Agenda

There are no agenda items with this track

9:00 am

9:00 am

Enter Networking Lounge, Connect with your Industry Colleagues

  • Start your day off right and make connections with industry leaders.
  • Join “drop-in” roundtables discussing current and relevant topics.
  • Schedule one-to-one video meetings with peers or vendors.
  • Gather essential content and get exclusive offers at virtual exhibit booths.

10:00 am

10:00 am

Welcome from your Host

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

10:05 am

10:05 am

Keynote Address: The New Digital Marketing Economy

Transform Your Sales and Marketing Teams to Anticipate Demand for All Things Digital

Take a deep dive into more proactive and positive growth through better digital marketing products, services and by integrating sales and marketing teams. Discover which technology solutions will truly accelerate your organization’s digital marketing & sales capabilities to keep pace with competitors. Build a new blueprint to:

  • Reallocate organizational strength across marketing, sales and IT.
  • Better understand your own mission — take the right steps to improve your capabilities.
  • Enhance your digital martech decision-making. Upgrade outdated infrastructure and legacy systems.
  • Ensure your digital marketing content, products, services and brand stands out against competitors.

Become a better digital marketer: Adaptable, persistent and creative.

10:30 am

10:30 am

Industry Expert: Roadmap to a Better Digital Experience

Enabling A More Customer-Centric Product Development & Communication Approach

What does a successful digital experience look like for your financial brand? There are seemingly endless factors to consider, but digital success should start with the customer. Discover how to truly deliver digital experiences for today’s environment and customer. In this session, you will learn key success factors for accelerating a digital corporate culture:

  • Enabling leaders and teams to develop a digital skillset and build customer-centric digital products
  • Empowering change by building communities of practitioners
  • Determining when to collaborate cross-industry to achieve success

Ensuring digital multichannel content and relevance across the business.

11:00 am

11:00 am

CMO Power Panel: Innovations in a Post-Pandemic Society

Transform Customer Relationships with Stand-Out Product Innovation and Sharper Digital Marketing

Now more than ever, financial marketers are being challenged to build visibility across their product brands. And this has only been exacerbated by the COVID-19 pandemic. Learn how marketers can optimize their advertising media and creative to strengthen brand equity and drive conversion. Gain critical insights into:

  • How to build a holistic, compelling customer experience across channels and creatives.
  • How emotion impacts purchase decisions, sales and customer loyalty.
  • Balancing brand building with sales conversion across your digital portfolio.
  • Changes in media consumption during COVID-19 and how marketers should adapt.
  • Diversity and inclusion: Empowering teams, gender gaps and work-life balance.

Bolster customer relationships via disruptive digital innovation drivers.

11:45 am

11:45 am

Industry Expert: Amplify Lead Generation in a Digital Age

Boost Lead Generation, Nurture and Retain Customers in Times of Uncertainty

As interactions with financial services become predominantly digital, marketers need to deliver online experiences that stand out. This session will help you think creatively and differentiate your brand in the online world. Adopt the latest lead generation tactics to help you connect with a smarter, more digitally-savvy customer:

  • Find out how to increase brand awareness, generate qualified leads and ultimately close deals.
  • Build higher-quality leads: Work together with sales and marketing teams.
  • Utilize lead scoring and nurturing for the self-directed customer.

Grasp the ROI of a successful lead generation program: Across all financial services.

12:15 pm

12:15 pm

Power Panel: Pivoting to Mobile Micro-Moments

Why and How Marketers Should Leverage Micro-Moment Marketing

The old days of predictable, periodic media sessions have been replaced by numerous short bursts of digital activity throughout the day. Micro-moments occur when your customer turns to a device, usually a smartphone, to act on a need to learn something, do something, watch something or buy something. What does this mean for the savvy digital marketer in the financial services sector? Achieve a step-by-step plan to:

  • Get a better understanding of when and where your prospects want information on financial services.
  • Pinpoint exactly what they want to learn about: Saving and retirement, investing, spending more effectively, etc.
  • Provide instantaneous online help with content that engages your audience in a meaningful way.

Focus your strategy on intent-rich moments to deliver content your customers need and desire.

12:45 pm

12:45 pm

Industry Expert: Embracing Digital Analytics

Bring Your Customers into Sharp Focus with Data Analytics

Eighty-three percent of companies are rethinking what it means to deliver superior customer experiences in light of the new hybrid digital/physical engagement model. In this session, you’ll leave with the building blocks for a future-proof digital measurement framework and the foundational pillars to drive transformational change within your organization. Walk away with a detailed plan for enhanced customer analytics:

  • Understanding the true definition of real-time analytics, and which financial services are investing in it
  • Identifying the data tools sophisticated enough to measure experiences and their CX
  • Unpacking automated decision-making and why it is so important to the future of digital marketing
  • Enhancing your real-time analytics journey with AI and deep learning

 

Gain a holistic view of data analytics and excel with better marketing plans.

1:15 pm

1:15 pm

Fireside Chat: High-Performing Social Media

Harness Social Media Strategies to Build Increased Website Traffic, Leads and Sales

B2B businesses are proof that any business can be successful on social media. So, why are there a lot of B2B companies that have not fully leveraged its power? This session will enable you to level up and use social media to increase traffic, convert leads, nurture those leads toward a sale and delight customers. Take away practical tips to:

  • Avoid the ‘ready, aim, fire’ approach and the brand damage it can cause.
  • Align your content and website as the foundation for a strong social media strategy.
  • Understand and harness influencers, followers and engagement.
  • Customize your content for each social media platform: Twitter, Facebook, Google+ and LinkedIn.

