7:30 am
REGISTRATION & NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS
8:40 am
WELCOME FROM STRATEGY INSTITUTE
8:45 am
OPENING REMARKS FROM THE CHAIRPERSON
9:00 am
KEYNOTE PRESENTATION: TRANSFORMATION PLAYBOOK
Prioritizing Martech Investments for Maximum ROI in Volatile Times
Maximize every technology dollar by focusing on tools that deliver clear revenue impact, minimize operational inefficiencies, and respond swiftly to shifting market conditions. Take away specific solutions to:
- Evaluate current and prospective martech platforms using a scoring model based on business value, scalability, and cost-effectiveness.
- Reallocate budget from underperforming tools to high-yield capabilities like AI-powered analytics, automation, and real-time personalization.
- Secure C-suite buy-in and demonstrate ROI with credible, finance-aligned metrics your CFO will trust.
Optimize your stack, defend your budget, and turn martech into a resilient growth engine to amplify strategic impact across every customer touchpoint.
9:30 am
PANEL DISCUSSION: MARKETS IN MOTION
Safeguarding Performance and Driving Growth in Uncertainty
Gain proven tactics from financial marketing leaders who reallocate budgets, refine messaging, and protect revenue pipelines when economic and geopolitical conditions shift. Source practical tips to:
- Use agile planning frameworks to adjust channel mix and budgets in real time without sacrificing ROI.
- Leverage data signals to anticipate customer sentiment shifts and make timely updates to offers and creative.
- Apply risk-mitigation strategies that maintain brand trust while capitalizing on emerging market opportunities.
Advance your team’s ability to remain resilient, responsive, and growth-focused, regardless of market turbulence, to drive consistent performance and uncover new opportunities in any environment.
10:15 am
SPEED NETWORKING
10:30 am
INDUSTRY EXPERT PRESENTATION: INTEGRATED MARKETING ECOSYSTEM
Harnessing Unified Data, Platforms, and GenAI for Growth
Break down silos and unlock faster, smarter marketing with an integrated, AI-ready ecosystem. Develop a blueprint to:
- Unify customer data and martech platforms into one compliant, insight-rich foundation.
- Deploy GenAI for automated content creation, dynamic segmentation, and real-time campaign optimization.
- Align teams and tools through governance strategies that accelerate speed-to-market and maximize ROI across every channel.
Transform fragmented systems into a cohesive growth engine that drives measurable revenue and deeper customer engagement.
11:00 am
REFRESHMENTS BREAK & EXHIBITOR LOUNGE:ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS
11:30 am
CASE STUDY: CHANGE LEADERSHIP IN ACTION
Building Agile Marketing Organizations that Thrive on Uncertainty
Transform a traditional department into an agile, data-driven growth engine, delivering faster campaigns, higher ROI, and a culture that embraces change. Adopt best practices to:
- Restructure teams into cross-functional squads empowered to test, learn, and pivot quickly with a clear, step-by-step blueprint.
- Establish a shared language of metrics and “return on objective” to secure executive buy-in and resources, even when direct ROI is difficult to prove.
- Apply change management tactics that upskill talent, sustain momentum, and turn uncertainty into a driver of continuous innovation.
Reduce organizational risk through volatility by embedding agility, accountability, and experimentation at the core of your marketing function.
11:30 am
CASE STUDY: MARTECH CONSOLIDATION
Cutting Tools While Lifting Performance
Eliminate redundant platforms, reduce costs, and boost campaign ROI by streamlining an overgrown tech stack. Master the success factors to:
- A proven audit framework to identify overlaps, under-utilized tools, and hidden licensing drain.
- Data-driven criteria for deciding which platforms to sunset, replace, or elevate, without disrupting live campaigns.
- Change management tactics to migrate users, centralize data, and reinvest savings into high-impact capabilities.
Achieve a leaner, smarter martech stack that lowers spend and elevates performance across every marketing channel.
11:30 am
CASE STUDY: MARKETING TO THE NEXT GENERATION
Shifting Strategies to Engage Younger Generations
Revamp your content, channels, and messaging to win the loyalty of Gen Z and young millennials without alienating legacy audiences. Take back to your office strategies to:
- Implement platform-native tactics like short-form video, creators, and interactive tools that drive authentic engagement on TikTok, Instagram Reels, and emerging channels.
- Develop values-driven storytelling frameworks that align financial products with younger consumers’ priorities: transparency, social impact, and financial empowerment.
- Establish measurement and feedback loops that translate real-time social signals into rapid creative iterations and product enhancements.
Perfect a next-gen playbook that future-proofs your brand and captures the attention of tomorrow’s most valuable customers.
