The Future of Marketing in Financial Services: Balancing Trust & Growth

CMO Dinner

November 15, 2023 - New York, NY
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Visionaries

Amy Holtzman CHEQ
Amy Holtzman

CMO

CHEQ

Dinner

As Chief Marketing Officer at CHEQ, the leader in go-to-market security, Amy Holtzman understands the motivation of malicious actors online and how they can come to drain advertising budgets, pollute marketing funnels, and poison CRMs. Previously the CMO and Head of Marketing at Spring Health, AlphaSense and Splash, Amy's passion for continuous learning, building high-performing teams in high-growth environments, and exceptional, data-driven marketing & communications motivate her wherever she steps in.
David Greenberger CHEQ
David Greenberger

VP, Head of North America

CHEQ

Dinner

David leads CHEQ’s North America sales team. Prior to CHEQ, David held leadership roles at Hitachi Vantara, Foursquare, Yext, and Splash. David is well-versed in the world of tech, and how to best provide value to potential customers, and is a founding member of Revenue Collective. David resides in the greater NYC area with his wife and two children.
Steve Choi
Steve Choi

Director, Digital Marketing & Product Owner

Prudential Insurance

Rama Mallika American Express
Raman Mallika

VP, Insights, Advertising, Growth & Brand

American Express

Alma Rodriguez Piscitello Edelman Smithfield
Alma Rodriguez Piscitello

EVP, Global Financial Services

Edelman Smithfield

Tina Wadhwa Broadridge
Tina Wadhwa

Global Marketing and Communications Director

Broadridge

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November 15, 2023

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All times Eastern Time

5:30 PM-9:00 PM

The Future of Marketing in Financial Services: Balancing Trust & Growth

As safety, security, and privacy considerations continue to intensify for financial services marketers, implementing timely and effective brand-building and acquisition strategies can feel insurmountable. To be successful, today’s marketing leaders must find the delicate balance between protecting the business and propelling it forward. We'll discuss how marketing can lead with robust cybersecurity measures while delivering long-term, efficient growth, the opportunities and risks of AI for brands, and more.
Amy Holtzman CHEQ
Amy Holtzman

CMO

CHEQ

As Chief Marketing Officer at CHEQ, the leader in go-to-market security, Amy Holtzman understands the motivation of malicious actors online and how they can come to drain advertising budgets, pollute marketing funnels, and poison CRMs. Previously the CMO and Head of Marketing at Spring Health, AlphaSense and Splash, Amy's passion for continuous learning, building high-performing teams in high-growth environments, and exceptional, data-driven marketing & communications motivate her wherever she steps in.
David Greenberger CHEQ
David Greenberger

VP, Head of North America

CHEQ

David leads CHEQ’s North America sales team. Prior to CHEQ, David held leadership roles at Hitachi Vantara, Foursquare, Yext, and Splash. David is well-versed in the world of tech, and how to best provide value to potential customers, and is a founding member of Revenue Collective. David resides in the greater NYC area with his wife and two children.

In Partnership With

CHEQ
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Attended the C-Vision International CISO Dinner last night and to sum it up in one word, "Wow!" Incredibly well moderated discussion and investigation into different viewpoints. I appreciate the openness of all the attendees to share their unique experiences and perspectives. I learned a lot, had a ton of fun, and look forward to further events like this!

Tory Knapp

Director of Strategic Accounts, IL Enterprise

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Recently updated my "event vendors I will NEVER work with again" list, DM me if you're interested in the names and stories. On the other hand, I want to recommend Nelson Soares and C-Vision International who are true partners to our success, and I really enjoy working with. Happy to also share the great list of vendors we liked, as there are many of them, and we've recently had the pleasure of joining wonderful events, which we immediately renewed.

Lior Yaari

CEO and Co-founder

Martin

The day was awesome and the evening exceeded my wildest expectations. I've never been to a dinner like that where a table with 12 CIOs/CISOs was focused exclusively on Netskope. Just fantastic.
Thank you for including me!
I look forward to the next time we have the opportunity to meet

Martin tePoele

Regional Sales Manager

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I had the pleasure of joining the C-Vision International, Nordics CISO Council Roundtable with a wonderful group of cyber executives. We had a wonderful, insightful conversation and the whole experience was enjoyable. I made great new contacts and reconnected with existing contacts on really important topics that matter to CISO’s and all in cybersecurity. I’d highly recommend joining in any C-Vision event.

Connie McIntosh

Head of Security Assurance & Head of Solution Security

Maarten Ectors

Intimate, immersive experiences provided by a group of individuals always available to support our needs. Fantastic organization and very high-level executives. The promise was delivered!

Maarten Ectors

Chief Innovation Officer

Bjorn Watne

C-vision's events combine relevant topics with a suitable audience. I found great value at my last attendance, and would definitely consider upcoming events.

Bjørn R. Watne

SVP & CISO

Larry Whiteside

A group very focused in bringing diversity to the discussion table

Larry Whiteside Jr.

CISO

Jeff Vinson 1

I love the engaging format of the councils. Very high level discussions and never a sales pitch. The C-Vision staff members are amazing.

Jeffrey Vinson

SVP CISO

Allison Miller

A very warm welcome and interesting speakers. I was very pleased to be among such a dynamic group.

Allison Miller

CISO

Paige Adams

The process was very well organized by C-Vision. Perfect organization, honest and authentic speakers of high level.

Paige Adams

Group CISO