SOURCE: Ready Set Rocket

Ready Set Rocket

September 10, 2015 07:00 ET

Media Alert: Ready Set Rocket Partners With Interbrand and Baruch College to Host Too Big To Evolve: Innovation in Financial Services

NEW YORK, NY--(Marketwired - Sep 10, 2015) -

Ready Set Rocket, a New York City based digital agency committed to connecting brands and consumers through innovative multi-channel experiences.
Interbrand, the world's leading brand consultancy.
Aaronson Department of Marketing & International Business at Baruch College, the largest urban public university in the United States.

While the financial industry has spent the past decade dealing with mergers, the financial crisis and meeting regulatory requirements, other industries have embraced the digital revolution. In choosing to evolve along with the shifting consumer landscape, these sectors have optimized their processes to better serve them. As confidence in banks and financial advisors continues to erode, many financial institutions are faced with re-evaluating the way they market, promote and offer products and services to a new generation of digitally native consumers. As new financial startups (LendingClub, FutureAdvisor) and the big internet companies (Apple, Google, Facebook) enter the financial services space, 'too big to fail' is becoming 'too big to evolve.'

At Too Big To Evolve, industry experts will examine this cultural and technological shift, the innovation required for an evolution in banking, and what smart financial institutions are doing to catch up and ultimately win back the customers.

Conference agenda

Opening Remarks:
H. Fenwick Huss, Willem Kooyker Dean, Baruch College

Panel 1: The New Financial Consumer
This panel will examine consumer insights relating to key segments and how banks must evolve to cater to Small Business Owners, the Affluent and Millennials.

Panel 2: Innovations in FinTech
This panel we will explore how innovation in FinTech will drive more meaningful connections between financial brands and consumers. It will also address how financial institutions innovate by investing in partnerships instead of building in-house, while also looking at how data needs to be shared to drive true innovation in these partnerships.

Panel 3: A 5 Year Roadmap
This panel will discuss what financial institutions need to focus on to be positioned for success in the next five years, including how financial communication will change in the near future and how content and content distribution will evolve.

Closing Remarks:
Tom Zara, President, Interbrand

Speakers & panelists include:

  • Ken Fredman, Global Head of Digital Marketing, BNY Mellon
  • Megan Brewer, Head of IT Strategy Innovation, Credit Suisse
  • Bob Verrico, CEO, Investing Channel
  • Div Pithadia, CTO, Capify
  • Ramy Serageldin, COO, Moven
  • Laura Kozien, Sr. Director, Comm., Accion
  • Daniel P. Egan, Head of Behavioral Finance, Betterment
  • Andrea Turner Moffitt, Co-Founder, 1000 Strong
  • Prem Melville, Founder & CEO, Social Alpha
  • Conner McGee, Financial Analyst
  • Vipin Chamakkala, VC Associate, Work-Bench
  • Paul McClung, VP, Products, Barclays Bank
  • Meghann Fraser, Senior Director of Strategy, Interbrand
  • Alex Lirtsman, Co-Founding Partner & Chief Strategist, Ready Set Rocket
  • Ana Valuenzuela, Associate Professor of Marketing, Head of Baruch Consumer Research Lab Baruch College

Thursday, September 10, 2015 from 8:00 AM to 12:00 PM (EDT)

Baruch College's William and Anita Newman Vertical Campus Conference Center (151 E 25th St, New York, NY)

Sign-up to attend the Too Big To Evolve event here:

Contact Information

  • Media Contact
    Lauren Jaeger
    Uproar PR for Ready Set Rocket
    Email Contact