Feb 10

Curated: ROI of Customer Experience INFOGRAPHIC

Customer Experience is more than the latest Marketing fad.  It produces results.

Source: ROI of Customer Experience (Infographic)

Feb 03

Results: “One Thought” for 2016

One-Thought-croppedAs we roll into 2016 I wondered what was on the minds of other Marketing Technologists?  I was curious what direction Marketing Technology would go in responding to: “what’s on your mind?.” Thank you to those that contributed their thoughts, you can click through to find and follow them on Twitter. Take a moment to share your thoughts in the comments.

Results summary

Participants responded in a few different ways. Some focused on the big picture and reflected on how Marketing Technology is impacting the technology landscape. Many shared the tactics they feel will drive results in 2016 and a few dared to make predictions. There was also an engaging discussion (#argument) over the rise of brand participation in Snapchat.

The Continued Rise of Marketing Technologists

Scott Brinker, Stacey Floyd and Matt Heinz weighed in on how Marketing Technologists will continue to advance as a profession. Not only will they rise in stature within the organization but they will become a highly prized asset, capable to driving business results.

2016 Marketing Technology Tactics

Several weighed in on specific Marketing Technology tactics worthy of consideration in 2016 including video, website optimization, integrated ecosystems and advanced personalization. Thanks to Bill Winterberg, Robert Clarke, Adam Cohen and Mayur Gupta – with the twofer – for contributing.


Allen Gannett stirred the pot by predicting brands would invest heavily in Snapchat. Mike Langford didn’t agree about SnapChat and offered that 2016 would be the year of iBeacon. Kyle Flaherty brought a sense of responsibility to the conversation by saying us Marketing Technologists know just enough to get everyone killed – or maybe just fired.

Share your “One Thought” in the comments.


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Jan 27

The Rise of the Omnichannel Advisor


Rise of the OmniChannel AdvisorOne of my favorite things about being on the Mutual Fund Education Alliance Digital Council is that I get to help steer the content and development of our member meetings. For our Spring event I’m working with two experienced presenters, Hearsay Social’s Victor Gaxiola and DST kasina’s Julia Binder to discuss how consumer and technology trends are changing how financial professionals, and their digital marketing counterparts, communicate with customers.  Here’s the official session description:

The Rise of the Omnichannel Advisor

Given the plethora of online information and the increasingly self-directed decision journeys of today’s financial advisors, asset managers must address ever higher expectations for relevant digital engagement in all marketing channels. Leading firms are leveraging sophisticated technology and behavioral analytics to personalize connections with advisors on social networks, websites and mobile devices in order to develop long-lasting, profitable relationships. Attendees will learn how wealth managers and their representatives must adapt to meet customer expectations in a digital world.

Julia Binder, Head of Strategic Marketing Research — DST kasina

Victor Gaxiola, Senior Customer Advocacy Manager — Hearsay Social

What to expect

Victor Gaxiola

Victor Gaxiola

Julia Binder

Julia Binder


Victor brings with him the unique experience of being a financial professional along with the wisdom gained by working with advisors who are looking to build their practice. His presentation will outline the needs of the new “Omnichannel Advisor” and what digital marketers can do to support the next generation of advisors.


Julia’s experience in digital strategy and marketing was honed working for industry leaders in publishing, IT and asset management. She’ll discuss kasina’s research on the impact of behavioral segmentation on developing digital engagement strategies for advisors.



Read more about the upcoming Joint Distribution and Digital Summit on the event page where you can check out the full agenda.


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Jan 17

Where is @iamreff?

where is iamreff?

Here’s where to find me in 2016.  I’ll be updating this as the year develops but here’s my event attendance plan:

MFEA Joint Distribution & Digital SummitMutual Fund Education Alliance

March 9-10, 2016 | St Petersburg, FL

Otherwise known as MFEAJDDC (no, no it’s not) the Mutual Fund Education Alliance Joint Distribution & Digital Summit is THE PLACE TO BE if you’re a digital marketer in the asset management industry.  As a member of the Digital Council I’m privy to all the awesome content being planned. [details here]

MarTech Conference USA

March 21-22, 2016 | San Francisco, CA
Scott Brinker is a local Boston guy. I met with him back in 2010 when he was working on the Chief Marketing Technologist concept. Since then he’s been taking things to a whole new level and I’m very interested in attending my first MarTech Conference. [details here]



October 4–7, 2016 | San Francisco, CA

Never been. I hear it’s a bit zoo-y. I like zoo-y so I’m looking forward to it. I’ll be learning more about the Salesforce ecosystem especially in terms of Digital Marketing.

[details here]



Forrester B2B Conferenceforrester

October 18-19, 2016 | Miami, Fl

I’ve been a fan of Forrester Research for probably 10 years.  Last year I attended the Digital Business conference. This year I’m planning to attend the B2B conference which hopefully will be very relevant to my learning interests.

[details here]


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Jan 13

Marketing Technology Trends You Need To Worry About This Year

New Year, New Marketing Tech?




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