FINSERV MARKETERS

Supercharge your digital marketing success: tailormade for Financial Services!

Strategy Institute presents the...

Accelerate Digital Content Optimize SEO

Freshen Social Media

Deliver Data Insights Harness Omnichannel

Heighten Segmentation Reduce Churn

Support Next-Level Sales Invest in Voice

FinancialDigitalMarketingUS.com #DMFSNY

Gold Sponsors: Bronze Sponsor:

Crystal Eastman, Managing Director of Advertising, CRM & Digital Experience, BlackRock

Daniel Allocca, Senior Managing Director, Global Head of Brand & Demand Generation, Nuveen

Vickie Sherman, Senior Vice President, Director of Integrated Marketing, Rabobank, N.A.

Carl Loof, Corporate Vice President, Customer Experience (CX), New York Life Insurance Company

Jim Casey, Vice President, Global Head of Digital Marketing and Strategy, PGIM Investments

Greg Baxter, Chief Digital Officer, Metlife

Meet + Network + Learn From: Unleashing Innovative Strategies To:

November 12 - 13, 2019 | Marriott at the Brooklyn Bridge, NY

14+ C-LEVEL

Partner:

C3 Metrics

Platinum Sponsors:

Welcome to the 6th Annual Digital Marketing for Financial Services Summit. This is the biggest, the most valuable and innovative digital marketing for FS event in New York!

Network with the most talented thought-leaders from across the financial services ecosystem. This summit champions digital marketing to provide you with the latest tools and tactics you need to plan a better digital customer experience strategy.

Arm yourself with all you need to foster closer customer relationships which leads to better onboarding, loyalty, engagement and customer lifetime value. We take you through the complex world of sales growth and marketing effectiveness to embrace the true potential of digital.

Featuring 25 case studies, 4 keynote speeches, 6 interactive panels and a dedicated ‘build your own’ agenda opportunities, it is a not-to-be-missed extravaganza!

Join top financial service marketing professionals - proud owners of change - passionate about sharing their tips with you!

Sincerely, Your DMFS TeamStrategy Institute

EVENT IN NUMBERS

20+

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1. More fun, more networking: Peer-to-peer experience exchanges – bring your most pressing questions

2. Larger and diverse speaker pool who will offer the widest and most inspiring knowledge-sharing

3. Bigger focus on software innovation and decisions – insights into chatbots, AI and data empowerment

4. 25+ case study speakers get straight to the point offering time to cost efficiency

5. Your chance to join best of US FS community! Gain a peer group going beyond these two days and build plans to take back to the office

NEW THIS YEAR

Register Today by Calling 1 866 298 9343 x 200

WHO YOU WILL MEET

TAKE AWAY 11 SOLUTIONS TO YOUR CHALLENGES:

START THE CONVERSATION BEFORE THE SUMMIT

Join the LinkedIn Group ‘Digital Marketing for Financial Services Community!’

flickr

Follow and tweet @DMFinancialServ to connect with leaders attending #DMFSNY

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Personalization: Identify segments and grow conversions

Omni-channel: Integrate touchpoints to increase satisfaction

Disruption: Innovate and collaborate to win clients

Content Marketing: Drive loyalty with relevant messaging

Attribution & Analytics: Identify metrics to increase ROI

Artificial Intelligence: Embrace new technology

Digital Transformation: Evangelize change and lead innovation

Customer Experience: Increase acquisitions and reduce attrition

Mobile: Optimize to meet customer demands

Compliance: Achieve agility despite regulation

Social: Save costs and improve targeting

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Banks // Investment & Wealth Management // Insurance // Mutual Funds // Credit Card // Brokers // Credit Unions // Loan & MortgageCMO | Marketing | Advertising | Digital Interactive | Acquisitions | Emerging Channels | Mobile | Social | Search | Branding | Analytics & Optimization | Communications | Online | Payment Innovation

