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DMA Financial Services Conference Keynotes to Focus on Market Opportunities
DMA Taps Financial Services Leaders Herbster, Muriel,
Peppers and Roska to Headline Mar. 16–18 Conference
New York, NY, January 24, 2008 — Questions such as “Which Do You Choose — Customers or Money?” are bound to catch the attention of attendees at the 32nd Annual Direct Marketing Association (DMA) Financial Services Conference, which will take place March 16–18, 2008, at Harbor Beach Marriott Resort & Spa, Fort Lauderdale, FL. Those queries and more will be answered by the expert keynoters who are tackling these challenges and prospering in today’s consumer-driven Knowledge Economy.
“The four Financial Services Conferences keynoters have something in common: Each views today’s information transparency and ubiquity as an asset, and will reveal how financial service professionals can best leverage the multichannel environment through direct marketing,” said
“From customer-focused relationship management strategist Don Peppers’ insight into what he calls the ‘short-termism’ of traditional business models to the eye-opening keynote by AARP’s Anne Herbster about the changing face of retirement, these addresses will focus on the reality of today’s marketplace and how financial professionals can make that information work in their favor,” Cunningham continued. “Catherine Muriel will reveal how the Internet is revolutionizing lending, and Jon Roska will culminate the keynotes with a how-to guide on fusing brand and direct.”
Brand Service Director, AARP
The figures are astounding. Each day during the next 20 years, 10,000 baby boomers will turn either 50 or 60 years old. At that half century mark, each one of them will be eligible to join AARP. Instead of letting themselves be classified as “senior citizens,” those 78 million boomers will redefine the meaning of retirement.
That’s where financial services professionals come in, predicts keynoter Anne Herbster, the brand service director of AARP, a membership organization leading positive social change and delivering value to people age 50 and over through information, advocacy, and service. From 8:30 to 9:15 a.m. on Monday, March 17, Herbster will speak about “Helping Boomers Meet Their Financial Services Needs.”
Herbster is a marketing and sales executive with more than 20 years of experience in financial services and affinity marketing areas. At AARP, she is responsible for brand identity programs, and she recently produced an innovative women’s issues television show. Herbster is leading an organization-wide marketing team that provides brand-integration strategy, coordinated messaging, and maximized member touch points.
Chief Marketing Officer, Prosper Marketplace
Akin to the eBay of loan sites, “people-to-people lending” Web pages allow everyday people to bid on financing other everyday people’s dreams. Even if those dreams are only to consolidate other loans.
Catherine Muriel, chief marketing officer of Prosper Marketplace, will divulge how sites like hers — Prosper.com — are shaking up the financial services profession. From 9:15 to 10 a.m. on Monday, March 17, Muriel will elaborate on that concept during her speech, “Lending 2.0: Power to the People.”
Prosper.com is an idea that’s resulted in $100 million in loans among 520,000 site members. Scrolling the homepage, one finds more than 3,100 loan seekers at any given time, usually with smiling personal photos next to requests, such as “Rent Warehouse, Purchase Inventory for Staging Business.”
During the past 20 years, Muriel has applied her analytical, branding, and positioning expertise at premier financial and consumer product companies. She most recently served as chief marketing officer of E-LOAN, a leading online consumer direct lender that provides mortgage, home equity, auto loans, and online savings. Prior to E-LOAN, she served as CMO of Upromise, a private college savings loyalty service.
Founding Partner, Peppers & Rogers Group
“Which Do You Choose — Customers or Money?” is one of the chapters in keynoter Don Peppers’ recently released “Rules to Break and Laws to Follow.” Customer-centricity is a theme the founding partner of Peppers & Rogers Group will emphasize in his keynote presentation, “Dancing Shoes for HoneyBees: Empower Your Customers to Be Champions for Your Brand.”
From 11:30 a.m. to 12:30 p.m., Peppers will explain how it’s possible to harness a customer’s social network; what it means to have an organization that customers, employees, and others trust, and how to earn that trust; how attendees can focus their business not just on short-term financial goals, but long-term value creation; and why would honeybees ever need dancing shoes?
In August 2003, Peppers & Rogers Group joined Carlson Marketing Group to provide clients with “one to one, end to end” customer strategy. Peppers has worked as a new business rainmaker for advertising agencies, including Chiat/Day and Lintas:
Chief Executive Officer, Roska Direct Advertising
Jon Roska, chief executive officer of Roska Direct Advertising, will act as a marital therapist during his keynote entitled, “The Marriage of Brand & Direct.” From 12:15 to 1:45 p.m. on Tuesday, March 18, the Financial Services Conference Awards Luncheon speaker will explain how communication is the key to a good relationship between the two entities.
When the two entities become as one, brand and direct can deliver a “richer” corporate experience, Roska believes. The author of “Ducks in The Henhouse, The Challenges of Integrating Direct and Brand Advertising,” will blend his illustration of that fusion principle with humorous analogies. Likening brand marketers to chickens on a farm, and direct marketers to ducks, Roska will explain how the two types of birds can sell a farmer’s products.
Roska has specialized in the business-to-business, consumer, and healthcare sectors. As a theorist, his focus has been on fusion of brand and direct marketing, which he codified in his book. Roska has received numerous direct marketing awards, including DMA’s Gold ECHO and the ECHO Henry Hoke Award.
About DMA Financial Services Conference
The 32nd Annual DMA Financial Services Conference, which will take place March 16–18, 2008, at Harbor Beach Marriott Resort & Spa,
DMA provides complimentary registrations for editorial staff of media outlets covering direct marketing-related topics. To request press registration, please email DMA at firstname.lastname@example.org. For more information about our requirements for press credentials, visit http://www.the-dma.org/press/pressevents.shtml. If you have questions, or would like more information, please contact
About Direct Marketing Association (DMA)
The Direct Marketing Association (www.the-dma.org) is the leading global trade association of businesses and nonprofit organizations using and supporting multichannel direct marketing tools and techniques. DMA advocates standards for responsible marketing, promotes relevance as the key to reaching consumers with desirable offers, and provides cutting-edge research, education, and networking opportunities to improve results throughout the end-to-end direct marketing process. Founded in 1917, DMA today represents nearly 3,600 companies from dozens of vertical industries in the
In 2007, marketers — commercial and nonprofit — spent $173.2 billion on direct marketing in the
The Power of Direct: Relevance. Responsibility. Results.
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