Letter From The Chairman

Relaxation and rejuvenation...these are the images that come to mind when thinking about a desert resort and spa in Phoenix, the site of our 5th Annual Financial Services Marketing Symposium. The continual changes and challenges marketers face in today’s financial services arena could easily drive any of us to the brink of insanity. So, who among us couldn’t use a little trip to a place where we can clear our heads, be enlightened with the latest thinking, and re-charge our batteries?

This year’s symposium is designed to do just that. We have a premier group of marketing professionals representing the top financial institutions, consulting firms and technology companies who are leading the way with best practices to capture the hearts, minds, and wallets of today’s customers.

In banking, simply following the trends of free checking, no fees, and other incentives offers too little opportunity for sustainable growth and certainly no competitive advantage. However, improving the customer experience and playing your strengths to the right markets will have an impact. Learn about:

• The latest research in customer satisfaction and what it takes to fulfill the unique needs of customers
• Representing every segment of the market including baby boomers, the X, Y and Z generations, the growing immigrant market and small business owners.
• Strategies and lessons learned to avoid brand management pitfalls associated with intense growth.
• What’s new in building brand and customer loyalty through the on-line channel.
• How to plan your marketing for maximizing ROI and effective ways to measure your contributions.

All of this and the opportunity to network with your peers in the pleasant environment that Arizona has to offer in October. Rethink, rejuvenate, recharge, reconnect. It’s what we have waiting for you at the 5th Annual 2007 Financial Services Marketing Symposium. I look forward to seeing you there!

Best Regards,

Rocky Clancy
Conference Chairman
J.D. Power and Associates