Communications // Strategy // SEO // Automation // Social Media // CRM // Analytics // Research // Software // Software // Digital Agencies // Programmatic/Ad Exchange // Big Data // Sales EnablementPresident | Business Development | Marketing | Sales

Media // Advertising // Digital // Marketing // Communications & PRDigital & Interactive | Measurement & Analytics | Media Planning | Content Development | Research | Brand Communications | Consumer Insights

Financial Institutions Agencies Consultants, Vendors & Solution Providers

• Demonstrate your expertise and acquire valuable clients

• Stay up to date on emerging industry trends

• Network with experts and top financial executives

• Focus your digital ad spend to maximize ROI

• Target the right audience and grow market share

• Enhance your digital experiences to cultivate brand loyalty

• Connect with decision-makers and million-dollar budgets

• Engage with a market in need of advanced solutions

• Create brand awareness and acquire new contacts

Get all the updates you need on digital trends for 2019.

Save your spot now for the largest conversation on digital marketing in the financial sector.

1-866-298-9343 x 200

customercare@strategyinstitute.com

FinancialDigitalMarketingUs.com

REGISTER TODAY!

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Register Online at FinancialDigitalMarketingUS.com

9:40 AMKEYNOTE: 24/7 PERSONALIZED FINANCIAL SERVICES

What Do Consumers Want in The New Era of Digital Engagement? What new services do consumers now demand in the always-on environment: seamless authentication, social connectivity and the personalization of everything? Discover the digital techniques that connect the dots and morph your organization to iron out peaks and troughs. Develop tools to successfully navigate: • Digital marketing that inspires, engages and captivates • Disruptive threats and emerging trends • New distribution models • Partnerships

Reinvent your organization to keep pace with the next generation of customers.

Paul Andrukonis, Director of Digital Personalization, Citi

10:10 AM INDUSTRY EXPERT:

Tools and Techniques to Rock Marketing Operations Without Getting Fired or Sued Without the proper systems in place, marketing departments in financial companies struggle to produce legal and brand compliant content, quickly. As a marketer in the financial services industry, you know that slip-ups can significantly damage brand reputation and result in hefty fines. To truly rock, it’s time to break down the silos, revisit your technology stack and bring on marketing operations excellence. Learn how to: • Reduce the number of tools that it takes to do standard marketing tasks• Implement workflows to ensure nothing sneaks out while working at

the speed of NOW• Track your marketing activities for when the auditors knock on your door

Discover the digital techniques that connect all the dots.

Todd Eckler, General Manager, US, Intelligencebank

Follow us on Twitter @DMFinancialServ, #DMFSNY19

10:40 AM MORNING BREAK

7:30 AM REGISTRATION & BREAKFAST

8:30 AM OPENING COMMENTS FROM CHAIR

8:40 AM

POWER PANEL: OMNICHANNEL GAMECHANGERS

Breaking Down Silos to Improve Marketing Impact Across ChannelsDigital experiences have changed how financial sales and marketing teams work. You need to build stronger relationships and to break down barriers between your channels to develop a true omni-channel experience for customers. Create a blueprint to:• Engage customers with value-added digital content tailored for each

medium• Connect online and offline marketing data• Track the customer journey across all channels and B2B plus B2C sectors

Create a consistent experience at each touchpoint to drive your conversions.

Lisa Kalhans, Vice President and General Manager, International Marketing, American Express

Marianne Halvorsen, Senior Vice President, Aon

Jim Casey, Vice President, Global Head of Digital Marketing and Strategy, PGIM Investments

Tyrone Mahoney, Chief Marketing Operations Officer, Royal Bank of Canada

9:10 AM INDUSTRY EXPERT

Cutting through the noisePersado

DAY 1: TUESDAY, NOVEMBER 12, 2019

CHOOSE YOUR TRACK

TRACK A: DIGITAL TRANSFORMATION TRACK B: CONTENT MARKETING

11:10 AM

INDUSTRY EXPERT:

