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Banking on Customer Engagement: Financial Services Focus

August 15 • 8:30am11:30am

| New York,

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The way financial services build and maintain relationships with customers is changing rapidly. Banking beyond the branch, fintech and mobile money are some of the customer digital innovations now underway. What are the best ways to engage across touch points? What are some firms doing to look further than paid opportunities?

Join the ARF on August 15 at GfK’s offices in NYC for a half-day program on understanding customer needs in the digital era. Through presentations by industry experts and client panels, you will go back to the office armed with an understanding about:

  • The changing consumer landscape: from traditional to digital
  • Terms of engagement: across touchpoints and messaging
  • The future: disruptors and impact

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Changing Consumer Landscape: From Traditional to Digital
Perspectives on understanding and addressing customer needs in the digital era: unique privacy challenges FinServ marketers face, leveraging terms of engagement across touchpoints and messaging through out of home advertising.

Presentations by:
Casey Martin – Head of Client Partnerships, Financial Services, Telco, Travel, Oracle Data Cloud
Dan Levi – EVP & CMO, Clear Channel Outdoor Americas
Alva Chang – Measurement Partner Manager, Facebook


How Important Are Experiences Beyond Traditional Communications?
Panel of retail bankers, insurers and card companies

Moderators: Joel Rubinson, President, Rubinson Partners, Inc.  
Fiona Blades, Founder & Chief Experience Officer, MESH


Fintech, Footpaths and Finances
A focus on the consumer decision journey: how new financial tech is disrupting the traditional path toward financial well-being.

Esther Burke – Director of Research, Consumers Frameworks, Turner Broadcasting System


Making AI Work for Financial Services
A new GfK study shows that banks are falling short in meeting basic customer needs and wishes. But expecting chatbots and other AI applications to fill in these service gaps may be wishful thinking – unless FS firms rethink their tech strategies. When do people feel they need human help, and when do they see chatbots as a convenient alternative? How can FS firms create AI approaches that work for their bottom lines – and satisfy their key customers?

Keith Bossey, EVP, Financial Services, GfK


Clear Channel Facebook ORacle Data Cloud Turner


August 15
Event Category:


200 Liberty Street
New York, 10281 United States