12:00 pm
INDUSTRY EXPERT PRESENTATION: TECHNOLOGY ENABLED CHANGE MANAGEMENT
Building a Business Case and Momentum to Drive Change Within Your Organization
Master strategies to gain support and accelerate adoption of new marketing technologies without getting stuck in pilot purgatory. Create a roadmap to:
- Structure a compelling business case that quantifies ROI, risk reduction, and competitive advantage in terms executives understand.
- Rally cross-functional stakeholders like compliance, IT, and sales into a change coalition that champions innovation.
- Design quick-win pilots and proofs-of-concept that demonstrate value early and build unstoppable momentum.
Amplify technology-driven change to accelerate adoption, align stakeholders, and deliver measurable impact across your organization.
12:00 pm
INDUSTRY EXPERT PRESENTATION: MARKETING CENTER OF EXCELLENCE
Standardizing Best Practices to Elevate Talent, Tools, and Outcomes
Unlock consistent, high-impact marketing execution by building a centralized hub of expertise, processes, and governance. Walk away with an action plan on:
- Developing dynamic playbooks and templates that streamline campaign planning, content creation, and compliance approvals.
- Designing scalable training programs and mentorship initiatives to upskill teams and encourage continuous innovation.
- Implementing structured governance frameworks that align tool usage, brand standards, and performance metrics across all business units.
Bolster your Marketing CoE to increase agility, accelerate results, and ensure every campaign meets your highest standards.
12:00 pm
INDUSTRY EXPERT PRESENTATION: HYPER-PERSONALIZATION AT SCALE
AI-Powered Campaigns That Anticipate Needs and Boost Conversion
Elevate every customer interaction by leveraging AI to deliver hyper-personalized campaigns that drive conversions and deepen loyalty. Source practical tips to:
- Leverage predictive analytics to tailor messages and offers at the individual level.
- Automate dynamic campaign adjustments based on real-time customer signals.
- Measure lift from personalized outreach to optimize media spend and ROI.
Transform your marketing with AI-powered personalization to deepen engagement and maximize conversion rates.
12:30 pm
CASE STUDY: MARKET RESILIENCE
Protecting Budgets, Reallocating Spend and Sustaining Pipeline Growth
Maintain a healthy sales pipeline even when market conditions decline by strategically reallocating resources and defending critical channels. Achieve a step-by-step action plan to:
- Quantify the impact of market shifts on customer acquisition costs and pipeline velocity.
- Reallocate spend to high-yield campaigns and low-cost engagement tactics without sacrificing reach.
- Implement agile budget frameworks that enable rapid pivots based on real-time performance data.
Adapt your strategy to keep your pipeline strong and growth steady, regardless of market volatility.
12:30 pm
CASE STUDY: AGILE & LEAN OPERATIONS
Structuring Small Teams for Rapid Experimentation and Continuous Delivery
Drive faster innovation and higher throughput by organizing lean, cross-functional squads that test and iterate campaigns at speed. Develop a blueprint to:
- Design small, empowered teams with clear objectives and end-to-end ownership.
- Implement sprint-based workflows and rapid feedback loops to validate ideas quickly.
- Track key agility metrics to ensure continuous improvement.
Optimize your marketing organization to experiment relentlessly, deliver continuously, and outperform larger, slower competitors.
12:30 pm
CASE STUDY: PAID MEDIA
Maximizing ROI With Algorithmic Bidding and Privacy-First Targeting
Optimize your paid campaigns for cost-efficiency and compliance by harnessing AI-driven bidding strategies and first-party data tactics. Take away specific solutions to:
- Leverage algorithmic bidding to adjust budgets and bids in real time for peak performance.
- Implement privacy-first targeting using first-party and contextual signals to reach high-intent audiences.
- Measure and attribute campaign impact accurately in a cookie-less environment.
Improve your paid media strategy to boost ROI while maintaining customer privacy and trust.
1:00 pm
NETWORKING LUNCH & EXHIBITOR LOUNGE VISITS
2:00 pm
CASE STUDY: M&A MAKEOVER
Unifying Brands Without Losing Customers
Seamlessly integrate merged brands to preserve customer loyalty and amplify brand equity. Master the success factors to:
- Craft a unified brand identity that honors legacy equity and communicates a clear, consolidated value proposition.
- Execute a phased communication plan that informs and reassures customers at every touchpoint.
- Align product offerings and customer experiences to maintain continuity and build confidence throughout the transition.
Heighten your brand integration strategy to retain trust while creating a stronger, unified presence.
2:00 pm
CASE STUDY: CONTENT FACTORY
Scaling Video and Social with Lean Resources
Drive consistent, high-quality content production and social engagement by establishing a streamlined “content factory” that maximizes output with minimal resources. Adopt best practices to:
- Implement efficient batch-production workflows to create multiple videos and social assets in a single shoot.
- Repurpose core assets across formats to extend reach.
