Digital Marketing for Financial Services is the largest gathering of financial digital marketers in Canada.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 – just for Canada!
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When Google wants to explain innovation and marketing to the top brands in the world, they bring Mitch Joel to the Googleplex in Mountain View, California. Marketing Magazine dubbed him the "Rock Star of Digital Marketing" and called him, "one of North America's leading digital visionaries." Mitch Joel is President of Mirum – a global digital marketing agency operating in 20 countries with over 2500 employees (although he prefers the title, Media Hacker). He has been named one of the top 100 online marketers in the world, and was awarded the highly prestigious Canada's Top 40 Under 40.
Joel is frequently called upon to be a subject matter expert for Fast Company, Marketing Magazine, Strategy, The Globe & Mail and many other media outlets. He is a columnist for the Harvard Business Review, Inc. Magazine, The Huffington Post and other magazines and newspapers. His first book, Six Pixels of Separation (published by Grand Central Publishing - Hachette Book Group), named after his successful blog and podcast is a business and marketing bestseller. His second book, CTRL ALT Delete, (also published by Grand Central Publishing) was named one of the best business books of 2013 by Amazon. His next book, Algorhythm, will look at how the future of business will blend data and creativity. Mitch is also the host of Groove – The No Treble Podcast, where he is slowly trying to build the largest oral history of electric bass players in the world.
David Gair is the marketing director for Allstate Canada. He is a finance guy masquerading as a marketer, so he believes that in today’s measurement-focused, ROI optimizing, evolving digital world, it’s all about results. Since joining Allstate Canada, David has championed marketing’s role as an accountable business function.
David delivers the marketing strategy for Allstate including integrated marketing, digital and cultural campaigns, along with lower funnel efforts, direct response and oversight of Allstate.ca. Regardless of the challenge, there is one constant this financial marketer stands by: customer-centric marketing.
Previous to Allstate Canada, David worked for more than a decade at Dell, both in Canada and Europe, honing his digital and direct response marketing skills. David holds a BA from the University of Western Ontario and an MBA from The Schulich School of Business. He lives in the quaint village of Unionville with his wife and two children.
Tammy Cash is a marketing, digital content and social media expert. With over 20 years of marketing and communications experience, she has specialized in transitioning companies and financial advisors from using traditional marketing practices into the new digital and social era. Mrs. Cash is co-head of marketing for the Canadian Chapter of Women in ETFs.
After ending a promising career in interpretive dance, Ed joined the Wells Fargo Social Media team in 2012. In his lead strategist role, Ed keeps abreast of new capabilities, best practices, and platform performance, and synthesizes that information to share with 80+ business lines across the enterprise to help elevate their social media efforts. Ed continues to introduce new concepts and technologies to better serve the Wells Fargo customer base - he is yet to be invited to a legal and compliance pot-luck. Ed is fresh out of New Zealand (not Australia) and now resides in San Francisco. In his spare time he’s trying to understand baseball.
Betsey joined BMO Financial Group in 2011 and is the Chief Marketing Officer, Personal & Commercial Banking and Wealth Management. Betsey leads the BMO marketing team across Personal & Commercial Banking, Cards, Insurance and Wealth Management (in all global geographies). She is a key member of the Operating Groups' executive leadership team, Operating Committee and Diversity Council.
Betsey has over 20 years of experience in the financial services industry, working in the UK, Europe, US, and Canada. Having spent part of her early career in the UK as an Executive Strategy Consultant for KPMG Consulting, she has led marketing and digital strategies for FTSE 100 companies. She then joined American Express where she spent eight years on the senior leadership team, Accountable for Marketing, Product and P&L management for lending, insurance and small business card portfolios.
Betsey completed her MBA at London Business School, in the UK, and also has her Chartered Accountancy designation.
Andras is currently responsible for consumer card acquisition in the Canadian marketplace at American Express through digital channels including site, lead generation, paid search, display media and online referrals.
He joined American Express in 2011 and has held several positions within the company. Most recently, he held the position of Director, Global Merchant Services where he led marketing programs for Canadian merchants accepting American Express. Previously, Andras managed the AeroplanPlus consumer card portfolio during the times of the deal renegotiation with the co-brand partner. Prior to that he was in charge of strategic balance growth and pricing initiatives on the Cards Marketing team.
In addition, Andras has experience in different areas of consumer and retail banking having worked for Citigroup both in Canada and Europe. He holds an MBA from the Corvinus University of Budapest, Hungary.
With over 19 years of experience in the technology industry, Rachid now carries the title of Senior Vice President of Digital Strategy for Banco Popular. He is currently responsible for strategic development of the bank’s digital channels. His career has included multiple ventures, such as: founder of Mediawire Communications, experience that resulted in the award for Entrepreneur of the Year by Ernst & Young in 1999; collaborator in the development of Ticketpop, leading ticket provider in Puerto Rico; and Vice President at EVERTEC, Inc. where he worked on multiple research projects and technology product development.