How Advisors and RM’s Can Use LinkedIn As A Lead Generation Marketing Tool

The financial landscape is shifting very fast. Digital innovation and using content for leads and sales referrals can be elusive. It requires a combination of processes and putting it all into practice across different regions and target audiences. Be at the forefront of acquisition:

• The Importance of an Interesting and Engaging LinkedIn Profile• An Advisor’s LinkedIn Network - Quality v. Quantity?• How to Use LinkedIn’s Search Tools to Source Leads & Referrals• Sharing Content to Raise the Profile of your Brand

Leveraging LinkedIn for business growth and brand awareness.

Graham Aikin, Owner & Director, HNW Social Media Solutions Ltd

11:10 AM

INDUSTRY EXPERT: ORGANIGAMI

The Art of Organizational Agility: Following the Right Path to Digital Transformation

Various forces are driving FS and banks to transform: Customer expectations, proliferation of competitors (digital disrupters), regulatory demands, and compression of margins. This session will explore:

• Aspects of organizational - a natural evolution of organizational set up

• Preventing large banks from losing end to end CX• Finding a new way to leverage scale into agility

Apply successful digital marketing to organisational efficiency become a digital leader.

12:40 PM NETWORKING LUNCHEON

11:40 AM

INDUSTRY EXPERT: PODCASTS & VIDEO CONTENT MARKETING

Long-Term Engagement and Drive Growth through Podcasts and Videos

Any rich format content medium can stick with the audience and drive results. Content marketing strategies that use engaging audio content can reach users on their commute, in the gym, and many other places that video isn’t suited. Source practical tips to:

• Determine KPIs for integrated campaigns including audio content• Making the most of highly-engaged subscribers• Optimize your audio content for top and mid-funnel results

Reach your customers with video storytelling to attract new business.

Kobi Ben Meir, Director of Marketing, Yalber (IAC best financial services online campaign, 2019)

12:10 PM

CASE STUDY: THE TRUE STORY OF CONTENT POWER

Working Together Against Disposable Content!

Gaining lasting value from content is increasingly rare, but it is achievable. Hear a step-by-step process of building exciting content especially in financial services – find out more:

• Working internally to harness great content post-merger • Explore content types; video, news, blogs and innovative ways

of interaction• Adopting a style and editorial guide• How to measure and respond to content and keep it fresh

Build content strategies to engage with diverse communities.

Joseph Cannizzo, Director of Editorial and Content, Willis Towers Watson

Register Online at FinancialDigitalMarketingUS.com

2:00 PM

INDUSTRY EXPERT: HUMANIZING SEGMENTATION FOR GENUINE RESULTS

Going Beyond Data for Increased Profitability

As financial marketers, we have access to an almost endless supply of data. We’re being constantly bombarded with new ways to use data, the best way to make decisions with data, and continue to add more resources to make data better. So, what you are missing?!

• Big data and analytics: Identify new and valuable sub-segments to predict user behaviour generate more insights and make more human decisions.

• Know how data-driven marketing works better: marrying segmentation data with humans to create a personalized message

• Leading to increased engagement, loyalty, and brand advocacy which translates to a successful bottom line

A brace new world of humans and data to increase your profitability.

CHOOSE YOUR TRACK

TRACK A: DIGITAL DATA ANALYTICS TRACK B: INNOVATIVE DIGITAL MARKETING

2:00 PM

INDUSTRY EXPERT:

How to Build Customer Communities for Increased Engagement

Customer expectations have transformed how brands engage with their customers. Ensure you are prepared to fully engage customers with your marketing. Building your own online community can help deliver a true sounding post. Grasp insights to:

• Set up a community for new and exclusive customers• Build Customer Communities around your brand• Prospect digitally with personalized text/email campaigns

Allow your customers to interact with each other to keep them engaged with the community.

TRACK CONTINUES

12:10 PM CASE STUDY

Re-examining the ‘Click’ Mentality to Re-frame Digital Success?

