Category: Client Forum

Revisiting the 2013 Client Forum


Zakim-Bridge---464356607The Boston Financial 2014 Client Forum is just weeks away. We’re excited for a new location, in a new city, and some amazing sessions and speakers.

Before we dive into the 2014 topics and speakers on the Perspectives blog, we thought we would take a look back at the themes of the 2013 Client Forum. Whether you missed last year’s event or just want to revisit the experience, let’s go back to September 2013 at the Intercontinental Boston.

2013 was Boston Financial’s 40th anniversary so it was only fitting to have former Boston Financial leader, and State Street CEO, Jay Hooley talk about where we came from, where we are, and where we are going. We shared takeaways from his keynote in The Next 40 Years.

Big data was a big topic in 2013 so who better to address the topic at the Client Forum than a data scientist. We brought in MIT’s Jameson Toole to provide real world examples and shared a number of his findings in First be a Scientist – A Big Data Approach.

Innovation was another big topic. Scott Kirsner spoke about why innovation is crucial component of success. He illustrated this by comparing the financial services industry to Hollywood. We shared his story in Innovation: Some See Flaws, Others See the Future.

This is just a glimpse of last year’s forum. We can’t wait to reveal what’s to come this year in San Francisco!

Kristin Ferguson

Kristin Ferguson

Kristin joined Boston Financial in 2012 as Social Media Community Manager. Kristin is responsible for Boston Financial's social media strategy as well as developing and managing internal and external online communities. Prior to joining Boston Financial Kristin worked in online marketing at Edvisors where she was also responsible for social media and community management. Kristin is a graduate of Stonehill College. Follow Kristin on Twitter @kferguson10.

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