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DEMYSTIFYING ABM: ACHIEVING PERSONALISATION AT SCALE

Register today to join an insightful discussion on effective ways to scale account-based marketing. Whether you are looking to expand an existing ABM pilot into a full-blown ABM strategy, or simply thinking to make sure your approach is scalable from the get-go, this session is for you.


Speakers:
Danny Nail, Account Based Engagement Lead – Microsoft Financial Services
Iulia Balan, Managing Director, Head of Product & Account-Based Marketing, State
Street (Moderator)
Payal Raina, Founder of FinTech B2B Marketing; Global Head of Marketing at Torstone
Technology
Sumeet Vermani, Global Vice President of Marketing, GPS

Discussion points include:
How do you put the theory of “personalization at scale” into practice for the most important
accounts for your organization? During the webinar, our speakers will discuss some key
considerations for achieving scale in account-based marketing, including:

- Making sure you are ready to expand an existing pilot or program: from organizational buy-
in, to putting in place repeatable processes and understanding the impact on team

- Account selection methods that support scaling such as tiering and segmentation
- Personalization techniques at scale such as dynamic content emails, web personalisation,
targeted digital ads
- The role of technology in achieving scale.
Recorded Jul 28 2021 46 mins
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Presented by
Iulia Balan - Managing Director, Head of Product & Account-Based Marketing at State Street
Presentation preview: DEMYSTIFYING ABM: ACHIEVING PERSONALISATION AT SCALE

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  • Episode 3: Account-Based Sales & Marketing: a Win-Win Sep 21 2021 1:30 pm UTC 60 mins
    Iulia Balan - Managing Director, Head of Product & Account-Based Marketing at State Street
    Register today to join an insightful discussion on effective ways to scale account-based marketing. Whether you are looking to expand an existing ABM pilot into a full-blown ABM strategy, or simply thinking to make sure your approach is scalable from the get-go, this session is for you.

    For the third webinar, Register today for a discussion on why ABM is not just a marketing approach, but a sales and marketing strategy to identify and reach high-value customers. This session will give you practical examples on how to partner with the sales team from the start of your ABM journey.

    Discussion points include:

    Personalization at account level requires sales and marketing to be in sync on account-specific messaging and on the way they reach the key decision makers. But how can you orchestrate sales and marketing to deliver the ultimate customer experience?
    During the webinar, our speakers will discuss some key ways to ensure your ABM program is a truly collaborative effort between sales and marketing, including:

    How to best position ABM to the sales organisation

    Account selection methods that encourage collaboration
    Key touch points between the two organisations throughout the ABM journey
    Roles, responsibilities and examples of sales and marketing working together as a cohesive team
    How to use effective metrics & KPIs that nurture the alignment between the two teams
  • Wealth and Asset Management 4.0: How ESG-Regulations Transform Wealth Management Recorded: Sep 9 2021 62 mins
    Lucy Heavens, Advisory Board Member, FinTech B2B Marketing
    Our upcoming webinar will engage wealth management experts in a free-flowing discussion of what these changes will mean for the industry. Specifically, we will address such critical issues as:

    - Will social value become central to investment strategies in the future, or will investors return to maximizing financial returns if the market falls?
    - How far should wealth management firms go to incorporate ESG into different aspects of their business approaches, from marketing, communication, and analysis to investment products and advisory services?
    - Which regulatory changes—from KYC and AML to data security and privacy to investor protection and fiduciary standards--will have the largest impact on the wealth management industry over the next few years?
    - How should wealth management providers change their onboarding methods, client advisory services, and outsourcing strategies to improve compliance?

