&nbsp;</li>
</ul>
&nbsp;
11:30 AM PRESENTATION: MILLENNIALS - NEXT-GENERATION BEHAVIORS AND PREFERENCES&nbsp;
HOW TO CHALLENGE YOUR UNDERSTANDING AND DIGITAL MARKETING PRACTICES TO WIN HEARTS AND MINDS OF GEN Z IN FINANCIAL SERVICES&nbsp;
Liz Song, Global Category Development Officer, Financial Services &amp; Insurance, Spotify&nbsp;
&nbsp;
12:00 PM PANEL DISCUSSION: SOCIAL MEDIA PLANNING&nbsp;
FINDING THE BEST COMBINATION OF TOOLS AND BUSINESS PRACTICES TO MAKE IT HAPPEN FOR YOU&nbsp;
Moderator: Jon Skelly, Vice President of Marketing, ME/CU Credit Union&nbsp;
Liz McIntyre, Director of Social Media and PR, Renasant Bank&nbsp;
Jeff Fenigstein,&nbsp;Vice President Marketing, Woodruff Sawyer&nbsp;
Courtney Oldendorf,&nbsp;Social Media and Employee Event Director, ORNL Federal Credit Union
&nbsp;
12:30 PM INFLUENCERS CASE STUDY: &lsquo;SAY IT SOUTHERN&rsquo; INSPIRATION&nbsp;
ENGAGING WITH THE ROOTS OF YOUR BANKING COMMUNITY &ndash; ENGAGING SOCIAL MEDIA AND INFLUENCERS&nbsp;
Liz McIntyre, Director of Social Media and PR, Renasant Bank&nbsp;
&nbsp;
1:00 PM NETWORKING LUNCH: DELVE INTO INDUSTRY CONVERSATIONS 
<ul>
<li>Meet interesting speakers and pick their brains on the latest financial services industry issues &nbsp;</li>
<li>Expand your network and make connections that last beyond the conference&nbsp;</li>
<li>Enjoy great food and service while engaging with your digital marketing colleagues&nbsp;</li>
</ul>
&nbsp;
2:00 PM ROUNDTABLES: SHARE &amp; DISCOVER THOUGHT-PROVOKING IDEAS&nbsp;
These informal peer-to-peer discussions are the perfect opportunity for you to gain further practical insights, brainstorm and discuss some of the most pressing issues affecting your role. &nbsp;Discussions will run concurrently for 45 minutes following the discussion each table will find their top 3 practical take aways to share.&nbsp;
&nbsp;
2:45 PM EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS &amp; CONSULT INDUSTRY EXPERTS
<ul>
<li>Enjoy exclusive sponsor demos and experience the next level of digital marketing innovation firsthand&nbsp;</li>
<li>Meet one on one with leading solution providers to discuss organizational hurdles &nbsp;</li>
<li>Brainstorm solutions and gain new perspectives and ideas &nbsp; &nbsp;</li>
</ul>
&nbsp;
3:00 PM INDUSTRY EXPERT: DOING MORE WITH LESS .. AND DOING IT BETTER!
UNLOCK THE POTENTIAL OF DATA-DRIVEN STRATEGIES FOR GROWTH OPPORTUNITIES
Whitney Burgess,&nbsp;Vice President, Strategy, MHP/Team SI&nbsp;
Tim Whitley,&nbsp;CEO &amp; CIO, MHP/Team SI&nbsp;
&nbsp;
3:30 PM SILICON VALLEY KEYNOTE: &nbsp;OPENING UP A BRIGHT NEW FUTURE IN FINANCE &nbsp;
STAND-OUT PRODUCT INNOVATION, SHARPER DIGITAL MARKETING &amp; ICONIC WEST COAST BASED BRANDS&nbsp;
Arnaud Auger, Vice President, Deputy Head of Innovation, Lab BNP Paribas
&nbsp;
4:00 PM CLOSING COMMENTS FROM YOUR HOST
&nbsp;
4:10 PM CONFERENCE ADJOURNS

Liz McIntyre

Jeff Fenigstein

Arnaud Auger

Erin Pryor

Liz Song

Linda Goldstein

Courtney Oldendorf

Stacey Summers

Nik Scott

Jon Skelly

Tim Whitley

Whitney Burgess

Jessica Eting

Laura Kennedy

Laura Merling

Day 2

8:55 AM OPENING COMMENTS FROM YOUR HOST
Jessica Eting, Co-Founder, COO, Flourish

OPENING COMMENTS FROM YOUR HOST

9:00 AM KEYNOTE PRESENTATION: THE 5 PILLARS OF DIGITAL TRANSFORMATION&nbsp;
Laura Merling, Chief Transformation and Operations Officer, Arvest Bank&nbsp;

KEYNOTE PRESENTATION: THE 5 PILLARS OF DIGITAL TRANSFORMATION

9:30 AM CMO POWER PANEL DISCUSSION: NEXT LEVEL ENGAGEMENT: CUSTOMER CONVERSATIONS &nbsp;
TAKING SEAMLESS PERSONALIZED DIGITAL MARKETING TO THE NEXT LEVEL OF COMPLEXITY &amp; ROI&nbsp;
Moderator: Jackie Buonassisi, Vice President, Omnichannel Group, US Bank&nbsp;
Linda Goldstein, Chief Marketing Officer, CSAA Insurance Group, a AAA Insurer&nbsp;
Erin Pryor, Executive Vice President, Chief Marketing Officer &amp; Client Experience, First Horizon Bank&nbsp;

