Name: 9th Digital Marketing for Financial Services Summit
Start: 03/11/2022 11:30 AM +00:00
End: 04/11/2022 09:30 PM +00:00

Act-On Software provides solutions that empower marketers to engage targets at every step of the customer lifecycle. Act-On makes customer data actionable so marketers can dream big and build smart, effective marketing programs to grow their businesses and generate higher customer lifetime value &ndash; all with the fastest time-to-value. For more information, visit Act-On Software.

Act-On Software

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

Ceros provides tools and services that empower companies to create interactive content with unparalleled ease and efficiency, driving customer engagement to new levels.

Ceros

Hero Digital is a leading digital customer experience company born at the intersection of business, design, and technology. Our mission is to create experiences of Truth &amp; Beauty that have a positive impact on people &mdash; and on the businesses that serve them. Purpose-built for the modern CMO, we&rsquo;re a trusted advisor to brands like U.S. Bank, TD Ameritrade, Twitter, Salesforce, Bank of Hawaii, and Comcast.

Hero Digital

IntelligenceBank is a content governance platform whose flagship products include Digital Asset Management, Online BrandHub and Marketing Operations software. Designed 'by marketers, for marketers', IntelligenceBank bridges the gap between creative efficiency and compliance in heavily regulated industries such as finance.

IntelligenceBank

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

As the first composable customer data platform (CDP) built for enterprises, Lytics&rsquo; vision is to fuel the world&rsquo;s most customer-centric companies. Lytics provides the ultimate security and flexibility for the modern marketing and ad technology stacks, including unparalleled audience insights &amp; AI / ML enrichments that power smarter audience identification, best-in-class media activation, and a one-of-a-kind flexible and composable architecture. Offering reverse ETL capabilities and the ability to deploy both private instance &amp; private cloud deployments, Lytics&rsquo; unique data-driven approach enables brands to leverage their own customer data to increase customer engagement, marketing ROI, customized content recommendations and personalized web experiences.

Lytics

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

Tata Consultancy Services' Digital Marketing &amp; Customer Experience Practice empowers our clients to realize their marketing value by creating a differentiated experience across the customer lifecycle. It helps them innovate and offer customer-focused propositions to reach out to a diversified market and ensure real-time personalization. TCS provides end-to-end management of marketing functions from strategy to execution. This is enabled through a combination of marketing intelligence, marketing experience, and marketing technology.
Tata Consultancy Services is an IT services, consulting and business solutions organization that has been partnering with many of the world&rsquo;s largest businesses in their transformation journeys for over 50 years. TCS offers a consulting-led, cognitive powered, integrated portfolio of business, technology and engineering services and solutions. This is delivered through its unique Location Independent Agile&trade; delivery model, recognized as a benchmark of excellence in software development.&nbsp; A part of the Tata group, India's largest multinational business group, TCS has over 606,000 of the world&rsquo;s best-trained consultants in 55 countries. The company generated consolidated revenues of US $25.7 billion in the fiscal year ended March 31, 2022, and is listed on the BSE (formerly Bombay Stock Exchange) and the NSE (National Stock Exchange) in India. TCS' proactive stance on climate change and award-winning work with communities across the world have earned it a place in leading sustainability indices such as the MSCI Global Sustainability Index and the FTSE4Good Emerging Index. For more information, visit <a href="https://www.tcs.com/" target="_blank" rel="noopener">www.tcs.com</a>&nbsp;

Tata Consultancy Services

Tomi.ai helps financial services and banks generate new demand and drive marketing ROI by predicting business outcomes from website user behavior. We fix a broken feedback loop in online growth cycles for financial services and banking. They all have three common problems with postponed, infrequent, and offline conversions that prevent them from doing data-driven marketing at the level of e-commerce. We calculate real-time predictive LTV metrics and deliver them to our customers for Targeting, Optimization, Measurement, and Insights (a.k.a. TOMI).

Tomi AI

VidMob&rsquo;s Intelligent Creative platform provides an end-to-end solution to help brands optimize the performance of their creative advertising assets by unifying data and analytics with creative production, delivering improved marketing performance and business results across all platforms and creative formats.
VidMob's unique platform dramatically improves business results with Intelligent Creative. VidMob is the only company in the world to receive a certified creative marketing partner badge from every media platform, delivering creative that works on a global scale. VidMob is a mission-driven organization, donating 1% annually to fund pro bono creative projects for nonprofits. VidMob is a leader in tech and work culture, earning awards from Digiday and Frost &amp; Sullivan for top technology innovation and receiving Ad Age and Inc. awards for best places to work.

