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.

9:45 am

9:45 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.

9:50 am

9:50 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 Upgrade outdated infrastructure and legacy systems.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

CASE STUDY: DIVING DEEP WITH CONNECTED CONSUMERS

How to Reach, Engage and Delight the Streaming Viewers of Today

With the continued growth of content to watch, apps to browse, and brands to buy, today’s consumers are more connected than ever. As a result, it is increasingly important for advertisers to have a deep understanding of these audiences in order to reach them in relevant ways. In this session, we take a deep dive into how you can truly engage with today’s connected consumers, followed by a fireside chat on connected TV:

  • Key research from Amazon Ads analysed by Ipsos will pinpoint how consumers are streaming
  • Take away findings on how, where and when they’re interacting with brands
  • And importantly …what they’re seeking from their brand interactions

Keeping relevant, engaging and on message across digital connections

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

EMOTION AND IMPACT IN DIGITAL BANKING EXPERIENCES

Enhance Digital Banking Experiences by Understanding Customer Emotion

Even pre-COVID, the need for strong digital banking customer experiences was important, and now it’s more critical than ever that banks understand how to improve online experiences. Banks also need to understand the role that emotion plays in those website and app experiences, as they impact customers’ perspectives as well as their future behaviors. In this presentation session we will cover:
•             The emotional signature of online banking experiences and why they matter
•             The ideal emotional signature for a digital banking experience
•             Differences in emotions when looking across audiences
•             Which experiential aspects have the biggest impact on the overall digital banking experience
Boost Lead Generation, Nurture and Retain Customers in Times of Uncertainty

12:15 pm

12:15 pm

FIRESIDE CHAT: 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:ACHIEVING BEST-IN-CLASS MARKETING INNOVATION

Defining Key Tools and Processes to Navigate Your Way Towards More Manageable & Measurable Innovation

What is marketing innovation and why is it so elusive? On average, 21% of the marketing budget is set aside for marketing innovation, but 91% of marketing leaders indicate that they struggle to measure the impact of marketing innovation. So why is so much money set aside for something difficult to define and hard to measure?
In this session, we will unpack the DNA of marketing innovation and determine what it is and (equally important) what it isn’t. We will:
•      Review the key simple tools and frameworks to help you identify what is marketing innovation
•      Discuss how to classify, prioritize and measure marketing innovation impact
•      Demonstrate a clear example of marketing innovation
Join us and make a difference in your organization by focusing on innovation initiatives that impact culture, improve process and deliver measurable outcomes.
Be adaptive, agile, and resilient: Let’s do new things in new ways!

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

INDUSTRY EXPERT: MANAGE CREATIVE ANALYTICS MORE EFFECTIVELY

In order to succeed in the new world of marketing, Brands need real-time insights into the creative and the ability to action on the data quickly in order to increase performance

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 the importance of creative. This session fills that gapDiscover Fin Serv creative best practices and how to transform your creative operations to:

  • Create Agility with Content Creation at Scale
  • Monitor Creative to ensure you are Adhering to Best Practices
  • Understand Creative Insights specific to your brand to drive the most impact

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

2:15 pm

2:15 pm

FIRESIDE CHAT: RE-SETTING YOUR DIGITAL JOURNEY

Lessons In Challenge And Transformation To Build A New Presence

Scotiabank completed the acquisition of BBVA Chile in 2018 as executed one of the most effective digital transformations recognised by winning two Euromoney Awards for Excellence in 2020.  This best practices and ROI-led discussion will take you through how the bank managed a colossal digital challenge seamlessly integrating digital and branches and execute best in class digital marketing approaches.  Hear how to emulate their success:

  • Positioning for scale and future profitability: understanding the Carribbean 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

Cost efficiency nuggets and balancing aggressive digital marketing within budget and on time

2:45 pm

2:45 pm

INDUSTRY EXPERT: TAKING FINANCE DIGITAL

Taking a More Collaborative and Conversational Approach to CX for Financial Services

A recent study by Chase Bank has shown us that four in five people prefer to manage their finances digitally. But whether in-branch or online, all customers need the same thing: speedy service, trust, and a personalized touch.
So, what can you do today to meet consumer needs? Sam Niro, Product Marketing Manager at Acquire, will walk you through key tactics you can use today to give your customers the digital banking experiences they want.
Key takeaways include:
•      How to implement self-service tools for faster, more convenient support
•      Ways to create relationships that drive loyalty on digital channels
•      What today’s consumers expect from their bank

3:15 pm

3:15 pm

INDUSTRY EXPERT: WEB CONTENT MANAGEMENT: SYSTEMS, FEATURES AND BEST PRACTICE

The Power of Incrementalism and Effective Content Technology

We’ve reached a point where disappointment is common in web projects. We set up unrealistic expectations and timeframes and concentrate purely on big launches and redesigns. However, truly effective ROI lies in incrementalism — small changes, made over time, with the help of effective content technology, toward a logical overall goal. Join Deane Barker, Senior Director of Content Management Strategy at Optimizely for this 30-minute indepth presentation. Get an in-depth look at better content:

  • How did we get to this point in the industry?
  • Key tools and actions to prevent weak and ineffective content
  • Examining both human and managerial perspectives
  • The technology perspective.

Transforming how you manage content and balance impact with everyday developments

3:45 pm

3:45 pm

UNCOVER CRITICAL CUSTOMER INSIGHTS WITH AI-DRIVEN ANALYTICS

Kickstart A More Connected Digital Financial Customer Experience

Digital marketers make important decisions and investments every day, but 79% don’t use all of their customer data, 66% say they don’t get insights fast enough, and new trends catch 73% by surprise. Join Sean Byrnes, Co-Founder and CEO of Outlier AI, to learn how automated business analysis allows financial services marketing teams to use all of their data to make nimble decisions that keep their customers happy and their businesses ahead of the competition. Succeed by:
• Scanning all of your data which will alert you to important changes in customer behavior, product sales & apps
• Constantly monitoring campaign, channel and website performance to maximize spend for customer acquisition and retention.
• Giving your analysts a huge head start in identifying important new trends and issues.
• Discover how AI-driven analytics can catapult you ahead of the competition.
Advanced knowledge for greater loyalty and better product sales

4:15 pm

4:15 pm

FIRESIDE CHAT: 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.

 

4:45 pm

4:45 pm

CASE STUDY

Making Social Media Work for Your Financial Professionals

Marketing and selling by your financial professionals through social media can expand your reach, drive lead conversion, and grow client relationships. In order for social media strategies to thrive, financial marketers and compliance teams must collaborate to supply the right content and empower associates in the field to use the channel effectively. In this session, you will learn:
•    How to tailor strategies by line of business and client segmentation for more impact
•    How to use social media to bring to life your firm’s culture and values
•    How to maximize business growth from your field social media program
Bring your burning questions to this fast-paced session with industry experts

5:20 pm

5:20 pm

Virtual Happy Hour

Meet informally with fellow delegates in “Drop-in” virtual roundtable chats.
·      Engage in 1:1 video conversation with peers or vendors.
·      Connect with fellow delegates as “recommend matches” based on similar interests and business objectives.

6:00 pm

6:00 pm

Conference Day 1 Adjourns

Get the latest news