Event starts indays hours minutes 0 seconds
As a marketer, how do you deal with constant change and uncertainty in financial services? How do you continue to manage and evolve your marketing function to be effective? How can you promote excellence within your team and within the industry?
CIM Financial Services Group is pleased to announce the launch of a new Marketing Leaders’ Summit - created to meet the needs of senior marketers within financial services and developed in partnership with Bloomberg Media Group, EI Advisory and the World Media Group.
The summit will bring together a select group of senior marketers from financial services organisations and offer insights into the challenging macro-economic environment, leading-edge sessions and high-level networking. Unique to this event, there will be a focus on institutional topics not generally covered in retail-focused forums.
You will leave inspired and with fresh ideas to drive your business forward.
|08:30||Registration, coffee and networking|
|08:55||Welcome||Jacob Howard, Chair of the CIM Financial Services Group & VP Marketing, Deutsche Bank and Parry Ravindranathan, President & Managing Director – International, Bloomberg Media Group|
|09:05||Keynote speaker: Modern B2B Marketing||
How Microsoft is creating real customer engagement through modern digital marketing
Hear a fresh non-financial services perspective on how Microsoft has used a growth mindset to pursue its own B2B marketing transformation journey, with the customer at the centre of everything!Scott Allen, Global Marketing Development & Strategy Director, Microsoft will outline his definition of modern B2B marketing and leadership, share his thoughts on how to build a modern marketing team and demonstrate how Microsoft has built measurement and insights into everything that they do.
|09:35||What is the future of partnership?||
Case study followed by table discussions with Emily Jackson-Keßler, Head of Germany, The Economist; Jacob Howard, Cash Management Marketing, Deutsche Bank and Tony Jarvis, Global MD, EI Advisory, moderated by Christoph Woermann, Head of Marketing – Corporate Bank, Deutsche Bank.
A case study of the 2019 winners of the World Media Award for Financial Services – Deutsche Bank will describe how they worked with the Economist and EI Advisory on a programme targeting Group Treasurers – as a potential example of how partnerships between media owners and financial brands may change over time.
|10:15||Digital is dead – long live digital!||Panel discussion with Tom Hughes, Head of Digital Marketing EMEA at Allianz Global Investors and Simon Kingsnorth, Best Selling Author on Digital Marketing, moderated by Christoph Woermann, Deutsche Bank.|
|10:55||Refreshment break and networking|
|11:25||How do you answer the question of ROI?||
Table discussions, introduced by Aimee Peters, Head of B2B Coverage Marketing, HSBC.
It is a rare marketing department that is immune to having to justify their marketing budgets. Why did you spend on that? What is the return on the investment? How many clicks or how many attendees? What are some of the ways that senior marketers have defended their budgets and justified expenditure?
Fireside chat, followed by Q&A with Michael Hunter, Marketing Director, Silicon Valley Bank, moderated by Christoph Woermann, Head of Marketing - Corporate Bank, Deutsche Bank.
Find out how two financial services brands are embracing disruption and innovation, and how lessons can be learned across other financial services firms.
|12:15||What is the future of media?||
Three short presentations and a panel discussion including Bloomberg Media Group, The Economist, and Dow Jones, moderated by Aimee Peters, Head of B2B Coverage Marketing, HSBC.
Where are media asset owners investing in their future – new content streams, marketing techniques, technologies and capabilities to access and influence niche FS audiences? Three leading media owners will describe their latest developments, followed by a panel discussion:• Developing unique experiential events designed to engage influencers at a deeper level - Kathryn Glass, Senior Programming Director in EMEA for Bloomberg Live, and Paul Cox, Bloomberg Live Sales Director EMEA • How to innovate across platforms without losing what made the brand special in the first place - Jamie Credland, SVP Economist Films • How data is being used to effectively target new, as well as retain existing customers - Helen Hewitt, Head of Global Data Transformation, Dow Jones
|13:45||Roundtable discussions||A. Social media channels: Which do you recommend and why? B. Rolling with the regs: Top tips on preparing for regulatory change C. Client experience: How to be customer obsessed D. Events: best strategies for face-to-face engagement|
Jacob Howard, Chair of the CIM Financial Services Group & VP Marketing, Deutsche Bank
Jacob Howard is Chair of the Chartered Institute of Marketing’s Financial Services group, and Vice President of Marketing at Deutsche Bank – heading up global Cash Management marketing for the Corporate Bank. Jacob has worked in senior marketing roles for a number of leading financial services institutions – for stock exchanges (NYSE, Euronext), a global banking co-operative (SWIFT), an agency-broker/fintech (Liquidnet), and for a universal bank (Deutsche Bank).
