Enhancing Teleconferences for Advisors: A BNY Mellon Case Study

Marketing automation technology is driving change in every industry – and financial services is no exception. More pressure than ever before is being put on creating personalized and meaningful connections through every stage of the customer journey, and marketing automation platforms like Marketo are helping marketers reach their goals faster.

This session will focus on strategically implementing marketing automation to generate demand and amplify sales efforts within the financial services sector.

In this new era of information and connections, the relationship between buyers and sellers has changed forever.

Whether you're beginning or mastering content and demand marketing, this session will provide actionable insights on:
* How to organize your data, tech stack, campaigns and ABM to drive consistency and growth across the customer experience
* Which content delivers the biggest impact across each stage of the customer experience
* How advanced machine learning and AI can help connect your content, to the right audience, at the right time
* How to more accurately attribute bookings and revenue growth ​to campaigns

Video is no longer just a buzzword in marketing. It is a revenue generation tool that every B2B marketer needs to utilize in order to help their business grow.

But the options available are countless. How should marketers establish their video marketing priorities to ensure maximum ROI? Where do you even begin with a video campaign? What strategic, creative, production and distribution resources do you need to engage with?

Join us on BrightTALK on April 19th for a live panel discussion with industry thought leaders as we discuss:
-why video is so important in 2017 for B2B marketers
-the best ways of measuring ROI from video content
-how to integrate video content into your wider marketing activity

For most marketers, connecting the dots between campaigns and revenue poses a complex challenge. With extended B2B sales cycles, it’s difficult to track and analyze each touchpoint, and even harder to determine which action was most influential in closing a deal.

As a result, only 22% of marketers believe they’re using the right attribution model, according to Bizible. In this live roundtable, our panel of marketing experts will discuss the current landscape of attribution and ROI, highlighting areas where marketers can improve and fine tune their strategies.

Our panel will weigh in on topics including:

- Selecting an attribution model that’s right for your organization
- Measuring marketing ROI effectively and accurately
- Interpreting attribution data to invest in more revenue-generating tactics

As more marketers rely on content marketing to educate prospects and move them through the funnel, it’s becoming increasingly difficult to break through the noise and identify effective methods to connect with your best buyers.

The answer isn't always creating more content—it’s getting the most out of your best content.

In this webinar, we’ll share 10 underutilized tactics you can use to broaden your content exposure and improve engagement at all stages of the funnel.

We asked BrightTALK’s community of CMOs and marketing executives one simple but important question: What are your marketing predictions for 2017?

Join us live as we share the most compelling responses. We’ll review the biggest B2B marketing trends of 2016, the current martech landscape, and the priorities of marketing leaders in the year ahead.

In this webinar, we will discuss:
- Major trends currently top of mind for CMOs
- How the marketing profession continues to evolve in 2017
- Key data and trends in the marketing technology landscape

We asked BrightTALK’s community of CMOs and marketing executives one simple but important question: What are your marketing predictions for 2017?

Join us live as we share the most compelling responses. We’ll review the biggest B2B marketing trends of 2016, the current martech landscape, and the priorities of marketing leaders in the year ahead.

In this webinar, we will discuss:
- Major trends currently top of mind for CMOs
- How the marketing profession continues to evolve in 2017
- Key data and trends in the marketing technology landscape

As marketing continues to grow more scientific, vendors are expected to deliver more value not only in their own technologies, but also in combination with the rest of the marketing tech stack.

Join BrightTALK as we review marketing automation best practices for webinars, including real-world examples of running webinar programmes and reporting in Marketo using BrightTALK’s advanced connector.

By integrating your marketing automation platform with BrightTALK, you can drive ROI with more webinar engagement data and reduced follow-up time on your leads with our hourly sync.

In this live webinar, you’ll learn:
- Operational excellence in webinar programs, prospect follow-up, and reporting
- How to leverage rich webinar engagement data in custom, fully automated interesting moments on your lead records
- Best practices in Marketo from BrightTALK

As marketing continues to grow more scientific, vendors are expected to deliver more value not only in their own technologies, but also in combination with the rest of the marketing tech stack.

Join LeadMD and BrightTALK as we review marketing automation best practices for webinars, including real-world examples of running webinar programs and reporting in Marketo using BrightTALK’s advanced connector.

By integrating your marketing automation platform with BrightTALK, you can drive ROI with more webinar engagement data and reduced follow-up time on your leads with our hourly sync.

In this live webinar, you’ll learn:
- Operational excellence in webinar programs, prospect follow-up, and reporting
- How to leverage rich webinar engagement data in custom, fully automated interesting moments on your lead records
- Best practices in Marketo from BrightTALK and LeadMD

Whether delivering webinars or sharing decks via SlideShare, marketers need to create presentation content that keeps their audiences engaged—and persuades them to take action. Developing effective presentations for an online audience, however, is easier said than done. How do you create memorable, persuasive content in this era of constant distraction? How do you create presentations that get your audience to put down their phones and start paying attention?

This is where the science comes in. Research has shown that there are a few key tactics that you can employ to create marketing presentations that your audience won’t forget.

In this session, Susannah Shattuck, Content Marketing Manager at Prezi, and Taylor Freitas, Content Marketer at BrightTALK, will share tactics to make your content more memorable and persuasive. They will discuss:

- How to design presentations that tap into your audience’s deep memory and stay ingrained in their brains;
- Scientifically-backed ways to create more persuasive content;
- Why visuals and storytelling are the keys to effective presenting.