A click is not the same thing as a conversion, so why do we use clicks to measure the performance of our campaigns? Change your thinking to:

• Target consumers who actually have the disposable income required to buy your product

• Use VR, AR, AI chatbots, interactive video and 360 to get better information

• See how customers are interacting with financial brands and services

Apply lessons of high-level, measurements in a financial services setting.

11:40 AM

INDUSTRY EXPERT:

Bridging the Generational Gap Between Online and Offline Customer Needs and Experiences

There has been growing interest in the ability of traditional businesses to adapt their services to the expectations of customers born after 1980. Can the banks stay in their domain in the future. Or will they be replaced?

• What should traditional businesses consider in order to offer a service that will meet younger generation requirements?

• How does digital consumption polarize generational needs?• How should you balance digital with face-to-face marketing

initiatives?

Building digital services around a younger consumer.

Sayeed Sanaullah, First Vice President, Strategic Planning, Wells Fargo

PLENARY SESSIONS CONTINUE

Register Today by Calling 1 866 298 9343 x 200

3:30 PM AFTERNOON BREAK

3:50 PM SPOTLIGHT

Details coming soon

2:30 PM

PANEL: TURNING DATA ANALYTICS INTO ROI

How to Monetize Customer Data and Enable Better Digital Marketing

Walk through the process to bridge the gap between data and actionable insights. Implement predictive analytics to improve optimization, targeting, and your customer experience across channels. Take away specific solutions to:

• Refine customer segments using 1st and 3rd party data• Construct a next-action analytics engine• Reconcile data and competency gaps

Deploy analytics to deliver profits and client value for your business.

Kate Magaram, Vice President, Digital Investment Product Manager, Citizens Bank Wealth Management

Andrea Marshall, Head of Digital Wealth Management Marketing, J.P. Morgan Chase & Co

Carl Loof, Corporate Vice President, Customer Experience (CX), New York Life Insurance Company

3:00 PM

INDUSTRY EXPERT:

Using Big Data to Drive to Unlock Lucrative Patterns and Loyalty Opportunities

Big data has been big news with companies busy using data technologies to solve business problems to gain a 360-degree view of the customer. This session turns a swell of data into precise insights to drive engagement, revenue and loyalty. Create a roadmap to:

• Craft actionable insights from your sea of data• Increase your adaptability and responsiveness towards a 360 view• Open up to new insights to drive retention and loyalty

Create synergy between your firm’s data intelligence and CX efficiency.

2:30 PM

PANEL:

Using Social Media to Build Brand Recognition in a Cost-effective Way

In some markets you can’t have a branch on every corner. Build brand recognition with social media. Explore how your institution can leverage social to build your brand without major investments. Sources insights on:

• Selecting social channels• Engaging customers in conversation• Building a brand in the digital space

Build your brand via social media without a big budget.

Daniel Allocca, Senior Managing Director, Global Head of Brand & Demand Generation, Nuveen

Alice Milligan, Chief Customer Officer, E*TRADE

Joseph Cannizzo, Director of Editorial and Content, Willis Towers Watson

3:00 PM

INDUSTRY EXPERT:

Leveraging Voice Search to Improve Marketing Campaigns

As smart phones and smart speakers change the way consumers search, marketers need to adapt. Build a marketing strategy that takes advantage of voice. Source insights to:

• Create content that’s optimized for voice search• Build content designed to optimize natural language queries• Localize content to take advantage of location-based voice searches

Take advantage of voice search to drive consumers to your brand.

TRACK CONTINUES

4:15 PM GUEST KEYNOTE: TAKE ADVANTAGE AI

Aligning to Agile Marketing and Design Thinking

AI, Chatbots, automation, big data, and other technological innovations offer opportunities, but only for institutions that are on top of new trends. Source new innovations to gain your competitive advantage. Gather insights on:

• Knowing when to be an early adopter of technology• Gaining internal support: Agile and DT and the wide-ranging internal

behavior changes• Emerging technologies in marketing: CMS, marketing platforms, chat

and pilots using Voice data

Ensure your institution is leading in leveraging technology innovations for marketing.

