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Event Date | Wed May 23 EDT - Thu May 24 EDT (over 6 years ago) |
Location |
Grand Hyatt San Francisco
345 Stockton St, San Francisco, CA 94108, USA |
Region | Americas |
Hearsay Summit is an annual curated gathering of 150 top leaders (field, digital, and marketing leaders from financial services + Silicon Valley and fintech entrepreneurs) to discuss how to align marketing, sales, and IT to break down organizational silos and empower the high-tech, high-touch advisor.
2018 Speakers:
Paul LaPiana
Chief Distribution Officer, MassMutual, “The Future of Work in an AI, machine-learning world”
Maran Nelson
CEO and cofounder, Clara Labs, Advisor Cloud Ecosystem Panel
Jennifer Grazel
Global Director for Enterprise Services, LinkedIn, “Scaling High-Touch Advisors with Data and High-Tech”
Kirk Dudtschak
EVP Personal and Commercial Banking, Royal Bank of Canada, “Reimagining the $1T College Savings Industry”
Abby Chao
Co-Founder & COO, CollegeBacker, “The Advisor Cloud Imperative”
Erik Jepson
Managing Director, Head of Digital Marketing, Morgan Stanley Wealth Management, “Why Distribution Leaders Must Be Digital Leaders”
Corina Roy
Assistant Vice President, Field Digital, MassMutual Financial Advisors, Marketing Innovators Panelm, Jon Pauley
SVP, Marketing, Interactive Strategy & Chief Digital Officer, Ameriprise Financial, Advisor Cloud Ecosystem Panel
Brad Auerbach
Head of Industry, Insurance, Facebook
Ed Fandrey
Vice President of Financial Services US, Microsoft, Advisor Cloud Ecosystem Panel
Eran Agrios
Head of Global Go To Market, Financial Services Cloud, Salesforce, “Reimagining the $1T College Savings Industry”
Jordan Lee
Founder & CEO, CollegeBacker, “FinTech Innovator Disrupting the Retirement Savings Industry”
Kevin Busque
Founder and CEO, Guideline
David Messenger
CEO, LianLian Pay Americas
2018 Sponsors:
• Linkedin
• Microsoft
• Spreadfast