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12:00 PM - 3:00 PM

3:00 PM - 3:15 PM
Opening Remarks
Presented By

3:15 PM - 3:45 PM
Welcome to the Era of People-Based Marketing
Presented By

3:45 PM - 4:15 PM
2018 Marketing Imperatives Overview
Presented By

4:15 PM - 5:00 PM
Opening Keynote

As a career journalist, I know what the media is looking for in a story. Getting media attention is one thing, getting the right attention is another. I’ll talk about getting the right message to journalists and how to avoid getting burned by influencers that are shaping main stream narratives. I’ll share some recent examples of brand storytelling mistakes that could have been avoided. I’ll also share unique insights from covering some of the most talked about news stories of the past 20 years.  

Presented By

5:00 PM - 6:00 PM
Meet the Experts

6:00 PM - 7:00 PM
Welcome Reception

Sponsored by Google

6:15 AM - 7:15 AM
Organized Running Tour

Run with New Orleans Jogging Tours for a unique tour of the Big Easy!  Fast and slow run groups offered.

8:00 AM - 8:30 AM
Instagram “Story School”: Learn About the Stories Format and Up Your Own Story Skills
Presented By

8:45 AM - 8:55 AM
Welcome Remarks
Presented By

8:55 AM - 9:30 AM
Day 2 Opening
Presented By

9:30 AM - 10:15 AM
Industry Keynote: Brand Marketing in the Digital Age
Presented By

10:15 AM - 10:30 AM
Marketing Imperative 1: Addressable Advertising
Presented By

10:30 AM - 11:00 AM
Imperative Keynote: The Transformation of Retail Through Addressable Media and the Data & Insights it Brings

In the age of accountable marketing learn how retailers are extracting deep insights from guest level sales data driven by their addressable media campaigns, ultimately transforming their customer marketing and product decisions. 

Presented By

11:00 AM - 11:15 AM
Networking Break

11:15 AM - 11:45 AM
Addressable Advertising Breakouts
  • Breakout 1: Winning with Addressable Advertising. As a 2018 CNBC Disruptor 50 company, SoFi has taken a radical approach to financial services with the products they provide. Their mission is to help their members achieve financial independence to realize their ambitions. Enabling this member-focused effort is addressable marketing. SoFi is mastering the art of utilizing data to understand where a member or prospect is at in their financial lives. This deep knowledge of target consumers fuels their ability to tailor value propositions, communications and product development to be relevant to each individual consumer’s needs. This high precision targeting and treatment helps to improve their marketing efficiency and effectiveness – enabling the SoFi and Merkle teams to keep a laser focus on creating meaningful engagements with their member base.
    Presented by: Margi Brown, VP, Marketing & Media, SoFi and Danelle Faust, VP, Client Partner, Merkle
  • Breakout 2: Evolve Your Programmatic Mind to Embrace What You Don’t Know
    Presented by: Lori Dekker, Global Programmatic Media Lead, Marketing and Communications, Cisco
  • Breakout 3: Winning on Amazon, Beyond the Buy Box. With 100+ million Prime subscribers and counting, e-commerce giant Amazon is one of the first stops for online shoppers in the U.S., leading retailers to ask, “How do I go to market with Amazon?”. For retailers new to advertising on Amazon, there is a lot of knowledge to gain, especially as it relates to competitors. In this session, the speakers will share best practices for Amazon’s key ad offerings, covering everything from basic set-up details to more advanced strategies. Attendees will gain insight into proven strategies to drive efficient growth through a targeted approach with Amazon Search; How to engage the Amazon Advertising Platform or Amazon Media Group and build a personalized experience across the Amazon network; and The nuances of advertising on Amazon, including both benefits and limitations.
    Presented by: Todd Bowman, Sr. Director, Amazon & eRetail, Merkle and Emily Anthony, Sr. Director, Media Services, Merkle
  • Breakout 4: EmblemHealth Open Enrollment: Optimizing the Power of People-Based Marketing Through Addressable Advertising
    Presented by: Jennifer Dymerets, Director, Direct Marketing EmblemHealth and Tim Ferguson, VP, Merkle

11:45 AM - 12:15 PM
Sponsored Keynote
Presented By

12:15 PM - 1:15 PM
Meet the Experts

12:15 PM - 1:15 PM
Networking Lunch & Presentation - Enhancing Identity: Adobe Experience Cloud + M1™

1:15 PM - 1:30 PM
Marketing Imperative 2: Personalized Experiences
Presented By

1:30 PM - 2:00 PM
Imperative Keynote: Equipped for the Journey

During this presentation, Giles will walk through the elements - technical, organizational and cultural - that are required to start running digital journeys that customers want to engage with. He will discuss endpoint measurement, idea pivoting, content velocity, and the ability to sustain a consistent journey over time.

