Differentiate by personalizing your customer’s path-to-purchase. Enhance strategic integration and bolster acquisition.
Decipher crucial intelligence at this collaborative forum gathering North America’s leading financial marketers. Access exclusive B2C & B2B case studies and implementation tactics. Gain expert advice on social, mobile, search, content, big data, display, automation, millennial engagement, and gamification.
Reinvent your brand to thrive in the digital age. Transform customer experience with disruptive technologies. Develop trust, meet compliance, and engage customers on their terms.
Your next step to success – THIS CONFERENCE!
As President of banking phenomenon Moven, Alex Sion is set to change the banking world as we know it, impacting every aspect of the way in which banks operate and interact with their customers.
As an advisor on digital strategory and disruption to global financial leaders such as HSBC, Citi, Bank of Montreal, Bank of Scotland and Barclays, Alex is one of the leading voices in the financial services industry.
Alex is a recognized thought leader, speaker and panelist in the financial services space. He has spoken at large financial services conferences such as American Banker, BAI, Finnovate, Forrester Customer Experience Form, and Association of Financial Technologies. He has also spoken at global leadership forums and executive summits for firms such as: Toronto Dominion, Merrill Lynch, Morgan Stanley, Bank of Montreal, Royal Bank of Scotland, Barclays, Regions Bank, and BBVA.
Athena Varmazis is the Vice President & General Manager of Small Business Services for American Express Canada. She is responsible for providing payment solutions to small business owners across Canada, customer management and marketing as well as developing new payment products.
Ms. Varmazis has vast leadership experience managing a large diverse team focused on aggressive growth within a dynamic segment. She has built strategic growth frameworks focused on innovation and sustainable long-term growth, focused on the needs of the small business customer.
Ms. Varmazis has over eighteen years of experience with American Express, most recently holding the position of Vice President, Online and Mobile in Enterprise Growth where she was responsible for strategy development and product management. She also has extensive experience in the commercial payments division of American Express where she led demand generation, co-brand product management and marketing for the mid-sized organization. Previous to that, she held roles of increasing responsibility within the consumer marketing division of American Express.
Ms. Varmazis is a past member of the Canadian Marketing Association B2B Council which engages the B2B community in thought leadership and networking opportunities. She holds an MBA from the Rotman School of Management and resides in Toronto with her husband and two sons.
Nathaniel is a Senior Vice President of Digital Marketing at Citi in the Global Consumer Marketing and Internet Organization where he oversees Microsites, Ad Serving Strategy and Offer Capabilities. Nathaniel rejoined Citi in the summer of 2012 after spending 5 years working at e-commerce start-ups. He was the Director of Partnership Rewards at Next Jump, a provider of online rewards and loyalty programs and then Director of Media Programs at HookLogic, where he led Expedia’s Paid- Search Advertising Platform. Nathaniel began his career as a Global Management Associate for Citi where he spent two years in Singapore in marketing and finance. He then joined Citi Cards in New York as a Product Manager on the Thank You Products leading balance growth initiatives and later worked with the Citi Brands Finance Team. Before Citi, Nathaniel served as a Peace Corps Volunteer in Senegal specializing in microcredit. He also led a new strategic business unit for renewable energy at IHRDC in Boston.
Nathaniel graduated from Boston University with a BA in Math and Economics and MA in Economics. He graduated from NYU Stern with an MBA in Finance and Management.
When not at work, Nathaniel enjoys traveling (having visited over 50 countries) and running (five marathons to date). He lives in New York.
Brad is a seasoned financial services operating executive with almost 20 years of experience in strategy, leadership, management and execution in all aspects of digital financial services. Currently Brad is Vice President, Head Of Digital Strategy, Competitive Intelligence, and Customer Insights within US Bank’s Virtual Channels Group leading a team that owns developing, socializing, executing and measuring digital and payments strategy covering channels, form factors, and products/services.
Previous to US Bank, Brad led the North American financial services digital, channel and payments strategy practice at Forrester Research as Vice-President & Principal Analyst. Brad joined Forrester Research after leading digital banking, sales and marketing teams at Wells Fargo as a Vice President within its enterprise Internet Services Group (ISG).
Brad is an award winning speaker that has delivered speeches, lead workshops, and driven thought leadership to groups and companies throughout the financial services industry.
In his role as Director of Digital Strategy, Marvin Pannell provides strategic leadership, champions marketing automation, and drives execution of the digital marketing roadmap for retail annuity products. Specifically, Marvin manages all aspects of executing high profile and complex lead nurturing and content campaigns, leveraging websites, paid and owned media, email, and interactive tools with the objective of maximizing share of voice for New York Life’s retirement income products, and ultimately driving sales through financial professionals in multiple sales channels.
Before moving to New York City and serving in his current position, Marvin worked in California where he led a digital marketing team responsible for direct response acquisition campaigns for property and casualty insurance at the California State Automobile Association Insurance Group. Additional leadership stints included online product management and internal e-business consulting roles at Wells Fargo Bank, and at online art retailer, Art.com.
Marvin holds a BA in Economics from Brown University and an MBA from the Ross School of Management at the University of Michigan (Ann Arbor). He served as a Peace Corps Volunteer in Thailand, and as Director of Management and Operations for Peace Corps programs in Turkmenistan and Latvia prior to starting a career in the private sector.
Vanessa Lycos is Chief Marketing Officer for GE Capital in Canada, a leading provider of financial solutions to businesses operating in a broad range of economic sectors in the country with over 650 employees and $8B of assets across Canada.
Vanessa joined GE Capital Canada in 2013 and is responsible for leading the marketing team, including strategy development, value proposition, research and insights, communications and commercial excellence (sales force effectiveness).
Prior to her current role Vanessa served as North America Regional Head of Marketing for HSBC covering US, Canada and Bermuda. She also held a series of progressive roles within HSBC covering various areas of business: Direct Channels, International Services,, Change Management/Business Strategy.
Vanessa has a BSc and Masters in Zoology and Environmental Sciences from the University of Toronto and has passed the three levels of the CFA.
She is passionate about volunteering and recently held board positions (Treasurer, First Vice President) with the BC SPCA.