dmfs_sf_2016

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february 18–19 2016 // Park Central Hotel San Francisco

Harness Innovative Strategies to Maximize Conversion

Featured speakersFast track your success to

chris curtin, Chief Brand & Innovation Marketing Officer, Visa

Tricia blair, Chief Digital Officer, lincoln financial group

alan gellman, Chief Marketing Officer, Esurance

Ed Terpening, Industry Analyst, altimeter group

charles Moore, SVP, Head of Digital Marketing, U.s. bank

Edward scholtens, VP, Enterprise Social Media, wells fargo

www.financialdigitalmarketingwest.us

Gold Sponsors:

Leverage Mobile

Increase Market Share

Satisfy Compliance

Overcome Disruption

Integrate Touch Points

Foster Brand Loyalty

Grow Wallet Share

PMS 186 Red white outline

strategy institute presents

Register Today by Calling 1 866 298 9343 x 200

Welcome to the largest financial digital marketing

forum in North America. Based on popular demand,

DMFS has launched a West edition to bring you new

groundbreaking content from across the U.S.

Evangelize your brand! Join digital futurists in the lively innovation hub –

San Francisco. Capitalize on disruptors at this one-stop event featuring 40+

elite marketers amongst America’s most progressive financial institutions.

Accelerate your digital transformation with inspiration from award-winning

campaigns. Optimize integration, personalization, analytics, mobile, social,

content, search, display, and user experience.

Deepen your B2C/B2B relationships. Convert digital into a robust customer

acquisition engine. Grow revenue and brand loyalty with concrete

strategies and tactical execution.

Break free of your competition. Register Today!

Your Digital Marketing for Financial Services Summit Team

@Strategy Institute

Acquire criticAl insights from finAnciAl brAnd innovAtors:

event in numbers

3 Tips from 18 award-winning financial brands

3 interact with 150+ marketing innovators

3 25 dynamic sessions in 6 tracks

3 13 exclusive fs case studies

3 Enable 360° digital transformation

3 increase rOi with analytics and optimization

3 Target compliance and governance barriers

3 Monetize wearables, programmatic and automation

WhAt’s neW this YeAr

25 interActive sessions 13 exclusive

cAse studies 40+elite speAkers5 poWer

pAnels

WeAlth mAnAgers4

insu

rAnc

e

3mAjor bAnks/ credit unions8

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

big data: Drive performance through measurement and analytics

disruptive innovation: Monetize wearables and emergent trends

legal & compliance: Increase reach under regulatory constraints

global content distribution: Streamline production and editorial processes

Mobile & social: Capture key moments of truth with contextualization

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

real-time activation: Intensify engagement and deliver relevance

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.

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

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source 10 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.financialdigitalmarketingwest.us


8:00 AM

rEgisTraTiOn

8:30 AM

OPEning cOMMEnTs frOM chair

8:45 AM

OPEning addrEss

Mobile, Mobile, Mobile – harness growth Opportunities Everywhere customers want to beWith the launch of new pay services and a marked shift in consumer shopping behaviors, mobile is the most dynamic and elusive channel for marketers. By harnessing unique qualities of mobile, there is an unprecedented opportunity to inspire, serve, and captivate consumers and drive your profitability. Develop capacity to:

• Satisfycustomerexpectationsondemand• Injectinnovationintodigitalmarketing• Integratetraditional,digital,andpoint-of-purchase• Buildadigitalcenterofexcellence

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

Chris Curtin, Chief Brand & Innovation Marketing Officer, Visa

9:30 AM

KEynOTE addrEss

digital Multiverse – catalyze large scale digital Transformation to drive Organizational success Clearvision,strongexecution,andresourcefulteamsarekeysuccess factors to tame the many facets of digital. Venture into the cuttingedgeoftechnology,multi-channelmarketing,andmobileinnovation.Createadigitalframeworktodeliveryear-over-yeargainsandfulfillyourbusinessobjectives.

Fortify your foundation to bank on the intersection between technology and interactive marketing.

