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Loews Hotel | Philadelphia, PA | December 4 - 6, 2017

Agenda

Check back for the Fusion 2017 agenda updates!

Event Schedule


Monday, Dec. 4Day 1

  • 5:00 pm - 5:15 pm Welcome to Fusion Financial Services
  • 5:15 pm - 6:00 pm Opening Keynote - Peter Horst | More

    Financial services firms are caught up in the maelstrom of change being brought about by ever-rising customer expectations, an overwhelming proliferation of technology, and the availability of more and better data than ever before. As the former chief marketer at Capital One and Hershey, Peter Horst has a unique perspective on what it takes to succeed in financial services today. During this keynote he’ll share that insight, as well as how finserv firms can apply best practices from other industries to maximize their performance. Peter also will discuss the most relevant trends impacting finserv today, as well as provide advice for responding to those trends.

  • 6:00 pm - 7:00 pm Keynote Panel - The Mobile Mandate | More

    Consumers’ interactions with businesses are increasingly mobile — whether checking email, researching and making purchases, even managing their finances. During this panel discussion, several experts leading their organization’s mobile strategy will share how those financial services firms are using mobile — from marketing to payments — as well as discuss the key trends influencing their mobile strategies.

  • 7:00 pm - 9:00 pm Welcome Reception

Tuesday, Dec. 5Day 2

  • 7:00 am - 8:00 am Networking Breakfast
  • 8:00 am - 8:10 am Game Plan for Day 2
  • 8:10 am - 9:10 am Analyst Keynote - Jesse McWaters, World Economic Forum USA | More

    What does the future hold for financial services firms? Jesse McWaters, financial innovation lead at World Economic Forum USA, has been conducting research to answer that very question. During this show-stopping keynote, Jesse will reveal the findings of his latest research and will discuss the transformative impact of digital identity, cross-channel interactions, and technology innovations on financial services.

  • 9:10 am - 9:45 am Fireside Chat - A Conversation With the Editor-in-Chief | More

    Target Marketing Editor-in-Chief Thorin McGee leads a compelling Q&A discussion with a senior marketing executive into the transformational journey one financial services firm has taken to not only keep pace with industry changes, but also to lead them. Guest speaker to be announced.

  • 9:45 am - 10:00 am Break
  • 10:00 am - 10:50 am Startup Derby, Heat 1
  • 11:00 am - 12:00 pm Boardroom Case Studies: Day 2, Morning
    Cross-Channel Strategies & Technologies
    Measurement & Optimization
    Data, Personalization & the Customer Experience
  • 12:00 pm - 1:10 pm Lunch
  • 1:10 pm - 1:50 pm Spotlight Panel Discussion - Digital Marketing Transformation | More

    Marketing interactions are increasingly digital in every industry, prompting many financial services firm to move faster along their digital transformation journey. Troy Dye, VP, head of small business card marketing at Capital One, Brian Vass, head of sales and marketing technology at Paycor, and Lewis Goldman, CMO of Global Life Distribution, will discuss how their firms are using digital channels to interact with and market to customers; comparing and contrasting what their firms are doing to move successfully along their transformation journey.

  • 2:00 pm - 3:00 pm Boardroom Case Studies: Day 2, Afternoon
    Cross-Channel Strategies & Technologies
    Measurement & Optimization
    Data, Personalization & the Customer Experience
  • 3:00 pm - 3:15 pm Break
  • 3:15 pm - 5:45 pm Meeting Zone: 1-to-1 Meetings & Refreshments
  • 6:30 pm - 9:30 pm Reception and Dinner

Wednesday, Dec. 6Day 3

  • 7:00 am - 8:00 am Networking Breakfast
  • 8:00 am - 8:15 am Day 2 Wrap Up, Day 3 Game Plan
  • 8:15 am - 9:15 am General Session - The Customer Experience Imperative | More

    Few industries have the personal relationship with clients that financial services firms have — making customer centricity crucial for growth and long-term success. And CX initiatives aren’t just essential for end consumers; many financial services firms work through agents and advisors. Financial services firms need to deliver exceptional experiences to those tethered employees so they’ll, in turn, provide outstanding experiences to end customers. CXPA founding board members Parrish Arturi, SVP of CX at Fidelity Investments, Karyn Furstman, former VP of agent and customer experience at Safeco Insurance, and LJ Jones, director of optimization for Progrexion, will discuss how customer experience is evolving in financial services firms, the trends influencing these changes, and where the industry is headed.

     

  • 9:15 am - 9:50 am Startup Derby, Heat 2
  • 10:00 am - 11:00 am Boardroom Case Studies: Day 3, Morning
    Cross-Channel Strategies & Technologies
    Measurement & Optimization
    Data, Personalization & the Customer Experience
  • 11:00 am - 11:15 am Break
  • 11:15 am - 12:15 am Boardroom Case Studies: Day 3, Afternoon
    Cross-Channel Strategies & Technologies
    Measurement & Optimization
    Data, Personalization & the Customer Experience
  • 12:15 pm - 1:15 pm Lunch
  • 1:15 pm - 4:00 pm Meeting Zone: 1-to-1 Meetings & Refreshments
  • 4:00 pm - 5:00 pm Conference Wrap-Up - Cocktail Hour - Best of Show Awards Presented