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Digital Marketing for Financial Services Summit

Digital Marketing for Financial Services Summit will take place in New York, 9-10 of December 2014. K-message offers its readers a VIP code 20% discount for this event.

Digital Marketing in Financial Services

Digital Marketing in Financial Services

Who will attend the Digital Marketing for Financial Services Summit

The event is addressed to three main groups of attendees.

The first and the obvious one: Digital Marketing in Financial Services Professionals. If you work (or planning to work) in bank marketing, insurance, credit card or financial services brokerage, consider this event as a networking and learning opportunity.

The second target group of the Digital Marketing for Financial Services Summit are agencies and vendors. If you offer digital, interactive or 360° brand communications solutions, content creation and media planning, tracking, measurement, analytics or customer insights, you may find some financial services leads at the event.

The third group of attendees are IT vendors. Marketing Automation, SEO, CRM, Social Media Management – within financial industry all those digital marketing tools are still a novelty.

Join the Digital Marketing for Financial Services Summit with K-message.com and get a VIP Code discount:


Digital Marketing for Financial Services Summit confirmed speakers

Jamie DePeau, SVP, Chief Marketing Officer, Lincoln Financial

Jamie DePeau came to Lincoln Financial in 2011 from TIAA-CREF where she served as Senior Vice President of Marketing. Prior to joining TIAA-CREF, DePeau held leadership positions in Marketing and Communications at Medco Health Solutions, MCI and NYNEX. DePeau received a bachelor’s degree from Canisius College. She also holds her Series 7 and 24 FINRA licenses. (Source: https://www.lfg.com)

Andrew Artemenko, SVP, Digital Marketing & Content Strategy, Bank of America

Andrew Artemenko is a passionate, creative, and professional marketing leader with 10 years of interactive media experience. Currently he manages digital strategy and microsite architecture at Bank of America. Mr Artemenko brings a unique skill set to his teams by providing strategic guidance and tactical execution.

After gaining experience in several entrepreneurial “dotcom” companies from 2002-2007, Mr. Artemenko was hired by Bank of America in 2007 as a Vice President of Digital Marketing. From there, he has accepted roles of increasing responsibility to support the needs of a Fortune 10 digital marketing operation, including new product introductions and most recently; managing microsite content and digital ecosystem strategy. This involves connecting thousands of disparate nodes of content into a streamlined, search optimized, cohesive customer experience. Andrew has found success by combining his love of innovative web experiments with the ever-changing goals of his internal clients. (Source: http://www.artemenko.org/)

Peter Eliopoulos, SVP, Chief Marketing Officer, M&T Bank

Peter Eliopoulos began his banking career in 1988 as a Management Associate with Citibank, and then spent 10 years with the management consultant firms of A.T. Kearney and Mitchell Madison Group where he advised financial services and media companies on strategic growth and organizational improvement initiatives.

In 2003, Eliopoulos returned to Citibank as senior vice president and director of marketing, where he managed the bank’s marketing and advertising programs. In 2005, he assumed the additional role of North American Sales Director. Eliopoulos holds an MBA from the Stern School of Business at New York University, and bachelor’s degree from Brown University. (Source: http://www.americanbanker.com)

JR Badian, VP, Digital Marketing, Social Media, and CRM, MasterCard

JR Badian, Vice President of Digital Marketing and Social Media at MasterCard Worldwide, is credited with an amazing number of business accomplishments. Not only is he a digital and social media marketer, and an entrepreneur in the global brand digital marketing space, but his first marketing agency went public before he was 30 years old. This spring, he was applauded as one of “40 under 40” brand innovators.

Prior to joining MasterCard in 2012, he worked in marketing roles at Oracle, Loews Corporation and News Corp. He earned an MBA in just 12 months from Babson College during which time he also managed to win a coveted Business Plan Competition that awarded him $3 million in funding for his start-up, BrandAid Communications. (In addition to his MBA, JR has a Master’s Degree from Columbia in organizational behavior and an undergraduate degree that reflects a double major in finance and marketing.)