    Moderator:
    Lucy Heavens, Advisory Board Member, FinTech B2B Marketing

    Panellists:
    Lou Celi, CEO of ThoughtLab
    Hanspeter Wolf, CEO of Appway
    Olivia Fahy, Head of Culture, TCC Group
    Nina Kerkez, Director of Consulting, Lexis Nexis Risk Solutions

    See you at the webinar!
  • DEMYSTIFYING ABM: ACHIEVING PERSONALISATION AT SCALE Recorded: Aug 25 2021 46 mins
    Iulia Balan - Managing Director, Head of Product & Account-Based Marketing at State Street
    Register today to join an insightful discussion on effective ways to scale account-based marketing. Whether you are looking to expand an existing ABM pilot into a full-blown ABM strategy, or simply thinking to make sure your approach is scalable from the get-go, this session is for you.


    Speakers:
    Danny Nail, Account Based Engagement Lead – Microsoft Financial Services
    Iulia Balan, Managing Director, Head of Product & Account-Based Marketing, State
    Street (Moderator)
    Payal Raina, Founder of FinTech B2B Marketing; Global Head of Marketing at Torstone
    Technology
    Sumeet Vermani, Global Vice President of Marketing, GPS

    Discussion points include:
    How do you put the theory of “personalization at scale” into practice for the most important
    accounts for your organization? During the webinar, our speakers will discuss some key
    considerations for achieving scale in account-based marketing, including:

    - Making sure you are ready to expand an existing pilot or program: from organizational buy-
    in, to putting in place repeatable processes and understanding the impact on team

    - Account selection methods that support scaling such as tiering and segmentation
    - Personalization techniques at scale such as dynamic content emails, web personalisation,
    targeted digital ads
    - The role of technology in achieving scale.
  • Collaboration - ESG data analytics & strategies to ensure continued success Recorded: Aug 19 2021 58 mins
    Payal Raina, Global Head of Marketing, Torstone
    Speakers:
    Payal Raina, Global Head of Marketing, Torstone
    Janet Du Chenne, Editorial Marketing Director, Deutsche Bank Corporate Bank
    Danny Calogero, Director, Vested - Communications Agency
    Denis Noonan, Head of Business Development & Client Relations, Greenomy
    Gunnar Steven, FCIM, Managing Director, Head of Client Marketing at SG CIB

    Discussion Points:
    -Once the ESG marketing strategy has been developed, how can marketers keep up to date?
    -Why is collaboration so important in implementing a well-rounded strategy and what has worked well?
    -Which other ESG themes will dominate for marketers going forward?
    - What are the ESG data challenges and how are businesses addressing them to produce actionable real-time insights & analytics?
  • Post-Pandemic Marketing Strategies For Long-term Growth in Capital Markets Recorded: Aug 11 2021 60 mins
    Bruce Morris – CEO at TabbFORUM
    The Covid-19 pandemic has significantly disrupted business and marketing plans globally, requiring B2B marketers to rapidly pivot their lead generation strategy to ensure their sales pipeline remains fuelled.

    Join FinTech B2B Marketing in collaboration with TabbFORUM, as we bring together marketing leaders within capital markets from buy-side, sell-side, exchange, and technology vendor firms to discuss their key learnings and insights. Looking for ways to improve and rethink the understanding of client needs, deepen relationships, cultivate innovation, and develop a more fully realized, digitally enabled customer engagement journey.

    Discussion points include:

    - How to future-proof b2b marketing to generate new leads and customer retention strategy
    - What approach marketers need to take to develop their marketing mix, including content marketing and events strategy to connect as social beings and drive customer experience
    - Learn how to amplify your marketing game and become a better marketer in the new normal environment
    - New digital strategies that you can put into place and align with sales to market successfully in a post-pandemic world.
    - Discover top tools and tips to be successful in increasing your marketing efficiency and ROI

    Moderator
    • Bruce Morris – CEO at TabbFORUM

    Speakers:
    • Payal Raina –Global Head of Marketing Torstone Technology& Founder of FinTech B2B Marketing
    • Shelley Eleby, Marketing Director, Marketing at BMO Electronic Trading Group
    • Michael Cohen, Managing Director, Global Head of Marketing and Communication, Tradeweb
    • James J. Jockle, Executive VP & CMO of Global Marketing & Corporate Communications
  • Wealth and Asset Management 4.0: What Lies Ahead in a Digital-First World Recorded: Aug 6 2021 61 mins
    Lucy Heavens, Advisory Board Member, FinTech B2B Marketing
    Description: Wealth providers are morphing into digital-first businesses. Artificial intelligence, blockchain, edge computing, and other emerging technologies are driving high-speed change that has not been seen in a generation, giving rise to the concept of Wealth 4.0. At the same time, investor priorities are shifting as social, economic, and demographic changes continue to unfold against the backdrop of the pandemic.


