Linda Duncombe, Managing Director, is the Global Head of Growth and Chief Marketing Officer for Citi FinTech, where she oversees Citi FinTech’s Marketing, Client Experience, Insights and Acceleration. She leads the Citi Design team, a unique function that integrates the Citi FinTech and Consumer organizations to deliver a radically simple, connected digital and mobile experience for Citi’s clients and drives consistent business growth for the Consumer Bank. Additionally, Linda also leads Citi’s global activity for FinTech Acceleration which includes the strategy of expanding our partnership with the developer community.
Prior to joining Citi FinTech Linda was the Global Head of Social, Content and Digital Marketing for the Global Consumer Bank, where Linda was responsible for championing brand consistency and digital acceleration across Citi’s lines of business globally, overseeing the digital partnerships, global acquisition strategy, social media and content marketing efforts.
Prior to her move to the U.S. in 2015, Duncombe served as the Head of Customer Franchise at Citi Australia, where she was instrumental in helping transform the organization into a customer-first business. She oversaw every aspect of the customer experience in the Australia market, including strategy development, data analytics, business learning, complaint resolution, seamless service initiatives and customer communications. In addition, she spearheaded brand development, customer marketing, digital acquisition and servicing – and was responsible for managing Citi’s Australian partnerships and sponsorships portfolio, including the highly regarded Citibank Dining Program.
Prior to joining Citi, Linda spent over 20 years at National Australia Bank, where she worked in Business Banking, Private Banking and Consumer Banking, holding various sales, strategy and marketing roles. With her proven track record in leading people, inspiring performance and driving positive change, Linda has received several industry recognitions, including the Asia Pacific Citibank (APAC) Marketing Award (2012 Q3 and Q4); Annual Marketing Award for the Mobile App, specifically the Dining Program feature (2011); and the Asian Banking Best Internet Banking Award (2011 and 2012).
Marissa Pick is the director of social media at the CFA Institute where she oversees efforts to reach journalists, legislators, policymakers, and investment professionals who play essential roles in shaping the direction of the financial services industry. Marissa oversees the global social media campaigns and leads a global team with staff in New York, London, and Hong Kong. Prior to joining the CFA Institute Marissa was the social media director at Euromoney Institutional Investor. Marissa holds an M.P.P. from Fairleigh Dickinson University, where she graduated Pi Alpha Alpha Honor Society. She received her B.A. in American Studies from Brandeis University where she was starter on the Brandeis University softball team. Follow Marissa on Twitter @MarissaPick, and visit her blog at marissapick.com.
Andras currently leads the Cards Marketing & Digital Acquisition team at BMO in developing a customer centric marketing strategy with a strong focus on digital advertising channels (paid search, social, display, affiliates) to drive portfolio growth. Leading a diverse team of digital marketing professionals, he is passionate about leveraging digital platforms and technologies to drive performance in a measurable way. His team is responsible for formulating and executing acquisition strategies, developing a roadmap across all channels for the adoption of new solutions and the allocation of marketing investments across the various programs.
Previously he was responsible for digital acquisition at American Express Canada through a number of different channels including website, email marketing, paid search, display media and online referrals. Prior to that role, he held the position of Director of Marketing, Global Merchant Services at American Express. Having worked for Citigroup both in Canada and Europe, he has a diverse experience in product management, marketing, payments and customer experience.
Brett King is a world-renowned futurist and speaker, an International Bestselling Author, and a media personality who covers the future of business. He has spoken in over 50 countries, at TED conferences, given opening keynotes for Wired, Singularity University, Web Summit/MoneyConf, The Economist, World of Watson, CES, SIBOS and more. He has appeared as a commentator on CNBC, BBC, ABC, Fox, Bloomberg and more. He advised the Obama administration on Fintech policy and the Future of Banking and advises regulators and bank CEOs around the world on technology transformation.
King hosts the world's first and #1 ranked radio show on FinTech called "Breaking Banks" (140 countries, 3.6 million listeners). He is the CEO and Founder of Moven, a successful mobile start-up, which has raised over US$24 million to date, with the world's first mobile, downloadable bank account, available in the United States, Canada, UK, Indonesia, and New Zealand.
Named "King of the Disruptors" by Banking Exchange magazine, King was voted American Banker's Innovator of the Year in 2012, voted the world's #1 Financial Services Influencer by The Financial Brand and was nominated by Bank Innovation as one of the top 10 "coolest brands in banking". He was shortlisted for the 2015 Advance Global Australian of the Year Award for being one of the most influential Australians living offshore. His books have been released in more than a dozen languages and he has achieved bestseller status in 20 countries. His fifth book Augmented: Life in the Smart Lane is an international bestseller and has remained in the top-10 on Amazon for over a year. He is currently working on Bank 4.0 for a late 2017 release.
