Financial Services Marketing Leaders'

Summit New York 2024

Reuters, Times Square, New York

4th December 2024

Join over 65 leading CMOs and Heads of Marketing from the financial services industry for an exclusive invite-only half day Summit, kindly hosted by Reuters and with the support of the World Media Group, EI Advisory and the Chartered Institute of Marketing.

Our partners and sponsors

support our work

Financial Marketing Leaders' Summit New York 2024

Reuters, Times Square, New York

4th December 2024

Join over 65 leading CMOs and Heads of Marketing from the financial services industry for an exclusive invite-only half day Summit, kindly hosted by Reuters and with the support of the World Media Group, EI Advisory and the Chartered Institute of Marketing.

Our partners and sponsors

support our work

Financial Services Marketing Leaders'

Summit New York 2024

Reuters, Times Square, New York

4th December 2024

Join over 65 leading CMOs and Heads of Marketing from the financial services industry for an exclusive invite-only half day Summit, kindly hosted by Reuters and with the support of the World Media Group, EI Advisory and the Chartered Institute of Marketing.

Our partners and sponsors

support our work

Discuss. Debate. Discover.

Join over 65 leading CMOs and Heads of Marketing from the financial services industry experts for the 2024 NY Financial Services Marketing Leaders' Summit, kindly hosted by Reuters in Times Square, New York. During this exclusive half-day Summit, you'll discover the latest industry trends and technology, and discuss the future of financial services marketing.

Discuss. Debate. Discover.

Join over 65 leading CMOs and Heads of Marketing from the financial services industry experts for the 2024 NY Financial Services Marketing Leaders' Summit, kindly hosted by Reuters in Times Square, New York. During this exclusive half-day Summit, you'll discover the latest industry trends and technology, and discuss the future of financial services marketing.

Discuss. Debate. Discover.

Join over 65 leading CMOs and Heads of Marketing from the financial services industry experts for the 2024 NY Financial Services Marketing Leaders' Summit, kindly hosted by Reuters in Times Square, New York. During this exclusive half-day Summit, you'll discover the latest industry trends and technology, and discuss the future of financial services marketing.

Meet our speakers

Meet our speakers

Meet our speakers

Speakers for the NY Summit, include some of the leading Financial Services marketers from around the world.

Speakers for the NY Summit, include some of the leading Financial Services marketers from around the world.

Jasper Martens

CMO, PensionBee

Jasper Martens is the Chief Marketing Officer of PensionBee, having joined the company in 2015. He is responsible for product and marketing across the business and brings extensive multichannel marketing experience to PensionBee, gathered over 15 years working in financial services and digital agencies.

Prior to joining PensionBee, Jasper was Head of Marketing and Communications at small business insurance provider, Simply Business. Before moving to London, Jasper ran his own online marketing agency which he founded in the Netherlands.

Jasper's LinkedIn

Meet our speakers

Previous attendees to the summit have included some amazing marketers from some of the biggest companies in the world.

Amanda Werth Stewart

CMO, The Clearing House

Amanda Stewart is Chief Marketing Officer for The Clearing House. She joined the company in January 2024 and is responsible for creating the marketing and communications strategy and accelerating the recognition of The Clearing House brand and its products and services across the globe. Prior to starting her new role, Amanda held multiple positions at Deutsche Bank the most recent of which was Head of Brand for the Americas. Over her twenty years there, she was also Global Lead for Trust and Agency Services, Head of Americas Marketing for the Corporate Bank and Americas Head of Marketing and Communications for the Global Transaction Banking division. She has significant experience across marketing, branding, public relations, strategic planning, external and internal communications, content creation and social media. As a business line marketing lead, she was responsible for the go-to-market strategy and transformation from traditional to digital marketing channels globally. Before joining Deutsche, Amanda held marketing and sales positions in the non-profit space and was also part of an internal advertising team for an aerospace company based in Cleveland, OH. Amanda holds a Bachelor of Arts in both English and Art from Cleveland State University, and a Master of Science in Media Management from the SI Newhouse School of Public Communications at Syracuse University. Throughout her career she has participated in multiple volunteering and mentoring programs and also serves as an executive sponsor for The Clearing House’s NextGen employee resource group. She is an advisory board member of FinTech Marketing and over the years has served as an awards judge for Financial Narrative and the Financial Communications Society.

