Snapchat FinServ Summit (RTA)

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Snapchat FinServ Summit (RTA)

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12 pm

Welcome and Introductions

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SNAPCHAT SUMMIT FINSERVE

September 9th, 2026  //  12:00‑5:30PM
New York, NY

New York  Financial Decisions Start with Real Conversations 09.10.26
New York Financial Decisions Start with Real Conversations 09.10.26

September 10, 2026   //   1:00pm - 5:30pm

 

New York New York NY

From opening a first account to buying a home or building wealth, people turn to those they trust when making financial decisions.


Snapchat is built around those inner circles, creating a unique opportunity for financial brands to reach and influence a new generation of customers. In fact, 62% of daily Snapchatters agree that seeing friends or family post about a financial product or brand makes them more likely to try it.


Join the Snapchat FinServ Summit to discover how brands can show up authentically in the moments that matter, build meaningful customer relationships, and drive measurable business results.


Hear from Mary Ann Belliveau, Snap Inc. President of Americas, along with financial services leaders, agencies, and creators as they take the stage to illuminate how brands can connect with consumers in their financial journeys.

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LEARN HOW CONSUMER BEHAVIOR IS EVOLVING

Discover how the new generation of financial consumers is researching, evaluating, and making financial decisions differently, and what those shifts mean for marketers.

 DISCOVER HOW TO TURN CONNECTION INTO GROWTH

Learn how to build trust with valuable audiences and drive growth by unlocking the inner circle, activating culture’s biggest moments at scale, and partnering with creators to influence financial decisions.

SEE HOW LEADING FINSERV MARKETERS ARE WINNING

Get an inside look at bold strategies that break from category norms and deliver measurable results. Walk away with proven approaches, practical tools, and actionable ideas you can apply to your own business.

Speakers

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Chris Smith

SVP of Enterprise Social Media Marketing

Bank of America

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Keri Zuckerman

EVP of Addressable Investment

Omnicom Media Group

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Vivian Tu

Founder & CEO

Your Rich BFF

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Jamie Stenziano

EVP Executive Client Partner of Tech

Ipsos

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Greg Rossi

Sr. Director of Integrated Marketing

Experian

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Izabela Lopes

Group Lead, Advertising Sales, AMER
Snap

Schedule

1:00 pm

Doors Open | Networking and Guest Seating

1:30 pm

Capturing the Great Wealth Transfer | Presented by Mary Ann Belliveau, Snap President of America


Consumers are making their biggest financial decisions earlier and differently than ever before. This opening session will explore how the next generation of financial consumers isn't coming, but have already arrived and how marketers need to evolve with them.

1:40 pm

Brands Are Marketing to Yesterday's Customer | Moderated by Kara Louis, Head of Agency Research and featuring Jamie Stenziano, EVP Executive Client Partner of Tech at Ipsos, and Keri Zuckerman, EVP of Addressable Investment at Omnicom Media Group

Gen Z and Millennials aren't "emerging" consumers anymore. They're already opening accounts, buying homes, purchasing insurance, and investing for the future. Discover why the brands winning today are showing up where financial decisions are actually being shaped.

2:05 pm

Financial Decisions Start with Real Converations | Presented by Laura Janelli Craumer, Head of Financial Services Partnerships at Snap


Financial decisions don't happen in a vacuum. They happen during life's biggest moments, shared with the people who matter most. Learn how Snapchat helps brands earn relevance before the application, the quote, or the purchase.

2:20 pm

Experian Has Entered Chat | Moderated by Izabela Lopes, Group Lead, Advertising Sales, AMER at Snap and featuring Greg Rossi, Sr. Director of Integrated Marketing at Experian 

 

The feed had a good run. The conversation is where it gets interesting. Consumers spend more time talking than scrolling, yet most brands are still optimizing for yesterday's behavior. Hear how companies are using Sponsored Snaps and AI Sponsored Snaps to earn attention in the one place brands rarely get invited: the chat.

