December 2 - 3, 2025
JW Marriott Orlando Bonnet Creek Resort & Spa, FL
Daniel is Deputy Chief Marketing Officer at Flagstar Bank, overseeing strategic and tactical marketing programs for Private Banking, Corporate and Regional Commercial Banking, Wealth Services, and the bank’s in-house agency and marketing operations. He plays a central role in aligning brand and business objectives, supporting growth across key lines while guiding creative execution, social media, digital transformation, and marketing integration. His experience spans global financial institutions and private client strategy, with a focus on messaging that prioritizes planning, clarity, and long-term relationships. Prior to Flagstar, he held senior marketing roles at JPMorgan, Neuberger Berman, and Citigroup. A Yale graduate, Daniel brings a disciplined, narrative-driven approach to financial marketing and brand development.
In today’s volatile economic climate, CX leaders face mounting pressure to justify investments. With expenses up and executive teams scrutinizing every dollar, the ability to connect experience improvements to tangible business outcomes is more critical than ever.
This panel explores how top financial institutions are quantifying the value of CX—whether through reducing costly call volumes, improving customer retention, or tracking metrics like client confidence and satisfaction. Learn how to tell a compelling story to your leadership by combining ROI data with persuasive, experience-driven insights.
Banks are investing heavily in AI-driven personalization—but algorithms alone can miss the mark, frustrating customers and eroding trust. True one-to-one engagement requires striking the right balance between technology and human insight.
In this session, you’ll learn how to combine clean data, enterprise-wide CRM, and human oversight to deliver personalization that feels authentic and relevant.
You’ll walk away with strategies for:
Check out the incredible speaker line-up to see who will be joining Daniel.
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