Today JR oversees MasterCard’s digital marketing strategy, as well as social media buys and expenditures, SEM/SEO strategies, homepage, microsites, and all display advertising. His role includes social media community management and fan engagement for programs like “Priceless” and “#LoveThisCity.” He manages all digital agency relation­ships and serves on MasterCard’s Global Marketing leadership team. (Source: http://the-internationalist.com)

Bryan VanDyke, Executive Director, Head of Digital Strategy, Morgan Stanley

Bryan VanDyke is Executive Director and Head of Digital Strategy at Morgan Stanley, where he is Charged with defining and executing a unified digital vision that delivers value to the Firm’s diverse set of clients, partners, shareholders and employees. Prior to Morgan Stanley, Bryan was Vice President and Head of Digital Strategy at Prudential Financial, where he established a User Experience center of excellence and stewarded the creation of Prudential’s first social and mobile assets.

In 2012, Forrester Research spotlighted his work in Customer Experience for a case study on best practices. During the dot-com era, Bryan brokered the creation of the inaugural digital tools for numerous financial service firms, non-profits, and academic institutions. He has been building and promoting online communities for nearly twenty-five years, and he has written widely on technology trends, most recently for Pacific Standard, Wealth Channel magazine, and Yahoo Internet Life. A graduate of Northwestern and Columbia University, Bryan is active in the arts and serves as the curator of a reading series for emerging writers in New York City. (Source: http://www.argyleforum.com)

What is in the agenda of the Digital Marketing in Financial Services Summit?

According to the draft agenda,  Digital Marketing in Financial Services Summit is very interesting.

Day 1 includes an interesting Case Study on Omni-Channel integration of Social Media, Mobile and Web with offline activities to drive conversions and customer acquisition.

There are two tracks to follow afterwards. The first one focuses on Social Media and Video content. We find particularly interesting presentation on Compliance while implementing Social Media into your marketing strategy.

The second track focuses on Search Engine Marketing. We still find Search as an incredibly efficient tactic, and the focus of  Digital Marketing in Financial Services Summit is on how to expand this channel with active use of Social Signals and by improving quality of the content to get even better results.

At the end of the day the focus will be on Content creation and management. How to build your content to build engagement, increase share of voice and increase your customer base? How to automate your editorial workflow and manage your digital assets? Those answers, we hope may be answered during day 1 of the Digital Marketing in Financial Services Summit.

Day 2 of the  Digital Marketing in Financial Services Summit starts with a Panel on Strategic Media Allocation. Media planning and buying is crucial for budget and ROI of your campaigns, so how you can get more conversions for less dollars? Maybe the answer is in the following sessions that discusses Real-Time Bidding in ad budgeting…

Similarly to the previous day, there will be two tracks on the day two of the  Digital Marketing in Financial Services Summit.

Track 1 focuses on mobile tactics. You will learn how to get value from mobile interactions – from text messaging through apps to the mobile and responsive web. There will be also discussion on how to design your web experience to deliver the best experience to your mobile users within omni-channel marketing efforts.

Track 2 is about B2B relationships. How can you empower Sales Team with Digital. An interesting case study from Curian Capital will show the power of interactive video in B2B connection with prospects and clients.

In the evening there will be another interesting case study. Have you ever considered using gamification to increase financial literacy of your leads to make them into the savvy customers?

As you may see, the event looks very promising, with a great set of speakers and interesting topics. The official agenda will be presented soon on the official website of the event. You may check the latest on the conference by following its Twitter handle: @DMFinancialDO

About Piotr Wrzosiński

Piotr Wrzosinski is a sociologist focused on digital marketing in highly regulated industries. He combines experience from top players in tobacco, financial services, and pharma with a passion to the content marketing and technology. All opinions posted are his own unless stated otherwise.

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