Tricia Blair, SVP, Chief Digital Officer, lincoln financial group

10:00 AM

sPEEd nETwOrKing

ideas factory – develop fresh Perspectives and relationships with senior level PeersMeet thinkers, doers, and trailblazers in digital marketing. Break theiceandgettoknowfellowfinancialmarketingexecutivesduringquick3-minuterotations.Startyourdayoffbymakingtherightconnectionsandgainexclusiveknowledge!

day 1: ThUrsday, fEbrUary 18Th, 2016

10:30 PM Mid-MOrning nETwOrKing brEaK

reinvent Your brAnd to thrive in the digitAl Age

good netWorking opportunities. better quAlitY content thAn other conferences i’ve been to

judY morfitt, director, mArketing, investors group 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 formswillbeapproximately86%of worldwide consumer traffic.

Conversion rates on many banks’ website remainlow—insomeareas,wellbelow10%

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

2015 - 2016 priorities*


chOOsE yOUr TracK

10:30 AM

casE sTUdy: bny MEllOn

sOcial MEdia

11:00 AM

casE sTUdy: MUfg UniOn banK

Maximum Performance – a Practical guide on Measurement in a data-imperfect worldFinancialfirmsoftenlooktodigitalmarketingteamsforreal-time,100%accuratechannelandcampaignperformancedata.FollowMUFG’sjourneytohonedigitalmarketingmetrics,from“gut-feelings”toempiricalanalysis.Captureandinterpretdigitalperformance data to manage your business better. Develop tools to:

• Improvedataaccessibility,aggregationandanalysis• Designmarketingdashboardsforreal-timereports• LayercampaignandchannelperformanceagainstvariedKPIs

Protectmarketshareandexpandmobilefootprintcost-efficiently.

Juan Silvera, Managing Director Digital Marketing, MUfg Union bank n.a.

11:30 AM

bEsT PracTicEs

achieve social Media compliance in a regulated EnvironmentIt’snotalwayssmoothsailingtogetsocialbuy-in,especiallyforregulated markets. Recognize how you can build adoption of social througheducation.Implementaninnovativesocialstrategywhilemaintaining vigilant risk practices. Ensure strategic alignment to:

• Enablesocialmediathrougheducation• Buildgovernanceintoyourprocesses• Developcommunicationpolicyforadvisorsandstaff

Strengthenyourcompliancewithfirst-handadvicefromaveteran.

1:15 PM

POwEr PanEl: sOcial MEdia

balancing act – how to Maximize social channels and Meet complianceSocialmediahavethepowertoreachandinfluencemassaudiences.Most financial marketers struggle with regulatory constraints. From governance to distribution, learn how you can build trust and grow loyaltywithsocial.Implementstrategiesto:

• Nurtureorganicconversationsandexpandreach• PartnerwithlegaltomeetnewFFIECguidelines• Striketherightbalancebetweenengagementandsales

Optimize your social media within the regulatory framework.

Lucas Mast, VP, Corporate Social Media, Visa

Joel Nathanson, SVP, Head of Social Media, bank of the west

+ More to come

11:00 AM

casE sTUdy: wElls fargO

instant connection – build Engagement and loyalty through real Time activationPeerintotheinnerworkingsofWellsFargo’smostsuccessfulreal-time campaigns powered by its social command centre. Transform emotionsandexcitementbehindliveeventsintoresults-drivensocialmarketing. Propel engagement and foster positive sentiments for your brand. Gather insights to:

• Enablereal-timeresponsewithpre-approvedtemplates• Elicitlargescaleparticipationanddrivetrending• Enrichfanexperienceandincreasebrandfollowing

Activate your brand to achieve genuine engagement.

Edward Scholtens, VP, Enterprise Social Media, wells fargo

11:30 AM

aUTOMaTiOn

Enhance sales by integrating crM with Marketing dataOrganizations must qualify leads and respond to customer needs in order to drive prospects into business deals. Harness your CRM system and automation to create synergies within sales and marketing. Get useful tips to:

• Enhancesalesalignmentandintegration• Automateactionsaccordingtouserintent• Generate,score,andnurtureleads• Improvecampaignsandoverallsales

Use automation to focus your marketing and increase revenue.