- Leverage affordable tools and creative hacks to maintain quality on a lean budget.
Optimize your content engine to power social channels and video strategy without relying on a big agency or large spend.
2:00 pm
CASE STUDY: DEMAND SCIENCE EVOLUTION
Turning Predictive Data into Always-On Pipeline Generation
Supercharge your lead funnel by leveraging predictive analytics to identify high-potential prospects and automate continuous nurturing. Source your plan of action by:
- Applying machine learning models to score and prioritize leads based on their likelihood to convert.
- Designing automated nurture streams that trigger personalized outreach at key engagement milestones.
- Monitoring pipeline health with real-time analytics dashboards to refine targeting and maximize conversion rates.
Increase pipeline performance to ensure steady, qualified lead flow 24/7.
2:30 pm
INDUSTRY EXPERT PRESENTATION: CREATIVE RISK-TAKING IN FINANCIAL MARKETING
Reinventing Brand and Media Strategies to Capture Attention
Break through the noise in the highly regulated financial arena by embracing bold, creative strategies that drive engagement and differentiation. Create a roadmap to:
- Identify calculated creative risks that break through industry noise while staying compliant.
- Design multi-channel campaigns that leverage bold storytelling to drive engagement.
- Collaborate with compliance and legal teams from day one to turn constraints into innovative opportunities.
Impact your brand with fearless creativity that wins attention and drives results in a regulated landscape.
2:30 pm
INDUSTRY EXPERT PRESENTATION: STRATEGIC RESPONSE MANAGEMENT
Building Always-Ready Playbooks for Real-Time Market Shifts and Crises
Ensure your team can act decisively when markets wobble or reputational threats emerge by developing proactive, battle-tested response frameworks. Take back to your office strategies to:
- Develop scenario-based playbooks that map clear actions, roles, and messaging for anticipated market or crisis events.
- Implement monitoring tools and trigger protocols to activate your response team within minutes of a market shift or reputational threat.
- Conduct regular war-gaming exercises and post-mortem reviews to refine playbooks and ensure continuous readiness.
Reduce downtime and uncertainty by equipping your marketing function to react swiftly and confidently, turning unexpected disruptions into opportunities for leadership and trust.
2:30 pm
INDUSTRY EXPERT PRESENTATION: SEARCH REIMAGINED
Navigating AI-Native Query Experiences and Intent Signals
Stay ahead of the AI-powered search revolution by mastering strategies that align your content with conversational queries and context-driven intent. Achieve a step-by-step action plan to:
- Optimize content for AI-driven platforms and voice assistants to ensure your brand is the top recommendation.
- Structure web and mobile experiences to capture emerging intent signals from chatbots, generative engines, and virtual assistants.
- Integrate conversational search tactics into your SEO and SEM mix to boost discoverability across text, voice, and hybrid interfaces.
Advance your search strategy and secure visibility in the AI-first era of customer discovery to capture emerging opportunities, engage users with personalized experiences, and stay ahead of competitors.
3:00 pm
WORKSHOPS
Break into smaller groups of approximately 25 industry peers to work through practical hands-on exercises that will strengthen your role as a marketing leader within your organization.
WORKSHOP A: LEADERSHIP TOOLKIT 2030
Skills and Mindsets for the Next-Generation Marketing Executive
Future CMOs need a blend of strategic vision, technological fluency, and people leadership to excel. Take away specific solutions to:
- Assess and bridge leadership skill gaps for data-driven and AI-supported decision-making.
- Cultivate resilience, adaptability, and influence to guide teams through rapid market shifts.
- Build cross-functional partnerships to secure resources and drive impact.
Optimize your leadership toolkit to thrive as a marketing executive in 2030 and beyond.
WORKSHOP B: IMPACT METRICS MASTERCLASS
Advanced Attribution Models for Proving Marketing Value
Move beyond last-click attribution to demonstrate true marketing ROI across complex customer journeys. Source practical tips to:
- Design and implement multi-touch, data-driven attribution models tailored to financial services.
- Establish lift tests and holdout experiments to measure incremental impact with statistical rigor.
- Craft executive-ready reports and dashboards that connect marketing activities to revenue and business KPIs.
Master your metrics and the storytelling needed to prove marketing’s value and secure ongoing investment.
WORKSHOP C: AI AGENT PLAYBOOK
Practical Frameworks to Deploy, Govern, and Scale Intelligent Workflows
AI agents can automate campaign planning, content creation, and customer engagement when implemented correctly. Develop a blueprint to:
- Identify high-impact use cases and define success criteria for AI agent deployment.
- Establish governance processes, human-in-the-loop checkpoints, and compliance safeguards.
- Scale AI workflows across teams and channels while maintaining quality and brand consistency.
