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Content Crowned King at JFAM Financial Marketers' Summit: WEST in San Francisco's Ritz Carlton
Content Crowned King at JFAM Financial Marketers' Summit: WEST in San Francisco's Ritz Carlton
Sponsored by CNBC & Financial Times
Special Thanks: Investing Channel & Vibrant
More than 50 senior marketing professionals from top financial, media, agency and marketing brands met over a two day period at The JFAM Financal Marketers' Summit: WEST at The Ritz Carlton in San Francisco, CA to discuss, debate and determine the future of financial services marketing. The two day sessions brought to light a number os issues, challenges and opportunities for financial services marketers in the coming year--as well is in the longer term future.
One overarching theme revolved around the emerging importance (and effectiveness) of content-as-marketing in financial marketing. Now that technology has ushered in new media distribution channels, meaningful, relevent and authentic content has pipeline financial brands and trusted third party partner directly to financial target audiences. The Gramercy Institute, publishers of The Journal of Financial Advertising & Marketing and organizers of this annual summit believe that content-as-marketing will dominate the priories of the world's leading financial services marketing brands over the next 12 to 18 months.
The following agenda was followed by this hand-selected delegation at The JFAM Financial Marketers' Summit: WEST
The JFAM Financial Marketers’ Summit: WEST
The Ritz Carlton, San Francisco
Wed. Evening, Nov. 30-Friday Lunch Dec. 2, 2011
THEME: Marketing-In-Motion:Financial Customers in a Changing World
AGENDA (Subject to Adjustment)
Wednesday, November 30, 2011
4:00 PM DELEGATE CHECK-IN: The Pavillion Room, Ritz Carlton, San Francisco
6:30-8:30 DELEGATE RECEPTION: Cocktails & Light Dinner
7:15 REMARKS: Laurine Garrity, EVP, Chief Marketing Officer, Charles Schwab & Co.
Thursday, December 1, 2011
7:45 AM BREAKFAST: Breakfast is served, The Terrace Room, The Ritz Carlton San Francisco
8:30 OPENING REMARKS: “Marketing-In-Motion”
• REMARKS: Bill Wreaks, Chief Analyst/Gramercy Institute
8:45 DELEGATE DISCUSSION: Untethered Financial Customer: Mobile & Tablet Marketing
9:15 RESEARCH PREVIEW: The Future of Financial Media: Owned, Earned & Purchased
• PRESENTER: Bill Wreaks/Gramercy Institute-JFAM
9: 45 PRESENTATION: The New Media: Content-as-Marketing in Financial
• PRESENTER: Bob Verrico/InvestingChannel--Best case studies on Oppenheimer, AmEx, Wells Fargo & CFP
10:30 BREAK (CNBC Break Room)
10:45 PANEL: Financial’s Content Marketing Explosion
• PANELISTS: Andy Arenberg /Russell Investments, Greg Yates/InvestingChannel, Heather Ross/Blackrock
11:25 PANEL: Innovation: Cultivating Tomorrow’s Financial Marketing Advantage
• PANELISTS: Om Kundu/PNC, Paul Rapino/Microsoft Advertising, Stefan Mayo/Martini Media
12:05NOON Lunch is served: JFAM Taco Bar!, The Ritz Carlton San Francisco
12:20PM LUNCHEON PANEL: Public Opinion Matters: Financial Branding & Rebuilding in 2012
• PANELISTS: Bob Thomas/Liberty Mutual, Peter Oxner/Financial Times, Joanna Berke/Doremus
1:00 FREE TIME
2:30 DELEGATE ACTIVITIES: Delegate Free Time
6:30 DELEGATE RECEPTION: The Gallery Foyer, The Ritz Carlton San Francisco (Sponsored by CNBC)
7:30 DELEGATE DINNER: The Colonnade Room (Sponsored by Financial Times)
8:00 DELEGATE PREDICTIONS: “The Future of Financial Marketing” (Summit Delegate Predictions)
Friday, December 2, 2011
8:00 AM BREAKFAST: Breakfast is served, The Terrace Room, The Ritz Carlton San Francisco
8:45 REVIEW OF THEMES: Bill Wreaks/Gramercy Institute-JFAM
9:00 PRESENTATION: Research Recap: What’s Important to Financial Professionals
• PRESENTER: Daniel Rothman, Research Director, Financial Times
9:30 PANEL: Marketing to Financial Professionals: What Matters Most
• PANELISTS: David MerrilL/Deloitte, LLP, Kevin Windorf/CNBC & FCS, Michelle Draper/Charles Schwab, Dan Rhyasen/Franklin Templeton
10:15 BREAK (CNBC Break Room)
10:30 PANEL: Tweet This: Social Media@Work in Financial Marketing
• PANELISTS: Jay Badenhope/Intuit, Jen McClure/Thomson Reuters, Lindsay Tiles/Charles Schwab
11:15 FOCUS PANEL: Who Cares? Measuring What Matters in Financial
• FOCUS LEADERS: Jag Duggal/QuantCast, Adam Gelles/AMM Group
11:45 BREAKOUT THINK TANKS: Delegates Break into One of Three “Think Tanks”
A) Strategic Media, B) Compliance & Regulation, C) What’s Next? Thinking Forward
12:30 RE-CAP & SYNTHESIS (Bill Wreaks, Chief Analyst/JFAM)
12:45 LUNCH : Lunch is served (Optional), Small Group Discussions, The Lobby Lounge, The Ritz Carlton
Summit Closes
For More Information: info@financialadvertising.com (212)752-0151 www.financialmarketer.com
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