Presented By

2:00 PM - 2:30 PM
Personalized Experiences Breakouts
  • Breakout 1: Data, Algorithms, Donuts and Beer: Why Dr. Spock Needs to get creative when talking to Homer Simpson In this session, hear the “AHA’s” and “DOH’s” of revolutionizing TUI’s CRM program. Plus learn how the principles of people-based marketing are delivering more personalized experiences through data-driven creative communications
    Presented by: Brian Pressey, Director, Customer Experience, Insight & CRM, TUI & Amy Thorne, SVP, Executive Creative Director, Merkle
  • Breakout 2: The Age of Experience. The experience economy has arrived, are you ready for it? This session will discuss the industry’s leading practices in journey research, behavioral analytics, and the neuro-content and design that informs breakthrough customer experiences.
    Presented by: Ethan Hanson, Director, Research & Brand Strategy, axis41, a Merkle Company and Ron Pynes, Partner, axis41, a Merkle Company
  • Breakout 3: Powering Your Personalization Strategy
    Presented by Sarah Steidinger, VP, DMP & Personalization, Citizens Bank and Frank Hong, VP, Platform Architecture, Merkle
  • Breakout 4: TBD

2:30 PM - 3:00 PM
Meet the Experts

3:00 PM - 6:00 PM
Afternoon Activities

5:45 PM - 6:45 PM
Executive Women's Networking Reception

Invite only networking reception 

7:00 PM - 11:59 PM
Summit Party

Kick-off the Summit Party with a Second Line down Bourbon Street to Bourbon Vieux!

6:15 AM - 7:15 AM
Organized Running Tour

Run with New Orleans Jogging Tours for a unique tour of the Big Easy!  Fast and slow run groups offered.

8:00 AM - 8:30 AM
Are You Pushing Products, or Connecting Conversations? The Five Principles of an Always-On Customer Experience

Adaptation is everything. Today’s customer knows more about our brand than we do – they constantly research competitors, interact on their own terms, flow across channels, and take unpredictable routes to a fluid destination. They give brands a narrow window of opportunity to capture their attention – and if it’s missed, it’s gone forever. Despite this, only 5-10% of organizations can adapt an individual’s experience in real-time, and optimize their path-to-purchase. The rest just can’t move fast enough to stay relevant. In this session, Matt will discuss The Five Principles of an Always-On Customer Experience, and explore how truly disruptive companies are raising the bar for customer experience, right now –leveraging decisioning technologies to optimize each aspect of the journey – bringing customers closer, and earning the right to expand relationships.

Presented By

8:45 AM - 8:55 AM
Welcome Remarks
Presented By

8:55 AM - 9:40 AM
Industry Keynote: Creating Conversations with Real People | Grand Ballroom
Presented By

9:40 AM - 10:00 AM
Marketing Imperative 3: CRM & Loyalty
Presented By

10:00 AM - 10:30 AM
Imperative Keynote

10:30 AM - 10:45 AM
Networking Break

10:50 AM - 11:20 AM
CRM & Loyalty Breakouts
  • Breakout 1:The Question of Affinity Donor loyalty, most often measured by financial transactions, extends well giving behavior. The National MS Society is pioneering a new approach for calculating constituent affinity to the organization to better measure engagement across functions and programs. In this session, learn how the approach is being implemented and how NMSS anticipate it strengthening relationships, measuring progress and engaging each constituent in the MS movement at their highest level through seamlessly connected experiences.
    Presented by: Sherri Giger, EVP, Marketing National Multiple Sclerosis Society
  • Breakout 2 Journey to the Seventh Infinity Stone The Power of that Stone will of course be Personalization. Hear how Abercrombie & Fitch is continuously evolving their loyalty programs to create meaningful connections with their customers by activating customer data to deliver relevant, personalized brand experiences.
    Presented by: Amy Nelson, Sr. Director, Customer Marketing, Abercrombie & Fitch & Sandra Garces, Sr. Director, Customer Success, Loyalty
  • Breakout 3: It’s the Most Wonderful Time of the Year…for Digital Promotions As the holiday season rapidly approaches, a brand’s biggest challenge is to rise above the noise and drive engagement in ways that lead to purchase. Learn how to use gamification and promotions to reward consumers while meeting your long-term business objectives. This session will showcase proven ways to acquire new consumers, drive store/online purchases, increase brand affinity, and get on the nice list this holiday season.
    Presented by Chris Wayman, EVP, Chief Client Officer, HelloWorld, A Merkle Company
  • Breakout 4: Fueling long term customer relationships with a Customer Data Platform (CDP) Deploying a Customer Data Platform (CDP) on a public cloud platform can be a game changer for organizations in developing meaningful connections and relationships with their consumers. While public cloud platforms provide agility and scalability, CDP’s help you integrate and harness your consumer data to engage consumers in a way that makes them feel valued and understood.  In this session, learn how the combination of Google Cloud, Lytics, and Merkle can accelerate your speed to market in establishing a modern marketing platform that solves for today's requirements and consumer expectations.
    Presented by: Jon Guidroz, Strategy Lead, Google; James McDermott, CEO & Founder, Lytics; and Craig Howard, VP, Enterprise Architecture, Merkle

11:30 AM - 12:00 PM
Closing Keynote: Re-thinking the Customer Experience + Engagement in the Phygital World
Presented By

12:00 PM - 12:15 PM
Closing Remarks
Presented By

12:15 PM - 1:30 PM
Networking Lunch

12:15 PM - 1:30 PM
Meet the Experts

Hear from Last Year's Attendees

  • “Thank you again for inviting us to attend the Merkle Summit last week!  I really enjoyed hearing from other industries outside of FIs, and it was refreshing to know that most everyone has faced (or still faces) the same challenges as us.  We have a long way to go, but with Merkle as our partner, I am optimistic that we will make great strides in the next few years!”

    Vice President

    Fortune 1000 Financial Services Provider

  • “I really enjoyed the content (and the venue) and all the people I met!”


    Financial Services

  • “Not only was the Merkle Summit seamlessly executed with valuable content, the networking opportunities were ample! The content of each presentation was very relevant and provided me with a few great thoughts/ideas to try to integrate into our business.”


    Fortune 1000 Retailer