Tim Rickards, Marketing Director, Charles Schwab

6:20 PM CONFERENCE ADJOURNS TO DAY TWO

5:45 PM

Don’t miss this exclusive end-of-day gathering with conference speakers and attendees! Unwind, mingle and build relationships that will benefit you in the years to come. Bring your business cards.

EVENING RECEPTION

4:45 PM CLOSING ADDRESS: STAYING RELEVANT

How Financial Brands should Effectively Storytelling in a Crowded Environment

Content is king and whilst that may be true, as a technical term – it can be a little soulless. What’s missing in today’s digital content is storytelling. Stories are the oldest and most powerful form of exchanging information: This session explores how the greatest storytellers can teach us to apply this art to our own digital stories in a busy financial marketing world:

• Examples of amazing stories: inspiration in word form• Looking to the future – how effective storytelling will generate ROI• Targeting your audience on platforms they already use and are

engaged with

Creating a moment in the digital noise: a story to ‘make customers care’

5:15 PM CLOSING KEYNOTE PANEL

Keeping Pace with Challengers: Creating a Digital Experiences to Drive Future Growth

Extending opportunities in the digital value chain will drive growth for fs leaders. A digital-first design with a focus on customer journeys has the potential to improve customers’ digital experience and build loytal. Source insights to:

• Eliminate customer pain points• Allow customers to self-serve through digital• Create a personalised journey-based approach

Create your truly optimized customer journey through customer co-creation and digital analytics.

Jodie Gunzberg, Managing Director, Chief Investment Strategist, Morgan Stanley

Sayeed Sanaullah - First Vice President, Strategic Planning, Wells Fargo

Giovanny Moreano, Assistant Vice President, Content and Strategy, State Street

DAY 2: WEDNESDAY, NOVEMBER 13, 2019

7:30 AM REGISTRATION & BREAKFAST

8:30 AM OPENING COMMENTS FROM CHAIR

8:40 AM KEYNOTE:

Take Advantage of Digital Partnerships to Transform Your Marketing Efforts Digital is transforming financial services, and it has the potential to revolutionize marketing as well. Explore what digital channels and tools will mean for financial services, your partners and for your marketing efforts. Gain insights on how to: • Revolutionize traditional marketing with digital partnerships• Develop and market digital products • Stay ahead of the biggest transformation in the financial industry

Develop a strategy to make digital partnerships strategy that works for your financial services marketing.

9:10 AM INDUSTRY EXPERT: MASTERING ROI

Employ Advertising Attribution to Improve Financial Services Marketing Efficiency and Increase ROIAs the science of advertising attribution--the ability to gain insight into the relationship between advertising spend and outcome--advances with forthcoming standards this year, it is transforming the way in which advertising is measured, bought and sold. Source practical tips to:• Understand Attribution best practices for Financial Services marketing• Connect non-digital KPI’s to digital media exposures• Establish gold standard for attribution testing utilizing ‘rule of halves’• Operationalize attribution within your organization

Jeff Greenfield, Co-Founder & Chief Attribution Officer, C3 Metrics

Join the Conversation: ‘Digital Marketing for Financial Services Community’

10:10 AM

How to Compete for The Top Spot in Finance Search

Search is a fiercely competitive field, and staying afloat, let alone on top is challenging for even the most seasoned brands. Adthena’s pioneering CMO Search Intelligence Index delves deep into the search performance of the top 150 finance companies and provides key data-driven insights you can use to improve your position. In this exclusive session, find out how you can make better strategic decisions and improve your results with search. Plus take a closer look at the leaders and challengers on Chicago’s home turf. Get key takeaways:

• The Chicago leaderboard of finance companies • State Farm and Bank of America go under the microscope• Benchmarks to measure your own performance• Actionable insights to improve your results • Top 5 tips for better digital investments Get the inside track on achieving your goals with search.

