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Session Description:
Competition for the Hispanic banking
customer is heating up as more and more
retail banks and other financial
institutions attempt to tap into this
rapidly growing market segment.
Innovative approaches and more focused
strategies are emerging for serving this
segment.
Do you understand the latest trends in
the market and recent competitive moves,
and how they might impact your
institution’s own strategy? Are you
maximizing the potential of the emergent
Hispanic segment?
The presentation, “Hispanic Marketing:
Innovative Approaches to Retail Banking"
will cover the following areas:
-
Brief overview of Hispanic retail
banking market
-
Update on the competitive landscape
in the Hispanic retail banking
market
-
Profile of evolving market
demographics
-
Several important trends and
innovative approaches to note in
developing your institution’s
strategy
-
Several frameworks for refining
Hispanic strategies and tactics
This
program is appropriate for senior
financial executives with responsibility
for Retail Banking, Hispanic Marketing,
Diversity Marketing, Public Relations,
Market Research and Strategy Teams.
About
Mark Carr:
Mark works with clients to
dramatically improve their business
results through the development and
implementation of innovative business
and marketing strategies. For over a
decade, he has crafted effective
go-to-market plans and segment entry
strategies for companies in a wide
variety of industries. Recently, this
work has involved leading project teams
in helping a Latin American
telecommunications provider and a
leading financial institution identify
and size opportunities in the Hispanic
market. Mark has co-authored a book and
written numerous articles in leading
publications including the Journal of
Business Strategy, Financial Times of
London, CFO Magazine, and Management
Consultant International.
Mark earned a BA from Oberlin College
and an MBA from the Kenan-Flagler
Business School (UNC-Chapel Hill).
About
Moira Triveri:
Moira, a US-Argentinean, uses her more
than 12 years of world-class training
and experience to help clients
effectively market to the Hispanic
population. Prior to joining CMG
Partners, Moira’s diverse experience
included working in marketing for large
companies such as IBM and Time-Warner
Inc. Moira has also worked in account
management at leading advertising
agencies such as Grey Advertising and
Ogilvy & Mather as well as in Hispanic
marketing and research firms such as
Lumina Americas and Cultural Access
Group. In these positions, she helped to
develop new business and/or Hispanic
initiatives with leading corporations
such as American Express, Americatel and
Citibank.
Moira received her BS from George Mason
University is a native Spanish speaker
and fluent in English and Portuguese.
About Octavio Sacasa:
As a manager at CMG Partners, Octavio
helps clients develop effective business
and marketing strategies. He brings a
mix of experience from both Fortune 100
firms and entrepreneurial companies in
media and financial services. Prior to
joining CMG Partners, Octavio developed
Hispanic/Latino-focused customer
acquisition and retention initiatives at
DIRECTV and Citi-Smith Barney. Octavio
is originally from Nicaragua and is
fluent in Spanish.
Octavio
earned a BA from Duke University and an
MBA from the Stern School of Business at
New York University.
About CMG Partners:
Since 1998, CMG Partners has helped
companies capitalize on market
opportunities and improve business
results through the development and
implementation of innovative
go-to-market, brand and communication
strategies. Established in 2002, CMGP’s
Hispanic Marketing Practice is a
different kind of consulting practice —
designed to take advantage of a
different kind of opportunity. CMGP’s
Hispanic Practice combines CMG Partners’
deep expertise in developing and
launching new business initiatives with
the rich Hispanic in-culture market
knowledge and experience of veteran
Hispanic researchers and marketers.
www.cmgpartners.com
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