Reimagine the Advisor Client Journey

Hearsay Summit 2020 | April 21-22 | Parc 55 Hotel, San Francisco

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ABOUT

Hearsay Summit

Hearsay Summit brings together top financial services leaders to solve the challenges of digital transformation together. For two days, interact with and learn from your peers and tech industry leaders as we all work to empower advisors and agents to thrive in a customer-centric world.

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2020

Speakers

This year’s Summit will feature wealth management and insurance industry veterans on the leading edge of compliant digital communications. Walk away with new strategies and actionable best practices, and new conviction for your mission.

Clara

Shih

Founder & CEO
Hearsay Systems

Naveen

Agarwal

Chief Marketing Officer
Prudential

Jeremy

Balkin

Head of Innovation, Retail Banking and Wealth Management
HSBC USA

Amanda

Bradford

Founder & CEO
The League

Brady

Brewer

Senior Vice President of
Digital Customer Experience
Starbucks

Owen

Donley III

Chief Counsel, Office of
Investor Education &
Advocacy U.S. SEC

Brooke

Forbes

Head of Technology
Fidelity Personal Investing

Leyla

Lesina

Senior Vice President
Head of Agency Distribution
Guardian

Melissa

MacGregor

Managing Director and
Associate General Counsel
SIFMA

Glenn

Shapiro

President
Allstate Personal Lines
Allstate Insurance Company

William

Trout

Head of Wealth Management
Celent

Amy L.

Webber

President & CEO
Cambridge Investment
Research, Inc

Dontá L.

Wilson

Chief Digital and Client Experience Officer
Truist Financial Corporation

Clara Shih

CEO & Founder, Hearsay Systems

Clara Shih is CEO and founder of Hearsay Systems, the leading Advisor Cloud company used by over 150,000 advisors and agents to deliver personalized relationships at scale with AI-assisted automation. Marketing and Distribution leaders at the world’s leading financial services companies including Morgan Stanley, New York Life, Allstate, American Family Insurance, Goldman Sachs, Prudential and Allianz partner with Hearsay to get a real-time pulse of field conversations and trigger timely client outreach during moments that matter.

A digital pioneer, Clara developed the first social business application in 2007 and subsequently authored the New York Times-featured best-seller, The Facebook Era, and sequel, The Social Business Imperative. Clara has been named one of Fortune’s “Most Powerful Women Entrepreneurs,” Fast Company’s “Most Influential People in Technology,” and a “Young Global Leader” by the World Economic Forum. She also has been listed in both Fortune’s and Ad Age’s “40 Under 40,” as well as InvestmentNews’ “40 Under 40” and ThinkAdvisor‘s 25 Industry Influencers.

Clara is a member of the Starbucks board of directors and previously served in a variety of technical, product and marketing roles at Google, Microsoft and Salesforce.com. She graduated #1 in computer science at Stanford University, where she also received an M.S. in computer science. She also holds an M.S. in internet studies from Oxford University, where she studied as a U.S. Marshall Scholar.

Naveen Agarwal

CMO, Prudential Financial

Naveen Agarwal is responsible for driving Prudential’s global brand, advertising, customer marketing, customer experience and digital solutions, including LINK by Prudential, research and data insights, and deep predictive data analytics. He also leads a set of key strategic opportunities identified to drive income growth and operational efficiencies across Prudential’s U.S. and international businesses.

Agarwal’s role encompasses stewardship of the Prudential brand, customer engagement and acquisition, and connecting the company’s customers and prospects to needs-driven solutions in their channel of choice. He leads a diverse team of marketers, strategists, creatives, researchers, product managers, technologists and data scientists who all work collaboratively to serve various customers – institutions, employers, advisors and consumers.

Prior to Prudential, Agarwal worked for 20 years as a senior executive in several companies in Silicon Valley. He has deep experience in financial services business and marketing. As president of E*TRADE Capital Management, he ran E*TRADE’s retirement, mutual fund, investment, wealth management, lending and corporate stock plan businesses. Agarwal also served as vice president at SunGard, driving its institutional interest rate and FX derivatives trading and risk management systems business.

Agarwal remains actively involved with several Silicon Valley technology and venture capital firms, applying his entrepreneurial mindset to solve problems at scale. He regularly advises startups in marketing platforms, retail e-commerce, customer acquisition at scale, finance, data analytics, real estate, education and health care industries. Agarwal leverages his broad expertise to seamlessly connect the dots between traditional and new digital economies, modern marketing and customer engagement at scale. He is also a frequent public and keynote speaker on these topics.

