September 23 - 24, 2020
Virtual Event

Event Sponsors

Agenda

Wednesday, 09/23

Day 1 - Legacy Brands. New Consumers

Day 1 of MediaPost's Marketing: FinServ conference explores how legacy brands are rethinking branding, integrate tech and product to marketing, and adapt to a touchless relationship with their customers.

12:30 PM ET
Opening Remarks
MC
Steve Smith, VP, Editorial Director, Events, MediaPost 
12:40 PM ET
Keynote Q&A: Goldman’s Trust Journey
After the 2007 financial crisis Goldman Sachs became a poster child for American distrust of the banking and investment system. We explore what the brand learned about rebuilding trust and how it positioned Goldman to better manage the Covid-19 challenge.
Interviewee
Amanda Rubin, Global Co-Head Brand and Content Strategy, Goldman Sachs 
Interviewer
Steve Smith, VP, Editorial Director, Events, MediaPost 
1:05 PM ET
Panel: Legacy Brands, New Consumers: Branding Trust In A Cluttered, Disrupted Space

As new generations of consumers shrug at traditional brands and embrace newcomers in the banking, investment and payment spaces, how are the great financial institutions pivoting into change and emerging brands looking for advantage? What inspires trust and loyalty? Are innovation, convenience and other values trumping legacy and stability when consumers entrust their money to you? Amid the clutter, how are the great brands differentiating their proposition. We ask new and old players across financial service categories how they are competing for trust.

Moderator
Lisa Singer, Event Editorial Manager, MediaPost 
PanelistS
Luis Aguilar, VP Digital Marketing Manager, Amerant Bank 
Joe Lutz, Manager of Enterprise Brand, Securian Financial 
1:35 PM ET
Break
1:40 PM ET
Panel: Risk Factors: The InsurTech Challenge

Famously cautious, the insurance industry can no longer be risk-averse. “InsurTech” is creating new categories and models for the industry. Advanced personal data gathering will change everything from underwriting to customer acquisition, while real-time digital interactivity adds countless new players into the market. But how will the marketing, branding and customer relationships change as both the products and the customer relationships redefine themselves? What should the new insurance brand look like?

Moderator
Tanya Gazdik, Senior Editor, Automotive, MediaPost 
PanelistS
Nick Fairbairn, CMO, Gabi 
Matt Myers, Head of Customer Acquisition, Haven Life 
2:05 PM ET
Roundtables
For 15 years we've held these collaborative Roundtables at our 3-day get-way "Insider Summits" where marketers bring their questions, challenges and insights for one another to share in casual, off-the-record conversation.  For the virtual Marketing: Financial Services conference we bring this highly interactive and valuable format to you!  Webcams and Mics ON. Recording and reporting OFF.  Discuss amongst yourselves!
2:05 PM ET
Roundtable: Data-Driven Intimacy: The Personalization Challenge

Trust is built on relationships, but how can data driven, automated and digital worlds build authentic one-to-one marketing with financial services customers? FinServ brands new and old discuss how they are jumping through the hoops of privacy, security, legal, data hygiene and automation and delivering on the personalization promise.

Featuring
Jason Coots, Vice President Of Wealth Management Marketing, TIAA 
Nicole Matuga, Director, Digital External Acquisition, USAA Bank 
Pam Pilgrim, Senior Vice President Marketing & Communications, Navy Federal Credit Union 
2:05 PM ET
Roundtable: What's the FinServ Media Plan?

What is the customer journey to trust now? As FinServ targets old consumers via digital channels, as younger consumers think differently about their finances, where do media buyers and planners segment, target and acquire new consumers? How do they break through clutter on media new and old?

Featuring
Albert Thompson, Managing Director, Digital, Walton Isaacson 

Thursday, 09/24

Day 2 - Disruption Disrupted

Disruption DisruptedAcross banking, payments, insurance, investment and more emerging FinServ brands believe ancient institutions are ripe for disruption. But what is the marketing challenge as the field gets cluttered with me-too brands? Day 2 of the FinServ summit explores the new generation.