    Join ESI ThoughtLab, FinTech B2B Marketing, and advisory members from Wealth and Asset Management 4.0, a global study on the future of wealth and asset management, for an interactive panel discussion examining the digital trends, emerging technologies, and investor priorities remaking the industry. Hear from industry experts and insiders from organizations including Salesforce, FIS, and Publicis Sapient.

    Agenda:

    Introductions and Program Overview, 12:00 – 12:15 PM ET
    Lucy Heavens, Advisory Board Member, FinTech B2B Marketing

    Panel Q&A moderated by Lucy Heavens, 12:15 – 12.45 PM ET
    Lou Celi, CEO, ESI ThoughtLab
    Melissa Cullen, Global Head of Strategy, Wealth and Retirement, FIS
    Cory Haberkorn, Senior Manager, Global Go to Market-Wealth & Asset Management, Salesforce
    David Donovan, Executive Vice President, Financial Services, Publicis Sapient

    Audience Q&A, 12:45 – 12:55 PM
    All parties involved

    Session Conclusion and Closing Remarks, 12:55 – 1:00 PM
    Lucy Heavens

    Discussion points include:

    What lessons did wealth management firms learn during the pandemic that will help shape their future approaches?
    How do wealth management firms need to rethink their strategies, business models, and customer experiences to succeed in the post-pandemic digital-first world?
    How will wealth management firms use AI, blockchain, cloud, RPA, and other emerging technologies to digitally transform their organizations?
    How will financial advisors get work done and engage with clients in the future? How will their digital experiences and set of tools need to change?
  • DEMYSTIFYING ABM: ACHIEVING PERSONALISATION AT SCALE Recorded: Jul 28 2021 46 mins
    Iulia Balan - Managing Director, Head of Product & Account-Based Marketing at State Street
    Register today to join an insightful discussion on effective ways to scale account-based marketing. Whether you are looking to expand an existing ABM pilot into a full-blown ABM strategy, or simply thinking to make sure your approach is scalable from the get-go, this session is for you.


    Speakers:
    Danny Nail, Account Based Engagement Lead – Microsoft Financial Services
    Iulia Balan, Managing Director, Head of Product & Account-Based Marketing, State
    Street (Moderator)
    Payal Raina, Founder of FinTech B2B Marketing; Global Head of Marketing at Torstone
    Technology
    Sumeet Vermani, Global Vice President of Marketing, GPS

    Discussion points include:
    How do you put the theory of “personalization at scale” into practice for the most important
    accounts for your organization? During the webinar, our speakers will discuss some key
    considerations for achieving scale in account-based marketing, including:

    - Making sure you are ready to expand an existing pilot or program: from organizational buy-
    in, to putting in place repeatable processes and understanding the impact on team

    - Account selection methods that support scaling such as tiering and segmentation
    - Personalization techniques at scale such as dynamic content emails, web personalisation,
    targeted digital ads
    - The role of technology in achieving scale.
  • Post-Pandemic Marketing Strategies For Long-term Growth in Capital Markets Recorded: Jul 14 2021 60 mins
    Bruce Morris – CEO at TabbFORUM
    The Covid-19 pandemic has significantly disrupted business and marketing plans globally, requiring B2B marketers to rapidly pivot their lead generation strategy to ensure their sales pipeline remains fuelled.

    Join FinTech B2B Marketing in collaboration with TabbFORUM, as we bring together marketing leaders within capital markets from buy-side, sell-side, exchange, and technology vendor firms to discuss their key learnings and insights. Looking for ways to improve and rethink the understanding of client needs, deepen relationships, cultivate innovation, and develop a more fully realized, digitally enabled customer engagement journey.

