NetFinance 2014 (past event)

27 - 29 April, 2014

 Microsoft , Singapore, FL

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Sheri Taylor Gilchrist

VP, Director of Relationship Marketing
Eaton Vance
Sheri Gilchrist is the Vice President, Relationship Marketing at Eaton Vance. She is responsible for customer data development, infrastructure management and database marketing initiatives with the goal of turning raw customer data into business intelligence for use throughout the Corporation. Additionally she manages direct marketing efforts which support the many marketing campaigns focused on the Company’s key strategic initiatives.

An expert in database marketing, multichannel analytics and investing behavior, Sheri is focused on getting the little data right in big data for high growth organizations. Her work uncovers truths hidden in data and its effect on business and investing.

Gilchrist has been featured in B2B Magazine, MarketingProfs, Direct Magazine, and CRM News



16:55 Interactive Roundtable Discussions (Choose One)

This is your chance to be in a smaller, intimate group to discuss the
latest in mobile, disruptive technologies and organizational agility.
There will be 2x rotations for these roundtables.

1. How Does A Team Structure To Deliver A Faster, Better
Manner? Is It Agile Processing And Development? Can You
Deliver In That Method By More Of A Standard Project
Management Cycle?
Derrick R. Brooks, VP, Digital Solutions, Scottrade, Inc

2. A Multi-Channel, Omni-Channel Discussion: Optimize
Transactions And Establishing A Best Practice Approach To
Roadmap Planning Across Channels
Patrick Reetz, MD, Online and Mobile Banking US, BMO Harris
Bank

3. What Value Add Services Can Data Provide Us? How Can
We Translate Data In Revenue?
Sheri Taylor Gilchrist, VP, Director of Relationship Marketing, Eaton
Vance

4. Building The Business Case For Big Data Infrastructure
Investment
What’s The Tipping Point For It To Be Profitable? How Do You
Manipulate The Huge Amount Of Data To Translate It Into Useful
Information For The End User?
Senior Executive, To Be Announced

5. What Are The Latest Developments In Internal Collaborative
Tools To Boost Digital?
Dale Avery, AVP Enterprise Services, State Farm

6. What Emerging Social Media Channels Should You Be
Focused On?
Deborah Well, Director of E-Business, Harbor Capital Advisors

7. User-Centered Design
Jim Denton, VP Head of Experience Design, City National Bank

8. Meeting the Needs of the Omni-Channel Customers Through A Fragmented Environment of Delivery Systems
Jay Spahr, SVP, eCommerce, Salem Five

9. Shifting Brick & Mortar Establishments To Digital: How Do
You Overcome The Barriers?
Patrizio Spagnoletto, Head of Digital, Farmers Insurance

10. What Is Social Selling? Can Social Channels Actually Drive
Measurable Revenue?
Silu Modi, Head Social Sales COE, RBC



17:25 FINANCIAL INSTITUTION ONLY UNCONFERENCE

This is your opportunity to discuss the hottest topics in an intimate,
financial institution only group.

ROUNDTABLE #1: Small Banks & Credit Unions
Daniel Souers, eMarketing Director, MAX Credit Union

ROUNDTABLE #2: Midsize Banks & Credit Unions
Chris Barlow, VP eBanking,Webster Bank

ROUNDTABLE #3: Large Banks & Credit Unions
Sean Murray, Executive Director, Digital Platforms Group Leader,
JPMorgan Chase

ROUNDTABLE #4: Insurance
Steve Yacik, VP Digital, Chubb Personal Insurance

ROUNDTABLE #5: Asset Management
Sheri Taylor Gilchrist, VP, Director of Relationship Marketing, Eaton
Vance


Check out the incredible speaker line-up to see who will be joining Sheri Taylor.

Download The Latest Agenda