The FCS will stage three events in the month of October, each important in a unique way.
First up is a Tuesday Breakfast Club event called “Chinese Lessons: The Story of The New China.” On October 4th, we’ll host a first-time breakfast at the New York Yacht Club, when we welcome John Pomfret, Asia Diplomatic Correspondent for The Washington Post. Pomfret will present his insights on doing business in China, and give out copies of his book “Chinese Lessons.” He will then join a panel of experts to deepen the discussion. Hongfei Huang, CEO of Insigma USA and Jose Rasco, Senior Investment Strategist, HSBC Private Bank Americas will sit on the panel, to be moderated by Kobin Tan, Senior Editor at Barron’s.
On October 20th, we’re back at the New York Yacht Club for our monthly luncheon, when we'll welcome Bert Dalby of The Vanguard Group. Coupled with the surge of investor interest in ETFs, ongoing market volatility is making the marketing of any investment product a challenge. Dalby’s insights into how Vanguard is setting the course during these turbulent times will prove worthwhile for all financial marketers.
We’ll close out the month with some much needed fun. On October 26th, we’ll host our second FCS Charity Bowling Tournament at Bowlmor Times Square. Repeating the great success we had in January, this event will again pit teams of four in a high-stakes, big laughs competition for valuable prizes, while raising money for our three children’s charities: Hope & Heroes, Make A Wish, and Downey Side Adoption Agency.
Please visit the FCS website to signup for our October breakfast, lunch, and bowling night. To be a sponsor, please contact me and I’ll put you in touch with the chair for each event.
Tuesday, September 27, 2011
Monday, September 26, 2011
Fidelity’s Speros Says “Turn Here” for Successful Advertising
The FCS September luncheon at the New York Yacht Club welcomed Jim Speros, EVP/CMO of Fidelity Investments, and past winner of the FCS Financial Marketer of the Year. FCS President Kevin Windorf told the audience of more than 185 industry professionals, “It’s great to see so large a turnout today, and it’s not only because the spotlight is on one our industry’s leading brands, but because our guest speaker Jim Speros is one of our industry’s most respected leaders.”
In his presentation, Speros spoke of the origins of Fidelity’s award-winning “Turn Here” campaign, which was born in 2008, when he envisioned the company as a “financial GPS” for its 24 million customers. A lifelong marketer at major brands such as AT&T, Ernst & Young, and Marsh & McLennan, Speros joined Fidelity in August of 2008, only a month before the financial services industry imploded. He recognized that during such a crisis that even sophisticated investors look for guidance.
“Turn Here” and the now famous green line brought to life the concept of guidance and navigation, but also underscored the positioning that, “with Fidelity you get a financial partner that can help you now and at every stage of your life.”
A champion of true 360° marketing, Speros launched an integrated campaign despite the economic crisis, and Fidelity benefited as most competitors fled to the sidelines.
Speros credited the ever-creative executions of the campaign to Fidelity’s Boston-based agency Arnold, as well as its in-house agency of some 200 employees.
Always a candid speaker, Speros was proud to share his views on the core elements of a successful advertising campaign:
• Start with big ideas (to pull through all channels)
• Be focused
• Stay consistent: pick your theme and be continuous with it (2-3 years minimum)
• Stay engaged with your consumer
• Have a sufficient spend
In wrapping up, Speros reminded the audience (the majority of whom admitted to holding Fidelity products in their portfolios), “Marketing is only one part of a supply chain extending out to the customer.” He incited media partners to always look for creative ways to activate executions across platforms, and encouraged marketers to “embrace innovation and take risks,” but that “continuous measurement is critical.”
With the perennial success of “Turn Here,” Speros spoke knowingly when he emphasized, “Powerful ideas matter more now than ever.”
At FCS events time and time again, our audience of fellow marketers, agency and media reps, and communications professionals come to realize that “true leaders, like Jim Speros, matter more now than ever.”
In his presentation, Speros spoke of the origins of Fidelity’s award-winning “Turn Here” campaign, which was born in 2008, when he envisioned the company as a “financial GPS” for its 24 million customers. A lifelong marketer at major brands such as AT&T, Ernst & Young, and Marsh & McLennan, Speros joined Fidelity in August of 2008, only a month before the financial services industry imploded. He recognized that during such a crisis that even sophisticated investors look for guidance.