Become social media savvy: New goals for digital marketers.

1:45 pm

1:45 pm

Build Relationships and Visit Virtual Booths

Expand your network and exchange expertise with your peers. Take advantage of our intuitive platform to deepen your knowledge and connect with industry leaders and experts.

  • Pose your biggest questions to leading solution providers through one-to-one video conversations or chat.
  • Join “drop-in” roundtables in the networking lounge and make connections that last beyond these two days.
  • Experience live demos and test drive new technology. Source leading-edge content from virtual booths.

2:15 pm

2:15 pm

Industry Expert: Manage Marketing Analytics

The Pandemic Explained Through Data & Analytics: Lessons for Marketers Making Sense of a New World

Marketing analytics isn’t a precise science. Much has been discussed about how regulation and the lack of third-party cookies impact ad targeting, but not so much on how this impacts measurement. This session fills that gap. Discover how to conquer your data information divide:

  • Identify how industry changes affect marketing measurement.
  • Determine which marketing measurement activities you can continue to do as normal.
  • Use your domain knowledge to inform decision-making.

How marketing leaders can ensure they effectively use and share data for better decision-making.

 

2:45 pm

2:45 pm

Fireside Chat: Resetting Your Digital Journey

Lessons in Transformation to Build a New Presence

Scotiabank completed the acquisition of BBVA Chile in 2018. This was recognized as one of the most effective digital transformations with Scotiabank winning two Euromoney Awards for Excellence in 2020. This discussion will take you through how the bank managed to seamlessly integrate operations while executing best in class digital marketing approaches. Hear best practices on how to emulate their success:

  • Positioning for scale and future profitability: Understanding the Caribbean and Central American market
  • Building digital assets to deliver even better banking experiences
  • The ‘Digital Factory’: Supporting customization and more online experiences
  • How your journey post-COVID will position you for survival or extinction: The key lessons and future growth opportunities

Take away cost efficiency nuggets and discover how to balance aggressive digital marketing within budget and on time.

3:15 pm

3:15 pm

Specialist Innovators Panel: SEO Vs. Pay-Per-Click

Engagement Tips, Tricks and Quick Breakthroughs: Which Method to Use When, Where and to Maximize Profits

This is an exciting area of marketing for financial services — it is constantly growing and changing. Lead generation is a universal need for every industry and especially for financial services. This session will cover the benefits and limitations as well as when it’s best to use both methods in your own marketing strategy:

  • Overcoming customer mistrust of paid ads on search engines — can it be done?
  • What does ‘good search’ look like: Reading the wild swings in traffic
  • How do you create an optimum blend of SEO and PPC?

Transform your customer relationships via search skill development.

3:45 pm

3:45 pm

Industry Expert: Heighten the Power of AI, Analytics and Hyper Personalization

Kickstart a More Connected Digital Financial CX

Personalization will be the prime driver of marketing success within five years. This session outlines the key capabilities companies need to develop to stay ahead of the curve. Join us to cut through the noise and gain practical tips on:

  • Building campaigns that both excite and comply across all touchpoints.
  • Seasonality changes due to COVID-19 shifts in demand for digital marketing services.
  • Taking a 360 look at the journey of decision-making and compliance for speed and efficiency.

Enrich engagement and enable AI and state of the art digital.

4:15 pm

4:15 pm

Panel Discussion: Self-Service for Financial Services

Master the Art of Managing Digital Interactions with Customers on their Terms

Sixty-seven percent of financial services customers prefer self-service over speaking to a company representative. As this sector becomes more transactional, and less conversational, there are fewer opportunities to have a true conversation with a financial institution, whether it be at branch level, in person or online. In this session, we will examine which conversations and self-service tools attract the most customers and gain loyalty:

  • Examine perfect self-service mobile apps.
  • Reduce friction and offer choice and flexibility to customers via digital ‘on their terms.’
  • Discover the best self-service software for a richer, more personalized service on demand.

Advance your self-service capabilities for greater loyalty and better cross- and up-selling.

4:45 pm

4:45 pm

Panel Discussion: Connecting Branches to Digital Marketing

What Branches Mean for Financial Services Overall and its Digitalization

Digital marketing banking has pushed the branch to a fundamental inflection point. Financial institutions must rethink, reimagine and retool branches if they are to succeed. This panel will share stories, conversations and connections with our audiences. Explore how leading financial institutions are revamping retail banking technology, retooling frontline associates and creating the branch and retail banking experience of the future. You’ll leave with answers to these key questions:

  • What lessons can we learn from other industries? Taking inspiration for your physical and hybrid future
  • What have you changed about the design of your branches?
  • Have you rolled this change out to multiple branches or your whole network?
  • What do you envision for the design of your future network?

Develop a blueprint to convert each and every touchpoint into a digital asset.

 

5:15 pm

5:15 pm

Summary 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!

 

5:20 pm

5:20 pm

Virtual Happy Hour

  • Get to know fellow delegates in “drop-in” virtual roundtables.
  • Engage in one-to-one video conversation with peers or vendors.
  • Connect with other attendees based on similar interests and business objectives using our “recommend matches” tool.

6:00 pm

6:00 pm

Conference Day 1 Adjourns

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