Ashley Fletcher, VP of Marketing, Adthena

INDUSTRY EXPERT: FUTURE OF FS SEO

TRACK A: DRIVING DIGITAL CHANGE TRACK B: FRESH APPROACHES AND INNOVATION

CHOOSE YOUR TRACK

11:10 AM PANEL: AMPLIFYING THE VOICE OF YOUR CUSTOMER

Alternative Approaches to Digital Effectiveness

If you’re looking to engage audiences, convert customers, and boost sales, it’s important to keep an eye out for the latest in digital marketing trends to keep competitive. And if you feel like you’re always slightly behind, don’t worry, you’re not alone: Discover how to:

• Use new concepts, technology and tools for education to prioritize customers and test new products

• Combine analytics with new models and software• Produce actionable results

Collect, share and act upon your customer’s preferences.

Daniel Harari, Managing Director, M&A and Corporate Advisory, Three Keys Capital Advisors

Lisa Kalhans, Vice President and General Manager, International Marketing, American Express

Mark Romeo, Senior Content Lead, Axial

11:10 AM PANEL: SETTING UP A CROSS-BUSINESS

Digital Marketing Department - Lessons from Building a Team from Scratch

Organisational transformation around best practice digital marketing is the start of something new and exciting. Adopt robust and positive team approaches to ensure a more connected digital organization. Gain insights to:

• How do digital and social connect internally• Improve internal alignment to compete better together• Harness innovative team empowerment

Make your digital initiatives a reality by building a customer first organizational culture.

Jeff Muendel, Web Marketing Director, Northwestern Mutual

Christian Gregory, Director, Digital Products, People’s United Bank NA

10:40 AM MORNING BREAK

9:40 AM CMO POWER PANEL: MOBILE MOMENTS

How Enhance Your Mobile Customer Experiences to Increase ConversionsCustomers and visitors have different needs from your mobile proposition. Finding out what your customers want from your mobile site is usually learnt the hard way. Source insights on how to:• The changing face of mobile and what next for marketers• Building an integrated mobile, website and online seamless experience• Customise your sales area with clever cross-selling

Building an integrated, robust mobile experience.

Crystal Eastman, Managing Director of Advertising, CRM & Digital Experience,BlackRock

Winnie Sun, Co-Founder and Managing Director, Sun Group Wealth Partners

Edouard Legrand, Global Head of Digital, BNP Paribas Asset Management

11:40 AM INDUSTRY EXPERT:

Innovate and Digitally Transform an Established Financial Brand

Digital transformation is firmly on marketers’ agendas. How does this affect traditional financial brands? Discover how innovating a brand is essential for market share: Get a blueprint for:

• How to overcome challenges from disruptive Fintech competitors• Innovating your brand proposition• Connecting with your financial consumer’s lifestyle for future

development

Implement the winning strategies used by first-mover disruptors.

11:40 AM INDUSTRY EXPERT:

Using Big Data to Unlock Lucrative Patterns and Loyalty Opportunities

Big data has been big news with companies busy using data technologies to solve business problems to gain a 360-degree view of the customer. This session turns a swell of data into precise insights to drive engagement, revenue and loyalty. Create a roadmap to:

• Craft actionable insights from your sea of data• Increase your adaptability and responsiveness towards a 360 view• Open up to new insights to drive retention and loyalty

Create synergy between your firm’s data intelligence and CX efficiency.

Register Online at FinancialDigitalMarketingUS.com

12:15 PM NETWORKING LUNCHEON

2:30 PM AFTERNOON BREAK

1:30 PM AFTERNOON KEYNOTE

Optimizing the Digital Customer Journey: Storytelling in Financial Services

Digital is transforming financial services, and it has the potential to revolutionize marketing as well. Explore what this digital journey looks like from your customers perspective. Changing the way brands understand the customer journey by:

• Interpret your customers’ journey and directly influence financial spend, shopping and saving behaviour

• Optimise your brand’s financial experience with key digital marketing techniques

• Streamline your communication with customers through ratings and feedback

Build trust – connect with your financial customers and inspire them!

