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B2B companies have a game-changing opportunity to increase sales and improve marketing results through the strategic use of data. Leading organizations know how to leverage data to better understand their existing customers, find similar prospects, and identify white space in their markets. There is no shortage of information, but obtaining real customer insights remains a challenge for many financial services firms.
Data’s Strategic Impact on B2B Sales and Marketing – A Roundtable Lunch for Financial Services is invitation-only and limited to thirty-five senior sales and marketing leaders from major financial institutions in the Greater New York City area. Roundtable members will benefit from a highly interactive format that allows every leader to exchange knowledge and experiences while networking over a two-hour lunch.
Key Topics/Questions:
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MODERATOR
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Steve Pogorzelski
Chief Executive Officer
Avention
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PANELISTS
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Brett Crocitto
Sales Effectiveness Director
Citi
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Ashish Jaiswal
Managing Director – Strategic Sales & Business Intelligence
BNY Mellon
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Alexander Ngo
Global Head of Digital Marketing, Investment Services
BNY Mellon
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Michael Roberts
Chief Marketing and Digital Strategy Officer
Bank of America Merchant
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RSVP:
If you have received an invitation and would like to RSVP, or if you would like to be considered for participation, please email Stephanie Pereira Lima at stephanie.p.lima@bdionline.com.
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DATE:
Thursday, July 28, 2016
[push h=20]TIME:
12:00 PM – 2:00 PM
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LOCATION:
Aureole New York
135 W 42nd Street
New York, NY 10036
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ATTENDEE PROFILE:
35 Senior B2B Marketing and Sales professionals from major financial institutions in the Greater New York City Area
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SPONSOR[push h=”6″]
Avention, Inc., maker of OneSource® Solutions, delivers smarter insights to help businesses get a deeper understanding of company, contact, and market data. With a unique combination of strong data aggregation, analytics-based applications, and live content updates, Avention provides accurate, timely information to drive growth and improve productivity. The Avention OneSource Solutions deliver customers a comprehensive view of their data so they can make more informed business decisions, stay ahead of the competition, and close more deals. Headquartered in Concord, MA with offices across North America, Europe and APAC, Avention has nearly 4000 customers worldwide. Visit www.avention.com and follow us on Twitter @AventionInc.
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ORGANIZER[push h=”6″]
Business Development Institute (BDI), founded in New York City in 2001, is an award-winning B2B event agency that specializes in producing invitation-only, thought leadership driven, customer acquisition events that attract our client’s buyers while providing valuable content and networking opportunities for their prospects. What makes BDI different is our 14+ years’ experience generating demand for our sponsors while educating and connecting our attendees. Accelerate is our 10-step demand generation process that fills our customer’s sales pipelines with qualified leads while curating unique thought leadership content. Visit our calendar to check out our upcoming events and follow us on Twitter at @BDIonline.
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