3:00 pm

Want to Create Customers? We Know Some Creators | Moderated by Albert Dematteo, Global Lead Client Partner for Creators at Snap, and featuring Vivian Tu, Founder & CEO of Your Rich BFF

 

Before consumers choose a bank, insurer, or investment platform, they're learning from trusted voices who simplify complex financial decisions. Join our special guest creator to learn why creators have become one of the most influential touchpoints in the modern customer journey and how brands can earn trust instead of renting attention.

3:25 pm

How Bank of America Activates Sports Sponsorships Through Social Media | Moderated by Erin Joyce, Head of Creative Strategy at Snap and featuring Chris Smith, Bank of America Senior Vice President of Enterprise Social Media Marketing

 

Anyone can buy a sponsorship. Few know how to own the moment. In this behind-the-scenes discussion, Chris will share how Bank of America approaches sponsorship marketing in the social era, creating meaningful connections before, during, and long after major events.

4:25 pm

Cocktail Reception: Celebrate What's Next | Catered by Blue Hill

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Frequently Asked Questions

More information coming soon...

I have confirmed I will arrive on Wednesday.

What time do I need to be at Soho Farmhouse for?

Please arrive at a time convenient for you, your room will be ready from 4pm. There will be a dinner hosted at Pen Yen from XXpm, but attendance is optional.


What time do I need to be at the venue?

We request that all guests arrive by 10am. This is to ensure that there is plenty of time for you to check in to your room and enjoy breakfast.

Is there going to be a sign language interpreter during the sessions?

Yes, a British Sign Language interpreter will be present throughout all of the sessions.

What time can I check into my room?

Your room will be available to check in from 4pm on Wednesday 24th May. There is no set agenda on this day, so you are free to enjoy the facilities.

Is there a dress code?

There is no prescribed dress code for any element of the programme. Please wear whatever you feel comfortable in.

Are dogs allowed?

We kindly ask that dogs are not brought onto the premises unless they are a service or assistant dog.

Are there any other policies at the venue I will need to adhere to?

Please refrain from taking photos within the venue, especially of other members. Communal spaces in the House are phone call-free areas, so please keep your devices on silent. If you need to take or make a call, please do it quietly in the Farmyard or in the foyer entrance of Main Barn.

I can no longer attend. Can I transfer my ticket to another member of my team?

Tickets are non-transferable. Please email your Snap contact as soon as possible, so we can allocate your space to someone on the waitlist.

Do I need to book a room at Soho Farmhouse?

No. As part of hosting you at Snap Forward, Snap will be taking care of your room at Soho Farmhouse.

Is the venue fully accessible for wheelchair users?

Yes, the grounds at the venue are fully accessible. However, if you require a wheelchair-accessible room, please ensure to make this request in the pre-registration form, or email XXXXXXXXXXXXXX

Will you be providing transport?

No. We kindly ask all guests to make their own way to the venue.

I have another question. Who can I speak to?

Please email any further questions to xxxxxxxxxxx@snapchat.com and we will get back to you promptly.

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Register Now

Accessibility Information

More information coming soon...

I have confirmed I will arrive on Wednesday.

What time do I need to be at Soho Farmhouse for?

Please arrive at a time convenient for you, your room will be ready from 4pm. There will be a dinner hosted at Pen Yen from XXpm, but attendance is optional.


Is the venue fully accessible for wheelchair users?

Yes, the grounds at the venue are fully accessible. However, if you require a wheelchair-accessible room, please ensure to make this request in the pre-registration form, or email XXXXXXXXXXXXXX

Is there going to be a sign language interpreter during the sessions?

Yes, a British Sign Language interpreter will be present throughout all of the sessions.

Are service dogs allowed?

Yes! Service or assistant dog are allowed in the premisses.

Are service dogs allowed?

Yes! Service or assistant dog are allowed in the premisses.

I have another question. Who can I speak to?

Please email any further questions to xxxxxxxxxxx@snapchat.com and we will get back to you promptly.

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Thank you for your interest in the Snapchat FinServ Summit. We have currently reached capacity but will inform you if a space becomes available.