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JFAM FOCUS SUMMIT: SAN FRANCISCO--2011: DIGITAL MARKETING IN FINANCIAL SERVICES (Social & Emerging Media)04/07/2011 - 04/08/2011
Once again, The Gramercy Institute, publishers of The Journal of Financial Advertising & Marketing will call together senior marketers from the world’s leading financial brands for an exclusive summit. The summit begins with a reception at The Ritz Carlton in San Francisco on the evening of Thursday, April 7. The actual summit, then, begins at 8:00 am on Friday morning, April 8 and runs through breakfast and a working lunch. The summit concludes at 3:00 PM on Friday. Delegates will be staying at The Ritz Carlton in San Francisco.
The third of three in a series of “Focus Summits” around the subject of digital marketing in financial services, this specific summit will focus on “social and emerging media.” Other “Focus Summits” in Digital Financial Marketing take place in Chicago February 17 & 18 (Digital Branding) and in Boston on March 24-25 (Measurement & Optimization).
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.
JFAM Focus Summit: San Francisco--2011: Digital Marketing in Financial Services (Social & Emerging Media)--April 7 & 8.
Agenda Highlights Include:
PRESENTATION: Study: Best Practices in The Digital Marketing of Financial Services
Study results of: Best Practices: Digital Marketing of Financial Services. The Study was commissioned by The Gramercy Institute and conducted by Brand New Media and Northwestern University. The study features the (subjective) insights from in-depth interviews with about 90 senior marketing and digital executives (VP and above) from Bank of America, Merrill Lynch, Metlife, Prudential Financial and UBS. In addition, the study surveyed (objectively) over 120 senior marketers representing over 50 major financial firms in the US. The end result is a management deliverable that identifies, offers and defends twenty “best practices in the digital marketing of financial services.”
PANEL: Future of Financial: Digital Marketing in Financial Services
This in-depth presentation will be followed by a panel of experts that include senior marketers from major financial firms. The panel discussion will be moderated by Bill Wreaks, Chief Analyst of the Journal of Financial Advertising & Marketing.
PRESENTATION: Here & Now: Social Media and Why It Matters in Financial Marketing. Jennifer Grazel, Financial Services Category Head at Linkedin will present her take on the social media landscape in financial services marketing today and suggest where the future is leading us in this critical area of financial services marketing.
PANEL: New World Order: Social & Emerging Media in Financial Services, Bill Wreaks, Chief Analyst of The Journal of Financial Advertising & Marketing will moderate this discussion on this critical topic. Panelists are leading experts in the field.
PRESENTATION, To ‘Friend’ Is the Trend: Social Media & Financial Services Today, Michael Ellison, President, Corporate Insight, Inc. Mr. Ellison will present highlights from the company’s 300 page report that reviews the social media tactics used by over 70 brokerage firms, banks, credit card issuers, annuity issuers and mutual fund companies. His analysis highlights industry trends and best practices in online communities, blogs and popular third-party social networks such as Facebook, Twitter and LinkedIn. The presentation also offers recommendations to help financial institutions succeed in this space, as well as cope with the compliance challenge and measure the effectiveness of their social media efforts.
PRESENTATION: Media Excellence in 2011, Bill Wreaks, Chief Analyst of the Journal of Financial Advertising & Marketing will present his take on "Best Case Examples" of "real life" financial media strategies at work today. His study is based on insights gained dozens of media briefs from major financial firms--all ranked by a panel of senior marketers from major financial firms.
PRESENTATION: “Maximizing Digital ROI through Paid, Earned and Owned Media,” Oliver Snoddy, Director of Digital Services, Doremus. This fascinating topic of ROI will be explored using Doremus’ Thomson Reuters Case Study as a practical backdrop. Doremus and Thomson Reuters won (tied with Bank of America/Merrill Lynch) “Best of Show” at the JFAM Media Strategy Awards earlier this year for its strategic media excellence in this Thomson Reuters case example.
FINANCIAL MARKETER COLLABORATION: Break Out Groups
Delegates break into sub-groups to dissect issues related to social and emerging media in Financial Marketing.
Oliver Snoddy, Director of Digital Services, Doremus
Oliver Snoddy is Director of Digital Services at Doremus, a global B2B communications firm.Oliver supports the New York office in their digital activities, advising on media, technology and social media opportunities. Prior to joining Doremus, Oliver was Digital Planning Director at OMD in London, where he led digital planning and strategy across all agency clients including Vodafone, McDonald¹s, PepsiCo, Channel 4, EasyJet, Coty, Peugeot and Sony. He also launched OMD¹s social media offering across EMEA.
Outside of his agency experience, Oliver was part of the launch team for the UK movie streaming site BlinkBox (think Netflix online), serving on the board as their Head of Advertising.
Michael Ellison, President, Corporate Insight, Inc.
Corporate Insight is the leading provider of competitive intelligence, analysis, and consulting services to the financial services industry. Founded in 1992, the firm has a blue-chip client base of industry leaders who rely on the company’s commentary and insight gleaned through years of research examining the issues and trends that have shaped the industry. CI monitors the top firms on an ongoing basis, measuring, analyzing, and communicating industry best practices. Its products include Bank Monitor, Broker Monitor, Credit Card Monitor, e-Monitor, Mutual Fund Monitor, Mutual Fund - Advisor Monitor, and Annuity Monitor, as well as custom project work.
Bill Wreaks, CEO, The Gramercy Institute
Bill Wreaks is President and CEO of The Gramercy Institute, a consultancy focused on financial marketing, advertising and media issues. Wreaks is also Chief Analyst of The Journal of Financial Advertising & Marketing. Based in New York City, The Gramercy Institute hosts numerous events each year laser-focused on financial marketing-related issues. The company is separated into three distinct areas: publishing, conferences & summits and research & consulting.
The Gramercy Institute publishes The Journal of Financial Advertising & Marketing (JFAM). Written for senior marketers at major financial institutions, JFAM is a digital magazine published 26 times each year and boasts a global circulation. It is considered the leading authority in financial services marketing by many in the industry. At the core of The Gramercy Institute’s work is The Financial Marketers’ Alliance (FMA), a network of over 1100 financial marketing professionals worldwide (www.financialmarketer.com). The FMA produces numerous thought leadership events in financial services marketing each year, including The JFAM Financial Marketing Summit: EAST in Philadelphia, PA, The JFAM Financial Marketing Summit: WEST in San Francisco, CA, JFAM: Live! Financial Marketing Conference in New York City (semi-annual), JFAM: Focus Summits (NYC, SF, Boston & Chicago) and The JFAM Media Strategy Awards in New York City.
The Gramercy Institute also directs “Brave New Financial” a best practices consortium of agencies/marketing service providers that GI believes embraces the necessary factors for marketing success in financial services in what Wreaks refers to as “this brave, new era for financial marketers.”
Ritz Carlton: San Francisco
For questions: firstname.lastname@example.org. 212-752-0151
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