Amplify a ready-to-use playbook for integrating AI agents to boost efficiency and innovation in your marketing operations.
WORKSHOP D: FINANCIAL ADVISOR MARKETING
Driving Brand Consistency and Sales Impact Through Strategic Enablement
Empower your advisor network with compliant, on-brand marketing tools that accelerate sales and deepen client relationships. Master the success factors to:
- Develop turnkey, customizable campaign kits and content templates for advisor use.
- Design training and certification programs that upskill advisors in digital and social marketing.
- Implement feedback loops and analytics to measure advisor activity, lead generation, and revenue impact.
Transform your advisors into an aligned, empowered marketing force to drive consistent brand messaging, accelerate sales growth, and deepen client engagement.
WORKSHOP E: INFLUENCER-FIRST CONTENT STRATEGY
Integrating Diverse Human-Centric Content Formats to Set Your Brand Apart in the Financial Sector
Harness the credibility of influencers, employees, and customers to humanize your financial brand and expand reach. Adopt best practices to:
- Identify and recruit authentic voices: industry experts, client advocates, and brand ambassadors.
- Co-create content across formats that balance compliance with genuine storytelling.
- Amplify influencer content through paid, owned, and earned channels to maximize visibility and engagement.
Advance your influencer-first strategy to heighten trust, drive engagement, and differentiate your brand in the financial sector.
3:45 pm
REFRESHMENTS BREAK & EXHIBITOR LOUNGE:ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS
4:15 pm
INDUSTRY EXPERT PRESENTATION: COOKIE‑LESS FUTURE
Retooling Targeting in a Privacy‑First Landscape
Future-proof your marketing by adopting alternative targeting methods as third-party cookies disappear and privacy regulations tighten. Walk away with an action plan on:
- Leveraging first-party data strategies to maintain precise audience targeting.
- Implementing contextual and cohort-based approaches that balance relevance with compliance.
- Measuring campaign performance and attribution using privacy-safe analytics and aggregated metrics.
Adapt your targeting approach for a cookie-less world to uphold user privacy while sustaining marketing performance.
4:15 pm
INDUSTRY EXPERT PRESENTATION: AI AGENTS IN ACTION
Streamlining Processes and Increasing Speed-to-Market with Intelligent Workflows
Harness AI agents to automate routine tasks, accelerate campaign launches, and free your team to focus on higher-value initiatives. Create a roadmap to:
- Identify the marketing functions that gain the most from AI automation.
- Establish governance and human-in-the-loop checks to ensure output accuracy, compliance, and brand alignment.
- Scale AI-driven workflows across your organization to enable fast, consistent execution and continuous optimization.
Bolster your operations with intelligent workflows that improve efficiency, reduce time-to-market, and enable strategic focus.
4:15 pm
INDUSTRY EXPERT PRESENTATION: PERFORMANCE MARKETING BLUEPRINT
Optimizing Media Mix with Real-Time Attribution and Lift Modeling
Allocate your marketing budget more effectively by harnessing real-time performance data and incrementality testing. Take away specific solutions to:
- Implement real-time attribution dashboards that track channel impact and support agile budget reallocation.
- Design lift studies and holdout experiments to measure the true incremental impact of each tactic.
- Continuously optimize your media mix to maximize ROI amid evolving market conditions.
Improve your performance strategy with a data-driven engine that refines spend and boosts marketing outcomes.
4:45 pm
PANEL DISCUSSION: ENGAGEMENT REIMAGINED
Building Modern Journeys That Convert Attention into Loyalty
Capture and grow customer attention through modern, multi-channel engagement strategies. Achieve a step-by-step action plan to:
- Design cohesive experiences that seamlessly connect digital, mobile, and in-branch touchpoints.
- Leverage real-time data and AI to deliver scalable, personalized interactions.
- Track loyalty metrics and iteratively improve journey stages to boost retention and advocacy.
Increase your impact with engagement journeys that transform customer interactions into enduring loyalty and business growth.
5:30 pm
KEYNOTE FIRESIDE CHAT: TRANSFORMING PURPOSE-BASED BRANDS
3 Insights for Legacy Financial Institutions
Modernize your brand identity and amplify its purpose to create campaigns that resonate emotionally and drive measurable impact. Master the success factors to:
- Combine data-driven insights with emotional storytelling to craft breakthrough campaigns that drive engagement and conversion.
- Develop a roadmap to evolve your brand identity, honoring your heritage and core values while embracing modern relevance.
- Reframe setbacks as strategic learning moments, using failures to refine your purpose and strengthen stakeholder buy-in.
Advance your organization’s ability to honor its legacy while embracing innovation to create a purpose-driven brand that thrives in today’s dynamic market.
6:00 pm
END OF DAY ONE SUMMARY & CLOSING REMARKS
6:15 pm