Jackie Buonassisi

 POWER PANEL DISCUSSION: NEXT LEVEL ENGAGEMENT: CUSTOMER CONVERSATIONS 

10:00 AM INDUSTRY EXPERT: DIGITAL TRANSFORMATION: ILLUMINATING YOUR BRAND'S COMPETITIVE EDGE&nbsp;
ALIGNING YOUR DIGITAL JOURNEY TO MATCH AN EXISTING REPUTATION AND COMPETITIVE EDGE&nbsp;
Stacey Summers, Director of External Communications, Acadian Asset Management

INDUSTRY EXPERT: DIGITAL TRANSFORMATION: ILLUMINATING YOUR BRAND'S COMPETITIVE EDGE

10:30 AM INDUSTRY EXPERT: &nbsp;USING DIGITAL GUIDES TO BUILD REAL RELATIONSHIPS
HOW TO STOP ACQUIRING UNPROFITABLE ACCOUNTHOLDERS
Ted Brown, CEO and Cofounder, Digital Onboarding

Ted Brown

INDUSTRY EXPERT:  USING DIGITAL GUIDES TO BUILD REAL RELATIONSHIPS

11:30 AM PRESENTATION: MILLENNIALS - NEXT-GENERATION BEHAVIORS AND PREFERENCES&nbsp;
HOW TO CHALLENGE YOUR UNDERSTANDING AND DIGITAL MARKETING PRACTICES TO WIN HEARTS AND MINDS OF GEN Z IN FINANCIAL SERVICES&nbsp;
Liz Song, Global Category Development Officer, Financial Services &amp; Insurance, Spotify&nbsp;

PRESENTATION: MILLENNIALS - NEXT-GENERATION BEHAVIORS AND PREFERENCES 

12:00 PM PANEL DISCUSSION: SOCIAL MEDIA PLANNING&nbsp;
FINDING THE BEST COMBINATION OF TOOLS AND BUSINESS PRACTICES TO MAKE IT HAPPEN FOR YOU&nbsp;
Moderator: Jeff Fenigstein, Vice President Marketing, Woodruff Sawyer
Liz McIntyre, Director of Social Media and PR, Renasant Bank &nbsp;
Courtney Oldendorf, Social Media and Employee Event Director, ORNL Federal Credit Union

PANEL DISCUSSION: SOCIAL MEDIA PLANNING 

12:30 PM INFLUENCERS CASE STUDY: &lsquo;SAY IT SOUTHERN&rsquo; INSPIRATION&nbsp;
ENGAGING WITH THE ROOTS OF YOUR BANKING COMMUNITY &ndash; ENGAGING SOCIAL MEDIA AND INFLUENCERS&nbsp;
Liz McIntyre, Director of Social Media and PR, Renasant Bank

INFLUENCERS CASE STUDY:  SAY IT SOUTHERN  INSPIRATION

3:00 PM INDUSTRY EXPERT: DOING MORE WITH LESS .. AND DOING IT BETTER!
UNLOCK THE POTENTIAL OF DATA-DRIVEN STRATEGIES FOR GROWTH OPPORTUNITIES
Whitney Burgess, Vice President, Strategy, MHP/Team SI&nbsp;
Tim Whitley, CEO &amp; CIO, MHP/Team SI&nbsp;

INDUSTRY EXPERT: DOING MORE WITH LESS .. AND DOING IT BETTER!

3:30 PM SILICON VALLEY KEYNOTE: &nbsp;OPENING UP A BRIGHT NEW FUTURE IN FINANCE &nbsp;
STAND-OUT PRODUCT INNOVATION, SHARPER DIGITAL MARKETING &amp; ICONIC WEST COAST BASED BRANDS&nbsp;
Arnaud Auger, Vice President, Deputy Head of Innovation, Lab BNP Paribas

SILICON VALLEY KEYNOTE:  OPENING UP A BRIGHT NEW FUTURE IN FINANCE

4:00 PM CLOSING COMMENTS FROM YOUR HOST
&nbsp;Jessica Eting, Co-Founder, COO, Flourish

Video Archive

Speakers.css-1f6omqm{margin:0;font-size:1.4rem;font-weight:500;line-height:1.5;color:#5d5d5d;font-family:'Poppins',sans-serif;margin-left:0.8rem;}43 Speakers

Jay Wells

Rina Johnson

Nidhi Daga

Stacy Armijo

Erin Pryor

Liz McIntyre

Kerry Ryan

Jon Fee

Liz Song

Walt Carter

Sharanya Ravichandran

Lynn Marie Auzenne

Anita Diaz

Jennifer D'Amico

Jeff Fenigstein

Laura Merling

Jackie Buonassisi

Linda Goldstein

Stacey Summers

Courtney Oldendorf

Jon Skelly

Nik Scott

Arnaud Auger

Maha Madain

Steve Hansen

Wayne Cichanski

Ben Stuart

Tim Whitley

Whitney Burgess

Ted Brown

Jessica Eting

Jonathan Corley

Nafis Hasan

Bryan Kramer

Imran Syed

Heidi Smith

Kate James

Peter Berg

Stephen Goldblatt

Fred Saunders

Kristina Nielsen Tanner

Paul Gaspar