As Chair of the CIM FS group, Jacob is interested in fostering a community of peers and continuing to promote the culture conversation in financial services – having previously curated the Culture stream at Sibos, the world’s largest banking event, which covered topics such as financial inclusion, user experience, diversity, and the future of mobile banking.
Parry Ravindranathan, President & Managing Director - International, Bloomberg Media Group
Parry Ravindranthan is President & Managing Director - International, overseeing all of Bloomberg Media Group's businesses outside North America, which include EMEA and Asia Pacific. Bloomberg Media Group is one of the largest diversified media companies in the world, which includes Bloomberg Television, Digital properties, Live events, Magazines, Licensing, partnerships and syndication.
Prior to taking over the global role, Parry was the Managing Director of Asia for Bloomberg Media Group. Since joining Bloomberg Media Group in 2010, Parry has overseen the growth of the Media Group's Asia-Pacific business across all platforms. He has expanded Bloomberg Media Group's commercial products, executed innovative distribution strategies, and helped Bloomberg Media Group realise a leadership position in the region.
Before Bloomberg Media Group, he was an award winning journalist working for Al Jazeera English where he was Programme Editor and headed a team that covered conflicts around the world. He has also worked at Network18 and CNN in various senior editorial and executive roles. Parry has lived on and worked in three continents and travelled to over 100 countries in his career as a journalist and senior media executive.
Parry lives in Hong Kong with his wife and their two children.
Scott Allen, Global Marketing Development and Strategy Director, Microsoft
I come to work every day with the mindset of how digital transformation can help organisations and individuals to achieve more and work with many customers across commercial, public sector, education and the third sector.
I am part of the Microsoft HQ team that is leading the global marketing transformation of Microsoft’s large and fast growing commercial businesses, including AI, Microsoft Azure, Microsoft 365, Dynamics 365, Windows, SQL, Surface, and Visual Studio/Developer Tools. In this global role I ensure that our current marketing transformation investments are successfully developed and adopted globally. In addition, I am focused on leading new strategic approaches and programs to further extend our marketing capabilities and their impact.
Previously I spent four and a half years as CMO within Microsoft UK where I was responsible for leading marketing for two go to market areas - Consumer and Commercial. The Consumer and Commercial teams are integrated with the CMO "Marketing Services Centre of Excellence" - Digital and Events.
Aimee Peters, Head of B2B Coverage Marketing, HSBC
Aimee Peters leads the global marketing strategy and planning for Client Coverage teams within HSBC’s Global Banking & Markets and Commercial Banking divisions.
Together, the GBM & Commercial Banking businesses represent 52% of HSBC group revenue, are active in 80 countries, and service SME, Corporate, Multinational, FI and Public Sector clients.
In this new role, Aimee is the primary point of contact for senior leaders across both businesses, to establish clear marketing strategies which put the customer at the heart of the activity. With her team, she works closely with the product teams to ensure that campaigns are in support of global business objectives, aligned with needs-based objectives, and in line with global thematic structures.
As part of the HSBC B2B Marketing team, Aimee is also closely involved with the Marketing Transformation programme, particularly regarding engagement with the GBM Data Transformation Programme, and ensuring the MarTech rollout enhances the overall DTP strategy. She also leads engagement with the customer experience leads within GBM, ensuring customer insight is driving business decision making as well as marketing strategy.