    Discussion points include:

    - How to future-proof b2b marketing to generate new leads and customer retention strategy
    - What approach marketers need to take to develop their marketing mix, including content marketing and events strategy to connect as social beings and drive customer experience
    - Learn how to amplify your marketing game and become a better marketer in the new normal environment
    - New digital strategies that you can put into place and align with sales to market successfully in a post-pandemic world.
    - Discover top tools and tips to be successful in increasing your marketing efficiency and ROI

    Moderator
    • Bruce Morris – CEO at TabbFORUM

    Speakers:
    • Payal Raina –Global Head of Marketing Torstone Technology& Founder of FinTech B2B Marketing
    • Shelley Eleby, Marketing Director, Marketing at BMO Electronic Trading Group
    • Michael Cohen, Managing Director, Global Head of Marketing and Communication, Tradeweb
    • James J. Jockle, Executive VP & CMO of Global Marketing & Corporate Communications
  • Collaboration - ESG data analytics & strategies to ensure continued success Recorded: Jul 14 2021 58 mins
    Payal Raina, Global Head of Marketing, Torstone
    Speakers:
    Payal Raina, Global Head of Marketing, Torstone
    Janet Du Chenne, Editorial Marketing Director, Deutsche Bank Corporate Bank
    Danny Calogero, Director, Vested - Communications Agency
    Denis Noonan, Head of Business Development & Client Relations, Greenomy
    Gunnar Steven, FCIM, Managing Director, Head of Client Marketing at SG CIB

    Discussion Points:
    -Once the ESG marketing strategy has been developed, how can marketers keep up to date?
    -Why is collaboration so important in implementing a well-rounded strategy and what has worked well?
    -Which other ESG themes will dominate for marketers going forward?
    - What are the ESG data challenges and how are businesses addressing them to produce actionable real-time insights & analytics?
  • Wealth and Asset Management 4.0: What Lies Ahead in a Digital-First World Recorded: Jun 30 2021 61 mins
    Lucy Heavens, Advisory Board Member, FinTech B2B Marketing
    Description: Wealth providers are morphing into digital-first businesses. Artificial intelligence, blockchain, edge computing, and other emerging technologies are driving high-speed change that has not been seen in a generation, giving rise to the concept of Wealth 4.0. At the same time, investor priorities are shifting as social, economic, and demographic changes continue to unfold against the backdrop of the pandemic.


    Join ESI ThoughtLab, FinTech B2B Marketing, and advisory members from Wealth and Asset Management 4.0, a global study on the future of wealth and asset management, for an interactive panel discussion examining the digital trends, emerging technologies, and investor priorities remaking the industry. Hear from industry experts and insiders from organizations including Salesforce, FIS, and Publicis Sapient.

    Agenda:

    Introductions and Program Overview, 12:00 – 12:15 PM ET
    Lucy Heavens, Advisory Board Member, FinTech B2B Marketing

    Panel Q&A moderated by Lucy Heavens, 12:15 – 12.45 PM ET
    Lou Celi, CEO, ESI ThoughtLab
    Melissa Cullen, Global Head of Strategy, Wealth and Retirement, FIS
    Cory Haberkorn, Senior Manager, Global Go to Market-Wealth & Asset Management, Salesforce
    David Donovan, Executive Vice President, Financial Services, Publicis Sapient

    Audience Q&A, 12:45 – 12:55 PM
    All parties involved

    Session Conclusion and Closing Remarks, 12:55 – 1:00 PM
    Lucy Heavens

    Discussion points include:

    What lessons did wealth management firms learn during the pandemic that will help shape their future approaches?
    How do wealth management firms need to rethink their strategies, business models, and customer experiences to succeed in the post-pandemic digital-first world?
    How will wealth management firms use AI, blockchain, cloud, RPA, and other emerging technologies to digitally transform their organizations?
    How will financial advisors get work done and engage with clients in the future? How will their digital experiences and set of tools need to change?
  • DEMYSTIFYING ABM: ACHIEVING PERSONALISATION AT SCALE Recorded: Jun 29 2021 46 mins
    Iulia Balan - Managing Director, Head of Product & Account-Based Marketing at State Street
    Register today to join an insightful discussion on effective ways to scale account-based marketing. Whether you are looking to expand an existing ABM pilot into a full-blown ABM strategy, or simply thinking to make sure your approach is scalable from the get-go, this session is for you.


