JFAM Financial Marketing Summit Meets at The Equinox Resort in Vermont

Fifty-Two of Financial Marketing’s Leading Minds from Major Institutions Convened

CNBC, Financial Times and Yahoo! sponsored “Davos of Financial Marketing”

The Journal of Financial Advertising & Marketing hosted The Third Annual JFAM Financial Marketing Summit at The Equinox Resort & Spa on May 7, 8 and 9, 2008 in Manchester Village, Vermont. This exclusive “invitation-only” forum was host to 52 senior marketing delegates from some of world’s leading financial institutions, agencies, and media and research companies.

Next JFAM Financial Marketing Summit: December 3-5 in La Jolla, CA (summitinfo@financialadvertising.com)

PARTICIPATORY MARKETING ON THE INTERNET

The online experience is changing the shopping and buying habits of consumers. It is also adding a critical chapter to the rule book of marketing. How we structure, plan, buy and measure media is being challenged by the direct, interactive and personalized nature found online.

Online is democratizing marketing and enabling relatively small, aggressive companies like Emigrant Direct, to capture a market share from established brands.

JFAM:LIVE! Deemed Tremendous Success By Financial Marketing Industry

ABOVE: MATTHEW HICKERSON, CREDIT SUISSE

Presenters Included: Bryan Stapp (CMO of Quick Loans), Carl Anderson (CEO of Doremus), Doug Diamond (CMO of Emigrant Direct), Alan Pearlstein (CEO, Flying Point Media), Matthew Hickerson (Head of Investment Bank Marketing, Credit Suisse), Mike Schneider (Anchor, Bloomberg Televsion), Ralph Piscitielli (Director of Communications, Nomura Securities), Juan Roberto Job (VP Cultural Markets, New York Life), Zack Hilton (Dir. Financial Services, Microsoft), Mike Bailey (Chief Analyst, Compete, Inc.)

INTERVIEW

ADVICE FOR LENDING MARKETERS: Approaching Financial Media with Christopher Philip

Media departments are in great demand today. Campaigns are often driven by their work because budgets are so closely scrutinized. The nuances of publishing and programming can make or break a campaign’s effectiveness so the strategic approach of the media director has never been so important.

METRIC

BIG BANG: Getting More From the Financial Ad Buck

Understanding and quantifying the benefits of advertising is a problem as old as advertising itself. Financial advertisers are just as susceptible to this problem as anyone else. The problem stems from the many purposes of advertising: building awareness of products and services, creating brand equity, and generating sales.

FEATURE

ONE-ON-ONE: A Discussion with Ralph Oliva, Ph.D., Executive Director of the Institute for the Study of Business Markets, Smeal College of Business, Penn State University

Ralph Oliva has taken a serpentine route to his most recent position in the marketing field. He is executive director of the Institute for the Study of Business Markets (ISBM) at the Smeal College of Business Administration at Penn State University. The job is certainly unusual for someone with a doctorate in solid state physics.

FEATURE

MEASUREMENT MATTERS: What To Do With All Those Pesky Results

When one thinks of financial services companies, it is easy to imagine them as institutions in large marble buildings and shiny floors. Just as their buildings may be built of stone, one would think that the work they do for their customers is just as strong, rigid and unyielding as the building in which they work. Wouldn’t it be natural then to believe that everything they do there has been properly recorded and is readily available for them to review and analyze? Well, don’t bet your pension on it.