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Digital Marketing for Financial Services is the largest gathering of financial digital marketers in North America.
This exclusive summit is the only event designed specifically to give FIs the tools elevate their digital strategy and build business.
Gain practical strategies and guidance to:
Overcome the unique challenges marketers face in financial services and take away tactics from the best in the industry at this one-stop event.
Clara Shih is the CEO and founder of Hearsay Social, a Silicon Valley startup whose predictive analytics technology helps salespeople reach out to clients at the right time with the right message while staying in compliance with industry regulations. A pioneer in the social media industry, Clara developed the first social business application, called Faceforce, in 2007 and subsequently authored the New York Times-featured best-seller, The Facebook Era, now used as a marketing textbook at Harvard Business School. Clara has been named one of Fortune’s “Most Powerful Women Entrepreneurs,” Fast Company’s “Most Influential People in Technology,” Businessweek’s “Top Young Entrepreneurs,” and both Fortune’s and Ad Age’s “40 Under 40.” She was also named a “Young Global Leader” by the World Economic Forum.
Clara is a member of the Starbucks board of directors and previously served in a variety of technical, product, and marketing roles at Google, Microsoft, and Salesforce.com. She graduated No. 1 in computer science at Stanford University, where she also received an MS in computer science – user experience and design. She also holds an MS in internet studies from Oxford University, where she studied as a U.S. Marshall Scholar.
As President of banking phenomenon Moven, Alex Sion is set to change the banking world as we know it, impacting every aspect of the way in which banks operate and interact with their customers.
As an advisor on digital strategory and disruption to global financial leaders such as HSBC, Citi, Bank of Montreal, Bank of Scotland and Barclays, Alex is one of the leading voices in the financial services industry.
Alex is a recognized thought leader, speaker and panelist in the financial services space. He has spoken at large financial services conferences such as American Banker, BAI, Finnovate, Forrester Customer Experience Form, and Association of Financial Technologies. He has also spoken at global leadership forums and executive summits for firms such as: Toronto Dominion, Merrill Lynch, Morgan Stanley, Bank of Montreal, Royal Bank of Scotland, Barclays, Regions Bank, and BBVA.
Mike Linton has been in marketing and general management for over 30 years. After graduating from Bowling Green State University and Duke's Fuqua School of Business, he began his career in Brand Management at Procter & Gamble in 1980. He went on to Progressive Insurance, James River Paper Company and Remington in various Marketing and General Management positions. In 1999, Mike moved to Best Buy where he became its first ever Chief Marketing Officer responsible for all marketing, brand management, research, customer relationship management, call centers, the internal advertising agency and public and investor relations. In late 2006 he moved to eBay, first in general management as the Senior Vice President of eBay Motors, Canada, Half.com and eBay Stores and then as the CMO. He left eBay in early 2009 and consulted for a number of companies while writing for Forbes.com. In 2010, he joined a Silicon Valley start-up, and then was recruited to Farmers Insurance in October 2011 as its Chief Marketing Officer. His responsibilities include marketing, research, strategic planning, internal and external communications, innovation and the company’s digital and mobile efforts.
Linton is on the Board of Directors of Capella Education and advises a number of early stage companies. He previously served as a Director of Peet's Coffee & Tea, support.com and the Allen Edmonds Shoe Company (private equity). During his board service he has chaired both the Compensation and Nominating & Governance Committees.
Mike was named by Promotion Magazine as a Marketer of the Year in 2004 and by Ad Age as one of the most influential 30 marketers in 2003, 2004 and 2005. He has received two Effies and has been a speaker at numerous conferences. He is a charter member of the Marketing-50, was elected to the Retail Advertising Hall of Fame in 2008, rang the opening bell at the NYSE and has been featured in Fortune, The Wall Street Journal, the Boyden Leadership Series, Wine & Spirits, Advertising Age and Promo Magazine.
Mike is a native of Cleveland, Ohio and now lives in Silicon Valley with his wife and two children.
Peter J. Eliopoulos is a Senior Vice President and Chief Marketing Officer of M&T Bank and Wilmington Trust.
