Agenda

There are no agenda items with this track

7:30 am

7:30 am

Registration and Breakfast

  • Start your day off right and make connections with digital marketing leaders.
  • Interact with your peers, discuss best practices and share innovative strategies.
  • Gather essential content and get exclusive offers at exhibit booths.

8:30 am

8:30 am

Opening Comments from your Host

Gain insight into today’s sessions so you can get the most out of your conference experience and maximize your value.

8:45 am

8:45 am

OPENING KEYNOTE: FUTURE-PROOF YOUR DIGITAL MARKETING

Develop Strategies that can Adapt to the Ever-Changing Marketing Landscape

The acceleration of digital marketing trends and technologies has brands reevaluating their approaches. Increase sales with both your existing and new customers by tactically prioritizing growth in 2023 and beyond. Implement best practices to:

  • Build meaningful customer relationships based on trust
  • Adopt privacy-forward technology to deliver reach, measurement and campaign optimization across audiences without the reliance of cookies
  • Identify which customers are primed for conversion and which are better suited for lead nurture campaigns
Build a powerful marketing funnel with high-quality prospects.

9:30 am

9:30 am

EXCLUSIVE CMO PANEL: OPTIMIZE YOUR MARKETING STRATEGY

How to Drive Revenue By Increasing Sales Through Marketing Activities

Every business undertakes marketing strategies to analyze results and to better understand their customers’ tastes. Generate sales by ensuring that your organization’s message is distributed across all channels and to the targeted audience. Master the latest strategies to:
  • Build compelling structure to new ways of messaging such as mobile platforms, video and social media
  • Set up key indicators for company’s growth ranging from creative influence to business strategy
  • Close gaps in the conversion funnel
  • Manage complexity of different business models and regulatory environments
Generate leads for your brand and fuel organic traffic. 

10:00 am

10:00 am

PRESENTATION: INTERNAL MARKETING FOR FINANCIAL SERVICES

How Marketing to Your Employees Builds the Brand And Drives Revenue

Successful marketing strategies first need the engagement of employees to be able to deliver on the brand promise. Employees who are engaged in the brand are empowered to provide a great CX, generate more high-quality leads for conversion and feel empowered to advocate for the brand on social media and other online channels. Create a plan to:

  • Assess and improve how engaged your employees are, in the brand values and purpose
  • Grow brand awareness through increasing earned media, mentions and sentiment online (including social media)
  • Improve conversion and revenue, through higher quality (employee-generated) leads

Heighten your brand awareness and accelerate your ROI.

10:30 am

10:30 am

Morning Break

  • Engage with conference speakers and fellow attendees.
  • Secure new business contacts and discuss crucial developments in FinServ marketing.
  • Experience live demos and test drive new technology.

11:00 am

CASE STUDY: WEB CONTENT STRATEGY

Lift Sales Results Through CX Based Content Marketing

The Customer is at the center of everything we do and measure in digital marketing. Scale up your business by learning best-in-class strategies to marry content marketing assets to customer journey stages in an agile digital marketing campaign to continuously lift sales. Develop an action plan to:
  • Make the customer journey your guidepost for effective digital marketing campaigns
  • Draft the myriad of key stakeholders to involve – from sales to product to underwriting to analytics
  • Move from a traditional to an agile go-to-market approach
Customize your content to meet your precise business needs.

11:00 am

INDUSTRY EXPERT: HUMANIZE CUSTOMER ENGAGEMENT

HOW TO DRIVE MORE ENGAGEMENT BY HUMANIZING YOUR DIGITAL EXPERIENCE

As more organizations are creating more content across more digital channels, standing out amongst the noise can become increasingly difficult. There’s one surefire way to drive more engagement in such a crowded space: humanizing your digital experience. This session will cover tips and tactics to help you:
  • Tap into the humanity of your audience to deliver more effective content
  • Structure your creative process to consistently deliver more human digital experiences
  • Scale your human experiences to drive more engagement across the entire customer journey

11:35 am

INDUSTRY EXPERT: TATA CONSULTANCY SERVICES

Why CMOs should focus on Accessibility to improve Customer Experience, Generate Value and gain Competitive Advantage