Deborah Mersino serves as Chief Marketing Officer for Oregon Community Credit Union. Responsible for the areas of Marketing, Communications, Human Resources, Card Services, Product R&D, and Virtual Technologies for OCCU since 2014, Deborah helps foster collaboration, exceptional member experience, and the fulfillment of goals and objectives aligned with the organization's Strategic Plan.
Prior to joining OCCU, she was CMO for an organization dedicated to serving education leaders and influencing public policy regarding the effective use of technology to improve education.
Deborah currently serves on the Strategic Market Share Task Force for the Northwest Credit Union Association and is also a founding member of the Northwest Chapter of the Global Women's Leadership Network. She has built a career based upon her passions, including marketing, education, digital channels, customer experience, and nonprofits. Working across numerous verticals, Deborah is regularly invited to speak nationally on the subjects of member experience, digital marketing, millennial marketing, and the future of financial institutions.
Sheri Gilchrist is the Managing Director, Global Head of Marketing Services for BNY Mellon Investment Management, a global investment management company with over $1.7 trillion in assets under management. She overseas global marketing services, digital operations and marketing infrastructure management and with the goal of turning marketing into a revenue driver.
An expert on financial advisor targeting, multichannel analytics and investing behavior across Brokerage, IFI, RIA’s, Wealth Management, Retirement, Retail and Institutional channels, Sheri brings the newest advances in customer database management, digital, and analytics to support sales objectives: getting the little data right in big data analytics for high growth organizations.
Gilchrist is also a longtime supporter of financial literacy and has provided counsel to the Social Security Administration and the National Bureau of Economic Research in support of financial education and wealth management programs targeting aging baby boomers and millennials. Prior to joining BNY Mellon, Sheri was the Global Head of Relationship Marketing for Eaton Vance Management, a leading asset management firm with over $300B in AUM.
Ms. Gilchrist is a frequent speaker and contributor on the topic of CRM, digital and data transformations featured in ANA Magazine, CRM Magazine, DM News, FC Business Intelligence, Ignites, Target Marketing, Investment Adviser, Journal of Digital Banking and USA Today.
Chris Lamoureux is the Chief Operating Officer of Veriday Inc. Veriday means “Honest Day”, which was chosen to represent the culture and belief of putting the client first; an honest day, delivering honest work. Veriday develops products, solutions, and methods to enable digital transformation.
With over twenty-seven years of experience in the information technology industry, he has successfully managed and applied leading-edge technology in multiple industries including the banking, brokerage, software, and telecommunications industries, as well as the public sector.
He is currently driving the vision and roadmap of a next-generation digital and content marketing automation platform for financial and insurance advisors supported by enterprise marketing and compliance professionals. Digital Agent, a unique and innovative technology, will help advisors boost leads/revenue and improve client service while reducing regulatory risk through content review optimization tools for compliance. Wealth and Insurance marketing professionals also use Digital Agent to publish and track content that they distribute to their advisor networks.
Kevin McKenna joined RPM Direct, an EXL Company in 2014. Over the course of his 18-year digital marketing career, Mr. McKenna has helped some of America’s most successful financial services companies develop effective internet-based direct marketing programs. He has worked with an impressive list of companies including Mutual of Omaha, Prudential Financial, Mass Mutual, AIG, AEGON, and Globe Life. Before joining RPM Direct, Mr. McKenna founded JCG New Media, a digital solutions company serving the insurance and financial services sectors. Prior to this, he was founder and CEO of The Credo Group, a pioneer in the digital sale of financial services products. He managed Credo until its sale to Tranzact in 2006. Prior to that, Mr. McKenna served as the CEO of DiMark, a Harte-Hanks Company, and grew that company to become the sixth largest direct marketing advertising agency in the United States. Mr. McKenna holds a B.S.B.A in Business Administration from Georgetown University.
JR is the CCO of Evergage, leading the Customer Success organization and post-sales operations. Prior to joining Evergage, JR headed sales and service before being promoted to CCO at Kampyle, a leading customer feedback and “voice of the customer” solution provider. Ranger was also a top executive overseeing professional services during his seven-year tenure at LivePerson, a behavior-targeted online chat company, where he helped grow revenues from $6M to $140M. JR earned his BA from the University of Massachusetts, Amherst.