Agarwal holds an MBA from Haas School of Business, University of California, Berkeley, and a bachelor’s degree in computer science and engineering from IIT-BHU, Varanasi, India. Follow him on Twitter @naveenbasically.

Jeremy Balkin

Head of Innovation, Retail Banking and Wealth Management, HSBC USA

Jeremy K. Balkin is regarded as an international thought leader on ethics in banking, innovation and the strategic engagement of Millennials in financial services. He is the author of Millennialization of Everything: How to Win When Millennials Rule the World, and is the award-winning author of Investing with Impact: Why Finance is a Force for Good. In 2016, the book received the Gold Medal in Business Ethics in the Axiom Business Book Awards, and also won the Business category in the International Books Awards.​ The books have received praise from luminaries including Arianna Huffington, Frances Hesselbein, Lynn Schusterman, Professor Emil Pitkin and Pope Francis.

Jeremy K. Balkin serves as the Head of Innovation in North America for a major international bank and he is also an adviser to the leading global accelerator program StartUpBootCamp FinTech in New York City. He also previously worked for the Hon. Malcolm Turnbull, Australia’s 29th Prime Minister.

In 2008, Jeremy K. Balkin survived a life-changing extreme sports injury that shaped his purpose to deploy financial resources to improve the state of the world, and The Huffington Post described Jeremy K. Balkin as the “Anti-Wolf of Wall Street” for his work making the case that banking and finance are forces for good. His popular TED talk, “The Noble Cause: Positively influencing the allocation of capital” has been viewed over a quarter million times, and he has been invited to speak at the likes of Davos, the United Nations, Harvard Business School and the London School of Economics.

Jeremy K. Balkin has run six marathons, received the prestigious UNSW Alumni Award for Achievement, and is designated as a Young Global Leader by the World Economic Forum. In 2017, he was named in the Top 35 Millennial Influencers in USA and received the Advance Global Australian Award. He has studied at the UNSW Business School, Financial Services Institute of Australasia, and Harvard Kennedy School.

Brady Brewer

Senior Vice President of Digital Customer Experience for Starbucks

Brady Brewer is senior vice president of Digital Customer Experience for Starbucks. Brady and his team are leading us to a future that will make the Starbucks Experience continually more effortless and delightful for customers – from product discovery to ordering, from payment to pick-up, delivery and beyond.

Most recently, Brady served as chief operating officer for Starbucks Japan, one of Starbucks largest markets. In this Tokyo-based role, Brady led store operations for the more than 30,000 Starbucks partners who wear the green apron, as well as brand and marketing strategy, product innovation and digital experiences in one of the company’s most innovative and dynamic markets.

Prior roles included leadership as senior vice president, Marketing and Product for the company’s China and Asia Pacific region. Based in Hong Kong, Brady led brand, marketing, product and digital innovation for Starbucks in its fastest growing region. From Shanghai to Seoul, Mumbai to Melbourne, Tokyo to Thailand and everywhere in between, Brady has had the responsibility and thrill of introducing tens of millions of new customers to the extraordinary experience and values of Starbucks Coffee Company.

Owen Donley

Chief Counsel, Office of Investor Education & Advocacy U.S. SEC

Owen serves as Chief Counsel of the United States Securities and Exchange Commission’s Office of Investor Education and Advocacy, where he manages a team of subject matter experts in providing public-facing content for investors on a broad variety of issues arising under the federal securities laws.

He is especially focused on investor engagement through the lens of financial technology and media, particularly where digital and social communication intersect with retail investing. He manages national advertising campaigns focused on investor education and speaks regularly on issues related to investor protection, investment fraud, the interests of older investors and the federal securities laws.

Owen has been cited in publications including The Financial Times, The New York Times, The Washington Post, CNNMoney, MarketWatch, SmartMoney Magazine, Consumers Digest, Forbes, ThinkAdviser, Investment News, Financial Advisor, and has appeared on television and radio, including on Canada’s Business News Network, National Public Radio, the Pennsylvania Cable Network, and Federal News Radio. He is the author of several articles and manages the Office of Investor Education and Advocacy's Twitter handle, @SEC_Investor_Ed.

Melissa MacGregor

Managing Director and Associate General Counsel, SIFMA

Melissa MacGregor is a Managing Director and Associate General Counsel at SIFMA in Washington, D.C. Her responsibilities at SIFMA include advising the advocacy and policy activities of the SIFMA General Counsels Committee and the Technology and Regulation Committee, along with several specialized working groups.