1:15 PM

casE sTUdy: U.s. banK

big data in action – Monetize analytics to improve Profitability and customer retentionAtthecoreofU.S.Bank’scomplexdatanetworklaysvaluablebusiness intelligence. Understand how technology can empower marketersandboostacquisition.Leveragepredictiveanalyticstoimproveoptimization,targeting,andyourcustomerexperience.Integratesolutionsto:

• Buildacentralizeddataenvironmentforalltouchpoints• Constructanextbest-actionengine• Formulateaholisticviewofcustomers• Deliverpolished,personalizedexperiences

Deploy analytics to deliver profits and client value.

Deepak Nair, VP, Head of Digital Intelligence, Targeting & Optimization, U.s. bank

big daTa

Joinspeakersandyourpeersforarelaxingluncheon.12:00 PM nETwOrKing lUnchEOn

Join the LinkedIn community Digital Marketing for Financial Services Community

1:15 PM

casE sTUdy: ciTi

1:15 PM

aUTOMaTiOn PanEl

chOOsE yOUr TracK

PlEnary sEssiOns cOnTinUE

sOcial MEdia

2:00 PM

PrOgraMMaTic PanEl

solutions to improve Targeting and customer relevance Demandsideplatforms(DSP)allowmarketersunprecedentedabilitytooptimizedisplayperformancewithreal-timebidding.Stretchyouradvertisingbudgetandenableprecisioninventorybuys.Examine:

• Keyplayersandmarketdevelopment• Implicationonviewabilityandfraud• Applicationinmobileandvideo

Increaseyouradvertisingeffectivenessandsavecosts.

Alison Gensheimer, VP, Digital Marketing, wells fargo

+ More to come

2:00 PM

indUsTry ExPErT

social selling – convert social into a robust acquisition Engine

HearhowpioneeringFIsareusingsocialtoaccomplishbusinessobjectiveswhileadheringtocompliancerequirements.Lowercustomer acquisition costs and grow your client assets via social. Devise new ways to:

• Establishpersonalconnectionstofacilitatesales• Improveinteractionwithpotentialbuyersandcustomers• Changeemployeesintobrandambassadors

ImplementsocialsalesstrategiestoaugmentyourROI.

big daTa

2:30 PM

casE sTUdy: bEcU

More than Just Money – how Underdogs can win consumers in financial services Founded 80 years ago, BECU is America’s fourth largest credit union with13.6billioninassets.Hearaboutthelong-standingcampaignthat helped grow BECU to 950,000 members. Forge relationships and stand up to your competition with significantly larger budgets and retail footprints. Appeal to consumers by:

• Debunkingcommonmisconceptions• Tappingintocommunitiesandsharedvalues• Fosteringpositivewordofmouth• Makingthebankingexperienceeasier

Leverageingenuityandcommunityrootstoexpandyourbusiness.

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

Alan Brown, Co-Founder and CEO, dna

3:00 PM

Mid-afTErnOOn nETwOrKing brEaK

Interactwithconferencespeakersandfellowattendees.

3:30 PM

sPOTlighT: VidEO

Video Explosion – identify Video imperatives to deliver brand impact and rOiBy2016,86%ofworldwideconsumertrafficwillconsistofvideos,making it the fastest growing digital platform. Overcome challenges as content becomes increasingly democratized, as it migrates to tablets and mobile devices. Compel audiences with rich, imaginative videocontentandadvertisingtoincreaseyourROI.

3:45 PM

disrUPTiVE TEchnOlOgy shOwcasE

future Think Tank – Placing your bets to capitalize on the next wave of disruptionDiveintotheSiliconValleyinnovationculture.Gatherintelligenceonlatest technologies and discover hidden opportunities for financial marketers. Get the insiders’ perspective on emergent trends, including:

• AutomationandInternetofThings• Wearablesandaugmentreality• Crypto-currencyandpayment• Millennials–gamificationtocrowdeconomy

Prepareyourorganizationandmaximizedigitalmarketingsuccess.

