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JFAM FINANCIAL MARKETERS’ SUMMIT: WEST
DELEGATE INVITATION
Summit: December 1-3, 2010
• The Ritz Carlton Hotel, San Francisco, CA
• Begins Wednesday Evening (Dec. 1), Closes Friday Noon (Dec. 3)
• Delegates: Top Marketers from Major Financial Institutions,
Academics, Agency Leaders
• Sponsors Include: AOL, CNBC, Financial Times, IBD/investors.com & Microsoft Advertising
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2011: CONNECTING WITH THE NEW FINANCIAL CONSUMER
Once again, The Journal of Financial Advertising & Marketing will call together senior marketers from the world’s leading financial institutions for an exclusive two-day summit. This year, the JFAM Financial Marketers’ Summit: WEST will take place in San Francisco at The Ritz Carlton Hotel. Please join this select group of top financial marketers to discuss, debate and determine the future of financial services marketing industry at this critical point in history.
Recent JFAM Summit delegates have included senior marketers from institutions such as AIG, Allstate, American Express, Ameriprise Financial, AON, AXA, Bank of America, Bank of New York, Barclay’s, Blackrock Financial, Charles Schwab, Citi, Countrywide Financial, Deloitte, Discover Financial, Ditech.com, DWS Investments, ELOAN, E*TRADE, FXCM, GE Capital, Guardian Life, HSBC, i-Shares, ING Direct, International Securities Exchange, John Hancock, Liberty Mutual, Merrill Lynch, MetLife, Nomura, OppenheimerFunds, Pershing, Prudential, Scottrade, State Street Global Advisors, Standard & Poors, TD Ameritrade, TIAA-CREF, UBS, Vanguard, Wells Fargo and others.
Topics to be covered include:
• 2011: Anatomy of The New Financial Consumer
• Best Practices: Digital Marketing of Financial Services
• Innovation: Root of Success in Financial Marketing
• After The Storm: Now What?
• Social in Financial: Bright Shiny Object or
Strategic Advantage?
• Brand Value: Now More Than Ever
• Financial Media Today: Strategies For Tomorrow
• Financial’s Marketing Message: How You Say It
• Demo Shift: Financial Marketers Adapt in 2011
• Compliance: Financial Marketing’s New Best Friend
• Face-to-Face Financial:Marketing “The Old-Fashioned Way”
• Whole Team: Marketer, Agency & Media in Financial
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