With more than 25 years of industry experience, Eliopoulos oversees the bank’s Marketing and Communication department, as well as the Office of the Customer Advocate.
He began his career 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 a Masters of Business Administration from NYU Stern School of Business, and Bachelor of Arts from Brown University.
Eliopoulos is committed to the development and success of the arts community. He serves on the Board of Directors for the Buffalo Philharmonic Orchestra, Friend of BUTI (Boston University Tanglewood Institute, and has been a member of the New York Philharmonic society. He also serves on the NYU Stern Alumni Board and is an active member of the Hellenic American Bankers Association (HABA).
Dan has recently been appointed as the Chief Marketing Officer for Hancock Holding Company with responsibility for overall strategy and execution of marketing for the Hancock and Whitney bank brands. He has previous experience as CMO for another top 50 bank and a division of Sears Holdings. He has deep experience using marketing and product levers to drive profitable revenue. Dan has been responsible for all marketing functions and the digital / eCommerce consumer channels. Mobile product launches exceeded expectations. Dan has also been recognized as a "Top CMO on Twitter" which reflects personal leadership in social media. He is frequently asked to speak to marketing, financial services, and technology audiences on a wide range of topics including marketing leadership, marketing metrics/ROI, branding the customer experience, product innovation, channel innovation, mobile, social media, and macro trends shaping the future of business.
Tricia S. Blair is Senior Vice President, Chief Digital Officer and Head of Enterprise IT Services for Lincoln Financial Group. She is responsible for the digital strategy and technology implementation for the corporation, its core life insurance, annuities, retirement plans and group benefits businesses, and both the wholesale and retail distribution organizations. In addition to leading Lincoln Financial’s web, mobile and social media strategies, Blair is also responsible for enterprise architecture, business architecture, corporate enterprise systems and portal management, as well as the IT project management office and quality assurance center initiatives.
Blair has more than 25 years of marketing, technology, and digital experience, with a focus on strategic business growth, multi-channel marketing, integration of large-scale business and technology platforms, and high-value business transformations. Prior to joining Lincoln Financial, Blair was senior vice president for the Retail Portfolio Marketing group of JPMorgan Chase & Co. Her previous experience includes leadership roles with MasterCard International and Mondial Assistance, an Allianz Group company. A veteran of the dot-com space, Blair has provided consulting services to companies including Priceline, TJX Companies, Sears Canada, Motorola, Gillette, and Starbucks.
Blair is a graduate of San Francisco State University and has a degree in design from the Art Institute of Philadelphia. She is a member of the Insurance Technology Association Advisory Board, a board member for the Fleisher Art Memorial, and an active volunteer with the New Jersey Adult Literacy Program. She also teaches website development at various local community colleges.
David is the Head of Onsite and Email Acquisitions for Citi’s North America Credit Card Marketing business. He geeks out living at the intersection of digital analytics and technology, and he focuses on Marketing capability innovations that reshape the way customers interact with Citi products online. He is also an avid fiction reader, runner, yoga practitioner, and cook.
Esmée Einerson is a digital marketing strategist and multimedia content producer. Currently with J.P. Morgan Asset Management, Esmée creates customized content and unique campaigns to help drive business development. She’s integrating strategies and tactics that balance investment of resources with measurable results and is responsibility for overall strategy and production of hundreds of video and audio assets annually being distributed globally. She’s designed the content syndication strategy and build out of J.P. Morgan Funds branded channels on iTunes, YouTube, and Twitter. Previously, Esmée worked as a digital producer at Deloitte LLP where she was content manager for several of their industry Web sites and is the creator and producer of the original Deloitte Insights podcast series, ranking #10 in iTunes business podcasts, with millions of downloads and developing into twelve global series. Esmée honed her production skills while working as a production assistant for the television show, Law & Order, and many other productions in New York and Los Angeles, and as a co-founder of the radio theater company Stage Shadows. After earning a Bachelor of Arts in media studies at Fordham University C.L.C., Esmée pursued graduate work in Web production and design at CUNY Graduate Center and at Queens College.