4:15 PM

POwEr PanEl: OMni-channEl

surmount barriers to build a customer centric, high Performance digital EcosystemSeehowfinancetrendsettersachievebusinessprioritieswithdigitalmarketing and communications. Go beyond pockets of innovation to improveclientacquisitionandloyalty.Scaleyoureffortsandintegratedigitalassetsacrossdifferentchannels.Developexpertiseto:

• Optimizeglobalmarketingprogramsvs.individualcampaigns• Leveragevoiceofcustomertocreateadvocates• UseanalyticstostrengthenattributionandROI

Developacohesiveomni-channelmarketingecosystem.

Charles Moore, SVP, Head of Digital Marketing, U.s. bank

Robin Nakamura, VP, Global Web Digital Marketing, franklin Templeton investments

Szabolcs Paldy, VP, Digital Marketing, discover financial services

5:00 PM cOnfErEncE adJOUrns TO day TwO

5:15 PM EVEning cOcKTail rEcEPTiOn


1:15 PM

casE sTUdy: ciTi

1:15 PM

aUTOMaTiOn PanEl

chOOsE yOUr TracK

cOnTEnT MarKETing

11:00 AM

casE sTUdy: bancO POPUlar

The wearable reality – adopt wearables to reinforce your strategic advantage Mobileisresponsiblefor60%ofthetraffictoBancoPopular’sonlineplatform, representing 7.2 million monthly visits from 525,000+ customers. Hear how Puerto Rico’s largest bank launched its Apple Watchapp.Exploitwearablestoenhancetrust,accessibility,andconvenience for your customers. Adapt strategies to:

• Combineresponsiveuserexperiencewithnativefeatures• Focusproductofferingsforwearables• Unlocknewavenuesformarketingandrevenuegeneration• Buildinternalinfrastructureandexpertise

Optimize wearables to cater to your customers’ needs and maximizeROI.

Rachid Molinary, SVP, Digital Strategy, banco Popular

11:00 AM

casE sTUdy: J.P. MOrgan

global Publisher – increase rOi with best Practices in global content strategy & Operations

Inordertocreateengagingcontentforprospects,B2B/B2C/B2BCclients, employees, investors, and the media, financial marketers must also assume the publisher role. Tailor your content strategy for multiple distribution channels and screens. Establish a model to:

• Streamlinecreationanddigitaladaptation• Refinerolesandprocessesforconsistency• Leveragecontentmanagementsystemsandmetrics• Raisecontentqualityacrosstheenterprise

Improveyourcontentstrategyandprocessestoreachtherightaudiences globally.

Mitch Rose, VP, Global Content Strategy, Planning, and Operations, J.P. Morgan asset Management

MObilE & sEarch

“i felt thAt the speAkers Were All greAt. the cAse studies Where either A vendor or A mArketer presented Were the strongest exAmples

hunter ricks, digitAl mArketing strAtegist, lincoln finAnciAl group

8:15 AM

rEgisTraTiOn

8:45 AM

OPEning cOMMEnTs frOM chair

9:00 AM

OPEning addrEss

Marketing for the Modern world – standing Out to consumers with digital first Thinking Weliveinanalways-onworld,beingbombardedwith1,500+messages each day. While marketers have built up sophisticated disciplines, they rarely integrate well. Break through to your customers by forgoing traditional biases and take the lead with digital. Connect the dots to:

• Initiatewithbigideas• Createa360°immersiveexperience• Achieverealscale• Measurewhatmatters

Evangelize your brand to prosper in the digital economy with thoughtful integration.

Alan Gellman, Chief Marketing Officer, Esurance

10:15 AM

sPOTlighT

Outperform your competition with People based MarketingRegardlessofplatform,financialinstitutionsareexpectedtousedigital media to deliver tangible business benefits. Recognize how you canmoveawayfromoutdated“soft”metrics.Deployperformancemarketing to enhance direct response and elevate your brand.

day 2: friday, fEbrUary 19Th, 2016

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

9:45 AM

analysT briEfing

social Evolution – coping strategies to address social Media Trends and disruptionsAltimeter has measured significant shifts in the priorities of social strategists.Forthefirsttime,thereisa30%dropin“scalingsocialprograms,”replacedbyprioritiesindigitalintegration,contentmarketing,andmeasuringsocialvalue.Sharpenyourcompetitiveedgeby becoming a new breed of social business. Acquire crucial research to:

• Prepareforthenextwaveofdisruptors• Engageleaderstoproliferatesocialacrosssilos• Establishgoodgovernance• Createanadaptivedigitalmarketingteam

Understand how you can stay ahead of the social revolution.