“Turn Here” and the now famous green line brought to life the concept of guidance and navigation, but also underscored the positioning that, “with Fidelity you get a financial partner that can help you now and at every stage of your life.”
A champion of true 360° marketing, Speros launched an integrated campaign despite the economic crisis, and Fidelity benefited as most competitors fled to the sidelines.
Speros credited the ever-creative executions of the campaign to Fidelity’s Boston-based agency Arnold, as well as its in-house agency of some 200 employees.
Always a candid speaker, Speros was proud to share his views on the core elements of a successful advertising campaign:
• Start with big ideas (to pull through all channels)
• Be focused
• Stay consistent: pick your theme and be continuous with it (2-3 years minimum)
• Stay engaged with your consumer
• Have a sufficient spend
In wrapping up, Speros reminded the audience (the majority of whom admitted to holding Fidelity products in their portfolios), “Marketing is only one part of a supply chain extending out to the customer.” He incited media partners to always look for creative ways to activate executions across platforms, and encouraged marketers to “embrace innovation and take risks,” but that “continuous measurement is critical.”
With the perennial success of “Turn Here,” Speros spoke knowingly when he emphasized, “Powerful ideas matter more now than ever.”
At FCS events time and time again, our audience of fellow marketers, agency and media reps, and communications professionals come to realize that “true leaders, like Jim Speros, matter more now than ever.”
Wednesday, September 7, 2011
Welcome Back My Friends!
September 1 kicked off the 2011-2012 fiscal year for the FCS, and before it’s over, we will celebrate our 45th Anniversary. So we expect this to be a momentous time for the FCS, capitalizing on the momentum from a record-setting 2010-2011 year:
Over the last 12 months, we
• Launched an FCS Chapter in Chicago
• Reveled at our largest ever FCS Race for Kids ski weekend
• Threw a strike with our inaugural Charity Bowling Tournament
• Welcomed another sold-out crowd to our annual Financial Marketer of the Year Award luncheon
• Drove our most successful Charity Golf Tournament
• Toasted with a sold-out Wine Tasting event
• Hosted nine lunches in New York, averaging more than 100 guests
• Held three Tuesday Breakfast Club events on FinReg, Branding, and Trust
• Stirred up the conversation on Digital Marketing at a Cocktails with Content Reception
• Welcomed CNBC’s Maria Bartiromo and FT’s Gillian Tett’s as their respective book signings
• Got all revved up at our sold out 17th Annual Portfolio Awards
• Re-launched our web site
• Unveiled a new logo
Largest ever and Sold-out are labels that make us proud, but they only tell half the story. These events are the Best Ever. Thank you for supporting them and sponsoring them. Because of your participation and generosity, our 2011 donation of $150,000 to our three children’s charities — Hope & Heroes Children’s Cancer Fund, Make-A-Wish, and Downey Side Adoption Agency — puts us over the $1.5 million mark for the past 12 years.
That’s the kind of momentum that propels the FCS forward as we truly make a difference with our mission of Community, Education and Philanthropy. There’s a lot more in store for this year, and we invite you to get involved. Committees are now forming for major events and activities – please join us for the camaraderie, the networking, and the satisfying fun for being a volunteer behind a worthy organization.
We’re proud to announce 3 new additions to our Board of Directors:
• Chris Bacon, Morgan Stanley
• RuthAnne Dreisbach, Dreisbach Design
• And Gordy Abel, who will join JP Morgan Chase later this month.
(For a full list of our hard-working, all volunteer Board, please visit our web site.)
KEY UPCOMING EVENTS
FCS Race for Kids, Jan. 5-8, 2012
I hope to see many of you at our 13th annual ski weekend at the Stowe Mountain Resort in Vermont. Last year, more than 340 guests enjoyed the revelry and the camaraderie of this now legendary event. Our “Summit in the Snow” again featured two days of "Fireside Forums," featuring panel discussions with industry leaders on the current state of affairs in financial services branding and media. The Race for Kids weekend is the primary fundraiser behind our annual support of our children’s charities. And this year, with many families in Vermont suffering devastation by Hurricane Irene, our efforts – and your support – will be especially meaningful.
Nominations for FCS Financial Marketer of the Year Award
Also in January of next year, we’ll bestow our 6th Annual Award to the Financial Marketer of 2011. But that celebration begins with the nomination process that will open in the next few weeks. Look to our web site and a special email blast for details. Is this year for your company, or your client, to win?