Gregg is a seasoned digital marketing and SaaS leader, with over fifteen years of extensive experience bringing products to market in emerging categories, leading large teams, and working with the world’s best enterprise brands. Most recently, Gregg led Salesforce Marketing Cloud’s social marketing product line, where he integrated $1 billion of M&A investments into the Salesforce product portfolio. Prior to that he drove product strategy and development for Salesforce Chatter, helping define the nascent category of enterprise social networking and rolling out one of Salesforce's most successful products. Earlier in his career, Gregg was a consultant at Boston Consulting Group and worked in sales, marketing and product roles at several startups. He graduated from Stanford University and holds a Master’s degree from Johns Hopkins School of Advanced International Studies and an MBA from the Wharton School of Business.
Dan is leading a digitally enabled client-focused transformation as 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 national retailer. 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. He champions a culture of excellence, innovation, and teamwork with his teams. 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. Recognitions have included the Presidents Circle CMO Award, "Top CMO on Twitter," and "Top 40 under 40."
Lawrence is the Founder and Managing Director of K2 Digital, a leading Digital Transformation services and solutions firm. He brings more than 20 years of experience building companies in marketing, software solutions, and management consulting. He founded K2 Digital in 2012 in order to help companies achieve digital transformation before they are disrupted.
Stewart is the driving and creative force behind the ongoing growth of Crownpeak via new customer acquisition. In his role, he oversees all marketing initiatives involving the development, coordination and execution of lead generation plans, programs and campaigns. A three-time Ironman triathlete and nationally competitive swimmer, Stew starts many of his mornings before dawn with an intense swim before heading to the office. On the weekends, you’ll find him spending time with his wife and young daughter.
Christi is the Head of Evangelism for Bing at Microsoft and is a member of the board for SEMPO. For over a decade Christi has led Digital Marketing teams at Microsoft, Expedia, Harry & David, Pointmarc (a Merkle company) and Point It. She is passionate about search marketing and has spent her career helping businesses solve their marketing challenges and goals through studying and analyzing data to develop actionable insights and strategies. Christi has been recognized by PPC Hero and her peers as one of the top 25 most Influential PPC Experts in 2015, 2016 and 2017. Her deep love for digital has driven her to speak at hundreds of conferences and events globally including CES, AdWeek, DMEXCO, SMX, SEOktoberfest, PubCon, HeroConf and Search Insider Summit.
Eric is responsible for delivering a world-class experience for all of Albert’s customers, including partner organizations and agencies. His teams accelerate speed-to-value and serve as trusted advisors throughout your implementation and training programs, strategy development and goal setting, and ongoing campaign optimization services.
Eric has over a decade of experience driving enterprise transformation through implementation of cloud-based marketing technologies, products and value-add services. Eric brings an expertise in building customer success frameworks powered by quality account management, professional services, and solution engineering. He ensures that clients and stakeholders maximize return on technology investments through hands-on consulting and support.
Jay joined Merkle in 2014 bringing over 17 years of CRM, direct response and performance media, brand communication, and public relations experience. As director of digital marketing strategy, Jay advises Merkle’s financial service and insurance clients—like Citizens Bank, Webster Bank, USAA, and AXA—to develop cross-channel, customer-centric marketing programs.
In former digital agency roles, Jay has been recognized for his client work from international organizations including; Web Marketing Association, International Academy of the Visual Arts, MediaPost, American Advertising Federation, World Luxury Award, American Marketing Association, and The Cannes Lions International Festival of Creativity.
As Vice President and General Manager of Inlet, Christopher Johnson oversees product and business development strategy and execution. An executive focusing on building digital revenue streams for major brands, Johnson brings more than 15 years’ experience in senior management roles at Hearst Corporation, IAC/InterActiveCorp, AOL and the Washington Post.
Prior to Inlet, Johnson was Vice President of Product Development at Pitney Bowes where he oversaw the innovation and design of Pitney’s digital commerce and digital document offerings. Before joining Pitney Bowes, Johnson was Senior Vice President of Programming and Product Strategy at UGO Entertainment, where he led a 10-year-old pure-digital startup acquired by Hearst Corporation that creates entertainment experiences reaching 43 million gaming and entertainment enthusiasts. Johnson was also Vice President for Content & Business Development at Hearst Magazines, where he launched 16 consumer sites for iconic brands such as Esquire, Good Housekeeping and Cosmopolitan, and partnered with Microsoft to create a Hearst-owned food channel for MSN called Delish.com. Johnson has also served in executive management roles at IAC/Interactive Corp, America Online, and was a founding producer for The Washington Post's award-wining web site.
