Aprimo FinSync!

October 2-3, 2018

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Aprimo FinSync

Newport Beach, CA - US
October 2-3, 2018 - 8:00a to 5:00p

FinSync! is an opportunity for Aprimo customers from leading financial institutions to network and connect with peers, share best practices, learn about new innovations and build deeper relationships with Aprimo and the community.

Aprimo FinSync! provides a highly collaborative environment in which participants can work together to accelerate the realized value of their Aprimo solutions in many ways including:

  • Foster community through intimate peer/industry networking
  • Improve business results and solution satisfaction levels with best practices sharing
  • Learn and sharing timely industry trends and insights
  • Engage with Aprimo and learn about product innovations
  • Develop partnerships and align on topics and priorities of mutual interest

Aprimo FinSync!

Newport Beach, CA - US
October 2-3, 2018 - 8:00a to 5:00p

FinSync! is an opportunity for Aprimo customers from leading financial institutions to network and connect with peers, share best practices, learn about new innovations and build deeper relationships with Aprimo and the community.

Aprimo FinSync! provides a highly collaborative environment in which participants can work together to accelerate the realized value of their Aprimo solutions in many ways including:

  • Foster community through intimate peer/industry networking
  • Improve business results and solution satisfaction levels with best practices sharing
  • Learn and sharing timely industry trends and insights
  • Engage with Aprimo and learn about product innovations
  • Develop partnerships and align on topics and priorities of mutual interest

Register for Aprimo FinSync!

Please register by September 24, 2018 to guarantee your seat.

Agenda

The two-day event in Newport Beach, CA will kick off with a welcome and opening message from Aprimo leadership. An update on product innovation and industry trends and their implications will set up the event’s big picture conversation. From there the agenda quickly moves into topical sessions on business challenges and sharing solutions, networking and specific “deep-dive” sessions defined by the group. Aprimo may invite a key partner to participate based on the agenda and suitability to the goals of the meeting. The Q4 event will be a two-day event with a group dinner/activity in the evening of day 1. We plan to wrap up at 5pm on the 3rd. Please plan your travel accordingly.

Join us for updates, customer stories, breakout sessions and panel discussions on hot topics identified by the Aprimo FinServ Council.

Topics for October FinSync!:

Roundtable Discussions:

  • Requirements Gathering and Documentation
  • User Communication Strategy
  • API to Expand Capabilities
  • Automated User Provisioning/Password Resets
  • Associate Objects
  • Workflow Development and Intake Process

Larger presentation:

  • Data Storytelling: Building a Measurement Framework for Reporting to Leadership
  • Product Management

Panel Topics:

  • Audit and Governance
  • Data Purge/System Hygiene
  • HTML5
  • Surprise Panel

Networking/Committee Open Discussion

If you would like to be considered as a speaker or panelist, please reach out to kristen.roehr@aprimo.com

What's the ROI of an Event Like This?

Customers typically come away with two or three immediately implementable ideas that can create savings or efficiencies in the 5-10% range annually. For a marketing budget of $1,000,000, that’s a savings between $50 and $100K. Even a one percent impact to marketing would create $10,000 in savings. If the estimated cost of the trip is $3,000 (a conservative figure, even for California) then sending someone to the event will pay for itself three times over!

Agenda

The two-day event in Newport Beach, CA will kick off with a welcome and opening message from Aprimo leadership. An update on product innovation and industry trends and their implications will set up the event’s big picture conversation. From there the agenda quickly moves into topical sessions on business challenges and sharing solutions, networking and specific “deep-dive” sessions defined by the group. Aprimo may invite a key partner to participate based on the agenda and suitability to the goals of the meeting. The Q4 event will be a two-day event with a group dinner/activity in the evening of day 1. We plan to wrap up at 5pm on the 3rd. Please plan your travel accordingly.

Join us for updates, customer stories, breakout sessions and panel discussions on hot topics identified by the Aprimo FinServ Council.

Topics for October FinSync!:

Roundtable Discussions:

  • Requirements Gathering and Documentation
  • User Communication Strategy
  • API to Expand Capabilities
  • Automated User Provisioning/Password Resets
  • Associate Objects
  • Workflow Development and Intake Process

Larger presentation:

  • Data Storytelling: Building a Measurement Framework for Reporting to Leadership
  • Product Management

Panel Topics:

  • Audit and Governance
  • Data Purge/System Hygiene
  • HTML5
  • Surprise Panel

Networking/Committee Open Discussion

If you would like to be considered as a speaker or panelist, please reach out to kristen.roehr@aprimo.com

What's the ROI of an Event Like This?

