Banking

Strategic Marketing in Financial Services

 Accurate and Precise Focus to Determine Success

13^th to 14^th February 2012 at Hong Kong

Reply to percilla.l@unistrategic.com for details

Dear Executive,

Every CEO and marketing executive periodically faces urgent strategic marketing challenges that can affect the future of the company for many years.

UNI Strategic introduces you to Strategic Marketing in Financial Services Masterclass.

Content Coverage

·         Branding and Messaging Toward Segmentation- Retaining Existing Clients While Gathering New Ones

·         Lead Marketing through Uncertainty and Rapid Change

·         Execute an Effective Field Test and Global Strategy Using Social Media Platforms

·         Using Behavioral Sciences-Market Segmentation in Financial Services

·         Understand the Growing UHNW/ HNW World

About the Facilitator

·         Over 20 years of marketing experience

·         Founder of The Rudin Group

·         Financial expert writer for The Huffington Post

·         Work featured in various sources such as Wall Street Journal, Focus, Fund Fire, Private Asset Magazine and HFMWeek.

·         Client list includes Citibank, Dow Jones, Alliance Bernstein, Fieldpoint Private Bank and Trust etc

Benefits of the workshop

·         COMMUNICATE and GAIN commitment to enhance a marketing strategy

·         FORMULATE tips for leading financial service institutions through economic uncertainty and rapid technological change.

·         UNDERSTAND and LEARN to utilize social media marketing and other digital platforms and INTEGRATE their use within organization.

Testimonials from Clients

I have had the opportunity to work with Ms. Rudin one-on-one and listen to her presentation.

I have found her to be among the most knowledgeable people in financial services marketing.

One on one, she listens and provides action-able solutions to marketing challenges for me

in my private wealth practice. In front of a group, she is lively, delivers great content which

demonstrates her deep understanding of some of the challenges in marketing HNW financial

services today. In social media, she is ahead of her time. Ms. Rudin knows the "tricks of

the trade" and can teach others. That is a wonderful combination. I would not hesitate in

recommending her to anyone seeking a high-level consultant or trainer in financial services

marketing and social media.

~ Executive Director, Morgan Stanley Private Wealth Management

I am pleased to write a testimonial as to the knowledge and skills which Ms. Rudin has in

financial services marketing and particularly in social media. She moderated a panel which

I spoke on and presented a session herself on "How to Implement Successful Social Media

Strategies within A Regulated Corporate Environment" at the same conference. She is an

active social media expert in financial services. Previously, we have worked together on other

projects and I can say that I am impressed with her depth of industry knowledge and engaging

presentation skills. She has an effective way of communicating with financial advisors and

encouraging their efforts in business development and marketing. She is particularly well

known in the HNW financial services space. I highly recommend her for your conference.

~ Managing Director, AllianceBernstein

For find out more about event, please send me an email to:

percilla.l@unistrategic.com with the subject code "SM-X16"

Or you can contact me on (65) 6825 9579 Ext 328.

Thank you.

Regards,

Percilla Lim

Marketing Dept

UNI Strategic Pte Ltd

20 Science Park Road, #01-26/30, TeleTech Park,
Singapore Science Park II, Singapore 117674

DID (65) 6825 9579 Ext 328| Fax (65) 6776 2120

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