Nov 5th | 8:00 AM - 2:00 PM | VIEW HIGHLIGHTS

Digital Marketing Roundtable

The IMEA Digital Marketing Roundtable brought together marketing leaders from across the investment management industry for a day of collaboration, idea exchange, and insight. As digital marketing continues to play an increasingly vital role in connecting firms with advisors and investors, the event provided a valuable forum to explore the evolving strategies, tools, and data-driven approaches shaping success in this space.

Participants discussed how digital channels—social media, email, and content marketing—are driving engagement, building brand awareness, and strengthening client relationships. Through personalized and data-informed approaches, firms are better able to meet the needs of institutional and retail audiences while enhancing visibility, trust, and client acquisition in a digital-first environment.

Highlights included:

  • The Intersection of Segmentation & Advisor Scoring | Broadridge
  • Executive Roundtable Discussions Exploring:
  • Multi-Channel Marketing
    • Email Marketing
    • Segmentation
    • Social
  • Website & Personalization
    • Gathering Advisor Feedback
    • Subscriptions
  • Workflow Management
    • Tools
    • Taxonomy
  • Sales Enablement
    • Marketing & the Internal Sales Desk
    • Tools

 

View Agenda Here
View Attendee List Here

PRESENTERS

Ryan Foreman

Associate Principal, US Distribution Solutions

Broadridge

Kersten Stannard

Vice President, Head of Customer Experience

Columbia Threadneedle Investments

Caitlin Baggeroer

Program Marketing Director, U.S. Marketing

Franklin Templeton

Jay Wightman

Senior Vice President, Head of Digital Marketing

Natixis Investment Managers

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