12:30 PM ET
Welcome Back
MC
Steve Smith, VP, Editorial Director, Events, MediaPost 
12:40 PM ET
Keynote: Squaring With the New Reality
Square’s marketing push to its seller community was locked and loaded for a Spring launch…until Covid happened. We dig into the pivot, as Square leveraged its own customers, social channels, and emerging audio opportunities to transform a pitch to a support strategy.
Interviewee
Lauren Weinberg, Global Head of Marketing, Square 
Interviewer
Steve Smith, VP, Editorial Director, Events, MediaPost 
1:05 PM ET
Panel: Disrupting the Disruptors: FinTech Vs. FinTech

FinTech has taken aim at every imaginable category of banking, investment, insurance. But as the field clutters with similar claims of tech prowess and anti-establishment street cred, the disruptors are competing with themselves for attention, credibility, differentiation. We convene a panel of upstarts to discuss how they build brand and grow in such a wall of marketing noise. Is this just a media arms-race or are subtler tactics succeeding here?

Moderator
Lisa Singer, Event Editorial Manager, MediaPost 
PanelistS
Trang Dao, VP, Growth, Atom Finance 
Brad Simmons, Chief Marketing Officer, Figure 
Joe Ziemer, VP, Communications and Policy, Betterment 
1:35 PM ET
Trivia Contest
1:50 PM ET
Q&A: Leading with Empathy: Building the Next Payment Brand

In an era of both rapid innovation and economic uncertainty, financial services brands must ensure that consumers are not only aware of their offerings, but how to use them safely. Pointing out what could go wrong with your service might seem counterintuitive, but it could also help build credibility and trust. What’s the best way to make consumer education part of your marketing mix?

Interviewee
Melissa Lowry, VP, Marketing & Branding, Zelle, Early Warning 
Interviewer
Steve Smith, VP, Editorial Director, Events, MediaPost 
2:10 PM ET
Roundtables
For 15 years we've held these collaborative Roundtables at our 3-day get-way "Insider Summits" where marketers bring their questions, challenges and insights for one another to share in casual, off-the-record conversation.  For the virtual Marketing: Financial Services conference we bring this highly interactive and valuable format to you!  Webcams and Mics ON. Recording and reporting OFF.  Discuss amongst yourselves!
2:10 PM ET
Roundtable: Understanding the Gen X/Y/Z FinServe Consumer

Money isn't what it used to be, but neither the new generation of savers, borrowers and investors. Who is the new FinServ consumer? What are brands old and new discovering about their customer base? Let's crowdsource some research. Marketers share what they have learned.

Featuring
Trang Dao, VP, Growth, Atom Finance 
Albert Thompson, Managing Director, Digital, Walton Isaacson 
2:10 PM ET
Sponsor Roundtable: Leveraging Data in FinServ to Refine and Simplify Your Buy
Dish Media Sponsor Roundtable

With fragmentation growing across platforms and screens, how can FinServ marketers build campaigns with provable impact? We will discuss data targeting strategies, audience-first buying and the challenges FinServ marketers face when developing media plans for the impending omni world.

Featuring:
Chris Rooney, Client Vertical Sales, Dish Media

Contact Us

Speaker Consideration

For speaker consideration please complete the speaker proposal form. Due to the high volume of speaker proposals that we receive we will only be able to notify those whose proposals have been selected. All proposals must go through this form, no exceptions. Do not contact other MediaPost representatives regarding speaker opportunities.

Sponsorships

For questions regarding sponsorship of this event please contact Jon Whitfield, VP, Event Sales at jon@mediapost.com.

Press

For press inquiries, please contact Ken Fadner at ken@mediapost.com.

General

For general summit inquiries please contact Maya Abulashvili, Coordinator of Events and Conferences at maya@mediapost.com.

VIP Program

For questions about or to apply to the VIP Program please contact Kevin Massa, Manager of Brand & Agency Relations at massa@mediapost.com.

Quality Pledge

MediaPost strives for excellence in its coverage of media, marketing and advertising. Our mission is to critically engage key questions for brand marketers, media buyers, sellers and emerging platforms. We choose speakers exclusively for their ability to bring perspective and insight to our stage. All conferences are programmed by proven, expert, unbiased journalists. MediaPost has never and will never engage in "pay to play" conferencing.