7:30 am
REGISTRATION & NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS
8:30 am
WELCOME FROM STRATEGY INSTITUTE
8:45 am
OPENING REMARKS FROM THE CHAIRPERSON
9:00 am
KEYNOTE PRESENTATION: MARKETING TRANSFORMATION
Unlocking the Value of Marketing to Drive Customer Experience and Growth Through Structural Transformation
Ensure your marketing organization endures with relevance and value through the waves of disruption. You’ll walk away with an action plan on how to create a team fit for the future through:
• Identifying and harnessing the strengths of your existing marketing function.
• Creating bespoke organizational structures that reflect your marketing strategy and business model.
• Implementing digital and measurement initiatives in the face of imperfect enterprise data.
• Bringing together cross-functional problem-solving and collaboration.
Drive long-term resilience, transformation and growth through an integrated and omnichannel go-to-market strategy that unlocks marketing’s full potential.
9:30 am
KEYNOTE PANEL DISCUSSION: MULTI-CHANNEL MARKETING ATTRIBUTION STRATEGIES
Enabling Your Business to Make Better Connections Between Marketing Tactics and ROI
Accurately measure and optimize your marketing investment and campaign effectiveness considering multiple channels and touchpoints along the customer journey while avoiding common attribution pitfalls. Discover winning strategies, techniques, and tools to:
- Leverage attribution data to optimize marketing spend and drive business growth.
- Integrate multi-touch attribution models into your marketing analytics.
- Inform your marketing strategy decisions in scenarios where you don’t have access to standard attribution data.
Empower your business to make data-driven decisions and unlock the full potential of your marketing investments.
10:15 am
SPEED NETWORKING
10:30 am
INDUSTRY EXPERT PRESENTATION: PERSONALIZED VIDEO ENGAGEMENT
Connecting with Your Customers on Their Journey from Acquisition, Conversion, Retention to Loyalty
As financial customers become more savvy, generic hypotheticals no longer speak to them. Capture your audience’s attention at every step of their customer journey through personalized messaging. This session will provide guidance on how to:
- Connect with your customers on an emotional level to allow you to build relationships and goodwill.
- Capture and hold the attention of your customers throughout their decision-making process.
- Signal importance, helping to foster loyalty and word-of-mouth marketing.
Take your digital marketing to the next level and connect with your customers in a more genuine way by offering personalized videos.
11:00 am
REFRESHMENTS BREAK & EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS
11:30 am
INDUSTRY EXPERT PRESENTATION: CONSENT & PREFERENCE DATA
Building Trust in a Privacy-Conscious Era
Consent and preference management is not just a regulatory necessity but a strategic advantage for building long-term customer trust and loyalty. Companies that master this will outperform competitors by earning customer trust while offering personalized, compliant experiences. This session will provide you with strategic insight on how to:
- Unlock Seamless Personalization: Utilize customer-provided insights to enable a harmonized omnichannel experience, ensuring every interaction is tailored, relevant, and aligned with individual customer preferences.
- Build Trust Through Transparency: Leverage consent and preference data to foster customer loyalty and trust, creating a privacy-first approach that resonates with today’s cautious consumers.
- Ensure Regulatory Compliance: Discover strategies for maintaining compliance with evolving privacy laws while delivering personalized customer experiences.
Balance compliance with superior customer experiences through transparency and consent-driven personalization.
11:30 am
INDUSTRY EXPERT PRESENTATION: AI-POWERED SEARCH
Adapting for Greater Brand Discovery in an Evolving Landscape
Explore how AI is reshaping the way consumers discover brands online. This session will provide you with actionable guidance on how to:
- Adapt to algorithm changes
- Optimize your search presence
- Leverage AI-driven insights
Enhance your brand’s visibility and discovery in an increasingly competitive search environment.
11:30 am
WORKSHOP 1: AGILE MARKETING STRATEGY
Enabling Capacity Scaling Through an Agile Marketing Setup (45 mins)
Become a strategic partner within your business by implementing an adaptable agile framework for marketing operations. Join this workshop for a deep dive into best practices on:
- Developing and curating an agile marketing team.
- Transitioning from waterfall to agile and “being agile” vs “doing agile.”
- Having more impactful conversations at the top level, powered by cost-value metrics.
Deliver unprecedented business impact by enabling marketing teams that can pivot quickly to respond to real-time needs.
12:00 pm
INDUSTRY EXPERT PANEL DISCUSSION: FINANCIAL SERVICES DIGITAL TRANSFORMATION
Leveraging Account-Based Strategies & Demandbase
Unlock the power of account-based strategies and the pivotal role they play in the successful digital transformation journey of financial services companies. In this panel, our experts will discuss real-life success stories and best practices on:
- Revealing buyer interests and needs
- Prioritizing and engaging key accounts
- Adopting new technologies to stay ahead of competition
Enhance your marketing strategies with proven best practices.