Winnie Sun, Co-Founder and Managing Director, Sun Group Wealth Partners

2:00 PM INDUSTRY EXPERT

Using Digital Intelligence to Embrace Better Relationships with Your Financial Customers

Financial Services customers are demanding more support and expect you to know them better. Collaboration, innovation and transformative leadership all has deep roots in digital disruption and data analytics. Find out how to harness delivering exceptional customer experiences and practical tips to:

• Harnessing data to gain insights that help optimize campaigns, drive growth, and increase ROI

• Balancing advertising, clients, finance and brand into an holistic data dashboard across all touchpoints

• Translate customer requirements into new products and navigate governance barriers

• Adapt your marketing strategy for greater personalization

Deliver intelligent business growth with a personal touch with customers.

Datorama

PLENARY SESSIONS CONTINUE

3:30 PM CLOSING KEYNOTE

Surveys: Leverage Online Reviews to Monitor and Benchmark Your Brand

Impactful digital experiences can result in online reviews of your firm which can be used to monitor your brand and benchmark yourself against competitors. You can use this information to better design your user experience to meet your customers’ needs. Gain insights on how to:

• Create a harmonious online presence based on your brand: making the UX seamless and non-intrusive

• Build the right mix of technological support providing opportunities for relationship-driven customer management: Digital tools ie chatting and direct video-to-video

• Leverage online reviews for SEO: Keywords focus, location, digital advertisement opportunities

• Monitor your brand and benchmark yourself against other financial institutions

How to take advantage of online reviews of your brand for SEO, brand monitoring and benchmarking.

4:00 PM CONFERENCE ADJOURNS

3:00 PM GUEST FOCUS SESSION

Overcoming the Biggest Barrier to Digital Transformation - the Legacy Mindset!

The challenge with digital transformation for any organisation is often the expectation management of what is possible and how quickly we are able to deliver against it! You need to have a good mix of people who understand the heartbeat of an organisation but you also need the best in the industry. Lead your own digital change:

• Assessing your digital skillset and those of your competitors• Building your digital dexterity• One-size doesn’t fit all: Flexing your digital policies and processes to

meet emerging needs

Leading digital change: understanding the digital skills gap challenge.

Register Today by Calling 1 866 298 9343 x 200

PAST ATTENDEES INCLUDE: Your Conference Venue!

Reserve Your Room Today!Phone: 1-877-513-6305

Explore your benefits and book your overnight stay today!

The New York Marriott at the Brooklyn Bridge is located in the heart of Downtown Brooklyn and only one subway stop away from Manhattan.

The hotel offers an ideal location with easy access to a plethora of restaurants such as the famous River Café, shopping down the boutique filled streets of Brooklyn heights and other famous attractions such as The Brooklyn Bridge and The Brooklyn Botanical Gardens.

Networking: Maximize your relationship building by staying where the conference takes place. Special onsite social activities will be arranged - don’t miss out.

Accommodations: After a complete transformation in 2016, New York Marriott at the Brooklyn Bridge perfectly captures the city’s rich culture and modern style.

Save travel time and money. Take advantage of our conference rate of $295.00/night, plus taxes. Mention “Canada Strategy Institute Digital Marketing for Financial Services” when you make your reservation by October 13, 2019, call 1-877-513-6305.