In a data-centric workforce, metrics and benchmarks provide professionals reasons to invest, alter, and evolve their strategy. One of the biggest trends in content creation and delivery is conducting surveys to capture your target audience’s pain points, thoughts, strategies, and drivers.

As companies continue to compete for market space, one strategy to approach the industry is to create and conduct insightful studies. Prospects and customers alike want to understand the latest trends, what their peers are doing, and where their industry is going. When done right, research elevates your gravitas in the market and serves as an effective way to engage your prospects -- both while completing the study as well as revealing the results.

Join Frost & Sullivan and BrightTALK for an in-depth discussion on research reports and findings. Topics include (but not limited to):
- Defining your goals for conducting research
- How to structure your report for ideal results
- Converting data into marketing content

Data is everywhere, but unfortunately, most business users don't have the time to sort through a bunch of stats. They just want to see the bigger picture--so why not give it to them?

Self-service analytics has enabled business users to access and interpret data without needing any statistics background. When coupled with data visualization techniques, we've seen that not only are business users more encouraged to make more data-driven decisions, but they are also able to do this without needing help from their BI or IT teams.

Join this session where we will discuss:
-How to encourage people from all different teams to embrace self-service analytics
-Why data visualization plays a huge role in the success of a data-driven culture
-Top things to take note of when creating dashboards that can easily communicate and add value
-How to teach users to get the most from their data and generate actionable insights

When it comes to the customer experience consistency is key, especially when it costs 5x more to acquire a new customer than to keep an existing one. So, how do you design a cohesive, seamless customer experience that excites your new customers and keeps the loyalty of your customers?

Join Kapost and BrightTALK as we walk through the copious ways a single piece of content can be leveraged throughout different points in the journey to reduce churn and to spike upsell potential. Kapost will share some of the latest insights from their 2016 B2B Customer Experience Benchmark Report such as how to:
- Create a standardized, repeatable process across teams, tools, and channels that creates a full-funnel customer experience
- Ensure your content is accessible for your key users, so they have a straightforward process for consuming information
- Improve the process strategically from both a quantitative and qualitative perspective

So you’ve read all of the recent stats: 52% of marketers worldwide name video as the content format with the highest ROI and 70% of B2B buyers are watching video as research during their path to purchase. You’re ready to make video content a part of your marketing plan, but what kind of video should you be making? And how will you get value from it?

In this webinar we’ll be discussing the right formats of video to meet different marketing objectives, and how to best use the different videos you create to achieve ROI. Using case studies from BrightTALK Studios customers across industries, we’ll give you a practical framework to create successful videos that'll hit your KPIs.

So you’ve read all of the recent stats: 52% of marketers worldwide name video as the content format with the highest ROI and 70% of B2B buyers are watching video as research during their path to purchase. You’re ready to make video content a part of your marketing plan, but what kind of video should you be making? And how will you get value from it?

In this webinar we’ll be discussing the right formats of video to meet different marketing objectives, and how to best use the different videos you create to achieve ROI. Using case studies from BrightTALK Studios customers across industries, we’ll give you a practical framework to create successful videos that'll hit your KPIs.

In the age of optimisation and testing, marketers are always looking for new ways to stand out from their competitors. Whether you’re focused on inbound or outbound marketing, there are numerous things you can do to create a better experience with your company to drive engagement -- and thus revenue.

This short session will discuss some of the most underrated promotional tactics at your disposal to entice, engage and excite your prospects.

In a sea of advisor rankings offered by such well known media outlets including Barron's, CNBC and Financial Times as well as a variety of trade publications, commonalities appear. However, the paths that each have taken to get there are unique. While past performance is not always indicative of future results in investing, enduring strong businesses are suggestive of strong insight and practices. Barron's Managing Director, Sterling Shea, assembles some of the country's most recognized financial advisors, Grant Rawdin (Wescott Financial Advisory Group), Steve Lockshin (Convergent), and Brent Brodeski (Savant Capital Management) to discuss what the future holds for their businesses.

Corey Kupfer (Hamburger Law Firm) will sit down with Lenny Chang (Co-Founder and Managing Director of Focus Financial Partners), Elizabeth Nezvold (Managing Partner of Silver Lane Advisors), and Dan Seivert ( CEO and Managing Partner of Echelon Partners), to discuss the levers available and mindset required to get deals consummated for investment advisers. Whether it’s inorganic growth, implementation of a succession plan, a business combination, or an outright purchase/sale, all present challenges that each of these panelists have helped numerous advisers overcome.

Why should the strategic acquirers have all the fun?
Raising capital is important to your business too- but it’s no secret that access to it is more difficult. Traditional banks don’t (generally) understand the advisory business and private lenders and investors are more cautious and have upped their standards- and the cost of their capital. What are the options?
The panel, moderated by Paul Lally of Gladstone Associates will discuss current market trends in capital sourcing and present two options for access. Joining Paul will be Phil Green, CFO of Brinker Capital, a $17.5 Billion RIA who strategically deploys capital to advisory firms to fund acquisitions and Steve Smits, General Manager of Live Oak Bank, a leading provider of business loans to independent business people in niche industries.