12:00 pm
PRESENTATION: BRAND AND PRODUCT STORYTELLING IN THE AGE OF GENAI
Optimizing the Role of Generative AI In the Creative Process
Bolster productivity, creativity, and profitability with Generative AI tools. You’ll walk away with practical tips on how to:
- Use ChatGPT and other platforms as a powerful new tool for generating content.
- Manage associated risks and prevent harm to your brand.
- Establish quality standards and controls.
Examine what’s needed for brand and product storytelling today, with recommendations for getting better outputs from generative AI.
12:30 pm
CASE STUDY: THE JOURNEY TOWARDS CUSTOMER-CENTRIC MARKETING
Transforming Your Marketing Organization to Establish Trust, Increase Loyalty and Support Growth
Revolutionize your marketing strategy through a comprehensive customer-centric approach that will guarantee sustained growth. This case study will demonstrate the tangible learnings from the journey of Leverage Retirement on:
- Utilizing data-driven personalization to tailor interactions and meet individual customer needs through advanced data analytics.
- Achieving organizational alignment by engaging employees and ensuring internal processes are aligned with customer-centric goals.
- Leveraging emerging technologies, such as AI, to innovate and enhance customer experiences, staying ahead of market trends.
Embark on a journey towards prioritizing your customers in every aspect of your marketing strategy, ensuring deeper connections and sustained growth.
12:30 pm
FIRESIDE CHAT: CONSUMER ENGAGEMENT IN THE NEW GENERATION
Deciphering the Code to Performance Marketing in a Multichannel Multigenerational Environment
Develop an engagement model with a dynamic channel mix and success measures fit for future generations. You will walk away with strategies on how to:
- Engage the millennial audience and expand into GenZ.
- Integrate offline, online, and owned channel strategies.
- Build trust with a younger audience through communities such as TikTok and Reddit.
Enhance your brand’s performance and build lasting relationships in today’s dynamic multigenerational and multichannel marketplace.
12:30 pm
WOKRSHOP 2: MARTECH STACK MATURITY AND OPTIMIZATION
Moving Your Organization to the Next Step of Your Martech Maturity to Optimize Value
This practical workshop will discuss the latest best practices in martech considering recent innovations and help you develop the right framework for your organization’s needs and maturity level. Walk away with tangible actions on how to:
- Perform a martech assessment and audit.
- Identify gaps and prioritize focus areas.
- Make an implementation plan.
Accelerate the journey towards your business goals and priorities through an effective martech framework and tips on applying it across your organization.
1:00 pm
NETWORKING LUNCH & EXHIBITOR LOUNGE VISITS
2:00 pm
PANEL DISCUSSION: FIRST-PARTY DATA
Setting Up for Hyper-Personalization Through First-Party Data Strategies
Prepare for a future without third-party cookies by mastering the strategies for hyper-personalization. Gain insights on how other financial services brands are approaching the following:
- Developing and implementing first-party data strategies to maintain and enhance customer personalization.
- Leveraging customer insight and advanced analytics to predict customer behavior and tailor experiences.
- Ensuring compliance with evolving privacy regulations while delivering personalized marketing campaigns.
Equip your organization with the tools and knowledge to thrive in a cookie-less world while maintaining high levels of customer engagement and satisfaction.
2:00 pm
PANEL DISCUSSION: THE NEW REALITY OF CREATIVE AND MEDIA
Making Your Brand Stand Out in the Saturated and Overwhelming Multichannel Media Environment
Ensure your brand captures attention and maintains long-term relationships and trust with your audience through consistent, multi-channel planning. You will walk away with hands-on advice on how to:
- Cut through the noise on social media platforms and mobile devices to reach your target audience.
- Innovate with fresh, creative ideas that resonate across multiple touchpoints, ensuring your brand stays relevant and engaging.
- Planning and executing good creative in a timely manner.
Adapt your brand strategy for success in today’s fast-paced, media-saturated world.
2:00 pm
WORKSHOP 3: “EXPERIENCE NARRATIVES” DESIGN THINKING METHODOLOGY
Develop a Holistic Guided Client Experience Full of Omnichannel Automated Nurture Messaging
Elevate your customer journey orchestration skills using a design thinking method called “experience narratives” to deliver a “mission plan” that will guide engagement and loyalty. Walk away with actionable insights on how to:
- Strategically plan and automate “always-on” campaigns that deliver an omni-channel experience.
- Ensure your messaging resonates at every touchpoint.