Ed Terpening, Industry Analyst, altimeter group @ Prophet

10:30 PM Mid-MOrning nETwOrKing brEaK


10:45 AM

10:45 AM

casE sTUdy: J.P. MOrgan assET ManagEMEnT



11:30 AM

sEarch 3.0

relevancy, content & Ux – bolster revenue with the holy Trinity for search successSearchenginescanbecomesignificantincomestreamsfororganizations that fully understand the consumer mindset. ExpediteresultswithperformancefocusedSEMandSEOtechniques.Satisfyyourcustomersonwhenandhowtheywantto be reached.

• Implementtacticstogrowanaudience• Buildanalyticstobettercampaigns• Bankonlocalityandgeo-fencing• Getvisitorstoshareanddistributeyourwork

Capitalize on innovative search techniques and unlock new revenues for your firm.

1:15 PM

casE sTUdy: aig

Mobile and Marketing Tools to sustain consumer Engagement and increase EfficiencyFor low transaction companies like insurance, customer engagement is an added challenge. Enable marketing enhancement using best practices in mobile marketing and UX design. Drive results for your brand with apps and a differentiated mobile engagement model.

Zeba Hyder, Global Head of Digital Marketing, P&C Consumer Lines, aig

1:45 PM

casE sTUdy: ciTy naTiOnal banK

leverage the Power of Mobile search campaigns to increase responseCityNationalBank’s(CNB)SEMstrategyincludespaidsearch,Re-targetingListSearchAds(RLSA),andmobile-preferredandmobilecallextensioncampaigns.CNBhasachievedasignificantYoY increase in performance metrics in generating new leads and conversions.Learnabout:

• Hyper-targetinga“unique”HighNetWorthaudienceinspecific geos

• Campaignstructureandimplementationtooptimizeresults• ExpandingMobileSEMwithacross-deviceapproach• Tailoringcampaignsto“fit”geodifferences

IncreaseyourbrandawarenessanddriveincreasedresponsebyharnessingthepowerofmobileSEM.

Mark Johnson, VP, Brand Marketing and Advertising, city national bank Winner of the 2015 Mobile Strategy Award from the Gramercy Institute

Munir Haddad, Founder & CEO, Kiosk

11:30 AM

indUsTry ExPErT

inbound Marketing – Target audiences using Personalization and native advertisingNativeadvertisinghasgainedmomentumoverdisplayads.IntheUSalone,socialnativeadspendwillgrowto$4.57billionby2017.Explorebrandedcontent,sponsorship,andadvertorialstoattractyour customers.

• Createcontentyourtargetmarketwantstoconsume• Earntrustbyaddressingprospects’needsandinterests• Leveragelife-cyclemarketingandpersonalization• Embedclearcallstoaction

Raise your brand awareness organically with native ads.

1:15 PM

casE sTUdy: charlEs schwab

content Metamorphosis – implement a cost Effective Editorial Process that Embraces digitalFromblogstorichmedia,shareCharlesSchwab’sdigital-firstapproachtocultivatebrandaffinitywithcustomers.Improveyoureditorial process to deliver impact across paid, owned, and earned media.Executestrategiesto:

• Personifybrandvaluesandtransparencywithstorytelling• Repurposecreativeassetswithoutforfeitingcustomization• Meetregulatoryrequirementsandeliminateduplication• Complementtraditionaladvertisingandreducecosts

Convey your brand story with the most powerful content at every touch point.

Olivia Gerhard, Managing Director, Mobile & Content Distribution, charles schwab

Tami Dorsey, Editorial Director, charles schwab

1:45 PM

iMPacTfUl sTOryTElling

foster Engagement, share of Voice and customer growth with credible and compelling contentContent is a critical piece to build trust and brand awareness. Realizehowyoucancraftanauthenticbrand.Increasesocialuptake and search visibility with content that is worth sharing. Decipher solutions to:

• Raisebrandequityandacquisition• Optimizeallocationbetweenpaid,earnedandowned• MeasureROIthroughengagementandloyalty• Exploretrendsincontentproductionanddistribution

Increaseyourmessagingimpactandbuildhighvalueaudiencesthrough content.

