Join us for an energetic kick-off as Hearsay CEO Mike Boese and leadership team members share what’s new and what’s next in the world of digital marketing in financial services. Learn about trends impacting how potential customers respond to outreach, find out what compliance considerations to be on the lookout for, and of course, get a sneak preview of the newest Hearsay functions and features. By the end of this session, you’ll be ready to leverage trends and implement business strategies designed to help you drive business success in 2023 and beyond.
Get inspired and think out of the box! Enjoy three 10-minute talks that offer thought-provoking approaches to bring back to your team and firm. Learn unique ways to build stronger client connections, discover techniques for creating differentiated client experiences, and learn how to harness the creative potential of AI.
Join us for a boat cruise of the San Francisco Bay. Stunning views will provide the perfect backdrop for networking with fellow leaders as you enjoy a glass of wine.
Hear insights from an incredible panel of industry voices made up of leaders from well-known financial services brands who serve various industry verticals. Panelists will provide first-person perspectives on today’s most pressing issues.
The panel will be moderated by Nalika Nanayakkara, EY Financial Services Consulting, Managing Partner.
Collaborative workshops designed to spark new ideas: Participate in one of four interactive breakout groups moderated by Hearsay team members. These smaller-group sessions are designed to prompt engaging discussion among industry peers. Topics will be selected based on attendee survey feedback; participants will have the coveted opportunity to compare notes with other financial service peers in similar roles as they discuss shared challenges and creative solutions they’ve implemented within their firm—all while building important industry relationships.