Most recently, Ms. MacGregor handles issues relating to electronic communications and records, financial technology, data aggregation, social media, privacy, and data protection. Ms. MacGregor is a member of the board of directors of the Financial Data Exchange. Prior to joining SIFMA in 2005, Ms. MacGregor practiced securities regulation at Crowell & Moring LLP and Clifford Chance LLP.

She holds a J.D. from American University Washington College of Law and a B.A. from St. Lawrence University.

Glenn Shapiro

President, Allstate Personal Lines Allstate Insurance Company

Glenn Shapiro is President of Allstate Personal Lines, overseeing product, claims, operations, risk, finance and distribution. He is focused on expanding Allstate's trusted advisor strategy, accelerating the use of telematics and building an Integrated Digital Enterprise. From 2016 to 2017, Shapiro served as Chief Claims Officer for the Allstate Insurance Company.

Prior to joining Allstate in 2016, Shapiro was Executive Vice President and Chief Claims Officer at Liberty Mutual Commercial Insurance. Shapiro has 30 years of experience in the insurance industry. He has held a number of senior leadership positions in strategy and operations and has been at the forefront of leveraging predictive modeling and digital capabilities in insurance.

Shapiro serves on the board of SitStayRead, a Chicago nonprofit dedicated to promoting a culture of reading in low-income communities. He received his bachelor's degree in business administration from Bryant University in Smithfield, R.I., and holds CPCU, CLU and ChFC designations.

Amy Weber

President and CEO, Cambridge Investment Research

Amy Webber is President and Chief Executive Officer of Cambridge Investment Research, Inc. and serves as a member of the Board of Directors and Executive Council. With over 25 years of experience, Webber’s accomplishments include the launch of a virtual office technology platform that is evolving into a comprehensive online business environment with robust mobile access, the introduction of one of the first independent broker-dealer social media options for advisors, the integration of continuous improvement throughout home office processes, and a ‘Be the Hero’ initiative focused on service excellence and empowerment among associates. Driven to continually refine the independent broker-dealer model to best support the future needs of financial professionals and their investing clients, she guides innovative programs such as the Cambridge Source outsourcing program and Cambridge’s New Century Council – a unique group of Next Gen advisors who provide insight on what advisors will need from their independent broker-dealer partner, and the industry, to continue serving their clients into the future.

Webber inspires and leads the New Century Council to think futuristically, assess research, and approach resolutions differently to target success in years to come. Having embraced compliance and operations early in her career, she holds the FINRA Series 6, 24, 62, 63, and 99 licenses. She was selected as a member of the IA 25 by Investment Advisor magazine in 2019, 2018, 2017, 2014, and 2012. Webber also served as Chair for the FSI Board of Directors in 2016 and was a member of the task force who planned the FSI Forum: Post DOL in the fall of 2016.

Dontá L. Wilson

Chief Digital and Client Experience Officer Truist Financial Corporation

Dontá Wilson is a member of the Executive Leadership Team for Truist Financial Corporation, the nation’s sixth largest bank and premier financial services company serving approximately 10 million households.

Wilson is responsible for leading digital transformation and ensuring a world-class, distinctive client experience for all Truist clients. In this role, he oversees Digital Banking, Digital Sales, Digital Strategy and Innovation, Experience Design, Intelligent Automation, Client Experience, Client Insights and Analytics, Marketing, Corporate Communications, Truist Ventures and the Truist Foundation.

He began working at Truist’s predecessor, BB&T, in Bank Operations in October 1995 while in college and has more than 20 years of experience in the financial services industry.

Wilson has always been active in his community, having served and currently serving on many not-for-profit, educational and community service boards. He is a member of Kappa Alpha Psi, Sigma Pi Phi (Boule) and ELC. Wilson earned his bachelor’s degree in management from the University of North Carolina at Charlotte and an MBA from the University of Maryland. He is also a T.E.P. graduate of the Tuck School of Business at Dartmouth.

Amanda Bradford

Founder & CEO of The League

Amanda Bradford is the Founder & CEO of The League, a dating app that combines data and social graphs from both Facebook and LinkedIn to offer more privacy (coworkers and connections are blocked), more context (Linkedin information is displayed), and a curated community of ambitious singles who desire an equally driven partner. After graduating from Carnegie Mellon with an engineering degree, Amanda worked at both Salesforce and Google in a variety of technical and product roles before attending Stanford Graduate School of business, where the idea for The League was born. The League raised $2.1M in seed funding in January 2015 and to date operates in 65 cities both nationally and internationally and is available on iOS and Android.