12:00 PM nETwOrKing lUnchEOn Joinspeakersandyourpeersforarelaxingluncheon.

chOOsE yOUr TracK

cOnTEnT MarKETing MObilE & sEarch

Follow us on Twitter @DMFinancialTO #DMFSWEST

2:15 PM

Mid-afTErnOOn nETwOrKing brEaK

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

PlEnary sEssiOns cOnTinUE

2:45 PM

POwEr PanEl: OPTiMizaTiOn

Enhance digital acquisition and attribution through Testing and analytics Testing can generate tremendous insights into customer wantsandneeds.Layersocial,demographic,andbehavioraldata to better allocate marketing spend and perpetuate sales. Personalize messaging with 1:1 marketing and increase conversionthroughoutyourcustomerjourney.Sourcetoolsandtechniques to:

• Getstartedonatrackingprogram• ImplementA/Bandcomplexmulti-varianttesting• Improvecross-channelattributionmodeling• Refinesegmentationandlook-a-likeanalysis

Apply testing to improve your campaigns and overall marketing efficacy.

Nitin Bhutani, VP, Marketing, lendingTree

Robb Holmstrom, VP, Online Acquisition Marketing Manager, rabobank

Kristina Nielsen, VP, Digital Marketing, bank of the west

3:30 PM

casE sTUdy: Pacific lifE

b2b roadmap – Utilize social Media to strengthen sales and independent distributionFollowPacificLife’sdevelopmentandlaunchofapracticalsocialmedia roadmap to activate B2B sales and distribution channels. DiscoverhowyoucanuseLinkedIntogenerateprospects,leads,and sales in a B2B setting. Get 5 key takeaways on how to:

• Designastrategyandcontentapproach• Establishrelationshipsandincreasesales• Tacklechallengesandmeasuresuccess

ActivateLinkedIntoraiseyourB2Bsalesperformance.

Robert Knop, AVP, Integrated Marketing, Pacific life insurance company

4:30 PM cOnfErEncE adJOUrns

Interactwithconferencespeakersandfellowattendees.

Your venue

Ournewlyre-imaginedhotelelevatesthestandardofexcellenceinluxuryhotelsinSanFrancisco,whilecelebratingthe timeless art of hospitality. Downtown convenience. Inspiredhospitality.Completecomfort. ItallcomestogetherattheParkCentralSanFrancisco Hotel–locatedamidstthecity’smostpopularsightsandvenues.

benefits of stAYing At the hotel include…Networking: Onsite social activities for conference attendees and speakers

Modern Services and Amenities: The selection of rooms and thoughtful amenities make our venue the premier choice among hotelsnearMarketStreet,SanFrancisco.

Dining Experience: Whetheryou’relookingfor freshseafood, traditional American fare, tastes from Asia or creative combinations that naturally thrive in California, the restaurants ofSanFranciscowilldelightyou.

Accommodations:Guestsenjoybeautifully-appointed,smoke-freeguestroomsandbathsatParkCentral,oneofthefinestSanFranciscoluxuryhotels.

Convenience:Savetraveltimeandmoney.

TO MAKE YOUR RESERVATIONS, please contact the Park Central San Francisco directly:

TheParkCentralSanFrancisco,50ThirdStreetSanFrancisco,CAUSA94103Direct:+1415-974-6400Tollfree:888-627-8561

Book your accommodations at The Park Central San Francisco by January 19th for an exclusive rate of $309/night by mentioning “DMFS US West Summit by Strategy Institute”, when you call 888.627.8561

Thought LeadershipOpportunity

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Conference Room

Exhibitor Room

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Rachid Molinary, SVP, Digital Strategy, banco Popular

Mitch Rose, VP, Global Content Strategy, Planning, & Operations, J.P. Morgan asset Management