VidMob

Windfall is a people intelligence and AI company that gives marketing, sales, and analytics teams actionable insights. By democratizing access to people data, organizations can intelligently prioritize go-to-market resources to drive greater business outcomes such as identifying high value targets, understanding customer personas, and increasing conversion rates to maximize ROI. Powered by best-in-class machine learning and propensity modeling, Windfall activates insights into workflows that engage the right people for each respective organization. More than 800 data-driven organizations use Windfall to power their business.

Windfall

With an end-to-end platform and a comprehensive suite of analytics products, ChannelMix provides leading brands and agencies with a clear path to measure and grow marketing ROI.&nbsp;
ChannelMix is pioneering future-ready marketing measurement with its first-party tracking and data strategies for insights that are more accurate, sustainable and impactful to the business. Marketers who use ChannelMix can increase their reporting efficiency, maximize the impact of their campaigns and, ultimately, drive more revenue.&nbsp;
Headquartered in Kansas City, Missouri, and formerly known as Alight Analytics, ChannelMix is a six-time Inc. 5000 honoree, making it one of America&rsquo;s fastest-growing private companies.

ChannelMix

MoEngage is an insights-led customer engagement platform, trusted by more than 1,200+ global consumer brands such as Ally Financial, Payactiv, Cocomelody, 1Weather, and more. MoEngage empowers marketers and product owners with insights into customer behavior and the ability to act on those insights to engage customers across the web, mobile, email, social, and messaging channels. Consumer brands across 35 countries use MoEngage to send more than 50 billion messages to engage 900 million users every month. With offices in nine countries, MoEngage is backed by Multiples Private Equity, Eight Roads, F-Prime Capital, Matrix Partners, Ventureast, and Helion Ventures.&nbsp;

MoEngage

RDA specializes in helping financial institutions harness the full potential of digital technologies. Whether it is optimizing operations, enhancing customer experiences, or ensuring regulatory compliance, we&rsquo;ve got you covered. With RDA, you&rsquo;ll have the right people and tools to advance your marketing leadership.

Naehas is the leading industry cloud for financial services companies to deliver exceptional customer experiences. Six of the 10 top financial services companies, as well as innovative companies, such as MetaBank and First National Bank of Omaha, trust Naehas to grow revenue, dramatically accelerate time to market, and improve productivity while reducing compliance and operational risk. Our platform accelerates the delivery of personalized product, pricing and experiences with compliance and auditability built-in allowing our customers to focus on growth and innovation and achieve their vision of becoming truly customer centric. Visit us at <a href="http://naehas.com/" target="_blank" rel="noopener">naehas.com</a>

Naehas

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

Regal Voice (regalvoice.com) is the next-gen Digital Sales Platform used by innovative brands including Angi, The Farmer&rsquo;s Dog, Betterment, SoFi, Vroom, and The Knot to reach customers at scale with timely, relevant Human Conversations that increase NPS and revenue.

Regal Voice

StoryTap is an end-to-end video platform that automates customer powered videos, helping eCommerce brands sell more faster. Powered by patented video technology, global organizations trust StoryTap to deliver data-driven videos that increase conversion. Visit <a href="storytap.com" target="_blank" rel="noopener">storytap.com</a> to learn more.

StoryTap

No matter what your specific niche in the financial world, the common themes ring true: take care of your customers, keep data secure, and meet regulatory requirements. When your organization is focused on multilingual and global markets, these challenges can seem immense. TransPerfect is more than just a translations partner&ndash;we offer comprehensive 360 degree solutions to support every aspect of your multilingual programs, including the production of digital content that drives results, in any language.

TransPerfect

Launch Encore 360 is an Ad Ops outsource company with onshore agility and flexibility. We are campaign execution experts, certified in all Google Marketing Platform products and other major ad tech platforms. Let us launch your campaigns into the digital space!