Location: New York Marriott at the Brooklyn Bridge Hotel, 333 Adams Street, Brooklyn, NY 11201

Attend The Pre-Event Gathering

SPECIAL GUEST RATES:

Affinity Federal Credit Union // Alliance Bernstein // American Express // AXA Investment Managers // Bank of America // BMO Harris // BNY Mellon // Capital One // CBRE Clarion Securities // Charles Schwab // CitiBank // Citigroup // Credit Union Times // Deutsche Bank // Dynamic Funds // Fifth Third Bank // First Empire Securities Inc // First National Bank of Omaha // vGuardian Life Insurance // Guardian Retirement Solutions // Hanover Insurance Group // HSBC // HSBC Global Asset Management // Investopedia // Isuzu Finance of America // Lazard Asset Management // Lincoln Financial Group // M&T Bank // MassMutual Financial Group // MasterCard Worldwide // Meridian Credit Union // MetLife // Morgan Stanley // MUFG Investor Services // Munich Re // Nasdaq // Nationwide // New York Life Insurance // NJM Insurance Group // Nordea Bank Norway // OppenheimerFunds // Pacific Life Insurance // Prudential Financial // RBC Capital Markets // Regions Bank // Ridgewood Savings Bank // Schroders // Scotiabank // SunTrust // TD Bank // TIAA // Voya Financial // Wells Fargo // World Bank Group // XL Catlin

Don’t Miss This Opportunity to Be at the Centre of the Action!To learn more, contact: Darren Haughian - Sponsorship Manager Phone: 1 (866) 298-9343 x276 E-Mail: darren@strategyinstitute.com

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NETWORKING & DIALOGUE

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Don’t Miss This Opportunity to Be at the Centre of the Action!To learn more, contact: Darren Haughian - Sponsorship Manager Phone: 1 (866) 298-9343 x276 E-Mail: darren@strategyinstitute.com

Register Today by Calling 1 866 298 9343 x 200

WHO YOU WILL MEET

Top 5 reasons to sponsor

1. Build brand recognition with your target audience

2. Demonstrate thought leadership and create trust

3. Make face-to-face connections and generate leads

4. Collect intelligence on you target market’s key challenges

5. Network with senior leaders and forge key relationships

*Limited exhibit space and sponsorship packages are available.

Title Breakdown

Audience Breakdown

32% CMO, VP/Director of Marketing

19% Director/Manager Digital Marketing & Strategy

16% Account, Project Director/Manager

9% e-Solutions Director/Manager/Developer

7% CEO, General Manager

6% Director/Manager Operations & Customer Relations

3% Consultant

8% Other Industry Stakeholders

32% Banks, Insurance, Credit Unions & Credit Cards

28% Invesment/Wealth Management

19% Digital Marketing Technology & Software

16% Marketing Agencies

5% Other Industry Stakeholders

Connect with world leading financial digital marketing practitioners

Find answers to your biggest challenges!

FinancialDigitalMarketingUS.com

Registration fee: The registration fee includes luncheon, 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 American Express. Please make cheques payable to the Strategy Institute Inc. and write the registrant’s name on the face of the cheque.

Group Discount: A Group Discount is offered for this conference (not in combination with any other offer). To be eligible for the Group Discount, delegates MUST register at the same time. The total discount per delegate (including applicable group discounts, etc.) MUST not exceed 25% of the regular conference cost.

Cancellations: Cancellations must be received in writing by October 31st, 2019. Cancellations received by this date will be eligible for a prompt refund less a $495.00 plus 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 permitting entry. There is no refund payable with

respect to anyone refused entry. Any information obtained at the conference 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 damages and/or personal injuries caused by excessive or irresponsible alcohol consumption.

Pricing & Registration

3 EASY WAYS TO REGISTER

Call1-866-298-9343 ext. 200

Emailregistrations@strategyinstitute.com

Register Onlinefinancialdigitalmarketingus.com

QUESTIONS?Email us Today

CONFERENCE CODE: 119033

GROUP BOOKINGS: RECEIVE 25% DISCOUNT. REGISTER FOUR DELEGATES AND EACH PERSON WILL RECEIVE A 25% DISCOUNT

Financial Institutions, Banks, Investment & Wealth Management, Insurance, Funds, Credit Card, Credit Unions

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