Olivia Gerhard, Managing Director, Mobile & Content Distribution, charles schwab

chris curtin, Chief Brand & Innovation Marketing Officer, Visa

Tricia blair, Chief Digital Officer, lincoln financial group

alan gellman, Chief Marketing Officer, Esurance

Ed Terpening, Industry Analyst, altimeter group

charles Moore, SVP, Head of Digital Marketing, U.s. bank

Edward scholtens, VP, Enterprise Social Media, wells fargo

Lucas Mast, VP, Corporate Social Media, Visa

Joel Nathanson, SVP, Head of Social Media, bank of the west

Juan Silvera, Managing Director, Digital Marketing, MUfg Union bank n.a.

Deepak Nair, VP, Head of Digital Intelligence, Targeting & Optimization, U.s. bank

Alan Brown, Co-Founder and CEO, dna

Alison Gensheimer, VP, Digital Marketing, wells fargo

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

Robin Nakamura, VP, Global Web Digital Marketing, franklin Templeton investments

Szabolcs Paldy, VP, Digital Marketing, discover financial services

Zeba Hyder, Global Head of Digital Marketing, P&C Consumer Lines, aig

Mark Johnson, VP, Brand Marketing & Advertising, city national bank

Tami Dorsey, Editorial Director, charles schwab

Nitin Bhutani, VP, Marketing, lendingTree

Robb Holmstrom, VP, Online Acquisition Marketing Manager, rabobank

Munir Haddad, Founder & CEO Kiosk

Robert Knop, AVP, Integrated Marketing, Pacific life insurance company

Kristina Nielsen, VP, Digital Marketing, bank of the west

Your fAcultY of top clAss speAkers include...

dna

Thought LeadershipOpportunity

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Register Today at www.financialdigitalmarketingwest.us

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% VP, 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].

*Limited exhibit space and sponsorship packages are available.

Who Will You meet?rAise Your profile At north AmericA’s lArgest finAnciAl digitAl mArketing forumParticipate in the prestigious gathering of over 180 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 sales*Limited exhibit space and sponsorship packages are available.

www.financialdigitalmarketingwest.us

ATTENTION MAILROOM: Ifundeliverabletoaddressee,pleaseforwardto: CMOandSVP/VP/DirectorofMarketing,Digital,Interactive,Brand&Communications

February 18 - 19, 2016 //ParkCentralHotelSanFrancisco

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Registration fee: The registration fee includes luncheon, receptions, refreshments, networking breaks, continental breakfast, and original course materials. Payment isrequiredinadvanceandcanbemadebycompanycheck,VISA,MasterCard,orAmericanExpress.PleasemakechequespayabletotheStrategyInstituteInc.andwrite the registrant’s name on the face of the cheque.

Early Bird special: ExpiresonNovember20th&December23rd,2015.Cannotbeused with group discount.

Group Discount: A Group Discount is offered for this conference (not in combination withanyotheroffer).TobeeligiblefortheGroupDiscount,delegatesMUSTregisterat the same time. The total discount per delegate (including applicable group discounts,etc.)MUSTnotexceed25%oftheregularconferencecost.

Cancellations: Cancellations must be received in writing by February 4th, 2016. Cancellations received by this date will beeligibleforapromptrefundlessa$495.00administrationfee.Ifyouregisterfortheprogramanddonotattend,youareliableforthefullregistrationfeeunlessyoucancelaccordingtothetermsstatedabove.Ifyouareunabletoattend,delegate substitution is permitted up to, and including, the day of the conference.

Admission Policy:StrategyInstitutereservestherighttorestrictentrytotheconferencetoanyindividual.Anysuchperson 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:Pleasedrinkresponsibly.StrategyInstituteshallnotbeliableforanyconsequentialdamagesand/orpersonalinjuriescausedbyexcessiveorirresponsiblealcoholconsumption.

4 eAsY WAYs to register

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

Email: [email protected]

Web: www.financialdigitalmarketingwest.us

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 Nov 20th 2015

Register by Dec 23rd2015

Regular

$2,195

exclusive insights from:

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

conference code: 116035

25 interActive sessions

13 exclusive cAse studies

40+ elite speAkers

5 poWer pAnels

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