September Luncheon
Speaking of Financial Marketers of the Year, the winner from 2009, Jim Speros, CMO of Fidelity Investments, will be our featured luncheon speaker on September 21st at the New York Yacht Club. Reserve your tickets now on our web site. For sponsorship opportunities, please contact me directly.
The FCS remains committed to hosting valuable and topical events throughout the year, to help our members expand both their network of personal contacts and their wealth of professional knowledge… while helping us provide meaningful donations to our charities.
Thank you for your continued involvement and support.
Kevin Windorf
PresidentFinancial Communications Society
kevin@fcsinteractive.com
www.fcsprez.blogspot.com
@FCS_Prez
212-413-6044
Over the last 12 months, we
• Launched an FCS Chapter in Chicago
• Reveled at our largest ever FCS Race for Kids ski weekend
• Threw a strike with our inaugural Charity Bowling Tournament
• Welcomed another sold-out crowd to our annual Financial Marketer of the Year Award luncheon
• Drove our most successful Charity Golf Tournament
• Toasted with a sold-out Wine Tasting event
• Hosted nine lunches in New York, averaging more than 100 guests
• Held three Tuesday Breakfast Club events on FinReg, Branding, and Trust
• Stirred up the conversation on Digital Marketing at a Cocktails with Content Reception
• Welcomed CNBC’s Maria Bartiromo and FT’s Gillian Tett’s as their respective book signings
• Got all revved up at our sold out 17th Annual Portfolio Awards
• Re-launched our web site
• Unveiled a new logo
Largest ever and Sold-out are labels that make us proud, but they only tell half the story. These events are the Best Ever. Thank you for supporting them and sponsoring them. Because of your participation and generosity, our 2011 donation of $150,000 to our three children’s charities — Hope & Heroes Children’s Cancer Fund, Make-A-Wish, and Downey Side Adoption Agency — puts us over the $1.5 million mark for the past 12 years.
That’s the kind of momentum that propels the FCS forward as we truly make a difference with our mission of Community, Education and Philanthropy. There’s a lot more in store for this year, and we invite you to get involved. Committees are now forming for major events and activities – please join us for the camaraderie, the networking, and the satisfying fun for being a volunteer behind a worthy organization.
We’re proud to announce 3 new additions to our Board of Directors:
• Chris Bacon, Morgan Stanley
• RuthAnne Dreisbach, Dreisbach Design
• And Gordy Abel, who will join JP Morgan Chase later this month.
(For a full list of our hard-working, all volunteer Board, please visit our web site.)
KEY UPCOMING EVENTS
FCS Race for Kids, Jan. 5-8, 2012
I hope to see many of you at our 13th annual ski weekend at the Stowe Mountain Resort in Vermont. Last year, more than 340 guests enjoyed the revelry and the camaraderie of this now legendary event. Our “Summit in the Snow” again featured two days of "Fireside Forums," featuring panel discussions with industry leaders on the current state of affairs in financial services branding and media. The Race for Kids weekend is the primary fundraiser behind our annual support of our children’s charities. And this year, with many families in Vermont suffering devastation by Hurricane Irene, our efforts – and your support – will be especially meaningful.
Nominations for FCS Financial Marketer of the Year Award
Also in January of next year, we’ll bestow our 6th Annual Award to the Financial Marketer of 2011. But that celebration begins with the nomination process that will open in the next few weeks. Look to our web site and a special email blast for details. Is this year for your company, or your client, to win?
September Luncheon
Speaking of Financial Marketers of the Year, the winner from 2009, Jim Speros, CMO of Fidelity Investments, will be our featured luncheon speaker on September 21st at the New York Yacht Club. Reserve your tickets now on our web site. For sponsorship opportunities, please contact me directly.
The FCS remains committed to hosting valuable and topical events throughout the year, to help our members expand both their network of personal contacts and their wealth of professional knowledge… while helping us provide meaningful donations to our charities.
Thank you for your continued involvement and support.
Kevin Windorf
PresidentFinancial Communications Society
kevin@fcsinteractive.com
www.fcsprez.blogspot.com
@FCS_Prez
212-413-6044
Subscribe to:
Posts (Atom)