    Speakers:
    Danny Nail, Account Based Engagement Lead – Microsoft Financial Services
    Iulia Balan, Managing Director, Head of Product & Account-Based Marketing, State
    Street (Moderator)
    Payal Raina, Founder of FinTech B2B Marketing; Global Head of Marketing at Torstone
    Technology
    Sumeet Vermani, Global Vice President of Marketing, GPS

    Discussion points include:
    How do you put the theory of “personalization at scale” into practice for the most important
    accounts for your organization? During the webinar, our speakers will discuss some key
    considerations for achieving scale in account-based marketing, including:

    - Making sure you are ready to expand an existing pilot or program: from organizational buy-
    in, to putting in place repeatable processes and understanding the impact on team

    - Account selection methods that support scaling such as tiering and segmentation
    - Personalization techniques at scale such as dynamic content emails, web personalisation,
    targeted digital ads
    - The role of technology in achieving scale.
  • D&I Strategy building diverse talent pipeline - How can Marketing and HR partner Recorded: Jun 25 2021 49 mins
    Payal Raina, Global Head of Marketing at Torstone Technology & Founder of FinTech B2B Marketing
    Inclusion and diversity in marketing won’t just happen— it takes deliberate steps from marketers to amplify underserved voices and represent diverse audiences. In this webinar we will discuss:

    1.The need for organisations to practise what they preach;
    2.The role of D&I champions in the workplace;
    3.The importance of D&I in maintaining a healthy talent pool, retention of staff and recruitment pipeline.

    Panel members:

    Payal Raina- Global Head of Marketing at Torstone Technology
    Anoosha Livani - Advisory Board Member, FinTech B2B Marketing
    Devonne Spence - Global Head of PR of Soldo
    Nadia Edwards-Dashti - Co- Founder, Harrington Starr Group
    Liz Willette - HR at PerformLine
  • Why data matters? Measuring success and the role of benchmarking Recorded: Jun 23 2021 45 mins
    Virginie O'Shea - Advisory Board Member at FinTech B2B Marketing
    Join us for episode 4 in our ESG webinar series: The Role of Data and Why it Matters? A Focus on the 'S' in ESG - What's your next step?

    How do you measure success in your ESG marketing strategy
    - How is ESG embedded in your marketing culture and your long-term strategy?
    - Who are the game changers? What do the ESG ratings agencies think?
    - How can ESG progress & performance be measured and what data is currently available?

    Virginie O'Shea - Advisory Board Member at FinTech B2B Marketing
    Janet Du Chenne - Editorial Director, Marketing at Deutsche Bank Corporate Bank
    Mark Davies, Partner, Element22
    Edward Soffer, ESG Manager, Interactive Brokers
    Chris Johnson, Senior Product Manager, Markets & Securities Services, HSBC
  • “Why data matters? Measuring success and the role of benchmarking ?” Recorded: Jun 23 2021 58 mins
    Virginie O'Shea - Advisory Board Member at FinTech B2B Marketing
    Join us for episode 4 in our ESG webinar series: The Role of Data and Why it Matters? A Focus on the 'S' in ESG - What's your next step?

