2007 Financial Communications Forum

Best Practices for Outstanding Results
April 11-12, 2007
The Harvard Club of Boston
(Main Clubhouse: 374 Commonwealth Ave.)

The quest to produce high-quality, highly-effective financial communications is not an academic exercise; rather, it requires practical expertise and measurable, repeatable approaches to the design, automation, and tracking of business-to-consumer and business-to-business communications across multiple delivery channels.

Through presentation and conversation, the 11th Annual Financial Communications Forum illuminated proven strategies for succeeding in this regard. Held April 11-12, 2007, in Boston, MA, it was dedicated to the sharing of Best Practices for Outstanding Results and enabled our attendees to leverage the experiences (positive and otherwise!) of their peers and colleagues.

Scores of people came from all over the financial services industry, and together they

tracked and discussed the latest industry trends
learned from the experts in their field
networked with their peers
received and shared hard-hitting practical information
connected with key solutions providers

If you're a practitioner, a consultant, an industry expert, a solution provider, or other experienced sort, then this event is for you, and we hope to see you at our next convocation!

Learn all about it!

Keynote Presentation –
‘Doing Well by Doing Good’: Why Social Investing is Good Policy

– Julie Fox Gorte, VP and Chief Social Investment Strategist, Calvert Group

Detailed Discussions About:

Best Practices in Wealth Management Communications

Banking Best Practices from the Customer's Perspective: How to Best Stand Out From the Crowd

Best Practices for Communicating with Employees and Retirement Plan Sponsors

Simplifying for Success: Annuity and Life Insurance Communications

Driving Results Through Intermediary Communications

Technology Trends in Document Outsourcing

Using Web 2.0 to Enhance Customer Engagement: A Customer-Eye View of Today’s Possibilities

Using Color for Maximum Impact

And More!

View the program agenda