Worldwide, 1 billion differently abled people are holding $1.2 trillion in annual disposable income. This is today’s human rights movement; Digital Accessibility is helping them to live an independent life in a digital age.
Often seen as a step which delays go to market plans, it is on the contrary a misunderstood value add that delivers increased market penetration, increases SEO metrics, referrals and ensures customer centric marketing. For CMOs, it is a chance to target the most underserved market and show the way toward new levels of growth, market credibility, and trust.
With a market size in the US alone estimated to be worth $26-$31 billion by 2024, 97.4% of website home pages have accessibility issues. Make your digital properties accessible to reap the advantages of a large unexplored market. Create a blueprint to:
  • Gain trust and showcase that you are truly invested in Diversity and Inclusion
  • Gain a competitive advantage and more business
Often seen as a step which delays go to market plans, it is on the contrary a misunderstood value add that delivers increased market penetration, increases SEO metrics, referrals and ensures customer centric marketing. For CMOs, it is a chance to target the most underserved market and show the way toward new levels of growth, market credibility, and trust.

11:35 am

INDUSTRY EXPERT: CX THAT DRIVE MEASURABLE BUSINESS OUTCOMES

Accelerating Engagement for FSI

Customer behavior changed rapidly during the past few years and the way financial services customers interact with brands has fundamentally changed. Disruptive brands are the digital experience leaders that are communicating in innovative and meaningful ways with their customers.

In this session we’ll explore a few simple lessons learned during strategic engagements with enterprise marketing and digital teams at leading retail banks, insurance (B2B), agent portals, and wealth management firms. By connecting a few composable elements of their marketing technology stack these brands were able to deploy innovative experiences for their customers that drive measurable business outcomes. Walk away with actionable strategies to:

  • Meet evolving customer demands for financial services customers
  • Centralize your brand’s content as modular and streamline the content creation process
  • Establish an experimentation and personalization program that recognizes the most important customer signals

12:05 pm

MEDIA, METRICS & MEASUREMENT

Super-Charging Digital Content that Drives the Pipeline and Builds the Brand

Build a strong presence on social media to help engage your fragmented audiences. Increase profits by planning, implementing and monitoring your social media strategies. Create a blueprint to:
  • Employee Advocacy: Building social media confidence and competence from the inside out
  • Building real engagement – even in a low-engagement category
  • Connecting the dots from top of funnel to the bottom
Empower Sales to Power Pipeline – and Brand.

12:45 pm

12:45 pm

Networking Lunch

  • Expand your network and make connections that last beyond the conference.
  • Visit the exhibitor hall and pose your toughest questions to leading solution providers.
  • Enjoy great food and service while engaging with your digital marketing colleagues.

2:00 pm

PANEL: SOCIAL MEDIA SAVVY

Maximize your Results with Innovative Social Media Initiatives

Now more than ever, it is imperative that your organization uses social media to achieve its communication goals. Nurture leads toward a sale and delight your customers with a powerful social media approach. Take away practical tips to:
  • Determine ways to improve your company’s social media footprint and organic search results
  • Harness the power of influencers, followers and online engagement
  • Customize your content for each social media platform, from Twitter and Facebook to Google+ and LinkedIn
Establish a distinctive look and feel to your social media accounts.

2:00 pm

INDUSTRY EXPERT: IMPACT OF DIGITAL PERSONALIZATION

How To Create Your Personalization Roadmap & Long-Lasting Customer Relationships

It is well established that digital personalization strategies have a direct impact on business growth, but in order to create 1:1 relationship at scale, brands need to create a single customer view at the customer, campaign and retail level.  Join this session where Academy Mortgage will discuss:

  • Where to prioritize personalization strategies
  • The key metrics required for building a single customer view
  • How to make your tech stack work for you