He holds a bachelor's degree from Dartmouth College in Hanover, NH. Johnson currently lives in Bronxville, NY with his wife and three children.
Max Schleicher is the Content and SEO Director at ReviewTrackers, a startup devoted to improving the customer experience with better data.
Bob is Co-Founder and Executive Chairman of InvestingChannel. As Executive Chairman, he is strategically involved in all aspects of the business.
InvestingChannel has over 25 million visitors a month across an expanding network of over 150 premium sites covering the financial spectrum including general investing, education and financial news, ETFs, Options, Forex, Trading, and connects with Financial Advisors, Insurance Professionals, High Net Worth Individuals, active investors and more. InvestingChannel's ExactMatch Program precisely identifies the nation's Financial Professionals and allows our advertising partners to capture this very coveted audience with precision and scale. Oppenheimer, Charles Schwab, SSGA, E*Trade, Prudential, Vanguard, TDAmeritrade and Fidelity are just some of the quality brands marketing across the InvestingChannel Publisher Group and data platforms.
Prior to InvestingChannel, Bob founded Giant Step Strategies (GSS), a revenue development business focused in the financial media space. GSS was the early foundation of InvestingChannel.
Prior to GSS and InvestingChannel, Bob led TheStreet.com’s four revenue divisions including Advertising Sales, Product Sales/Marketing, Business Development and Product Development.
Prior to TheStreet, Bob joined the founding team at Beliefnet and built and managed the company’s ad revenue business. In the late 90’s, Bob headed up iVillage’s revenue initiatives including the Advertising and Business Development team of 80 employees responsible for growing revenue to over $75 million in annualized sales. Both businesses realized very successful exits to Fox and NBCI respectively.
Bob started his career in the electronic and online world when co-launched and managed the successful Wizcom division of Avis which leveraged Avis’ customer database in an early application of electronic database marketing. He then moved on and lead Reed Elsevier’s Electronic Publishing initiatives in the travel division creating cutting edge electronic and online initiatives.
Bob is an active speaker and presenter at key industry events, private equity investor, board member and advisor in various companies including Everyday Health, EpikOne, EatingWell Media Group, Beliefnet, Ursa Major Skincare, LifePosts, Dance Biopharm and many others.
Michael Mothner is the founder and CEO of Wpromote, a full service online marketing firm with extensive expertise in digital commerce solutions that works with a wide range of companies. A thought leader in the online community, he is a frequent speaker and writer on the industry. He has ventured into other enterprises such as ScanDigital and CouponPal, which was spun off of Wpromote’s performance marketing division into an independent company. A successful partnership with Google has led Wpromote to be the only firm in the nation that is currently a member of Google’s SEM Council, Social Council, and Client Forum.
Benny is an innovative and results-oriented sales executive with more than 10 years of experience in the Marketing Technology industry. At Infor, Benny leads the North American sales organization for the Customer Experience suite. Prior to joining Infor, Benny held a leadership position at Eloqua that grew from $5M in revenue to over $100M before IPO and subsequent acquisition by Oracle Corporation. At Oracle Benny led the Vertical Sales team for Marketing Cloud and delivered year over year revenue growth.
Eric is a 25+ year financial services industry veteran with a history of envisioning and leading technological innovation and implementation. Eric is passionate about the customer experience and recognizes the value of how a relationship with the customer creates ongoing loyalty and strengthens engagement as well as impact to the bottom line.
During his tenure at Desjardins (largest credit union in north America $260 B asset size), Eric managed through the doubling of the web transactions to over a billion a year with 3 million plus active users in less than 5 years and most recently saw that growth rate doubled in the rapid adoption of mobile. He spearheaded the development of one the first mobile banking application in Canada by a financial institution, the first apple watch application by a financial institution in North America and an innovation zone on Desjardins.com
Eric is currently Executive Banker in Residence for exagens where he serves as the bridge between the financial industry and the company, helping customers address digital challenges as well as providing key industry feedback for exagens to continue developing innovative products and services to meet those needs.
He will share his journey of achieving excellence in humanizing the digital channels as a case study of best practices as well as hurdles to overcome.
Elisabeth has fulfilled executive roles at Fortune 50 technology companies as well entrepreneurial roles in leading edge technology startups.
