Consumers now expect their experiences with financial services to be just as simple and enjoyable as other high-end products or services. Digital has raised the bar for brands, but complexity, compliance, and competition present major barriers to FIs today. Evolve your marketing strategy for the digital age.
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Ann Handley is a Wall Street Journal best-selling author, keynote speaker, and the world’s first Chief Content Officer.
Ann speaks and writes about how you can rethink the way your business markets. Cited in Forbes as the most influential woman in Social Media and recognized by ForbesWoman as one of the top 20 women bloggers, Ann Handley is the Chief Content Officer of MarketingProfs, a training and education company with the largest community of marketers in its category.
She was a long time monthly columnist for Entrepreneur magazine, is a member of the LinkedIn Influencer program , and the co-author of the best-selling book on content marketing, Content Rules: How to Create Killer Blogs, Podcasts, Videos, Ebooks, Webinars (and More) That Engage Customers and Ignite Your Business (Wiley, originally published 2011. Paperback 2012.) The book has been translated into nine languages, including Turkish, Chinese, Japanese, Korean, Italian, Portuguese. Her most recent book, Everybody Writes: Your Go-To Guide to Creating Ridiculously Good Content (Wiley, 2014) is a Wall Street Journal bestseller.
She currently has more than 260,000 followers on Twitter and writes about content, marketing and life at the highly entertaining AnnHandley.com.
A pioneer in digital marketing, Ann is the co-founder of ClickZ.com, which was one of the first sources of interactive marketing news and commentary. She started her career as a business journalist and editor.
Ann is based in Boston, Massachusetts.
Juan joined Rabobank on January 2016. Prior to joining the bank he was head of Digital Marketing for the Americas at MUFG Union Bank. Before that he was SVP eMerchandising at Bank of America and previous to that he was SVP Interactive Design at Wachovia / Wells Fargo. In addition he was a partner at three marketing agencies, two in the U.S. and one in Europe. He also worked with Dun & Bradstreet out of their Mexico and Venezuela offices.
Juan has a degree in Business Administration from Cal State Los Angeles and an MBA from Pepperdine University, as well as certificate in Global Enterprise Management from Oxford University.
Leslie is Chief Marketing Officer for Citi’s Global Consumer Bank, accountable to ensure the bank delivers targeted, impactful and distinguished messaging that will move Global Consumer Marketing from “sell” to “buy”. She is responsible for data-driven marketing targeting and innovation, and advertising and media strategy. In addition, her responsibilities include developing next- generation big data and digital capabilities, building out rapid digital marketing development teams to ensure Citi creates a "test and learn" environment, improving global digital acquisitions and social content and partnerships, and coordinating with Citi’s Corporate Brand team on global advertising and brand positioning. Leslie also co-leads the Remarkable Welcome Experience Team for Global Cards, Citigold and Citi Priority.
Prior to this role, Leslie was the Head of Cards Sales and Marketing for Citi Cards. She led a team of 350 marketing professionals and was responsible for the development of Citi Cards Acquisition, Existing Client and 360 Marketing strategies, marketing channel operations and optimization.
Prior to joining Citi in 2011, Leslie held senior marketing, product and business development and roles at Bank of America and MBNA America for more than 21 years across the U.S., Canada and Europe.
Leslie is on the Digital Marketing Advisory Council for the Fox School of Business, Temple University and was recently a member on Facebook’s Product Council.
She was recognized as a 2010 Top 50 Women in Business by Delaware Today Magazine. She is a member of the Board of Trustees for the Rosemont School of the Holy Child.
Leslie graduated from the University of Delaware with a degree in International Relations and Spanish and also studied at the University of Salamanca in Spain.
She currently resides in St. David’s, Pennsylvania with her husband and three children.
Helen Loh is Senior Vice President of Content & Digital Marketing at Charles Schwab. Ms. Loh oversees Schwab’s branded marketing channels, including Schwab.com, digital and print publications, and Schwab’s presence on search engines and in social media. In addition, Loh is responsible for Schwab’s brand publishing organization, focusing on creating useful content to influence the digitally and socially empowered investor.
Ms. Loh has over 20 years of marketing experience with Fortune 500 brands and Silicon Valley startups, from consumer brand management to B2B software. She holds a bachelor's degree in Industrial Engineering from Stanford University, and a Master of Business Administration degree from Stanford Graduate School of Business.
Neff Hudson serves as Vice President for Emerging Channels at USAA, a Fortune 150 financial services company in San Antonio, TX. He oversees USAA’s award-winning mobile and voice channels, and he leads innovation efforts in artificial intelligence, emerging payments and social commerce.
Neff has been at USAA for 15 years. He was a founding member of the USAA’s eCommerce team in 1999 and spent the first decade of his career in digital strategy, experience design, operations and marketing. During his tenure, USAA.com was Forrester Research’s top rated financial services site.
He switched to USAA Mobile in 2010 and has overseen its rapid growth and development into a full sales and service platform with more than 450M annual visits. Recent product launches include the USAA Virtual Assistant, a smartphone based autonomous agent that performs financial transactions, and [email protected] 3.0, which uses video capture to process multiple checks into multiple accounts.
Prior to joining USAA, Neff worked for 12 years in the journalism industry. He was the general manager of militarycity.com, a military news portal. He also served as the Chief Pentagon Correspondent for Army Times Publishing Co. He holds a bachelor's degree in journalism from the University of Maryland.
Shiv is a recognized marketer who helps brands transform with the rise of digital. At Visa he is the SVP Global Head of Digital and Marketing Transformation. He is responsible for global digital and marketing transformation across all external stakeholders from consumers and merchants to financial institutions and technology partners. This includes driving the Visa marketing digital transformation including the re-imagination of the consumer decision journey, the transformation of Visa.com, the relaunch of the global Visa employee engagement platform, global capabilities and training, global media strategic partnerships and marketing innovation. Reporting directly to the EVP and Chief Marketing and Communications Officer of Visa Inc. this role also includes guiding and supporting major Visa clients around the future of marketing. In his prior role at Visa he was responsible for defining and launching the new Visa brand strategy and platform globally.
Shiv has been recognized by Ad Age as a Media Maven and has been featured on the publication's cover. More recently he was recognized by Adweek as a Top 50 Marketer (no. 11). The award winning work done by his teams and him have been recognized by leading industry and consumer publications from Fortune Magazine and Adweek to Forbes and The Harvard Business Review. He is also author of the book, "Social Media Marketing for Dummies" and has written for the Harvard Business Review online, Ad Age magazine, Newsweek and other publications.
Wendy is an award-winning executive with 20 years of experience in Fortune 100 companies and credit unions. Wendy’s expertise is in balancing traditional marketing techniques with proven digital tools, and introducing an agile, data-driven methodology to create measurable strategic goals.
As SVP and Chief Retail Officer at Firstmark Credit Union, Wendy oversees all branches, the call center, branch operations, brand strategy, marketing, communications, governmental affairs, public relations and sales. Her work has been featured in the Wall Street Journal, Business Insider, Financial Times, Houston Chronicle and San Francisco Business Times. Contact Wendy on Twitter @wenbryant.