Client Experience and Marketing Strategy Roundtable November 2019 Annual Meeting

Client Experience and Marketing Strategy Roundtable

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Client Experience and Marketing Strategy Roundtable

2019 Annual Meeting

The One-Two-Three Engaging Experience
  That Makes The Client Feel Special

November 19-20, 2019
Raleigh, NC

Hosted by: CAPTRUST Financial Advisors

Register On-line

*Registration requires an invitation code

Request Invitation Code


Current Context

The chief concern of marketing in the retirement and investment business today is client experience and engagement. Face time and client experience drive share of mind, sales success, value, and revenue – gross and net. Technological innovation changes the meaning of face time, and clients pressed for time demand convenience pre-sale, in the sales process, and post-sale. The 2019 Annual Meeting of the Roundtable will mix conversations about day-to-day challenges of exceeding plan sponsor, advisor, and consultant expectations, and the collaborative formulation of an outlook to support strategies that will sustain your brand for years.

Themes / Topics

  • Disruptors – Artificial Intelligence, Automated Assistants, and Robotics and their impact on client experience
  • Cultural shifts – Shared Economy and Co-working in retirement investing (MEPs, Association Plans, and other forms of collaboration)
  • Generational turnover – ESG Investing, Financial Wellness, Well Being
  • Big Data and technology – API data exchanges between payroll service providers, HCM suites, and retirement plan service providers
  • Power of few words and a path – The moving frontier between blunt and polite
  • Engaging content production – Video, animation, personalized, interactive

Join us in a roundtable dialog and participate in discussions with marketing professionals from the full vertical of the retirement plans industry, from recordkeepers to advisory firms, investment managers, and communication and education providers. The sharing of experiences and positions allows everyone to collaborate on an outlook for the business and for the marketing function.

Meeting Objective

The Roundtable is a rare opportunity for Marketing leaders of our industry to exchange ideas on current concerns, challenges, solutions, and priorities. At this Roundtable, you will hear what is changing in the marketplace, examine and compare customer experience at other firms, find out how they might dovetail with initiatives at other firms in the vertical, and air new strategies. The meeting is designed to give Heads of Marketing better control when targeting audiences, steering sales, and delivering impactful, quality communications that favorably display product and service offerings..


Attendance is by invitation. The invitation is extended to Chief Client and Advisor Experience, and Chief Marketing and Client Experience Officers of the retirement plans vertical:

  • Across disciplines (Investment management, recordkeeping service, plan advice, support services)
  • Across markets (Small/micro, mid-sized, large and jumbo plans, corporate, government, not-for profit, higher-education, healthcare, and Taft-Hartley - DCIO, full-service, and plan advice)
  • Across audiences (Plan sponsors, consultants, advisors, TPA, banks, and other stakeholders)
  • Across plan types (Defined benefit, defined contribution, NQDC, stock plans, HSA, 529)
  • Across asset classes(multi-asset, stable value, equity, income, real estate, alternatives - passive and active)

Date and Time

November 19, 2019

7:00 p.m. Pre-event Networking Dinner

Coquette Brasserie
4351 The Circle at North Hills
Raleigh, NC 27609

November 20, 2019

8:00 a.m. - Breakfast

8:30 a.m. to 3:15 p.m. – Sessions


CAPTRUST Financial Advisors
4208 Six Forks Road
Raleigh, NC 27609

Dress Code

Business Casual Dress Code for meetings


Tuesday, November 19, 2019

7:00 p.m.     Pre-event dinner at Coquette Brasserie, Raleigh, NC

Wednesday, November 20, 2019

8:00 a.m.     Breakfast buffet

8:30 a.m.     Welcome and Introductions 

8:45 a.m.     Hot Topics Suggested by Attendees

9:45 a.m.     Break

10:00 a.m.  How disruptors, Big Data, and technology change the client experience and the respective charge of each actor in the supply chain

11:00 a.m.   Impact of cultural and generational shifts on the evolution of content and the talent pool needed to support

12:00 p.m.   Buffet Lunch

12:30 p.m.   Designing an engaging one-two-three client experience at each step of the process

2:00 p.m.     Break

2:15 p.m.     Organizing and managing the Marketing and Client Experience function to deliver value and drive revenue

3:15 p.m.     Action Plan and Next Steps

3:30 p.m.     Adjourn

Hotel / Transportation

Recommended Hotel

AC Raleigh North Hills
101 Park at North Hills Street
Raleigh, NC 27609

Reserve your room BEFORE OCTOBER 29, 2019 receive the room block rate of $159 not including taxes/incidentals.

Reservation link:
Book your group rate for The Marketing Roundtable Room Block:

OR call the Hotel's toll-free Reservation Line 1.844.886.4310 and identify yourself as a member of the Marketing Roundtable Room Block November 2019 Group

All reservations must be received by the group’s cut-off date. Reservations made after the cut-off date will be subject to availability and the most available rate.


Register On-line

Registration requires an invitation code.

Request Invitation Code

Payments by credit card, debit card, check or bank transfer


Registration deadline: Roundtable
On or before October 25, 2019  $1350
After October 25, 2019  $1675

Cancellation Policy
EACH Enterprise, LLC will refund your entire meeting fee if you cancel on or before October 25, 2019.  For cancellations between October 25, 2019 and November 6, 2019, EACH Enterprise, LLC will refund your registration fee minus an administration fee of $175.  No refunds for cancellations after November 6, 2019.  In the unlikely event that the number of registered attendees falls short of expectations, EACH Enterprise, LLC will refund the entire registration fee.

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EACH Enterprise, LLC
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East Windsor CT 06088