Strategically leveraging the broad level of resources within large corporate entities as well as the leaner entrepreneurial resources to excellence provided the exit capital as well as formative business training to become a founding partner of Xaphan Group. As an angel investor focused on providing start-up and early-stage companies with managerial support and financial capital to maximize their potential for success she regularly sees what contributes to the critical factors for success to successfully introduce innovative technology.
Manny has been a member of the account leadership team at Bluespire Marketing for 11 years, primarily servicing financial institutions. In his client service role, he leads cross functional teams in delivering brand, creative, web, and digital customer experience strategies. This has included implementing several marketing automation journeys. He has worked with various sectors of the financial services industry, including banks, life insurance companies, home and auto insurance providers, mutual fund companies, financial planning dealerships, and wealth management firms.
Dr. Hossein Rahnama is the Founder and CEO of Flybits. A recognized figure in ubiquitous and pervasive computing, his research explores artificial intelligence, mobile human-computer interaction, and the effective design of contextual services. Hossein was named one of Canada’s Top 40 Under 40 in 2017 and recognized by the MIT Technology Review as one of the world’s top innovators under the age of 35 in 2012. Hossein has 30 publications and 10 patents in ubiquitous computing, was a Council Member of the National Science and Engineering Research Council (NSERC), and serves on the board of Canadian Science Publishing (CSP). Hossein is also a visiting scholar at the Human Dynamics group at MIT Media Lab in Cambridge, MA. He has a PhD in Computer Science from Ryerson University.
David’s background is a combination of creation and implementation of strategies and plans that define how information technology should be utilized to support an organization's global business strategy. David and his team leverage and apply their knowledge of standards and best practices to define governance, organization structure and staffing, architecture and processes for managing portfolios of projects.
With a background in development, consulting, sales, and business, Jonathan has a unique viewpoint when it comes to creating digital solutions to help clients meet their business objectives. At Building Blocks, he helps clients add a commercial aspect to their digital development. Building business cases, realistic roadmaps and solid solutions for how they can develop their capabilities and internal confidence, so that digital is not seen as a project - but the natural way to enhance their organisation to become more efficient, effective and competitive.
Christina is the VP Marketing Strategy for Edelman Financial Services, LLC, one of the nation’s largest, top-ranked independent financial planning firms. She leads a team charged with developing and executing integrated marketing plans to support business growth.
Prior to joining the firm, Christina was the Executive Director of Marketing Communications and Advertising for the Online & Blended Learning division of Pearson. Her work at Pearson earned a Platinum MarCom Award and a Gold AVA Digital Award. Before that, she was the Head of Domestic Brand Strategy for Choice Hotels, where she led the successful brand rejuvenation strategy for the Comfort family of brands.
She earned her MBA from Duke University’s Fuqua School of Business and her BA from SUNY Buffalo.
Senior business leader with more than 20 years of extensive experience in designing, selling and implementing complex digital media Internet solutions. Track record of understanding the market's needs, combining methodology and technology to achieve the clients requirements culminating in increased revenue growth and profitability.
Specialties: Deep knowledge of OTT, IPTV, OVP's, CDN's, Cloud and On-premise deployed technology, LINEAR/LIVE/VOD/Simulated LIVE Streaming, Transcoding, Encoding, High Availability Media Hosting, Media Security, User Authentication/DRM, Monetization by way of PPV, Subscription and Advertising Solutions. Comprehensive knowledge of all major streaming formats, LIVE event preparation and delivery, media asset management and mobile video solutions.
Kate Stoodley is a social media strategist and co-founder of Comment Ground, a NY-based consultancy firm that helps financial services and other b2b brands use social media marketing to reach business goals.
Kate specializes in helping clients with all things social and content organization: determining what works and on which network and why; translating jargony content into social media-friendly copy; organizing the content process (hi, SMEs!); getting content seen by and and engaged with the right people; selecting metrics and deciphering the results - and leveraging social to drive results.
A degree and background in journalism, combined with years of experience in advertising, marketing and leadership allow Kate to provide an analytical, holistic and hype-free approach to every project - big or small.
Prior to launching Comment Ground, Kate was an integrated advertising sales rep for Entrepreneur.com and Magazine, partnering with top-tier San Francisco + Northwest accounts such as Microsoft, Cisco, Hewlett-Packard, Intuit, Sage Software, Fujitsu, and Intel. She also served as Vice President and marketing chair for a Bay Area media non-profit.
In her free time, Kate can usually be found on an island in Maine, Puerto Rico or NY, making and watching Instagram stories.