Launch Encore 360

ALL SESSIONS
&nbsp;
8:40 AM OPENING COMMENTS FROM YOUR HOST&nbsp; Gain insight into today&rsquo;s sessions so you can get the most out of your conference experience and maximize your value. &nbsp; Tim Pennell, CEO, FMS &nbsp; &nbsp; 8:45 AM OPENING KEYNOTE: BRAND VOICE IS THE NEW LOGO&nbsp; HOW YOUR VOICE MAKES OR BREAKS YOUR MARKETING&nbsp; Ann Handley, Chief Content Officer &amp; Best-Selling Author, MarketingProfs&nbsp; &nbsp; 9:30 AM PRESENTATION: CONTENT TRANSFORMATION INTO ENGAGING EXPERIENCE&nbsp; TRANSFORM COMPLEX B2B PRESENTATIONS INTO ENGAGING DIGITAL EXPERIENCES THAT DELIVER&nbsp; John Renz, VP, Group Creative Director, Prudential Financial&nbsp; Bridget Esposito, VP, Group Creative Director, Prudential Financial&nbsp; &nbsp; 10:00 AM CASE STUDY: MARKETING THROUGH CUSTOMER DATA &amp; ANALYTICS&nbsp; LEVERAGE DATA &amp; ANALYTICS FOR CONSUMER ENGAGEMENT&nbsp; Jeff Gibson, SVP of Product Management, Mastercard&nbsp;
&nbsp;
10:30 AM MORNING BREAK &nbsp;
<ul>
<li>Engage with conference speakers and fellow attendees.  &nbsp;</li>
<li>Secure new business contacts and discuss crucial developments in FinServ marketing.&nbsp;</li>
<li>Experience live demos and test drive new technology. &nbsp;</li>
</ul>
 &nbsp; TRACK 1: BRAND EFFECIENCY &amp; COMPLIANCE&nbsp; 11:00 AM INDUSTRY EXPERT FIRESIDE: CWB'S JOURNEY TO ACCELERATING BRAND COMPLIANCE, CONTENT EFFICIENCY AND MARKETING OPERATIONS MASTERY&nbsp; Adam Nowiski, SVP, Growth, Intelligence Bank&nbsp; Nadine Cotter, Creative Director and AVP, Creative Services, CWB Financial Group&nbsp; &nbsp;
TRACK 1: CUSTOMER DATA PLATFORM&nbsp; 11:35 AM SPECIAL PRESENTATION: ACCESS CUSTOMER DATA FROM AN AERIAL VIEW&nbsp; HOW A CDP CAN HELP FINSERV BRANDS IN TIMES OF UNCERTAINTY &nbsp; Amresh Mathur, SVP, Head of Digital Acquisition &amp; Customer Experience, Citizens Bank&nbsp;
&nbsp; 12:10 PM CASE STUDY: SIGNIFICANT INNOVATIONS AS A DIGITAL BANK&nbsp; QUANTIC AS A FIRST MOVER IN FINANCE&nbsp; Aaron Wollner, CMO, QUONTIC BANK&nbsp;
&nbsp;
12:45 PM NETWORKING LUNCH&nbsp;
<ul>
<li>Expand your network and make connections that last beyond the conference. &nbsp;</li>
<li>Visit the exhibitor hall and pose your toughest questions to leading solution providers. &nbsp;</li>
<li>Enjoy great food and service while engaging with your digital marketing colleagues.&nbsp;</li>
</ul>
 &nbsp; TRACK 1: MARTECH FOR SERVICE PERFORMANCE &amp; ANALYSIS&nbsp; 2:00 PM PANEL: DESMYSTIFY YOUR MARTECH&nbsp; HOW TO BUILD A MARKETING TECHNOLOGY STACK THAT WILL GROW WITH YOUR BUSINESS&nbsp; Bassel Arris, VP, Morgan Stanley&nbsp; Andrew Crowder, Director of Digital Strategy, RDA Corporation&nbsp; Moderator: Tim Pennell, CEO, FMS &nbsp; &nbsp; &nbsp; TRACK 1 PREDICTIVE ANALYTICS &amp; CUSTOMER ACQUISITIONS&nbsp;&nbsp; 2:35 PM INDUSTRY EXPERT: PREDICTIVE ANALYTICS &amp; CUSTOMER ACQUISITION&nbsp;&nbsp; HOW TO SCALE HIGH-VALUE CUSTOMER ACQUISITION WITH PREDICTIVE TARGETING&nbsp; Dmitry Popov, Predictive Marketing Evangelist &amp; Co-founder, Tomi.ai&nbsp; 
 &nbsp; 3:05 PM AFTERNOON BREAK &nbsp;
<ul>
<li>Engage with conference speakers and fellow attendees.  &nbsp;</li>
<li>Secure new business contacts and discuss crucial developments in FinServ marketing.&nbsp;</li>
<li>Experience live demos and test drive new technology. &nbsp; </li>
</ul>
&nbsp;
TRACK 1: FRICTIONLESS COMMERCE&nbsp; 3:15 PM INDUSTRY EXPERT: HOW TO MAKE YOUR MEDIA SPEND WORK HARDER IN A DOWN MARKET&nbsp; Paul Noonan, Client Partner, Financial Services Lead, VidMob&nbsp;
&nbsp; 4:25 PM INDUSTRY EXPERT A: DIGITAL &amp; SOCIAL SELLING IN FINSERV&nbsp; Kerry Ryan, Director, Financial Services Industry Marketing, Seismic&nbsp; &nbsp; &nbsp; 4:55 PM CLOSING COMMENTS FROM YOUR HOST&nbsp; Review the key solutions and takeaways from the conference. Source a summary of action points to implement in your work.&nbsp;
Tim Pannell, CEO, FMS&nbsp; &nbsp; TRACK 2
11:00 AM: CUSTOMER EXPERIENCE IS MARKETING &nbsp;
HOW TO EMBED CUSTOMER EXPERIENCE STRATEGY TO YOUR MARKETING APPROACH &nbsp; Rachel Mann, Manager Marketing and Customer Experience, American Fidelity&nbsp;
&nbsp;
TRACK 2: EVOLVEMENT OF DIGITAL PLATFORM &nbsp; 11:35 INDUSTRY EXPERT: EMERGING PLATFORM TRENDS FOR FINANCIAL SERVICES &nbsp; Sreekant Lanka, SVP, Solutions, iQuanti&nbsp;
&nbsp;
TRACK 2: INTELLIGENT WORKFLOWS IN FINSERV&nbsp; 2:00 PM PANEL: UNLOCK THE POWER OF YOUR CLIENT DATA&nbsp; HOW TO OPTIMIZE YOUR MARKETING RETURN ON INVESTMENT&nbsp; Brent Korte, SVP, CMO, Ameritas Life Insurance Corp.&nbsp; Adam Herman, SVP, Business Strategy and Development, Goodway Group&nbsp; Moderator: Eric Hazard, Managing Director, Vested&nbsp;
&nbsp;
TRACK 2: RISK FREE DATA FOR CUSTOMER ACQUISITIONS &nbsp; 2:35 PM INDUSTRY EXPERT: THIRD PARTY DEMOGRAPHIC RISK FREE DATA FOR CUSTOMER ACQUISITION&nbsp; WHY FINSERV&rsquo;S NEXT CUSTOMER EXPERIENCE DRIVER IS FIRST-PARTY DATA &nbsp; Jascha Kaykas-Wolff, President, Lytics &nbsp;
&nbsp;
TRACK 2: CUSTOMER AQUISITION BEYOND FIRST PARTY DATA&nbsp; 3:15 PM INDUSTRY EXPERT: FIRST PARTY DATA IS NOT ENIGH&nbsp; BUILDING A MARKETING STRATEGY THAT LASTS&nbsp; Arup Banerjee, CEO, Windfall&nbsp;
&nbsp;

