Relationship Marketing


Start: Wednesday, November 29, 2023 at 9:00am

End: Wednesday, November 29, 2023 at 2:00pm


ANA Headquarters
155 East 44th Street
Fourth Floor Conference Room
New York, NY 10017

Registration Pricing

Client-Side Tier Platinum Tier Gold Tier Silver Tier Individual Nonmember
Attend In-Person Client-Side Tier $0 Platinum Tier $0 Gold Tier $0 Silver Tier N/A Individual N/A Nonmember N/A
Will Not Attend Client-Side Tier $0 Platinum Tier $0 Gold Tier $0 Silver Tier N/A Individual N/A Nonmember N/A

This event is in-person only and no virtual option is available

Breakfast & Introductions (9:00am-9:45am ET) 

Opening Remarks (9:45am - 9:50am) 
Gena Casciano, 
Senior Director - ANA

Roundtable Discussion (9:50am - 10:10am)

I. Case Study in Deepening Client Relationships through integrated B2B2C Programs (10:10am - 10:55am) 
Leveraging first party data and AI/ML data modeling, learn how Northwestern Mutual is elevating it’s client relationship management strategy by activating data-driven marketing programs personalized for the consumer while also driving enablement through it’s B2B2C distribution model. Through these programs, Northwestern Mutual is deepening it’s value-add relationship with clients, driving more impactful marketing and increasing satisfaction with its advisor base.

Jill Perlberg, 
VP, Head of Client Experience Marketing - Northwestern Mutual

II. Bloomberg Media and the Focus on Personalization (10:55am - 11:40am)
It's no secret that personalization is a key ingredient to an engaging and performant email campaign, but all too often, we get stuck in a rut of "customer name in subject line." Bloomberg Media will unpack innovative ways they've used what they know about their customers to personalize their email journeys for better business outcomes -- and how they've used email journeys to learn more about their users.

Christina Verri
, Head of Lifecycle Marketing - Bloomberg Media

III. Session III (12:25pm -12:30pm)

Closing Remarks (12:30pm -12:30pm ET)
Gena Casciano, 
SeniorDirector - ANA

Lunch & Networking (12:30pm-1:30pm ET)

**Schedule subject to change



Jill Perlberg, VP, Head of Client Experience Marketing - Northwestern Mutual
Jill Perlberg is the VP, Head of Client Experience Marketing leading campaign strategy, client relationship marketing and content at Northwestern Mutual. She is a trusted executive who connects strategy to impact into bottom line financial results. With more than 24 years of marketing, digital product and CX experience, Jill has helped stand up the company’s client experience vision and strategy, created an enterprise task force on deepening client relationships and lead the integrated plan and launch for the company’s first 360-degree brand campaign, Spend Your Life Living. Programs under Jill’s leadership have driven 100% growth in SEO SOV, 300% increase in leads from content programs, 100% growth in mobile app digital adoption and usage and over $70M annually in attributable CRM impact.
Before joining Northwestern Mutual, Jill worked with Manpower Group and Chase bank where she was responsible for internal audit, sales, marketing and digital product programs within Global Marketing, North American Marketing, and Innovation. Her expertise and commitment as a marketing practitioner and leader has allowed her to be recognized with respective company’s aspiring leader programs. She graduated from UW-Whitewater and has a certificate in international studies from HEAO in Arnhem Netherlands.When not at work, Jill is a foodie, traveler and weekend soccer mom who loves seeing the world with her husband Tom and son Jason.

Webinar information, if available, will be provided to registrants only.