2:35 pm

INDUSTRY EXPERT: THE POWER OF PROGRAMMATIC

How To Supercharge Your Financial Marketing Strategy With Decisioned Media

Using data to inform your business’ media buying strategy is better than guessing. That’s why more and more marketers today are leveraging programmatic and decisioned media as part of their marketing plans. Measure and optimize campaigns effectively by better understanding how to engage your audiences. Create a blueprint to:

    • Integrate programmatic into your overall marketing strategy
    • Align marketing strategy for your brand with similar approach
    • Create your success story by decisioned media integration

2:35 pm

PANEL: THE FUTURE IS DIGITAL

Why Customer-Centric Digital Transformation Begins Within

Over 30% of financial services customers say they’re likely to recommend a brand because of the transformation efforts its undertaking. Drive bottom-line results and hit key performance indicators by unlocking what matters most to your customers. Gain practical tips on:

  • The necessary steps to create your own digital transformation blueprint
  • Strategies to utilize your data to build personalized experiences for your customers
  • Top benchmarks and KPIs to measure how you stack up against your competitors

Align your brand strategy to the operations of your business.

3:05 pm

3:05 pm

Afternoon Break

  • Engage with conference speakers and fellow attendees.
  • Secure new business contacts and discuss crucial developments in FinServ marketing.
  • Experience live demos and test drive new technology.

3:35 pm

SPOTLIGHT: A NEW AGE: THE JOURNEY FROM TRADITIONAL TO DIGITAL MARKETING

Optimize Customer Behavior And Motivations Through Brand Recognition

Marketing through electronic devices has a higher level of customer engagement, bigger audience and ease of measuring results. At the same time, the significance of actions can’t be ignored that effects sales outcome. Target relevant audience by creating the right balance between digital and conventional marketing. Improve your conversion rate by improving relationships. Walk away with actionable strategies to:
  • Create trust and relatability
  • Promote your business through various traditional & digital spaces
  • Reach out to your target market
Get a good return on your investment by right investment between traditional & digital marketing

3:35 pm

PANEL: THE DATA REVOLUTION

Utilize Data-Driven Marketing to Inform your Decision Making and Gain a Competitive Advantage

Companies use data-driven marketing to create personalized products, content and campaigns on social media and other channels. Optimize your marketing ROI by assembling a cross-disciplinary team and determining your data needs. Master the success factors of:
  • How to base your marketing automation strategy on data
  • How to employ marketing automation tools to analyze data
  • How to measure the right results
Implement personalization across your websites, mobile apps and other digital experiences for a greater ROI.

4:10 pm

INDUSTRY EXPERT: PERSONALISATION AT SCALE

Are You Delivering the Experience Your Customers Expect?

While 87% of B2B and 73% B2C customers want to be delighted by the experiences companies provide, just 37% of B2B and 15% of B2C financial services consumers say that the financial services companies they’ve interacted recently with have met that standard.

Join us to hear from industry experts about:

  • Tools you can use to apply personalization to forms, sites and documents
  • How you can deliver a better experience to your customers while increasing internal efficiency and lower costs
  • How you can achieve compliance coverage, and differentiated customer experiences
  • How to increase capacity to ensure the creation of all the personalized content.

Deliver personalized experiences to your customers with the right tools

4:10 pm

INDUSTRY EXPERT: MARKETING AUTOMATION

Seven Marketing Automation Strategies For Real Marketers

Marketing automation is the most efficient way to drive scalable growth for financial institutions. It’s the “industrial strength” solution to nurturing prospects, personalizing engagement, and driving new and cross-sell business, in addition to increasing your team’s throughput and efficiency.
In this session, marketers will learn:
  • 7 key marketing automation strategies to serve your customer lifecycle
  • How to use behavioral insights to target banking products
  • Ideas to simplify and improve your transactional and commercial email needs

4:45 pm

4:45 pm

Closing Comments from your Host

Review the key solutions and takeaways from today’s sessions. Source a summary of action points to implement in your work. Discuss tomorrow’s highlights!

4:55 pm

4:55 pm

Evening Reception

Don’t miss this chance to connect with speakers, attendees and sponsors! Unwind, mingle and build relationships that will benefit you in the years to come.

5:00 pm

5:00 pm

Conference Adjourns

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