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Financial services make up one of the economy’s most important and influential sectors today and the need for established data governance and analytics practices is ever-growing.

It’s crucial for finance, insurance, and crypto organizations to be up to date on current regulations which is why InfoTrust and Google are thrilled to host our first-ever Crypto, Finance, and Insurance Summit.

This fully-virtual summit will bring together the brightest minds from some of the top finance organizations in the world. Together we’ll share best practices and learn how to advance your organization’s analytics and data governance.

Why InfoTrust + Google?

As a leader in the finance, insurance, and crypto space (with partnerships at Fidelity Life, Jackson Hewitt, Nationwide, Tax Slayer, and Gulf Bank), the InfoTrust team understands that there is much education required to push financial advertisers to the multi-moment stage of the digital analytics maturity framework. We also realize there is a desire for this type of industry-specific event (a result of many one-on-one discussions with Google team members and external financial partners).

Some of Our 2022 Summit Presenters

Shauna Gerry

Shauna Gerry

Head of Industry, Financial Services, GMP | Google
Ben Fisher

Ben Fisher

Product Manager | Google
Dan Held

Dan Held

Director of Growth Marketing | Kraken Digital Asset Exchange
Brad Michelson

Brad Michelson

Head of US Marketing | eToro
Michelle Matranga

Michelle Matranga

Director of Marketing Analytics | Silicon Valley Bank
Samantha Needham

Samantha Needham

Head of Marketing and Innovation | Silicon Valley Bank
Michelle O'Connor

Michelle O'Connor

VP, Marketing & Communications | TaxBit
Mai AlOwaish

Mai AlOwaish

Chief Data & Innovation Officer | Gulf Bank
Lucas Long

Lucas Long

Privacy Specialist | Tag Inspector
Pete Crofut

Pete Crofut

Director of Partnerships | InfoTrust
Tyler Blatt

Tyler Blatt

Lead Analytics Engineer | InfoTrust
Melanie Bowles

Melanie Bowles

Industry Team Leader, Finance | InfoTrust
Federico Bianco

Federico Bianco

Strategist, Team Lead, Finance | InfoTrust

Meet

Expert Analytics Consultants

Listen to and bounce specific ideas off of financial industry leaders who have been there.

Learn

Privacy-Centric Marketing Best Practices

Get actionable analytics tactics and advanced insights that will inspire you and your team.

retail summit digital analytics google
retail ecommerce marketers virtual summit

Connect With

Top Crypto, Finance, and Insurance Marketers

Meet other innovators like you. Engage and share industry-specific tips with a large community of financial marketers.

Agenda

Time (EST)SessionPresenters
12:00 p.m.Welcome and Summit KickoffPete Crofut, Director of Partnerships, InfoTrust
12:05 p.m.Intro and Keynote: State of Finance Industry Digital MarketingShauna Gerry, Head of Industry, Financial Services, Google Marketing Platform, Google

Pete Crofut, Director of Partnerships, InfoTrust
12:45 p.m.Break
12:55 p.m.Why and How Finance and Insurance Orgs Should Be Utilizing Server-Side GTM in 2022Ben Fisher, Product Manager, Google

Tyler Blatt, Lead Analytics Engineer, InfoTrust
1:25 p.m.Break
1:30 p.m.How Marketing Could Change with Web3 and DeFi (Cryptocurrency Marketing Panel)Dan Held, Director of Growth Marketing, Kraken Digital Asset Exchange

Brad Michelson, Head of US Marketing, eToro

Michelle O'Connor, Vice President, Marketing & Communications | TaxBit
2:00 p.m.Break
2:05 p.m. Google Analytics 4 and Finance and Insurance OrgsMelanie Bowles, Industry Team Leader, Finance, InfoTrust

Federico Bianco, Strategist Lead, Finance, InfoTrust
2:35 p.m.Break
2:40 p.m.How Current and Future Consumer Privacy Requirements Are Shaking Up Digital Marketing in FinanceMai AlOwaish, Chief Data & Innovation Officer at Gulf Bank

Lucas Long, Privacy Specialist, Tag Inspector
3:10 p.m.Break
3:15 p.m.Not Your Grandma's Marketing AnalyticsSam Needham, Head of Marketing Innovation, Silicon Valley Bank

Michelle Matranga, Director, Marketing Analytics, Silicon Valley Bank
3:45 p.m.Closing Remarks & Peloton GiveawayPete Crofut, Director of Partnerships, InfoTrust

Win a Peloton!

You read that right! By registering, you will automatically be entered into a drawing to win an original Peloton Bike purchased by InfoTrust (valued at $1,495; does not include membership fee or accessories).

To qualify to win, you:

  • Must attend the entire Summit on March 30 (noon to 4 p.m. ET)
  • Must work in Marketing, Analytics, Customer Data Governance, or a closely-related field at a finance, insurance, or crypto organization
  • Must reside in the USA, UK, Germany, and parts of Canada (due to Peloton’s shipping restrictions)
  • Must not be employed by an agency

Get an Amazon Best-Seller for Free!

Given the global circumstances, we understand that maintaining attention and focus for a virtual event can be challenging. With that in mind, expect multiple breaks throughout the Crypto, Finance, and Insurance Digital Analytics Summit and interactive Q&A sessions with our speakers. In addition, everyone who attends the entire Summit will receive a complimentary copy of InfoTrust’s book, Crawl, Walk, Run: Advancing Analytics Maturity with Google Marketing Platform.

crawl-walk-run-edition-2

Interested? Let Us Know

By filling out the form below, you are notifying InfoTrust that you’d like to attend the summit on March 30; once your submission is reviewed and accepted, someone from our team will reach out with final details. This is a free event for marketing, analytics, data governance, and business intelligence professionals.

Thank you for your interest in this event. Our team has been notified and we will send additional messaging as the event approaches about how to attend.
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