John Renz

Bridget Esposito

Jeff Gibson

Nadine Cotter

Bassel Arris

Dmitry Popov

Kerry Ryan

Andrew Crowder

Ann Handley

Aaron Wollner

Heidi Smith

Jimmy Sawyers

Tim Pannell

Adam Nowiski

Paul Noonan

Amresh Mathur

Day 2: Digital Marketing for Financial Services Summit New York 2022 - ALL SESSIONS

How to Close the Personalization Gap and Cultivate Meaningful Relationships&nbsp; Social media is a valuable way of engaging with both existing and prospective clients as more conversations move to digital channels. Increase conversions through personalization and engagement across digital channels, including social media. Develop a blueprint to:&nbsp;
<ul>
<li>Help your client-facing teams effectively leverage social media&nbsp;</li>
<li>Harness the power of other digital channels to grow client relationships&nbsp;</li>
<li>Drive impact as advisors, bankers, wholesalers and agents&nbsp;</li>
</ul>
Achieve greater ROI by boosting customer engagement across multiple platforms. &nbsp;
Kerry Ryan, Director, Financial Services Industry Marketing, Seismic&nbsp;

Agenda

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;}51 Speakers

Adam Herman

Jonathon Corley

Kate Johnson

Arup Banerjee

Dmitry Popov

Terry Reilly

Nadine Cotter

Andrew Crowder

Jascha Kaykas-Wolff

Alex Kelly

Paul Noonan

Rich Smith

Melissa Rothchild

Kerry-Ann Stimpson

Amresh Mathur

John Renz

Bridget Esposito

Jeff Fenigstien

Brent Korte

Traci R Mistarz

Jeff Gibson

Emily Gessner

Rachel Mann

Bassel Arris

Adam Bell

Steve Farbstein

Anton Rubisov

Kerry Ryan

Juan Silvera

Aaron Wollner

Adam Nowiski

Hastu Kshitij

Ann Hynek

Matt Hertig

Sreekant Lanka

Robert Rose

Ann Handley

Ken Lenneman

Bryan Dohmen

Chris Young

Dave Venance