Customers typically come away with two or three immediately implementable ideas that can create savings or efficiencies in the 5-10% range annually. For a marketing budget of $1,000,000, that’s a savings between $50 and $100K. Even a one percent impact to marketing would create $10,000 in savings. If the estimated cost of the trip is $3,000 (a conservative figure, even for California) then sending someone to the event will pay for itself three times over!

Venue

Newport Beach, California
Pacific Life

700 Newport Center Drive
Newport Beach, CA 92660, United States

pacific_life_logo_200x100

Visitor Parking and Entrance

Visitor parking is located on the east side of the Pacific Life building off Santa Cruz Drive. After parking please go to the south visitor entrance of the building. The visitor entrance faces Bloomingdales. Upon entering the building you’ll be checked in and directed to the lobby elevators that will take you to the 5th floor and the Santa Rosa Room.

Venue

Newport Beach, California
OppenheimerFunds-Logo460x68
Pacific Life

700 Newport Center Drive
Newport Beach, CA 92660, United States

Visitor Parking and Entrance

Visitor parking is located on the east side of the Pacific Life building off Santa Cruz Drive. After parking please go to the south visitor entrance of the building. The visitor entrance faces Bloomingdales. Upon entering the building you’ll be checked in and directed to the lobby elevators that will take you to the 5th floor and the Santa Rosa Room.

Hotels

We’ve identified several options for you below. These are suggestions. If you have an alternate option feel free to book that.

Newport Beach Marriot
Newport Beach Marriot

1/4 mile
900 Newport Center Dr.
Newport Beach, CA 92660
949-640-4000

Fashion Island Hotel
Fashion Island Hotel

1/4 mile
690 Newport Center Dr.
Newport Beach, CA 92660
949-386-8361

Hayatt Regency Newport Beach
Hyatt Regency Newport Beach

1 mile
1107 Jamboree Rd
Newport Beach, CA 92660
949-729-1234

Newport Beach Marriot Bayview
Newport Beach Marriott Bayview

3 miles
500 Bayview Cir
Newport Beach, CA 92660
949-854-4500

Balboa Bay Resort
Balboa Bay Resort

3 miles
1221 West Coast Hwy
Newport Beach, CA 92663
888-894-2788

Renaissance Newport Beach
Renaissance Newport Beach Hotel

5 miles
4500 MacArthur Blvd
Newport Beach, CA 92660
949-476-2001

Hotels

We’ve identified several options for you below. These are suggestions. If you have an alternate option feel free to book that.

Newport Beach Marriot
Newport Beach Marriot

1/4 mile
900 Newport Center Dr.
Newport Beach, CA 92660
949-640-4000

Fashion Island Hotel
Fashion Island Hotel

1/4 mile
690 Newport Center Dr.
Newport Beach, CA 92660
949-386-8361

Hayatt Regency Newport Beach
Hyatt Regency Newport Beach

1 mile
1107 Jamboree Rd
Newport Beach, CA 92660
949-729-1234

Newport Beach Marriot Bayview
Newport Beach Marriott Bayview

3 miles
500 Bayview Cir
Newport Beach, CA 92660
949-854-4500

Balboa Bay Resort
Balboa Bay Resort

3 miles
1221 West Coast Hwy
Newport Beach, CA 92663
888-894-2788

Renaissance Newport Beach
Renaissance Newport Beach Hotel

5 miles
4500 MacArthur Blvd
Newport Beach, CA 92660
949-476-2001

Airport Options

We’ve identified several options for you below. These are suggestions. If you have an alternate option feel free to book that.

Orange County Airport
Orange County/John Wayne/Santa Ana Airport (SNA)

6 miles
18601 Airport Way
Santa Ana, CA 92707
949-252-5200

Long Beach Airport
Long Beach Airport (LGB)

24 miles
4100 Donald Douglas Dr
Long Beach, CA 90808
562-570-2600

LAX Airport
Los Angeles (LAX)

45 miles
1 World Way
Los Angeles, CA 90045
855-463-5252

San Diego Airport
San Diego (SAN)

85 miles
3225 N Harbor Dr
San Diego, CA 92101
619-400-2404

Airport Options

We’ve identified several options for you below. These are suggestions. If you have an alternate option feel free to book that.

Orange County Airport
Orange County/John Wayne/Santa Ana Airport (SNA)

6 miles
18601 Airport Way
Santa Ana, CA 92707
949-252-5200

Long Beach Airport
Long Beach Airport (LGB)

24 miles
4100 Donald Douglas Dr
Long Beach, CA 90808
562-570-2600

LAX Airport
Los Angeles (LAX)

45 miles
1 World Way
Los Angeles, CA 90045
855-463-5252

San Diego Airport
San Diego (SAN)

85 miles
3225 N Harbor Dr
San Diego, CA 92101
619-400-2404

Thank you to our sponsors!

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Thank you to our sponsors!

Emmsphere
Solutions Plus Logo
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