Aimee also sits on the Global Exco for Balance – HSBC’s Employee Resource Group for gender diversity, which has 48k members. She holds a degree in English Language & Literature from the University of Manchester. Her career began in Dubai, UAE, at Microsoft, and has included work in South Africa, Afghanistan, Pakistan and now the UK.
Christoph Woermann, Managing Director and Global Head of Marketing, Deutsche Bank’s Corporate Bank division
The Corporate Bank comprises commercial client banking business with transaction banking products and services for both, corporates and financial institutions, including domestic and cross-border payments, risk mitigation and financing international trade and the provision of trust, agency, depositary, custody and related services.
In his role, Christoph is globally responsible for the Corporate Bank’s marketing strategy and its implementation via portfolio product based campaigns including content marketing, thought leadership, in-house publications, media partnerships, events, digital and social media.
Christoph joined Deutsche Bank in 1991 as management trainee of Deutsche Bank Hamburg. Prior to this he trained as an advertising executive at LINTAS, at that time Germany’s largest advertising agency.
He holds a Masters degree in economics from the University of Hamburg, Germany. Further training included an Advanced Industrial Marketing Strategy Programme at INSEAD, Fontainebleau, France. In 2018 Christoph was appointed Vice Chair of the Financial Service Group in the Chartered Institute of Marketing (CIM). He is also a Fellow of the CIM. In 2019 Christoph was recognized as one of 100 most impactful European B2B marketing leaders.
Over the course of his career at Deutsche Bank, Christoph worked in retail banking, credit & risk management, corporate relationship management, business management , corporate communications and marketing.
His marketing and communications activities at Deutsche Bank include leadership roles in Structured Finance, Global Banking, Relationship Management, Trade Finance, Transaction Banking and now the Corporate Bank.
Jasper Martens, Chief Marketing Officer, PensionBee
PensionBee has done the impossible by making pensions simple and engaging. Jasper joined the fintech scale-up in 2015 as employee number 2. Four years and 100 colleagues later, PensionBee now manages close to 1bn of pension money on behalf of 50,000 customers. In his marketing role, Jasper works on building the UK's most loved pension product and engages with audiences through unusual marketing channels for a pension company such as Instagram and YouTube.
He also launched PensionBee's TV, outdoor and radio campaigns in 2019 to accelerate the growth of the UK's newest pension provider. Before PensionBee, Jasper worked at business insurance provider Simply Business and held various marketing roles in the Netherlands before moving to the UK in 2009.
Tom Hughes, Head of Digital Marketing EMEA, Allianz Global Investors
Tom Hughes is the Head of Digital Marketing EMEA at Allianz Global Investors. Tom has worked for Allianz Global Investors since 2010, where he joined as a marketing executive working in the UK retail distribution team. Since then he has worked his way up the team to his current role, where he is responsible for all marketing activity in the Northern Europe (Benelux, Nordics, UK and Ireland) across institutional, wholesale, consumer and investment trusts channels.
In 2014 he was awarded a Rising Star award by the Gramercy Institute in New York and was successful at the Investment Marketing and Innovation Awards 2014 and 2015 in the "Under 30 Category", "Best B2B Campaign" and "Best Social Media Campaign". Prior to joining Allianz Global Investors, Tom worked for software company Meltwater and in the House of Commons. He has a degree in History and Politics from the University of Southampton as well as a full IMC, postgraduate diploma in digital marketing from the IDM and has undertaken executive education courses at the European School of Management and Technology in Berlin.
Tony Jarvis, Global MD, EI Advisory
EI helps B2B marketers make smarter decisions when selecting go-to-market activities for specific objectives in niche markets. As one of the founders of EI, Tony works closely with B2B marketing directors around the world to ensure they have up to the minute intelligence on key activities in their target markets across all media types, and ultimately to maximise ROI from each program.
Simon Kingsnorth, CMO, City Relay
Simon is an experienced financial services marketing leader with 20 years’ experience of leading marketing initiatives and strategies across a range of businesses. He is also the author of the international best seller Digital Marketing Strategy. He is currently Chief Marketing Officer for City Relay, London’s leading short let management company.
