Marketing & Communications Leaders in Finance: Trends & Insights

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Tuesday, March 21st, 16:00 EST

Marketing & Communications leaders in the Finance industry in North America are invited to join this virtual roundtable on “Marketing & Communications Leaders in Finance: Trends & Insights”.

An expert moderator will guide the knowledge-sharing event, stimulating discussion between participants in a closed, confidential environment. Attendance is by invitation only and complimentary.

Marketing & Communications Leaders in Finance: Trends & Insights

Customer expectations and demands are constantly changing, but thanks to social media and the abundance of data available to companies, these micro and macrotrends are more detectable and trackable than ever. This is where social listening comes in, an effective tool for the finance industry to monitor social channels and gather insights into what customers and stakeholders are saying about the industry or brand.

Social listening allows financial institutions to improve engagement and build brand loyalty by understanding customer needs and preferences, communicating effectively, and efficiently responding to their feedback. This is crucial for ensuring that marketing and product development strategies are aligned with the market and that companies can quickly, decisively, and effectively adjust when needed. Overall, social listening is a valuable tool for financial institutions to remain informed and competitive in a rapidly changing environment.

  • How have customer demands and behavior evolved in recent years? How have financial institutions pivoted in response?
  • What technologies and strategies are financial institutions exploring to stay on top of shifts in the market and potential openings?
  • How can social listening be used to conduct market research in the finance industry, and what are the key insights that financial institutions can gain from this approach?

Attended by:

VP, Global Social Media Communications at American Express
VP, Brand & Content at Oportun
VP/Director MarTech and Communications Delivery at OneMain Financial
Head of Social Media at Vanguard
Head of Communications at Provident México
Head of Marketing Technology at MassMutual
Senior Marketing Director at WORLD SYSTEM BUILDER
Senior Director of Behavioral Marketing & Analytics, at Morningstar Investment Management
Communications & Content Strategy Director at Leavitt
Marketing Director at Pinnacle Elite

For insight on this event, photos and guest interactions, see our post on LinkedIn.

4:00 PM: Log in of the guests
4:10 PM: Welcome from The Ortus Club and short address from Meltwater
4:15 PM: Discussion instigated by the moderator and continued by the group
5:15 PM: Discussion brought to a close

Hosted by Meltwater

Event Detail

Tuesday, March 21, 2023 16:00
North America

Why attend?