    The key to any successful diversity and inclusion (D&I) program, is to improve both diversity and inclusion. The saying “What gets measured, gets managed”, is relevant here… but how do we measure how diverse or inclusive an organisation is? And how important is it to understand the data behind these initiatives?
    Join us to explore:

    - The value of inclusion as a policy
    - The sectors that are ahead of the game in terms of inclusive cultures and who we can learn from
    - Which firms are the game changers
    - How D&I can be accelerated, what data is currently available, what performance should be measured

    Presenter: Lucy Heavens - Advisory Board Member at FinTech B2B Marketing

    Panel Members:
    Virginie O'Shea - Advisory Board Member at FinTech B2B Marketing
    Janet Du Chenne - Editorial Director, Marketing at Deutsche Bank Corporate Bank
  • Wealth & Asset Management 4.0: Digital, social, and economic shifts Recorded: May 27 2021 66 mins
    Payal Raina - Founder, FinTech B2B Marketing
    Wealth & Asset Management 4.0: How digital, social, and economic shifts transform markets

    The ongoing pandemic has been a watershed event for businesses and their customers around the world, particularly for the wealth and asset management industry. The crisis has rapidly sped up digital, social, economic, demographic, and regulatory shifts that were already transforming the industry. But the pandemic also has prompted investors to reexamine their life priorities, investment plans, and the way they interact with their wealth management providers.

    Join ESI ThoughtLab, FinTech B2B Marketing, and advisory board members of the Wealth and Asset Management 4.0 research study for an interactive panel discussion examining the megatrends disrupting the industry and the future of wealth and asset management. Hear from industry experts and insiders from Charles Schwab & Co., Deloitte, and eToro.
    Moderator: Payal Raina - Founder, FinTech B2B Marketing
    Andrew D’Anna - SVP, Retail Strategy & Client Experience, Charles Schwab & Co.
    Gauthier Vincent - Lead Wealth Management Consulting Partner, Deloitte
    Ronen Assia - Co-Founder and CEO, eToro
    Lou Celi - CEO, ESI ThoughtLab

    Discussion points:
    • Why is this research so timely and important now?
    • What are the biggest disruptors impacting the wealth and asset management industry today?
    • How has the pandemic accelerated the transformation of the industry?
    • What lasting changes should we expect in how work gets done and clients are serviced?
    • How are investors’ behaviors, priorities, and expectations changing, and how are firms adapting their products and services to meet their clients’ needs?
  • ESG Marketing Best Practices - Developing Performance-based Marketing Strategies Recorded: May 21 2021 57 mins
    Virginie O'Shea - Advisory Board Member at FinTech B2B Marketing
    Moderator: Virginie O'Shea - Fintech Marketing Advisory Board Member and Founder of Firebrand Research


    Panel members:
    Emma Bickerstaffe - Director ESG at MJ Hudson
    Andrew Marshall - Vice Chairman, Cognito
    Janet Du Chenne - Editorial Director, Marketing at Deutsche Bank Corporate Bank

    This third episode of the webinar series sets out defining ESG, takes us all back to basics and importantly what role marketers can play to bring ESG to the top of their business agenda. In the session, will discuss:

    - How does your company incorporate ESG into its operations and align with external partners to bridge the gap between its sustainability KPIs and its operations?
    - What are the latest ESG regulatory frameworks and how do companies adopt them in their sustainable KPIs? What is the role of marketers in differentiating between assets /projects that are needle movers and those that are not?
    - How can marketers show alignment between a company’s ESG goals, their operations and the external frameworks?
  • The Role of Data and Why it Matters? A Focus on the 'S' in ESG Recorded: May 12 2021 59 mins
    Lucy Heavens - Advisory Board Member at FinTech B2B Marketing
    Join us for episode 4 in our D&I webinar series: The Role of Data and Why it Matters? A Focus on the 'S' in ESG - What's your next step?