Emily Jackson-Keßler, The Economist Group, Head of Germany and Austria
Emily Jackson leads The Economist’s commercial activities in Germany and Austria, and has been with The Economist Group for over ten years. Prior to that she was responsible for The Economist Events in Europe, Middle East and Africa, and thought leadership for The Economist Intelligence Unit in Continental Europe.
In these roles she has worked closely with multinational organisations on content marketing programmes across the industry spectrum, including energy and financial services, telecoms and technology, healthcare and logistics. Emily has lived and worked in Europe and Asia, and currently lives in Frankfurt. She holds a joint honours Masters degree in German and Management from the University of St Andrews, Scotland.
Michael Hunter, Marketing Director, Silicon Valley Bank
Michael Hunter is a marketing and strategy professional who has over twenty-five years of experience in helping organisations grow and transform. Michael has experience in numerous functional areas including marketing, strategy, product and sales. He has worked in a variety of sectors, including financial services, software technology, business consulting services, retail and energy.
Michael has international work experience having been employed in Canada, United States and the United Kingdom, with further consulting engagements in several Asian and European countries. Michael has previously worked at Royal Dutch Shell, IBM and Barclaycard. He has an MBA from Yale University and is currently a Marketing Director with Silicon Valley Bank in London.
Helen Hewitt, Head of Global Data Transformation, Dow Jones
Helen Hewitt heads up a new Data Transformation team created to focus on growing Dow Jones through activating DJ data’s value. Key tasks include building a global Knowledge Community and launching a new global training program - Data Academy - to increase data literacy.
Prior to this role Helen held various project roles within the WSJ Membership team and was responsible for launching WSJ+ in 2014, delivering the ‘One Journal’ project where we relaunched our print edition in EMEA and APAC, and latterly represented WSJ in Project Nova in 2018.
Helen hails from the North of England and studied at the University of Central Lancashire. Based in London, she loves reading, kick-boxing and yoga, and enjoys being a mum to her young daughter and catching up with friends and family as much as possible.
Kathryn Glass, Senior Programming Director in EMEA for Bloomberg LIVE
Kathryn is Senior Programming Director in EMEA for Bloomberg LIVE, Bloomberg News’ live journalism division, producing editorial content for Bloomberg’s marquee and bespoke conferences throughout the region. Prior to her current role, she worked as a field producer for Bloomberg Television, managing both live and post-production for breaking news and packaged features, including coverage of major geopolitical and macroeconomic events such as the Greek debt crisis, the conflict in Eastern Ukraine, the 2016 U.S. elections and U.S. President Donald Trump’s first 100 days in office. Prior to her time at Bloomberg, she was a producer and web reporter for the Fox Business Network. Kathryn holds a Master's degree in journalism from the University of Missouri.
Paul Cox, Bloomberg Live Sales Director EMEA
Paul Cox is an events and conferences specialist with a decade of experience holding senior positions at major media and event companies such as UBM & Informa. Paul currently leads Bloomberg Live, the Bloomberg newsroom-led events business for the EMEA region responsible for all aspects of event strategy, launch and development. Paul understands what truly drives successful events, creating incredible experiences for audiences and event partners alike.
Jamie Credland, SVP Economist Films
Jamie Credland is SVP, Economist Films, as well as the SVP for Client Marketing at The Economist Group. He is responsible for setting the strategy for communications to The Economist Group’s clients and partners, as well as ensuring clients are kept informed and engaged as the Group continues to develop its commercial product set. As part of these responsibilities he manages the commercial operations and roadmap for Economist Films, building the Films unit into a profitable and award-winning team while maintaining the highest possible editorial standards.
Previously, he has worked as the Global Head of Research for The Economist‘s Media Businesses, and Operations Director for The Economist‘s sister publications Intelligent Life (now 1843) and The World In… Before joining The Economist Group, he worked at a media agency in London.