- Discover the power of activation triggers and how to integrate them into your strategic documents for effective planning and execution.
Delve into the art of crafting compelling narratives that seamlessly guide customers through a series of micro-experiences across their journey with your brand.
2:45 pm
INDUSTRY EXPERT PRESENTATION: THE FAKE WEB
Fighting Fake Traffic in Financial Brands’ Marketing Funnels
Delve into the proliferation of the fake web and how its associated challenges have impacted the financial services industry. Discover actionable insights and best practices to:
- Assess how fake traffic disrupts customer acquisition and promotional efforts.
- Identify fake traffic in your marketing data.
- Protect your campaigns, website, and funnel from bots, fake users, and bad actors.
Safeguard your marketing efficiency and ensure your campaigns reach real, genuine customers.
2:45 pm
INDUSTRY EXPERT PRESENTATION: CONTENT STRATEGY 2.0
Unlocking The Full Potential of Your Content Strategy
Elevate your brand’s visibility and effectively engage with your audience in a rapidly evolving digital landscape. This session will share innovative approaches on how to:
- Uncover hidden opportunities within your existing content strategy.
- Tap into new channels and techniques to amplify your reach.
- Adapt to evolving content consumption trends across platforms and devices.
Refine your content strategy to stay ahead of audience expectations and drive meaningful engagement.
3:15 pm
REFRESHMENTS BREAK & EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS
3:45 pm
INDUSTRY EXPERT PRESENTATION: PERSONALIZATION AT SCALE
Delivering Personalized Experiences to Accelerate Financial Services Customer Engagement
Navigate the dynamic landscape of digital experience and customer expectations to forge innovative and meaningful connections with your customers. This session will guide you on how to:
- Adapt to evolving customer content preferences and leverage composable marketing technology to meet your customers’ needs.
- Streamline content operations by centralizing assets and data, and create, test, and publish personalized content at scale.
- Focus on metrics that matter and scale personalization efforts.
3:45 pm
INDUSTRY EXPERT PRESENTATION: ENGAGEMENT IS THE CHALLENGE, GROWTH IS THE GOAL
Delivering Next Generation Lifecycle Management
In today’s saturated market, reaching, engaging, and driving customer action is more challenging than ever. How can everyday payments become a powerful engagement tool? Each transaction offers a chance to deepen the customer relationship and expand your relationship. This session will show you how to transform your payment portfolio into a direct channel for growth and upselling that enhances your customer experience and drive revenue:
- Engage Customers Across the Lifecycle: Use payment interactions as touchpoints, leveraging data to deliver personalized, relevant experiences.
- Activate Real-Time Data to Meet Customer Needs: Tap into your data lakes to stay responsive to evolving preferences, surpassing traditional “Batch and blast” approaches.
- Differentiate Your Brand in a Saturated Market: Surprise and delight customers, reinforce your value, and embed your brand into their lifestyle and ecosystem.
- Create a Consumer-Centric Revenue Stream: Build a sustainable, high-impact channel integrated into daily life to drive engagement, retention, and growth.
Turn payments into a high-performance engagement channel that supports long-term growth and loyalty.
4:15 pm
INDUSTRY EXPERT FIRESIDE CHAT: PUTTING THE CUSTOMER AT THE CENTER OF EVERYTHING YOU DO
Executing On Your Vision for Personalization, Overcoming Challenges and Driving Positive Outcomes
In today’s fast-paced digital world, delivering personalized experiences isn’t just a competitive advantage—it’s an expectation. Walk away with practical tips on how to:
- Discover how data, technology, and thoughtful execution come together to create legendary customer experiences at every touchpoint.
- Utilize proven methods to inform and scale your personalization strategy to drive real business impact.
- Optimize your resources and turn insights into action while maintaining agility in a rapidly evolving landscape.
Unlock the tools and strategies to create personalized customer experiences that drive engagement, loyalty, and measurable business growth.
4:45 pm
ASSET MANAGEMENT SPOTLIGHT PANEL DISCUSSION: IS CONTENT KING?
Using Content as a Driver of Sales and Client Retention in the Asset Management Business
Explore the pivotal role of content in helping drive sales and client retention within the asset management industry, where the only tangible representation of a fund or strategy is through various forms of content. This panel discussion features three senior marketing leaders who will delve into:
- Perspectives on the strategic utilization of content and their approaches to content strategy.
- Structuring and leading content teams.
- The role of technology and AI in content creation, personalization, production and dissemination.
Discover how to effectively leverage content to enhance your sales efforts, build stronger client relationships, and stay ahead in the competitive asset management landscape and other B2B applications.
5:30 pm
END OF DAY ONE SUMMARY & CLOSING REMARKS
5:35 pm