    The key to any successful diversity and inclusion (D&I) program, is to improve both diversity and inclusion. The saying “What gets measured, gets managed”, is relevant here… but how do we measure how diverse or inclusive an organisation is? And how important is it to understand the data behind these initiatives?
    Join us to explore:

    - The value of inclusion as a policy
    - The sectors that are ahead of the game in terms of inclusive cultures and who we can learn from
    - Which firms are the game changers
    - How D&I can be accelerated, what data is currently available, what performance should be measured

    Presenter: Lucy Heavens - Advisory Board Member at FinTech B2B Marketing

    Panel Members:
    Guinevere Taylor - Director, EMEA Distribution at RBC Global Asset Management
    Damon Gatison - Director, Professional Services at InvestCloud
    Denise Gee - Co-Founder / Co-Founder & Managing Director at Findexable / MagnaCarta
  • DEMYSTIFYING ABM: From Account-Based Marketing to Account-Based Engagement Recorded: May 6 2021 51 mins
    Payal Raina - Founder / Global Head of Marketing at FinTech B2B Marketing and Torstone Technology
    During the webinar, our speakers will share their experiences across various stages of ABM implementation and what it takes to move beyond marketing towards account-based engagement. Whether you are a marketer working for a young or established financial services / FinTech company, or a marketing leader thinking about establishing an ABM function, join the discussion to learn:

    - Why ABM is the new normal for B2B organisations in a (post-)pandemic world, with marketing becoming an extended sales channel
    - Why every ABM programme looks different and should be based on a realistic vision of resources and commitment
    - How to obtain reliable data to enable content customisation and personalised engagement
    - How to engage the sales organisation to deliver meaningful account-based engagement
    - What metrics matter across the journey – and how to set expectations along the way
    - What is the role of technology in achieving scale?

    Speakers:
    Marnie Giuranna Zaccaria - Global Account-Based Marketing Lead at Finastra
    Amit Sharma - Global Head – Marketing Strategy, Marketing Operations & Strategic Alliances at Tata Communications
    Iulia Balan - Managing Director, Head of Product & Account-Based Marketing at State Street
  • Diversity & Inclusion – Marketing for Social Good - What's your Next Step? Recorded: Apr 28 2021 50 mins
    Payal Raina, Founder of FinTech B2B Marketing
    Inclusion and diversity in marketing won’t just happen— it takes deliberate steps from marketers to amplify underserved voices and represent diverse audiences. In this webinar we will discuss:
    Crisis time – is D&I being pushed down the agenda?
    How can the Fintech services and the FinTech industry encourage authentic leadership endorsement?
    D&I as an embedded part of corporate strategy – how to address the cynics and move away from box ticking?
    Measuring Progress: The use of metrics to drive greater inclusivity
    Being a D&I ally / champion?

    Panel members:
    - Noreen Biddle Shah, Head of Client Marketing & Corporate Communications at State Street, EMEA
    - Anoosha Livani, Director & UK Head of Marketing at Societe Generale Securities
    - Chris Wilson, Communications Lead, Coutts
  • ESG ON THE GROUND – how to turn talk into action and the role of marketing Recorded: Apr 23 2021 61 mins
    Presented by: Janet Du Chenne, Advisory Board Member at FinTech B2B Marketing Community
    Presented by: Janet Du Chenne, Advisory Board Member at FinTech B2B Marketing Community

    Panel members
    Sarah Sinclair - Co-Founder and CEO at Change Gap
    Jonathan Watkins - Managing Editor / CEO at Global Custodian / Tungsten Publishing
    Virginie O'Shea - Founder at Firebrand Research

    This second episode of the webinar series sets out defining ESG, takes us all back to basics and importantly what role marketers can play to bring ESG to the top of their business agenda. In the session, will discuss:

    - How does your company incorporate ESG into its operations and align with external partners to bridge the gap between its sustainability KPIs and its operations?
    - What are the latest ESG regulatory frameworks and how do companies adopt them in their sustainable KPIs? What is the role of marketers in differentiating between assets /projects that are needle movers and those that are not?
    - How can marketers show alignment between a company’s ESG goals, their operations and the external frameworks?
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  • Title: DEMYSTIFYING ABM: ACHIEVING PERSONALISATION AT SCALE
  • Live at: Jul 28 2021 9:00 am
  • Presented by: Iulia Balan - Managing Director, Head of Product & Account-Based Marketing at State Street
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