Amanda's LinkedIn

Meet our speakers

Previous attendees to the summit have included some amazing marketers from some of the biggest companies in the world.

Joan Khoury

Senior Managing Director, Chief Marketing Officer

Joan joined Oppenheimer in 2015 bringing deep experience leading and developing marketing teams in the retail, wealth and institutional segments. She previously was CMO for LPL Financial, where she developed the company’s marketing and brand strategy. Prior to that, she served as Head of Marketing for Merrill Lynch Wealth Management, where she refined and repositioned the Firm’s wealth management business. Her earlier roles include Global Head of Marketing, Wachovia Evergreen Investments and Group Head of Global Marketing at Bank of New York Mellon. She began her professional career managing marketing communications for United Way of Macon, Georgia. Joan earned a BA in Business Administration from Wesleyan College. She is a member of the Women’s Forum of New York, which is a network of leaders in the professions, arts, and business. In September 2024, Joan was named CMO of the Year in the broker-dealer category at the 10th Annual Wealth Management Industry Awards.


Joan's LinkedIn

Registration Options

FS Marketer

Apply if you are a senior Marketer at a FS institution.


Free (Invite Only)

Registration for one person

All main event sessions

Insights Panel

Networking lunch 

Register your interest

Guest Organisation

A limited number of exclusive tickets are available for guest organizations that meet our criteria.

$500

Registration for one person

All main event sessions

Insights Panel

Networking lunch 

Contact us

Registration Options

FS Marketer

Apply if you are a senior Marketer at a FS institution.


Free (Invite Only)

Registration for one person

All main event sessions

Insights Panel

Networking lunch 

Register your interest

Guest Organisation

A limited number of exclusive tickets are available for guest organizations that meet our criteria.

$500

Registration for one person

All main event sessions

Insights Panel

Networking lunch 

Contact us

Registration Options

FS Marketer

Apply if you are a senior Marketer at a FS institution.


Free (Invite Only)

Registration for one person

All main event sessions

Insights Panel

Networking lunch 

Register your interest

Guest Organisation

A limited number of exclusive tickets are available for guest organizations that meet our criteria.

$500

Registration for one person

All main event sessions

Insights Panel

Networking lunch 

Contact us

Upcoming events

NY FS Marketing Leaders' Summit

Reuters, Times Square, New York

4th December 2024

Register your interest

UK FS Marketing ThinkTank

The Economist, London

11th December 2024

APAC FS Marketing Leaders' Summit

Coming Soon

UK FS Marketing Leaders' Summit

Coming Soon

Upcoming events

NY FS Marketing Leaders' Summit

Reuters, Times Square, New York

4th December 2024

Register your interest

UK FS Marketing ThinkTank

The Economist, London

11th December 2024

APAC FS Marketing Leaders' Summit

Coming Soon

UK FS Marketing Leaders' Summit

Coming Soon

Upcoming events

NY FS Marketing Leaders' Summit

Reuters, Times Square, New York

4th December 2024

Register your interest

UK FS Marketing ThinkTank

The Economist, London

11th December 2024

APAC FS Marketing Leaders' Summit

Coming Soon

UK FS Marketing Leaders' Summit

Coming Soon

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London

SW20 0LW

Copyright © 2024 Financial Marketing Insights

Address

Financial Marketing Insights

InMarketingMedia Ltd

Beaumont House

London

SW20 0LW

Copyright © 2024 Financial Marketing Insights

Address

Financial Marketing Insights

InMarketingMedia Ltd

Beaumont House

London

SW20 0LW

Copyright © 2024 Financial Marketing Insights