Brooke Forbes

Head of Technology for Fidelity Personal Investing

Brooke Forbes is Head of Technology for Fidelity Personal Investing, which provides a full range of investment and financial planning services to millions of individual investors including wealth management, retirement planning, and brokerage.

Ms. Forbes has more than 25 years of experience in large-scale technology platform and development management, extensive leadership of global teams, and transformational program leadership. In her current role, she leads Personal Investing’s technology agenda of driving continuous improvements to both Fidelity’s customer and associate experience and accelerating engineering excellence and digital leadership. She also sits on the Advisory Board for Fidelity’s Women’s Leadership Group, the firm’s largest employee resource group.

Previously, Ms. Forbes was Senior Vice President, Digital Planning and Advice, running both robo and hybrid advisory offerings. She led efforts to re-imagine and drastically simplify the omni-channel digital experience and deliver personalized education, financial planning, investment and savings solutions to help our younger investor and emerging wealth accumulators achieve their financial goals. She was also Senior Vice President, Omni-Channel Solutions and Associate Technology Platforms. In this role, she oversaw the voice, email and chat channels for Fidelity’s customers as well as the technology management, development and integration of the platforms that serve more than 20,000 customer-facing associates.

Prior to joining Fidelity in 2010, Ms. Forbes was Director of Customer Relationship Management (CRM) Platforms and International Technology for Bank of America – Merrill Lynch Wealth Management, where she was responsible for the design, development, deployment and support of enterprise CRM platforms for Merrill Lynch worldwide for a user community of more than 30,000 users in more than 20 countries.

Ms. Forbes received her Bachelor of Arts degree in international relations from Colgate University. She lives in the Boston area and is the proud mother to four children.

Leyla Lesina

Senior Vice President, Head of Agency Distribution for Guardian

Leyla’s primary role is to build distribution strategies to increase agency productivity and profitability. This includes leading practice management, life wholesaling, life brokerage expansion, and Innovative Underwriters, Guardian's Brokerage General Agency.

Before joining Guardian in 2009, Leyla was VP, Sr. Account Manager at Lincoln Financial Distributors, where she provided key account management for 9 Marketing General Agencies across product lines: life insurance, fixed annuities and long-term care. She started in the life insurance business as an agent for MetLife.

Leyla received her BS in Economics and Finance from the Institute of Political Sciences in Strasbourg, France and her MBA in Finance from the State University of New York at Albany. She holds her Series 6, 63, 7, 24 as well as the CLU and ChFC designations.

William Trout

Head of Wealth Management at Celent

William Trout is Head of Wealth Management at Celent, a global research and advisory firm. He is an industry thought leader on North American technology strategy and innovation in the wealth and asset management industries, with particular expertise on platform technology, portfolio management, analysis and optimization tools; data capture, storage and analytics; and robotic process automation and AI.

Will is also an authority on digital advice and has been widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and the Wall Street Journal.

Prior to joining Celent, William was head of product and segment development for affluent at BBVA USA and a member of BBVA Group’s Global Private Banking management team. He holds an AB from Harvard College.

THIS YEAR

Theme &
What To Expect

Reimagine the Advisor Client Journey

Today, technology plays a crucial role in guiding financial services and insurance consumers through the client journey – but not on its own. In some finserv verticals, 80% of the experience takes place through an advisor or agent whether through email, social media, texts, calls, or in-person meetings.

This year’s Hearsay Summit explores how to enhance the human aspect of the advisor client relationship with technology, to define and own your client journey.

Keynotes

Confirmed keynotes include Jeremy Balkin, Head of Innovation at HSBC; Owen Donley, Chief Counsel, Office of Investor Education & Advocacy U.S. SEC; and Amy Weber, President & CEO of Cambridge Investment Research.
See more speakers

Content

Informative and interactive sessions to help you Prepare (industry trends), Guide (Hearsay roadmap and solutions), and Track (best practices and insights to enhance the client experience) your Advisor Client Journey.

Networking

Enjoy breakfast and lunch, happy hours, and the after party on Tuesday night, where you will have the opportunity to connect with leaders in wealth management, insurance, banking, and asset management.

Good Times

Use your free time to explore San Francisco. Walk over the Bay Bridge, ride on a Cable Car, and eat all the sourdough you can! Experience all that our vibrant City has to offer.

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HAVE A QUESTION?

Contact Us

If you have any questions about Hearsay Summit 2020 please email us at summit@hearsaycorp.com.

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