Brand New Media presents latest financial services research at Bloomberg

Jen Robinson

Bloomberg Media hosted Brand New Media’s sixth annual Digital Marketing of Financial Services summit at its offices in New York City on September 26.  Close to one hundred senior marketing executives attended the summit, which included topline results of Brand New Media’s most recent research initiative as well as panel discussions.


BlackRock Senior Managing Director & Global Chief Marketing Officer Frank Cooper III speaks on a panel of CMOs at Brand New Media’s Digital Marketing of Financial Services Summit, held at Bloomberg’s offices in New York. The panelists discussed the role of data and analytics, digital marketing and digital KPIs as well as other key topics. Pictured L-R: Legg Mason Global Head of Communications and Engagement Fran Cashman; Cooper; Edward Jones Principal, Marketing Communications and Canadian Marketing Jim Olsen; Ameriprise Financial EVP – Marketing, Communications and Community Relations Deirdre D. McGraw; Aflac SVP, Chief Marketing Officer Gail Galuppo. Photo: Brian Uyeda Photography

Speakers included Marketing Officers and Heads of Digital Strategy from leading Asset Management, Wealth Management and
Insurance companies – including BlackRock, Schwab, Vanguard, Legg Mason, Ameriprise Financial and many more.

Bloomberg Media is a Founding Sponsor of the research initiative that is conducted by Brand New Media in partnership with Northwestern University on an annual basis. It is the most comprehensive research conducted on digital marketing and media within the financial services industry.


Vanguard head of Enterprise Digital Intelligence and Digital Analytics Association Executive Board of Directors Rusty Rahmer shares insights on how to succeed in an era where frictionless customer experiences are the expectation. Photo: Brian Uyeda Photography

Select firms were recognized at the summit as leaders in Mobile Experience, Social Marketing and Customer Experience based on quantitative outputs from proprietary models developed by Brand New Media and Northwestern University. These firms
included Citigroup, Guardian Life Insurance Company of America, Goldman Sachs, Principal Financial, Prudential, State Farm, State Street Global and GEICO.

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